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Correlation Analysis

Oracle Corp vs S&P Global Inc.

ORCL vs SPGI

+0.781

Strong positive

When one moves up, the other tends to follow.

ORCL logo

Oracle Corp

ORCL

Oracle provides enterprise applications and infrastructure offerings through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used by the world's largest companies for high-volume online transaction processing workloads. Besides databases, Oracle also sells enterprise resource planning platforms and cloud infrastructure that play an increasingly important role in large language model training and inferencing.

Market cap 418.6B

SPGI logo

S&P Global Inc.

SPGI

S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include energy (formerly commodity insights, this segment includes Platts and other data), mobility (Carfax), and indexes. S&P plans to spin off mobility in 2026.

Market cap 128.5B · 44,500 employees

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

Time Series

Relative Performance

Green: ORCLGray: SPGI36 of 1,254 points (sampled)

Who Moves First

SPGI leads ORCL by 1 day

SPGI tends to move before ORCL.

After testing 13 timing shifts, the strongest relationship was +0.781 (they moved in the same direction).

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

-0.132

18 periods · Return correlation when both series rose

Both Falling

+0.409

8 periods · Return correlation when both series fell

Diverging

-0.558

9 periods · Return correlation when series moved apart

R-Squared

61.0%

Share of variance in one series explained by the other.

Trend Agreement

65.3%

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: [0.758, 0.802]

Scatter

XY Regression

51.1100150200250300348.9303.6350400450500550560Oracle CorpS&P Global Inc.Data pointsFit (r = 0.781)

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

ORCL logo

Oracle Corp

ORCL

Market cap 418.6B

Stock · 1,254 raw → 1,254 prepared

Series B

SPGI logo

S&P Global Inc.

SPGI

Market cap 128.5B · 44,500 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

48

Estimated crossover points between normalized spreads.

Slope

0.9416

Linear regression slope.

Intercept

311.3607

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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