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Correlation Analysis

Microsoft Corp vs SBA Communications Corp

MSFT vs SBAC

-0.707

Strong 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

SBAC logo

SBA Communications Corp

SBAC

SBA Communications owns a portfolio of about 46,000 wireless towers throughout North America, South America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top few mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.

Market cap 22.4B · 1,844 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 observationsStockStockTechnology

Who Moves First

MSFT leads SBAC by 6 days

MSFT tends to move before SBAC.

Best correlation after shifting: -0.713 (13 shifts scanned)

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

-0.332

12 periods · Return correlation when both series rose

Both Falling

+0.398

8 periods · Return correlation when both series fell

Diverging

-0.646

15 periods · Return correlation when series moved apart

R-Squared

49.9%

Share of variance in one series explained by the other.

Trend Agreement

54.8%

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: [-0.733, -0.678]

Time Series

Rebased to 100

Green: MSFTGray: SBAC36 of 1,254 points (sampled)

Scatter

XY Regression

208.6250300350400450500549.3172.1200250300350392.8Microsoft CorpSBA Communications CorpData pointsFit (r = -0.707)

Pipeline

Data quality details

Pipeline Summary

1,254 paired observations 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

SBAC logo

SBA Communications Corp

SBAC

Market cap 22.4B · 1,844 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

13

Estimated crossover points between normalized spreads.

Slope

-0.4699

Linear regression slope.

Intercept

424.5138

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 3 hours ago · ID: stock-msft-vs-stock-sbac-daily-20260408-bd6r1s