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Correlation Analysis

Steel Dynamics Inc vs Walmart Inc. Common Stock

STLD vs WMT

+0.826

Strong positive

When one moves up, the other tends to follow.

STLD logo

Steel Dynamics Inc

STLD

Steel Dynamics Inc operates as a domestic steel producer and metal recycler in the United States. The company's product portfolio comprises hot rolled sheet, hot rolled plate, painted sheet products, cold rolled sheet, and others. Its reportable segments are steel operations, metals recycling operations, steel fabrication operations, and aluminum operations. Maximum revenue is generated from its steel operations segment, which consists of manufacturing various steel products and numerous coating operations. Its primary sources of revenue are currently from the manufacture and sale of steel products, the processing and sale of recycled ferrous and nonferrous metals, and the fabrication and sale of steel joists and deck products.

Market cap 25.5B · 14,400 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: STLDGray: WMT36 of 1,254 points (sampled)

Who Moves First

in sync

STLD and WMT tend to move at the same time.

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

+0.311

15 periods · Return correlation when both series rose

Both Falling

+0.891

5 periods · Return correlation when both series fell

Diverging

-0.626

15 periods · Return correlation when series moved apart

R-Squared

68.2%

Share of variance in one series explained by the other.

Trend Agreement

54.2%

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: [0.807, 0.842]

Scatter

XY Regression

39.3406080100120140160180200211.434.7406080100120140141Steel Dynamics IncWalmart Inc. Common StockData pointsFit (r = 0.826)

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

STLD logo

Steel Dynamics Inc

STLD

Market cap 25.5B · 14,400 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

27

Estimated crossover points between normalized spreads.

Slope

0.6071

Linear regression slope.

Intercept

0.4012

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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