Stuart-Maxwell / Bowker (paired k-category)

Coming soon

Categorical

This test is implemented and is currently going through StatMinds’ production verification: every statistic is independently checked against a trusted reference (scipy / R), locked with regression tests, and the screen is exercised across assumption-met/violated and significant/non-significant scenarios before it opens up.

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Tests of symmetry and marginal homogeneity for paired categorical outcomes with ≥ 3 categories.

Bowker's test evaluates whether the full k × k contingency is symmetric (n_ij = n_ji for all i ≠ j); Stuart-Maxwell evaluates the weaker condition of marginal homogeneity (Time-1 row marginals = Time-2 column marginals). Reports both Bowker χ²(k(k−1)/2) and Stuart-Maxwell χ²(k−1). For k = 2 both reduce to McNemar's uncorrected χ². The canonical paired-categorical test when the outcome has 3+ levels — common in pre/post severity ratings, inter-rater agreement, and any longitudinal categorical assessment.

Worked example

Did marginal proportions shift across paired categorical ratings (3+ categories)?

The Stuart-Maxwell test checks marginal homogeneity for a paired square table with three or more categories — the multi-category McNemar.

Result

The marginal distributions shifted between the two occasions, χ²(2) = 8.9, p = .012.

How you'd report it (APA)

A Stuart-Maxwell test showed a significant change in the marginal distributions, χ²(2) = 8.9, p = .012.

When to use it

  • Paired ordered or nominal outcome (k ≥ 3)
    125 patients are rated as mild / moderate / severe before and after 12 weeks of physical therapy.
  • Inter-rater categorical agreement (k ≥ 3)
    80 X-ray scans rated as normal / mild / severe by two radiologists.

When NOT to — use instead

Hypotheses

Bowker H₀: the k × k contingency is symmetric (π_ij = π_ji for all i ≠ j). Stuart-Maxwell H₀: the marginal distributions are equal across the two measurements.
Hₐ: symmetry / marginal homogeneity is violated.

Parameter tested: set of k marginal proportions {π_j·, π_·j}

Assumptions (and what to do if they fail)

The off-diagonal cells of the k × k contingency have adequate counts. Cells with n_ij + n_ji ≥ 5 are strongly preferred for the Bowker χ² approximation.medium

Check: Flag when any off-diagonal pair has a total < 5.

If violated: Small off-diagonal totals make the χ² approximation for Bowker and the Wald form for Stuart-Maxwell unreliable.

At least one off-diagonal pair has a non-zero count (otherwise no information to distinguish H₀ from Hₐ).high

Check: Sum all off-diagonal cells; report.

If violated: Perfect concordance (all subjects on the diagonal) — the tests are undefined.

Ready to run a Stuart-Maxwell / Bowker (paired k-category) on your own data?

Guided setup, automatic assumption checks, effect sizes, figures and an APA write-up.

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