Correlation Between Waters and Medpace Holdings

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

Diversification Opportunities for Waters and Medpace Holdings

0.93
  Correlation Coefficient

Almost no diversification

The 3 months correlation between Waters and Medpace is 0.93. Overlapping area represents the amount of risk that can be diversified away by holding Waters and Medpace Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Medpace Holdings and Waters 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 Waters are associated (or correlated) with Medpace Holdings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Medpace Holdings has no effect on the direction of Waters i.e., Waters and Medpace Holdings go up and down completely randomly.

Pair Corralation between Waters and Medpace Holdings

Considering the 90-day investment horizon Waters is expected to generate 1.0 times more return on investment than Medpace Holdings. However, Waters is 1.0 times more volatile than Medpace Holdings. It trades about 0.22 of its potential returns per unit of risk. Medpace Holdings is currently generating about 0.2 per unit of risk. If you would invest  28,940  in Waters on August 17, 2025 and sell it today you would earn a total of  9,000  from holding Waters or generate 31.1% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Waters  vs.  Medpace Holdings

 Performance 
       Timeline  
Waters 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Waters are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Waters unveiled solid returns over the last few months and may actually be approaching a breakup point.
Medpace Holdings 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Medpace Holdings are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating fundamental indicators, Medpace Holdings reported solid returns over the last few months and may actually be approaching a breakup point.

Waters and Medpace Holdings Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Waters and Medpace Holdings

The main advantage of trading using opposite Waters and Medpace Holdings positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Waters position performs unexpectedly, Medpace 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 Medpace Holdings will offset losses from the drop in Medpace Holdings' long position.
The idea behind Waters and Medpace 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.
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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 Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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