Correlation Between Howmet Aerospace and Emerson Electric

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

Diversification Opportunities for Howmet Aerospace and Emerson Electric

0.04
  Correlation Coefficient

Significant diversification

The 3 months correlation between Howmet and Emerson is 0.04. Overlapping area represents the amount of risk that can be diversified away by holding Howmet Aerospace and Emerson Electric in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Emerson Electric and Howmet Aerospace 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 Howmet Aerospace are associated (or correlated) with Emerson Electric. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Emerson Electric has no effect on the direction of Howmet Aerospace i.e., Howmet Aerospace and Emerson Electric go up and down completely randomly.

Pair Corralation between Howmet Aerospace and Emerson Electric

Considering the 90-day investment horizon Howmet Aerospace is expected to generate 0.63 times more return on investment than Emerson Electric. However, Howmet Aerospace is 1.58 times less risky than Emerson Electric. It trades about -0.11 of its potential returns per unit of risk. Emerson Electric is currently generating about -0.11 per unit of risk. If you would invest  20,662  in Howmet Aerospace on September 2, 2025 and sell it today you would lose (547.00) from holding Howmet Aerospace or give up 2.65% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Howmet Aerospace  vs.  Emerson Electric

 Performance 
       Timeline  
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 11 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain basic indicators, Howmet Aerospace displayed solid returns over the last few months and may actually be approaching a breakup point.
Emerson Electric 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Emerson Electric are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable primary indicators, Emerson Electric is not utilizing all of its potentials. The newest stock price agitation, may contribute to short-term losses for the retail investors.

Howmet Aerospace and Emerson Electric Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Howmet Aerospace and Emerson Electric

The main advantage of trading using opposite Howmet Aerospace and Emerson Electric positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Howmet Aerospace position performs unexpectedly, Emerson Electric 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 Emerson Electric will offset losses from the drop in Emerson Electric's long position.
The idea behind Howmet Aerospace and Emerson Electric 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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