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Correlation Analysis

Nvidia Corp vs United Rentals, Inc.

NVDA vs URI

+0.957

Very strong positive

When one moves up, the other tends to follow.

NVDA logo

Nvidia Corp

NVDA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

Market cap 4.3T

URI logo

United Rentals, Inc.

URI

United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.

Market cap 46.3B · 28,500 employees

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

Time Series

Rebased to 100

Green: NVDAGray: URI36 of 1,254 points (sampled)

Who Moves First

URI leads NVDA by 6 days

URI tends to move before NVDA.

Best correlation after shifting: +0.959 (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

+0.434

17 periods · Return correlation when both series rose

Both Falling

+0.698

10 periods · Return correlation when both series fell

Diverging

-0.468

8 periods · Return correlation when series moved apart

R-Squared

91.6%

Share of variance in one series explained by the other.

Trend Agreement

62.4%

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: [0.952, 0.962]

Scatter

XY Regression

-1.7050100150200218222400600800998Nvidia CorpUnited Rentals, Inc.Data pointsFit (r = 0.957)

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

NVDA logo

Nvidia Corp

NVDA

Market cap 4.3T

Stock · 1,254 raw → 1,254 prepared

Series B

URI logo

United Rentals, Inc.

URI

Market cap 46.3B · 28,500 employees

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

3.3504

Linear regression slope.

Intercept

284.9800

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 3 hours ago · ID: stock-nvda-vs-stock-uri-daily-20260408-qsocce