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Correlation Analysis

Microsoft Corp vs PepsiCo, Inc.

MSFT vs PEP

-0.470

Moderate inverse

When one moves up, the other tends to move down.

MSFT logo

Microsoft Corp

MSFT

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Market cap 2.8T

PEP logo

PepsiCo, Inc.

PEP

PepsiCo is a global leader in snacks and beverages, owning well-known household brands including Pepsi, Mountain Dew, Gatorade, Lay's, Cheetos, and Doritos, among others. The company dominates the global savory snacks market and also ranks as the second-largest beverage provider in the world (behind Coca-Cola) with diversified exposure to carbonated soft drinks, or CSD, as well as water, sports, and energy drink offerings. Convenience foods account for approximately 58% of its total revenue, with beverages making up the rest. Pepsi owns the bulk of its manufacturing and distribution capacity in the US, but uses bottlers overseas for beverages. International markets made up 41% of total sales and 46% of operating profits before corporate expenses in 2025.

Market cap 214.2B

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockTechnologyConsumer

Time Series

Relative Performance

Green: MSFTGray: PEP36 of 1,254 points (sampled)

Who Moves First

PEP leads MSFT by 6 days

PEP tends to move before MSFT.

After testing 13 timing shifts, the strongest relationship was -0.478 (they moved in opposite directions).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

+0.340

15 periods · Return correlation when both series rose

Both Falling

-0.379

7 periods · Return correlation when both series fell

Diverging

-0.786

13 periods · Return correlation when series moved apart

R-Squared

22.1%

Share of variance in one series explained by the other.

Trend Agreement

55.0%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [-0.512, -0.426]

Scatter

XY Regression

208.6250300350400450500549.3126130140150160170180190194Microsoft CorpPepsiCo, Inc.Data pointsFit (r = -0.47)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

MSFT logo

Microsoft Corp

MSFT

Market cap 2.8T

Stock · 1,254 raw → 1,254 prepared

Series B

PEP logo

PepsiCo, Inc.

PEP

Market cap 214.2B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

3

Estimated crossover points between normalized spreads.

Slope

-0.0809

Linear regression slope.

Intercept

192.3021

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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