Correlation Between Simpson Manufacturing and IES Holdings

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

Diversification Opportunities for Simpson Manufacturing and IES Holdings

-0.32
  Correlation Coefficient

Very good diversification

The 3 months correlation between Simpson and IES is -0.32. Overlapping area represents the amount of risk that can be diversified away by holding Simpson Manufacturing and IES Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on IES Holdings and Simpson Manufacturing 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 Simpson Manufacturing are associated (or correlated) with IES Holdings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of IES Holdings has no effect on the direction of Simpson Manufacturing i.e., Simpson Manufacturing and IES Holdings go up and down completely randomly.

Pair Corralation between Simpson Manufacturing and IES Holdings

Considering the 90-day investment horizon Simpson Manufacturing is expected to under-perform the IES Holdings. But the stock apears to be less risky and, when comparing its historical volatility, Simpson Manufacturing is 2.38 times less risky than IES Holdings. The stock trades about -0.16 of its potential returns per unit of risk. The IES Holdings is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  35,584  in IES Holdings on August 27, 2025 and sell it today you would earn a total of  5,166  from holding IES Holdings or generate 14.52% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Simpson Manufacturing  vs.  IES Holdings

 Performance 
       Timeline  
Simpson Manufacturing 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Simpson Manufacturing has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of sluggish performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in December 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders.
IES Holdings 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in IES Holdings are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of rather fragile basic indicators, IES Holdings exhibited solid returns over the last few months and may actually be approaching a breakup point.

Simpson Manufacturing and IES Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Simpson Manufacturing and IES Holdings

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

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