Correlation Between STMicroelectronics and ON Semiconductor

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

Diversification Opportunities for STMicroelectronics and ON Semiconductor

-0.13
  Correlation Coefficient

Good diversification

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

Pair Corralation between STMicroelectronics and ON Semiconductor

Assuming the 90 days trading horizon STMicroelectronics NV is expected to under-perform the ON Semiconductor. But the stock apears to be less risky and, when comparing its historical volatility, STMicroelectronics NV is 5.56 times less risky than ON Semiconductor. The stock trades about -0.21 of its potential returns per unit of risk. The ON Semiconductor is currently generating about 0.33 of returns per unit of risk over similar time horizon. 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

STMicroelectronics NV  vs.  ON Semiconductor

 Performance 
       Timeline  
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 

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 and ON Semiconductor Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with STMicroelectronics and ON Semiconductor

The main advantage of trading using opposite STMicroelectronics and ON Semiconductor positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if STMicroelectronics position performs unexpectedly, ON Semiconductor 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 ON Semiconductor will offset losses from the drop in ON Semiconductor's long position.
The idea behind STMicroelectronics NV and ON Semiconductor 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 Commodity Directory module to find actively traded commodities issued by global exchanges.

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