Correlation Between Astec Industries and Limbach Holdings

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Can any of the company-specific risk be diversified away by investing in both Astec Industries and Limbach Holdings at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Astec Industries and Limbach Holdings into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Astec Industries and Limbach Holdings, you can compare the effects of market volatilities on Astec Industries and Limbach Holdings and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Astec Industries with a short position of Limbach Holdings. Check out your portfolio center. Please also check ongoing floating volatility patterns of Astec Industries and Limbach Holdings.

Diversification Opportunities for Astec Industries and Limbach Holdings

0.79
  Correlation Coefficient

Poor diversification

The 3 months correlation between Astec and Limbach is 0.79. Overlapping area represents the amount of risk that can be diversified away by holding Astec Industries and Limbach Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Limbach Holdings and Astec Industries is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Astec Industries are associated (or correlated) with Limbach Holdings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Limbach Holdings has no effect on the direction of Astec Industries i.e., Astec Industries and Limbach Holdings go up and down completely randomly.

Pair Corralation between Astec Industries and Limbach Holdings

Given the investment horizon of 90 days Astec Industries is expected to generate 0.6 times more return on investment than Limbach Holdings. However, Astec Industries is 1.67 times less risky than Limbach Holdings. It trades about -0.01 of its potential returns per unit of risk. Limbach Holdings is currently generating about -0.13 per unit of risk. If you would invest  4,600  in Astec Industries on September 10, 2025 and sell it today you would lose (141.00) from holding Astec Industries or give up 3.07% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Astec Industries  vs.  Limbach Holdings

 Performance 
       Timeline  
Astec Industries 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Astec Industries has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Astec Industries is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.
Limbach Holdings 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Limbach Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's primary indicators remain somewhat strong which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long term up-swing for the company investors.

Astec Industries and Limbach Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Astec Industries and Limbach Holdings

The main advantage of trading using opposite Astec Industries and Limbach Holdings positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Astec Industries position performs unexpectedly, Limbach Holdings can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Limbach Holdings will offset losses from the drop in Limbach Holdings' long position.
The idea behind Astec Industries and Limbach Holdings pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

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