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

Correlation

The correlation between CHX and HAL is 0.42, 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

CHX vs. HAL - Performance Comparison

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

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Key characteristics

Sharpe Ratio

CHX:

-0.71

HAL:

-1.15

Sortino Ratio

CHX:

-0.85

HAL:

-1.68

Omega Ratio

CHX:

0.89

HAL:

0.78

Calmar Ratio

CHX:

-0.52

HAL:

-0.64

Martin Ratio

CHX:

-1.59

HAL:

-1.75

Ulcer Index

CHX:

15.96%

HAL:

25.12%

Daily Std Dev

CHX:

36.46%

HAL:

38.88%

Max Drawdown

CHX:

-93.37%

HAL:

-92.99%

Current Drawdown

CHX:

-42.65%

HAL:

-66.54%

Fundamentals

Market Cap

CHX:

$4.81B

HAL:

$17.50B

EPS

CHX:

$1.51

HAL:

$2.39

PE Ratio

CHX:

16.62

HAL:

8.52

PEG Ratio

CHX:

1.68

HAL:

11.27

PS Ratio

CHX:

1.34

HAL:

0.78

PB Ratio

CHX:

2.49

HAL:

1.68

Total Revenue (TTM)

CHX:

$3.58B

HAL:

$22.56B

Gross Profit (TTM)

CHX:

$1.19B

HAL:

$4.10B

EBITDA (TTM)

CHX:

$715.94M

HAL:

$4.32B

Returns By Period

In the year-to-date period, CHX achieves a -7.04% return, which is significantly higher than HAL's -24.59% return.


CHX

YTD

-7.04%

1M

7.31%

6M

-17.91%

1Y

-25.73%

5Y*

22.85%

10Y*

N/A

HAL

YTD

-24.59%

1M

0.44%

6M

-29.47%

1Y

-43.79%

5Y*

15.81%

10Y*

-6.38%

*Annualized

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Risk-Adjusted Performance

CHX vs. HAL — Risk-Adjusted Performance Rank

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

CHX
The Risk-Adjusted Performance Rank of CHX is 1414
Overall Rank
The Sharpe Ratio Rank of CHX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of CHX is 1616
Sortino Ratio Rank
The Omega Ratio Rank of CHX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of CHX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of CHX is 55
Martin Ratio Rank

HAL
The Risk-Adjusted Performance Rank of HAL is 55
Overall Rank
The Sharpe Ratio Rank of HAL is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of HAL is 44
Sortino Ratio Rank
The Omega Ratio Rank of HAL is 55
Omega Ratio Rank
The Calmar Ratio Rank of HAL is 1212
Calmar Ratio Rank
The Martin Ratio Rank of HAL is 22
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.

CHX vs. HAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ChampionX Corporation (CHX) 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 CHX Sharpe Ratio is -0.71, which is higher than the HAL Sharpe Ratio of -1.15. The chart below compares the historical Sharpe Ratios of CHX 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

CHX vs. HAL - Dividend Comparison

CHX's dividend yield for the trailing twelve months is around 1.51%, less than HAL's 3.34% yield.


TTM20242023202220212020201920182017201620152014
CHX
ChampionX Corporation
1.51%1.36%1.13%0.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HAL
Halliburton Company
3.34%2.50%1.77%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%1.60%

Drawdowns

CHX vs. HAL - Drawdown Comparison

The maximum CHX drawdown since its inception was -93.37%, roughly equal to the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for CHX and HAL. For additional features, visit the drawdowns tool.


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Volatility

CHX vs. HAL - Volatility Comparison

The current volatility for ChampionX Corporation (CHX) is 12.18%, while Halliburton Company (HAL) has a volatility of 15.37%. This indicates that CHX 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

CHX vs. HAL - Financials Comparison

This section allows you to compare key financial metrics between ChampionX Corporation 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


0.001.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
864.46M
5.42B
(CHX) Total Revenue
(HAL) Total Revenue
Values in USD except per share items

CHX vs. HAL - Profitability Comparison

The chart below illustrates the profitability comparison between ChampionX Corporation 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
33.7%
16.2%
(CHX) Gross Margin
(HAL) Gross Margin
CHX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, ChampionX Corporation reported a gross profit of 291.53M and revenue of 864.46M. Therefore, the gross margin over that period was 33.7%.

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%.

CHX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, ChampionX Corporation reported an operating income of 114.48M and revenue of 864.46M, resulting in an operating margin of 13.2%.

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%.

CHX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, ChampionX Corporation reported a net income of 85.80M and revenue of 864.46M, resulting in a net margin of 9.9%.

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%.