For my money, we are all of the cusp of the best three weeks of the entire year. We just wrapped up two weeks of conference tournaments, but those were just an appetizer to the main course that is yet to come.
The powers that be gave us the menu on Sunday evening for the feast that is to come. Now it is time to enjoy a brief break and palette cleaner before we all make our selections. But what shall we choose? Which tasty little upset looks the best in the first round? Which teams are most likely to be sweet in the second weekend? Which quartet will comprise the final course?
Over the years I have developed a set of analytics and computational tools to gain a better understanding of the mathematical underpinning of the NCAA Basketball Tournament. My methodology has a solid track record of correctly identifying upsets and sometimes doing more than that. In 2023, I used data to correctly predict that No. 4 seed UConn win the National Title.
There is no foolproof way to dominate your office pool. My method reveals that the dice are loaded (and by how much), but one still has to roll them. But my method does provide some helpful hints as to the more likely March Madness scenarios. While we wait for the feast to begin on Thursday at noon, "Dr. Green and White" is here to help you fill out your 2025 bracket.
Before we did into the current bracket in detail, let's start with an overview of my methods and general trends to expect in 2025.
Methodology Overview
All of my analysis of college basketball odds is based on this same premise. Kenpom efficiency data can be used to assign probabilities to any arbitrary basketball match-up. Knowing this, the full season and any tournament can be mathematically modeled and its odds can be calculated.
My favorite plot to highlight this fact is shown below.
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Figure 1: Correlation between NCAA Tournament upsets and the odds predicted using Kenpom efficiency data. |
This figure compares the winning percentage for the higher seeds in the NCAA Tournament to the odds expected based on the average point spread of games with that seed combination. The figure shows that data for all seed combinations that have occurred at least 40 times.
Figure 1 tells us why No. 16 seeds have won two times over the past 39 tournaments (1.3% of the time). It is because on average No. 16 seeds are 22.5-point underdogs and 22.5-point underdogs win straight up 1.4% of the time whether the game in played in March or in November.
There are a few notable deviations from this correlation. For example, No. 10 seeds have surprisingly good luck against No. 2 seeds and No. 9 and No. 5 seeds do not upset No. 1 seeds in the second round or in the Sweet 16 as often as expected. As Figure 1 shows, the overall correlation is very strong.
The Vegas points spreads and the point differentials predicted by Kenpom efficiency margins also correlate very strongly. Figure 2 below shows how strong this correlation is for the first-round games in the 2025 NCAA Tournament.
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Figure 2: Correlation between the Vegas lines and the point differentials predicted using Kenpom efficiency margins for the 2025 NCAA Men's Basketball Tournament. |
Figure 2 gives us confidence that Kenpom efficiencies can be used to model the results of the NCAA Tournament.
2025 Bracket Overview
Sometimes we can get a sense of how "mad" the NCAA Tournament will be based on the results of the conference tournaments. Of the 31 total conference tournaments, 17 were won by the No. 1 seed (55%), 11 were won by the No. 2 or No. 3 seed (35%), and only three were won by a No. 4 seed or lower. The favorites did much better in conference tournaments than the trend in 2024.
Will this translate into a calmer March Madness, or does this mean that Cinderella is bit stronger this year?
I attempted to explore this question by simulating the results of the 2025 tournament 5,000 times and counting the number of upsets that occurred in each round. I then compared these values to simulations of previous tournaments and to the results of the past 22 actual tournaments. The results are shown below in Figure 3.
Based on the results of this simulation, the 2025 NCAA Tournaments could be one of the calmest and most "well-behaved" Tournaments in recent memory, especially in the first round.
The historical average number of first round upsets is 8.6 (of 32 games) but the 2025 simulation result predicts a game-and-a-half fewer at 7.1. The predicted number of second round upsets (4.6) is right at the historical average, but the simulation suggests that there will be fewer upsets in the Sweet 16 and Regional Final rounds as well.
