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FSM vs. HAL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FSM vs. HAL - Performance Comparison

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

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Returns By Period

In the year-to-date period, FSM achieves a -10.60% return, which is significantly lower than HAL's 44.62% return. Over the past 10 years, FSM has outperformed HAL with an annualized return of 3.04%, while HAL has yielded a comparatively lower 1.02% annualized return.


FSM

1D
0.92%
1M
-18.49%
YTD
-10.60%
6M
-4.88%
1Y
23.00%
3Y*
35.95%
5Y*
5.60%
10Y*
3.04%

HAL

1D
3.37%
1M
2.11%
YTD
44.62%
6M
45.55%
1Y
101.95%
3Y*
10.25%
5Y*
12.92%
10Y*
1.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSM vs. HAL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSM
Fortuna Silver Mines Inc.
-10.60%128.67%11.14%2.93%-3.85%-52.67%101.96%12.09%-30.27%-7.61%
HAL
Halliburton Company
44.62%7.02%-23.19%-6.47%74.45%21.99%-21.23%-4.90%-44.63%-8.18%

Correlation

The correlation between FSM and HAL is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jan 8, 2007

0.23

The correlation between FSM and HAL shifts across timeframes, from 0.05 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FSM:

$2.92B

HAL:

$33.98B

EPS

FSM:

$1.06

HAL:

$1.82

PE Ratio

FSM:

8.25

HAL:

22.29

PEG Ratio

FSM:

0.12

HAL:

3.56

PS Ratio

FSM:

2.57

HAL:

1.55

PB Ratio

FSM:

1.65

HAL:

3.14

Total Revenue (TTM)

FSM:

$1.10B

HAL:

$22.17B

Gross Profit (TTM)

FSM:

$598.05M

HAL:

$3.40B

EBITDA (TTM)

FSM:

$743.42M

HAL:

$3.83B

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Return for Risk

FSM vs. HAL — Risk / Return Rank

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

FSM
FSM Risk / Return Rank: 5555
Overall Rank
FSM Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FSM Sortino Ratio Rank: 5353
Sortino Ratio Rank
FSM Omega Ratio Rank: 5353
Omega Ratio Rank
FSM Calmar Ratio Rank: 5757
Calmar Ratio Rank
FSM Martin Ratio Rank: 5858
Martin Ratio Rank

HAL
HAL Risk / Return Rank: 9494
Overall Rank
HAL Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
HAL Sortino Ratio Rank: 9393
Sortino Ratio Rank
HAL Omega Ratio Rank: 9090
Omega Ratio Rank
HAL Calmar Ratio Rank: 9696
Calmar Ratio Rank
HAL Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSM vs. HAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortuna Silver Mines Inc. (FSM) 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.


FSMHALDifference
Sharpe ratioReturn per unit of total volatility

-2.37

Sortino ratioReturn per unit of downside risk

-2.57

Omega ratioGain probability vs. loss probability

1.12

1.42

-0.30

Calmar ratioReturn relative to maximum drawdown

0.62

7.82

-7.20

Martin ratioReturn relative to average drawdown

1.51

20.24

-18.72

FSM vs. HAL - Sharpe Ratio Comparison

The current FSM Sharpe Ratio is 0.41, which is lower than the HAL Sharpe Ratio of 2.78. The chart below compares the historical Sharpe Ratios of FSM and HAL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FSMHALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

2.78

-2.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.32

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

0.02

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.14

-0.02

Drawdowns

FSM vs. HAL - Drawdown Comparison

The maximum FSM drawdown since its inception was -92.25%, roughly equal to the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for FSM and HAL.


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Drawdown Indicators


FSMHALDifference

Max Drawdown

Largest peak-to-trough decline

-92.25%

-92.99%

+0.74%

Max Drawdown (1Y)

Largest decline over 1 year

-37.26%

-13.10%

-24.16%

Max Drawdown (3Y)

Largest decline over 3 years

-37.26%

-54.01%

+16.75%

Max Drawdown (5Y)

Largest decline over 5 years

-69.35%

-54.01%

-15.34%

Max Drawdown (10Y)

Largest decline over 10 years

-81.07%

-91.45%

+10.38%

Current Drawdown

Current decline from peak

-35.80%

-31.36%

-4.44%

Average Drawdown

Average peak-to-trough decline

-45.17%

-39.13%

-6.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.37%

5.06%

+10.31%

Volatility

FSM vs. HAL - Volatility Comparison

Fortuna Silver Mines Inc. (FSM) has a higher volatility of 15.57% compared to Halliburton Company (HAL) at 10.08%. This indicates that FSM's price experiences larger fluctuations and is considered to be riskier than HAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSMHALDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.57%

10.08%

+5.49%

Volatility (6M)

Calculated over the trailing 6-month period

44.86%

24.20%

+20.66%

Volatility (1Y)

Calculated over the trailing 1-year period

57.05%

36.99%

+20.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.36%

40.19%

+17.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.44%

45.98%

+13.46%

Dividends

FSM vs. HAL - Dividend Comparison

FSM has not paid dividends to shareholders, while HAL's dividend yield for the trailing twelve months is around 1.68%.


PositionTTM20252024202320222021202020192018201720162015
FSM
Fortuna Silver Mines Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HAL
Halliburton Company
1.68%2.41%2.50%1.77%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%

Financials

FSM vs. HAL - Financials Comparison

This section allows you to compare key financial metrics between Fortuna Silver Mines Inc. 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


0.001.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
342.47M
5.40B
(FSM) Total Revenue
(HAL) Total Revenue
Values in USD except per share items

FSM vs. HAL - Profitability Comparison

The chart below illustrates the profitability comparison between Fortuna Silver Mines Inc. 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%50.0%60.0%20222023202420252026
61.9%
14.6%
Portfolio components
FSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortuna Silver Mines Inc. reported a gross profit of 211.84M and revenue of 342.47M. Therefore, the gross margin over that period was 61.9%.

HAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halliburton Company reported a gross profit of 790.00M and revenue of 5.40B. Therefore, the gross margin over that period was 14.6%.

FSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortuna Silver Mines Inc. reported an operating income of 182.18M and revenue of 342.47M, resulting in an operating margin of 53.2%.

HAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halliburton Company reported an operating income of 679.00M and revenue of 5.40B, resulting in an operating margin of 12.6%.

FSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortuna Silver Mines Inc. reported a net income of 111.01M and revenue of 342.47M, resulting in a net margin of 32.4%.

HAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halliburton Company reported a net income of 461.00M and revenue of 5.40B, resulting in a net margin of 8.5%.


Frequently Asked Questions


FSM and HAL have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSM has higher volatility (15.57%) compared to HAL (10.08%). In terms of maximum drawdown, FSM dropped -92.25% vs HAL's -92.99%.

HAL currently has the higher Sharpe Ratio (2.78 vs 0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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