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BKR vs. HAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BKR and HAL is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BKR vs. HAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baker Hughes Company (BKR) and Halliburton Company (HAL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BKR:

0.57

HAL:

-1.07

Sortino Ratio

BKR:

0.95

HAL:

-1.55

Omega Ratio

BKR:

1.14

HAL:

0.80

Calmar Ratio

BKR:

0.68

HAL:

-0.61

Martin Ratio

BKR:

1.89

HAL:

-1.65

Ulcer Index

BKR:

10.12%

HAL:

25.41%

Daily Std Dev

BKR:

36.09%

HAL:

39.12%

Max Drawdown

BKR:

-73.51%

HAL:

-92.99%

Current Drawdown

BKR:

-20.97%

HAL:

-64.98%

Fundamentals

Market Cap

BKR:

$37.27B

HAL:

$18.27B

EPS

BKR:

$2.93

HAL:

$2.39

PE Ratio

BKR:

12.84

HAL:

8.89

PEG Ratio

BKR:

3.98

HAL:

11.34

PS Ratio

BKR:

1.34

HAL:

0.81

PB Ratio

BKR:

2.11

HAL:

1.69

Total Revenue (TTM)

BKR:

$27.84B

HAL:

$22.56B

Gross Profit (TTM)

BKR:

$6.11B

HAL:

$4.10B

EBITDA (TTM)

BKR:

$4.72B

HAL:

$4.32B

Returns By Period

In the year-to-date period, BKR achieves a -5.88% return, which is significantly higher than HAL's -21.07% return.


BKR

YTD

-5.88%

1M

1.29%

6M

-11.59%

1Y

20.52%

5Y*

26.10%

10Y*

N/A

HAL

YTD

-21.07%

1M

1.14%

6M

-28.53%

1Y

-41.59%

5Y*

18.34%

10Y*

-5.84%

*Annualized

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Risk-Adjusted Performance

BKR vs. HAL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKR
The Risk-Adjusted Performance Rank of BKR is 7070
Overall Rank
The Sharpe Ratio Rank of BKR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BKR is 6464
Sortino Ratio Rank
The Omega Ratio Rank of BKR is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BKR is 7777
Calmar Ratio Rank
The Martin Ratio Rank of BKR is 7272
Martin Ratio Rank

HAL
The Risk-Adjusted Performance Rank of HAL is 66
Overall Rank
The Sharpe Ratio Rank of HAL is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of HAL is 55
Sortino Ratio Rank
The Omega Ratio Rank of HAL is 66
Omega Ratio Rank
The Calmar Ratio Rank of HAL is 1212
Calmar Ratio Rank
The Martin Ratio Rank of HAL is 33
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.

BKR vs. HAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baker Hughes Company (BKR) and Halliburton Company (HAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current BKR Sharpe Ratio is 0.57, which is higher than the HAL Sharpe Ratio of -1.07. The chart below compares the historical Sharpe Ratios of BKR and HAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

BKR vs. HAL - Dividend Comparison

BKR's dividend yield for the trailing twelve months is around 2.30%, less than HAL's 3.19% yield.


TTM20242023202220212020201920182017201620152014
BKR
Baker Hughes Company
2.30%2.05%2.28%2.47%2.99%3.45%2.81%3.35%56.42%0.00%0.00%0.00%
HAL
Halliburton Company
3.19%2.50%1.77%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%1.60%

Drawdowns

BKR vs. HAL - Drawdown Comparison

The maximum BKR drawdown since its inception was -73.51%, smaller than the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for BKR and HAL. For additional features, visit the drawdowns tool.


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Volatility

BKR vs. HAL - Volatility Comparison

The current volatility for Baker Hughes Company (BKR) is 9.66%, while Halliburton Company (HAL) has a volatility of 12.92%. This indicates that BKR experiences smaller price fluctuations and is considered to be less risky than HAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BKR vs. HAL - Financials Comparison

This section allows you to compare key financial metrics between Baker Hughes Company and Halliburton Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


3.00B4.00B5.00B6.00B7.00B20212022202320242025
6.43B
5.42B
(BKR) Total Revenue
(HAL) Total Revenue
Values in USD except per share items

BKR vs. HAL - Profitability Comparison

The chart below illustrates the profitability comparison between Baker Hughes Company and Halliburton Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%20212022202320242025
23.0%
16.2%
(BKR) Gross Margin
(HAL) Gross Margin
BKR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Baker Hughes Company reported a gross profit of 1.48B and revenue of 6.43B. Therefore, the gross margin over that period was 23.0%.

HAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Halliburton Company reported a gross profit of 879.00M and revenue of 5.42B. Therefore, the gross margin over that period was 16.2%.

BKR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Baker Hughes Company reported an operating income of 752.00M and revenue of 6.43B, resulting in an operating margin of 11.7%.

HAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Halliburton Company reported an operating income of 431.00M and revenue of 5.42B, resulting in an operating margin of 8.0%.

BKR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Baker Hughes Company reported a net income of 402.00M and revenue of 6.43B, resulting in a net margin of 6.3%.

HAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Halliburton Company reported a net income of 204.00M and revenue of 5.42B, resulting in a net margin of 3.8%.