Correlation Between PPG Industries and Steel Dynamics

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

Diversification Opportunities for PPG Industries and Steel Dynamics

-0.69
  Correlation Coefficient

Excellent diversification

The 3 months correlation between PPG and Steel is -0.69. Overlapping area represents the amount of risk that can be diversified away by holding PPG Industries and Steel Dynamics in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Steel Dynamics and PPG 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 PPG Industries are associated (or correlated) with Steel Dynamics. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Steel Dynamics has no effect on the direction of PPG Industries i.e., PPG Industries and Steel Dynamics go up and down completely randomly.

Pair Corralation between PPG Industries and Steel Dynamics

Considering the 90-day investment horizon PPG Industries is expected to under-perform the Steel Dynamics. But the stock apears to be less risky and, when comparing its historical volatility, PPG Industries is 1.37 times less risky than Steel Dynamics. The stock trades about -0.09 of its potential returns per unit of risk. The Steel Dynamics is currently generating about 0.18 of returns per unit of risk over similar time horizon. If you would invest  13,406  in Steel Dynamics on September 6, 2025 and sell it today you would earn a total of  3,405  from holding Steel Dynamics or generate 25.4% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

PPG Industries  vs.  Steel Dynamics

 Performance 
       Timeline  
PPG Industries 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days PPG Industries has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders.
Steel Dynamics 

Risk-Adjusted Performance

Good

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

PPG Industries and Steel Dynamics Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with PPG Industries and Steel Dynamics

The main advantage of trading using opposite PPG Industries and Steel Dynamics positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if PPG Industries position performs unexpectedly, Steel Dynamics 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 Steel Dynamics will offset losses from the drop in Steel Dynamics' long position.
The idea behind PPG Industries and Steel Dynamics 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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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