BP vs. HAL
Compare and contrast key facts about BP p.l.c. (BP) and Halliburton Company (HAL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BP or HAL.
Performance
BP vs. HAL - Performance Comparison
Returns By Period
In the year-to-date period, BP achieves a -13.58% return, which is significantly higher than HAL's -15.43% return. Over the past 10 years, BP has outperformed HAL with an annualized return of 2.24%, while HAL has yielded a comparatively lower -3.06% annualized return.
BP
-13.58%
-6.01%
-20.31%
-14.09%
-0.39%
2.24%
HAL
-15.43%
6.25%
-19.72%
-19.17%
10.49%
-3.06%
Fundamentals
BP | HAL | |
---|---|---|
Market Cap | $74.25B | $26.52B |
EPS | $1.00 | $2.86 |
PE Ratio | 28.16 | 10.56 |
PEG Ratio | 13.74 | 1.49 |
Total Revenue (TTM) | $190.73B | $23.07B |
Gross Profit (TTM) | $31.16B | $4.41B |
EBITDA (TTM) | $24.20B | $4.97B |
Key characteristics
BP | HAL | |
---|---|---|
Sharpe Ratio | -0.67 | -0.64 |
Sortino Ratio | -0.80 | -0.77 |
Omega Ratio | 0.90 | 0.91 |
Calmar Ratio | -0.54 | -0.31 |
Martin Ratio | -1.32 | -1.00 |
Ulcer Index | 10.66% | 17.35% |
Daily Std Dev | 20.90% | 26.95% |
Max Drawdown | -69.44% | -92.99% |
Current Drawdown | -24.09% | -51.15% |
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Correlation
The correlation between BP and HAL is 0.49, 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.
Risk-Adjusted Performance
BP vs. HAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) 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.
Dividends
BP vs. HAL - Dividend Comparison
BP's dividend yield for the trailing twelve months is around 6.31%, more than HAL's 2.23% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BP p.l.c. | 6.31% | 4.71% | 3.94% | 4.83% | 9.21% | 6.51% | 6.36% | 5.66% | 6.37% | 7.63% | 6.14% | 4.51% |
Halliburton Company | 2.23% | 1.77% | 1.22% | 0.79% | 1.67% | 2.94% | 2.71% | 1.47% | 1.33% | 2.12% | 1.60% | 1.03% |
Drawdowns
BP vs. HAL - Drawdown Comparison
The maximum BP drawdown since its inception was -69.44%, smaller than the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for BP and HAL. For additional features, visit the drawdowns tool.
Volatility
BP vs. HAL - Volatility Comparison
The current volatility for BP p.l.c. (BP) is 8.02%, while Halliburton Company (HAL) has a volatility of 9.17%. This indicates that BP 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.
Financials
BP vs. HAL - Financials Comparison
This section allows you to compare key financial metrics between BP p.l.c. 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.
Total Revenue: Total amount of money received from sales and other business activities