Correlation Between Kadant and CBIZ

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

Diversification Opportunities for Kadant and CBIZ

0.8
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Kadant and CBIZ is 0.8. Overlapping area represents the amount of risk that can be diversified away by holding Kadant Inc and CBIZ Inc in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on CBIZ Inc and Kadant 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 Kadant Inc are associated (or correlated) with CBIZ. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of CBIZ Inc has no effect on the direction of Kadant i.e., Kadant and CBIZ go up and down completely randomly.

Pair Corralation between Kadant and CBIZ

Considering the 90-day investment horizon Kadant Inc is expected to under-perform the CBIZ. But the stock apears to be less risky and, when comparing its historical volatility, Kadant Inc is 1.12 times less risky than CBIZ. The stock trades about -0.19 of its potential returns per unit of risk. The CBIZ Inc is currently generating about -0.12 of returns per unit of risk over similar time horizon. If you would invest  6,237  in CBIZ Inc on August 15, 2025 and sell it today you would lose (1,036) from holding CBIZ Inc or give up 16.61% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Kadant Inc  vs.  CBIZ Inc

 Performance 
       Timeline  
Kadant Inc 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Kadant Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in December 2025. The recent confusion may also be a sign of long-lasting up-swing for the firm traders.
CBIZ Inc 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days CBIZ Inc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's fundamental drivers remain fairly strong which may send shares a bit higher in December 2025. The current disturbance may also be a sign of long term up-swing for the company investors.

Kadant and CBIZ Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Kadant and CBIZ

The main advantage of trading using opposite Kadant and CBIZ positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Kadant position performs unexpectedly, CBIZ 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 CBIZ will offset losses from the drop in CBIZ's long position.
The idea behind Kadant Inc and CBIZ Inc 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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