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Patterson-UTI Energy, Inc. (PTEN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7034811015

CUSIP

703481101

Sector

Energy

IPO Date

Nov 2, 1993

Highlights

Market Cap

$2.86B

EPS (TTM)

-$2.20

PEG Ratio

0.78

Total Revenue (TTM)

$5.80B

Gross Profit (TTM)

$424.71M

EBITDA (TTM)

$472.52M

Year Range

$7.19 - $12.32

Target Price

$10.81

Short %

9.19%

Short Ratio

3.19

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PTEN vs. QQQ PTEN vs. NE PTEN vs. FSLR PTEN vs. VOO
Popular comparisons:
PTEN vs. QQQ PTEN vs. NE PTEN vs. FSLR PTEN vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Patterson-UTI Energy, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-26.10%
7.29%
PTEN (Patterson-UTI Energy, Inc.)
Benchmark (^GSPC)

Returns By Period

Patterson-UTI Energy, Inc. had a return of -30.52% year-to-date (YTD) and -32.64% in the last 12 months. Over the past 10 years, Patterson-UTI Energy, Inc. had an annualized return of -6.90%, while the S&P 500 had an annualized return of 11.01%, indicating that Patterson-UTI Energy, Inc. did not perform as well as the benchmark.


PTEN

YTD

-30.52%

1M

-11.48%

6M

-24.97%

1Y

-32.64%

5Y*

-4.41%

10Y*

-6.90%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of PTEN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.69%5.05%3.20%-9.38%1.85%-5.30%6.08%-16.20%-16.17%0.26%9.52%-30.52%
2023-0.24%-18.45%-14.10%-4.36%-12.27%22.90%32.33%-10.73%-1.59%-8.24%-7.17%-7.77%-34.18%
202217.87%44.88%7.58%6.20%16.06%-17.23%5.01%-9.73%-21.61%51.11%2.17%-6.18%101.74%
202116.92%20.32%-3.39%-5.19%23.82%19.02%-19.32%-3.24%16.28%-4.89%-17.52%20.03%62.31%
2020-24.38%-27.83%-58.68%57.02%0.00%-5.51%11.67%-0.64%-25.59%-10.18%68.36%22.59%-48.80%
201917.20%9.32%6.05%-3.07%-21.78%8.68%1.04%-25.62%-0.69%-2.69%7.45%17.98%3.07%
20182.65%-23.50%-3.00%22.33%-3.45%-12.78%-4.44%-0.41%0.12%-2.75%-16.59%-25.20%-54.63%
20174.16%-1.50%-12.07%-10.82%-1.50%-5.21%-4.21%-17.43%31.28%-5.54%9.15%6.68%-14.20%
2016-4.64%8.07%14.00%12.09%-5.77%14.68%-9.05%0.52%14.89%0.49%18.64%1.01%79.97%
20153.44%8.89%1.03%19.04%-9.62%-6.41%-12.38%-1.24%-18.74%13.32%8.93%-6.38%-6.90%
20141.46%13.31%9.20%2.68%1.72%5.90%-1.69%0.55%-5.54%-29.20%-23.19%-5.63%-33.44%
20139.18%14.75%2.35%-11.54%-0.38%-7.65%2.14%-0.91%9.40%13.56%-3.99%8.85%37.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PTEN is 13, meaning it’s performing worse than 87% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PTEN is 1313
Overall Rank
The Sharpe Ratio Rank of PTEN is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of PTEN is 1111
Sortino Ratio Rank
The Omega Ratio Rank of PTEN is 1414
Omega Ratio Rank
The Calmar Ratio Rank of PTEN is 2323
Calmar Ratio Rank
The Martin Ratio Rank of PTEN is 99
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Patterson-UTI Energy, Inc. (PTEN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PTEN, currently valued at -0.78, compared to the broader market-4.00-2.000.002.00-0.781.90
The chart of Sortino ratio for PTEN, currently valued at -1.07, compared to the broader market-4.00-2.000.002.004.00-1.072.54
The chart of Omega ratio for PTEN, currently valued at 0.88, compared to the broader market0.501.001.502.000.881.35
The chart of Calmar ratio for PTEN, currently valued at -0.42, compared to the broader market0.002.004.006.00-0.422.81
The chart of Martin ratio for PTEN, currently valued at -1.43, compared to the broader market0.0010.0020.00-1.4312.39
PTEN
^GSPC

The current Patterson-UTI Energy, Inc. Sharpe ratio is -0.78. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Patterson-UTI Energy, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.78
1.90
PTEN (Patterson-UTI Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Patterson-UTI Energy, Inc. provided a 4.41% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The company has been increasing its dividends for 2 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.32$0.32$0.20$0.08$0.10$0.16$0.14$0.08$0.16$0.40$0.40$0.20

Dividend yield

4.41%2.96%1.19%0.95%1.90%1.52%1.35%0.35%0.59%2.65%2.41%0.79%

Monthly Dividends

The table displays the monthly dividend distributions for Patterson-UTI Energy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2023$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.08$0.00$0.32
2022$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.08$0.00$0.20
2021$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.08
2020$0.00$0.00$0.04$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.10
2019$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.16
2018$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.14
2017$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.08
2016$0.00$0.00$0.10$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.16
2015$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.40
2014$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.40
2013$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.4%
Patterson-UTI Energy, Inc. has a dividend yield of 4.41%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%213.3%
Patterson-UTI Energy, Inc. has a payout ratio of 213.33%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-77.13%
-3.58%
PTEN (Patterson-UTI Energy, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Patterson-UTI Energy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Patterson-UTI Energy, Inc. was 95.13%, occurring on Apr 3, 2020. The portfolio has not yet recovered.

The current Patterson-UTI Energy, Inc. drawdown is 77.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.13%Jul 28, 20141433Apr 3, 2020
-91.39%Oct 13, 1997339Feb 17, 1999384Aug 23, 2000723
-78.71%Jan 24, 2006782Mar 3, 20091304May 7, 20142086
-71.09%Mar 8, 2001137Sep 26, 2001798Nov 26, 2004935
-35.83%Sep 12, 200058Dec 1, 200016Dec 26, 200074

Volatility

Volatility Chart

The current Patterson-UTI Energy, Inc. volatility is 11.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
11.95%
3.64%
PTEN (Patterson-UTI Energy, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Patterson-UTI Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Patterson-UTI Energy, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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