For the first two rounds, it makes sense that fewer upsets on Thursday and Friday can translate into more upsets on the weekend. This is a manifestation of what I like to call the law of conservation of upsets.
A small number of first round upsets means that more higher-quality teams survive to play in the second round. While everybody love a Cinderella story, underdogs are underdogs for a reason. They often lack the ability to win two games in a row, which results in a slightly easier path to the second weekend for the surviving higher-seeded opponents.
Overall, the simulation predicts a total of 15.9 plus-or-minus 3.2 upsets for the full tournament. This value is close to a full standard deviation lower than the historical value of 18.1 plus-or-minus 3.1 upsets.
When filling out your bracket this year, it is best to take slightly fewer upsets than usual. Resisting the temptation to make that No. 13 seed upset pick might be the right call this year.
I am also able to use the results of my simulation to project the distribution of seeds that will advance to the final weekend. Most "experts" will frequently select three or even all four No. 1 seeds to make the Final Four. That rarely happens in reality.
Figure 4 shows distribution that I obtained in my simulation of the 2025 tournament. This distribution is consistent with past simulations and the actual distribution of Final Four seeds over the years.
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Figure 4: Projected distribution of seeds in the 2025 Final Four based on the results of a 5,000 full tournament simulations. |
Simulation and history shows that a "typical" Final Four is made up of a No. 1 seed, a No. 1 or a No. 2 seed, a No. 2 or No. 3 seed, and one lower seed. More than two No. 1 seeds have made it to the Final Four only five times since seeding began in 1979.
That said, compared to past simulations and history, the 2025 Final Four is likely to have slight more higher-seeded teams than usual. This is consistent with the idea that the 2025 Tournament will have a lower than usual number of upsets overall.
It is very likely (94% odds) that at least one of the No. 1 seeds will advance to the final weekend. The odds are 68% that at least two of the No. 1 seeds make it and they are 31% that three No. 1 seeds make the Final Four. The historical values for these outcomes are 93% (for one No. 1 seed), 53% (for two No. 1 seeds), and 12% (for three No. 1 seeds).
The mostly likely scenario is that at least two No. 1 seeds will makes the Four Four. The third highest seed in the final weekend is most likely either another No. 1 seed or a No. 2 seed.
There is a lot more variability in the lowest seed projected to advance to the Final Four. The simulation suggests there is about a 50% chance that is will be a No. 2, No. 3, or No. 4 seed. There is also a 30% chance that is will be either a No. 6, No. 7 or No. 8 seed. Curiously, the odds for a No. 5 seed (6%) and a No. 9 seed (2.5%) are strangely low compared to the other, similar seeds.
With this background knowledge now in place, the next step is to dig into the brackets, look for upsets, and make some predictions. That will be the subject of part two of this analysis. Stay tuned.
Part 2: Breaking Down the Brackets
Yesterday I introduced my methodology of how I use Kenpom efficiency data to understand why NCAA Tournament upsets happen at the frequency that they do. I used the data for the 2025 Tournament bracket to predict that we are likely to see fewer upsets in the first two round especially. I also made some predictions about the make-up of the Final Four.
In the second and final part of this series, it is time to dig into the four regions in detail. Which teams will advance to San Antonio? Which big upsets will create buzz in the first two rounds, and how far will the Michigan State Spartans advance? Let's jump in.
South Region
Table 1 below summarizes all of the relevant data for the South Region.
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The middle of the table shows the odds for each team to advance through each round of the tournament. The teams are sorted not by seed, but by the odds for each team to advance to the Final Four. The red or green shaded cells on the far right are the relative odds for each team to advance compared to historical averages for that seed.
Finally, there is a column labeled "SoD" which stands for "strength of draw." This calculation starts with the odds for a historically average No. 1 seed to advance to the Final Four from any of the 16 positions on this year's bracket. I then compare those odds to the odds that the same historically average No. 1 seed would have to reach the Final Four in a historically average NCAA Tournament bracket.
The first thing that jumps out is the shear amount of green in the "Relative Kenpom Efficiency" column on the left side of the table. The top 14 seeds in the South are all above average relative to past teams of the same seed.
