Correlation Between ON Semiconductor and STMicroelectronics

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

Diversification Opportunities for ON Semiconductor and STMicroelectronics

-0.13
  Correlation Coefficient

Good diversification

The 3 months correlation between O2NS34 and STMicroelectronics is -0.13. Overlapping area represents the amount of risk that can be diversified away by holding ON Semiconductor and STMicroelectronics NV in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on STMicroelectronics and ON Semiconductor 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 ON Semiconductor are associated (or correlated) with STMicroelectronics. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of STMicroelectronics has no effect on the direction of ON Semiconductor i.e., ON Semiconductor and STMicroelectronics go up and down completely randomly.

Pair Corralation between ON Semiconductor and STMicroelectronics

Assuming the 90 days trading horizon ON Semiconductor is expected to generate 5.56 times more return on investment than STMicroelectronics. However, ON Semiconductor is 5.56 times more volatile than STMicroelectronics NV. It trades about 0.33 of its potential returns per unit of risk. STMicroelectronics NV is currently generating about -0.21 per unit of risk. If you would invest  3,052  in ON Semiconductor on October 20, 2025 and sell it today you would earn a total of  1,079  from holding ON Semiconductor or generate 35.35% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy97.44%
ValuesDaily Returns

ON Semiconductor  vs.  STMicroelectronics NV

 Performance 
       Timeline  
ON Semiconductor 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in ON Semiconductor are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, ON Semiconductor sustained solid returns over the last few months and may actually be approaching a breakup point.
STMicroelectronics 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days STMicroelectronics NV has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's primary indicators remain somewhat strong which may send shares a bit higher in February 2026. The current disturbance may also be a sign of long term up-swing for the company investors.

ON Semiconductor and STMicroelectronics Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with ON Semiconductor and STMicroelectronics

The main advantage of trading using opposite ON Semiconductor and STMicroelectronics positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if ON Semiconductor position performs unexpectedly, STMicroelectronics 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 STMicroelectronics will offset losses from the drop in STMicroelectronics' long position.
The idea behind ON Semiconductor and STMicroelectronics NV 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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

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