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Correlation Analysis

Nike, Inc. vs Walmart Inc. Common Stock

NKE vs WMT

-0.791

Strong inverse

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

NKE logo

Nike, Inc.

NKE

Nike is the largest athletic footwear and apparel brand in the world. Footwear generates about two-thirds of its sales. Key performance footwear categories include basketball, running, and football (soccer). Its brands include Nike, Jordan (premium athletic footwear and clothing), NikeSkims (women's athleisure), and Converse (casual footwear). Nike sells products worldwide through company-owned stores, franchised stores (including about 5,500 in China), and third-party retailers. The firm also operates e-commerce platforms in more than 40 countries. Nearly all its production is outsourced to contract manufacturers in more than 30 countries. Nike was founded in 1964 and is based in Beaverton, Oregon.

Market cap 65.2B · 77,800 employees

WMT logo

Walmart Inc. Common Stock

WMT

Since its founding in 1962, Walmart has become the world's largest retailer, operating over 10,700 stores globally (including 4,600 namesake locations on its home turf and another 600 Sam's Club outlets) and growing its e-commerce presence, attracting 270 million customers weekly. In aggregate, the firm posted more than $680 billion in fiscal 2025 sales. Its core operations span three reporting segments: Walmart US (68% of fiscal 2025 sales), Walmart International (18%), and Sam's Club (14%). Within the US, nearly 60% of its $465 billion in fiscal 2025 revenue came from its grocery offerings, with another quarter from general merchandise. Internationally, Walmart's operations are concentrated in Mexico, though it also has budding exposure to India.

Market cap 1T

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

Time Series

Relative Performance

Green: NKEGray: WMT36 of 1,254 points (sampled)

Who Moves First

NKE leads WMT by 6 days

NKE tends to move before WMT.

After testing 13 timing shifts, the strongest relationship was -0.791 (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

-0.344

9 periods · Return correlation when both series rose

Both Falling

+0.161

6 periods · Return correlation when both series fell

Diverging

-0.447

20 periods · Return correlation when series moved apart

R-Squared

62.5%

Share of variance in one series explained by the other.

Trend Agreement

58.0%

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: [-0.811, -0.769]

Scatter

XY Regression

32.8406080100120140160176.234.7406080100120140141Nike, Inc.Walmart Inc. Common StockData pointsFit (r = -0.791)

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

NKE logo

Nike, Inc.

NKE

Market cap 65.2B · 77,800 employees

Stock · 1,254 raw → 1,254 prepared

Series B

WMT logo

Walmart Inc. Common Stock

WMT

Market cap 1T

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

5

Estimated crossover points between normalized spreads.

Slope

-0.6200

Linear regression slope.

Intercept

130.6096

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 7 hours ago · ID: stock-nke-vs-stock-wmt-daily