In many cases, the top seeded teams are significantly above average. Eight total teams in the South Region are more than 3.00 points of Kenpom efficiency margin higher than average. For comparison, there were only six teams in the entire 2024 Tournament that were more than 3.00 points above average.
All the teams in the South are good this year, and the same trend is present in the other three regions as well. This is the main explanation for why simulation is projecting fewer upsets that normal, especially in the first round. There is a bigger gap that usual between the top 10 or 11 seeds in each region compared to the bottom five or six teams.
Perhaps the most useful part of Table 1 is the section on the far right side. This shows the relative odds for each team to advance through the tournament. The variation in green and red cells give an indication of where certain teams might get tripped up.
For example, Michigan State's path appears "green" until the Sweet 16 where it turns red. This is because on paper, Iowa State is a much stronger than usual No. 3 seed and No. 1 Auburn, on paper, is a historically very strong No. 1 seed.
No. 5 Michigan and No. 6 Ole Miss are "red" starting with the first round match-ups. While those two teams are both also stronger than average for their seed, they are potentially facing team such as No. 11 North Carolina and No. 12 UC San Diego which are both much stronger than usual their seed. This analysis provide a preview of potential upset picks.
Overall, No. 1 Auburn has the best odds to advance to the Final Four out of the South at 49%, which is 12.5-percentag points above average for a No. 1 seed. No. 2 Michigan State has the second-best odds at 16.5% (about one-in-six). No. 3 Iowa State (13%) and No. 4 Texas A&M (6%) round out the top four.
The Spartans have a 96.8% chance to avoid the dreaded upset by No. 15 Bryant. They then have a 68% chance to advance to the Sweet 16 in Atlanta. Michigan State has a 40% chance to reach the Regional Final and (as mentioned above) a 16.5% chance to make the Final Four. There is a 6.6% chance to reach the Championship Game and a 2.3% chance to win it all, which is the seventh-best odds of any team in the field.
Due the overall strength of the field, every single team in the 2025 Tournament has a negative "strength of draw rating." The least negative value in the full bracket is -5.3% for No. 12 UC San Diego. Michigan State's draw is rated at -10.5%. This might seem bad, but in this tournament, everything is relative. The Spartans have the second best draws of the four No. 2 seeds, behind only Tennessee (-10.0%)
Finally, my analysis suggests the the South Region is the easiest of the four regions in the 2025 Tournament. A historically average No. 1 seed would have a 6.7% chance to win the region.
West Region
Table 2 below summarizes all of the relevant data for the West Region. My analysis suggests that an average No. 1 seed would have a 6.3% chance to advance to the Final Four in the West, making it the second easiest region in 2025.
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Table 2: 2025 NCAA Tournament West Region odds and data summary |
Midwest Region
Table 3 below summarizes all of the relevant data for the Midwest Region. My analysis suggests that an average No. 1 seed would have a 6.0% chance to advance to the Final Four in the Midwest, making it the third easiest region in 2025.
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East Region
Table 4 below summarizes all of the relevant data for the East Region. My analysis suggests that an average No. 1 seed would have a 5.2% chance to advance to the Final Four in the Midwest, making it the most difficult region in 2025.
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Table 4: 2025 NCAA Tournament Midwest Region odds and data summary |
Just like the other three regions, the top 12 seeds in the East are all stronger than their historical counterparts.
First Round Upset Analysis
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Figure 1: Odds for the higher seeded teams to win for each seed pairing, relative to the historical odds (shown in blue) for first round games involving seeds No. 1 to No. 4. |
Second Round Analysis
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Figure 3: Odds for the higher seeded teams to win for each seed pairing, relative to the historical odds (shown in blue) for second round games assuming the higher seeds advance |
Sweet 16 and Beyond
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Figure 4: Odds for the higher seeded teams to win for each seed pairing, relative to the historical odds (shown in blue) for the third and fourth round games assuming the higher seeds advance |
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