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Correlation Analysis

Progressive Corporation vs Walmart Inc. Common Stock

PGR vs WMT

+0.818

Strong positive

When one moves up, the other tends to follow.

PGR logo

Progressive Corporation

PGR

Progressive underwrites private and commercial auto insurance and specialty lines; it has almost 27 million personal auto policies in force and is one of the largest auto insurers in the United States. Progressive markets its policies through independent insurance agencies in the US and Canada and directly via the internet and telephone. Its premiums are split between the agent and the direct channel. The company also offers commercial auto policies and entered homeowners insurance through an acquisition in 2015.

Market cap 114.9B · 70,000 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 pointsStockStockConsumer

Time Series

Relative Performance

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

Who Moves First

PGR leads WMT by 6 days

PGR tends to move before WMT.

After testing 13 timing shifts, the strongest relationship was +0.826 (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

+0.491

16 periods · Return correlation when both series rose

Both Falling

-0.524

6 periods · Return correlation when both series fell

Diverging

-0.405

13 periods · Return correlation when series moved apart

R-Squared

67.0%

Share of variance in one series explained by the other.

Trend Agreement

59.6%

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: [0.799, 0.836]

Scatter

XY Regression

78.4100150200250291.734.7406080100120140141Progressive CorporationWalmart Inc. Common StockData pointsFit (r = 0.818)

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

PGR logo

Progressive Corporation

PGR

Market cap 114.9B · 70,000 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

12

Estimated crossover points between normalized spreads.

Slope

0.3308

Linear regression slope.

Intercept

10.2034

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 6 hours ago · ID: stock-pgr-vs-stock-wmt-daily