Correlation Between Emerson Electric and Howmet Aerospace

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Can any of the company-specific risk be diversified away by investing in both Emerson Electric and Howmet Aerospace 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 Emerson Electric and Howmet Aerospace into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Emerson Electric and Howmet Aerospace, you can compare the effects of market volatilities on Emerson Electric and Howmet Aerospace 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 Emerson Electric with a short position of Howmet Aerospace. Check out your portfolio center. Please also check ongoing floating volatility patterns of Emerson Electric and Howmet Aerospace.

Diversification Opportunities for Emerson Electric and Howmet Aerospace

0.19
  Correlation Coefficient

Average diversification

The 3 months correlation between Emerson and Howmet is 0.19. Overlapping area represents the amount of risk that can be diversified away by holding Emerson Electric and Howmet Aerospace in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Howmet Aerospace and Emerson Electric 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 Emerson Electric are associated (or correlated) with Howmet Aerospace. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Howmet Aerospace has no effect on the direction of Emerson Electric i.e., Emerson Electric and Howmet Aerospace go up and down completely randomly.

Pair Corralation between Emerson Electric and Howmet Aerospace

Considering the 90-day investment horizon Emerson Electric is expected to generate 5.22 times less return on investment than Howmet Aerospace. But when comparing it to its historical volatility, Emerson Electric is 1.12 times less risky than Howmet Aerospace. It trades about 0.06 of its potential returns per unit of risk. Howmet Aerospace is currently generating about 0.28 of returns per unit of risk over similar time horizon. If you would invest  18,988  in Howmet Aerospace on August 13, 2025 and sell it today you would earn a total of  1,860  from holding Howmet Aerospace or generate 9.8% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Emerson Electric  vs.  Howmet Aerospace

 Performance 
       Timeline  
Emerson Electric 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Emerson Electric has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable primary indicators, Emerson Electric is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors.
Howmet Aerospace 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Howmet Aerospace are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of very weak basic indicators, Howmet Aerospace displayed solid returns over the last few months and may actually be approaching a breakup point.

Emerson Electric and Howmet Aerospace Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Emerson Electric and Howmet Aerospace

The main advantage of trading using opposite Emerson Electric and Howmet Aerospace positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Emerson Electric position performs unexpectedly, Howmet Aerospace 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 Howmet Aerospace will offset losses from the drop in Howmet Aerospace's long position.
The idea behind Emerson Electric and Howmet Aerospace 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.
Check out your portfolio center.
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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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