HAL vs. BP

Last updated Apr 1, 2026

Compare and contrast key facts about Halliburton Company (HAL) and BP p.l.c. (BP).

Performance

HAL vs. BP - Performance Comparison

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

HAL vs. BP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HAL Halliburton Company	38.64%	7.02%	-23.19%	-6.47%	74.45%	21.99%	-21.23%	-4.90%	-44.63%	-8.18%
BP BP p.l.c.	37.08%	24.54%	-11.84%	6.00%	37.01%	36.38%	-41.31%	5.83%	-4.57%	20.02%

Fundamentals

Market Cap HAL : $32.75B BP : $120.71B
EPS HAL : $1.51 BP : $0.02
PE Ratio HAL : 25.85 BP : 2.05K
PEG Ratio HAL : 4.12 BP : 199.95
PS Ratio HAL : 1.50 BP : 0.65
PB Ratio HAL : 3.12 BP : 2.28
Total Revenue (TTM) HAL : $22.18B BP : $189.23B
Gross Profit (TTM) HAL : $3.50B BP : $38.28B
EBITDA (TTM) HAL : $3.04B BP : $31.57B

Returns By Period

The year-to-date returns for both stocks are quite close, with HAL having a 38.64% return and BP slightly lower at 37.08%. Over the past 10 years, HAL has underperformed BP with an annualized return of 3.03%, while BP has yielded a comparatively higher 10.96% annualized return.

HAL

• 1D: -0.69%
• 1M: 8.83%
• YTD: 38.64%
• 6M: 60.28%
• 1Y: 57.90%
• 3Y*: 9.69%
• 5Y*: 14.31%
• 10Y*: 3.03%

BP

• 1D: -0.74%
• 1M: 20.95%
• YTD: 37.08%
• 6M: 40.07%
• 1Y: 47.29%
• 3Y*: 13.31%
• 5Y*: 19.68%
• 10Y*: 10.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

HAL vs. BP — Risk / Return Rank

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

HAL

HAL Risk / Return Rank: 79
HAL Sharpe Ratio Rank: 82
HAL Sortino Ratio Rank: 77
HAL Omega Ratio Rank: 77
HAL Calmar Ratio Rank: 82
HAL Martin Ratio Rank: 77

BP

BP Risk / Return Rank: 81
BP Sharpe Ratio Rank: 86
BP Sortino Ratio Rank: 79
BP Omega Ratio Rank: 80
BP Calmar Ratio Rank: 79
BP Martin Ratio Rank: 82

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.

HAL vs. BP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Halliburton Company (HAL) and BP p.l.c. (BP). 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.

	HAL	BP	Difference
Sharpe ratio Return per unit of total volatility	1.31	1.57	-0.25
Sortino ratio Return per unit of downside risk	1.91	1.97	-0.06
Omega ratio Gain probability vs. loss probability	1.26	1.28	-0.02
Calmar ratio Return relative to maximum drawdown	2.39	2.06	+0.32
Martin ratio Return relative to average drawdown	4.99	6.29	-1.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HAL vs. BP - Sharpe Ratio Comparison

The current HAL Sharpe Ratio is 1.31, which is comparable to the BP Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of HAL and BP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HAL	BP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	1.57	-0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.36	0.69	-0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.07	0.35	-0.29
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	0.19	-0.05

Correlation

The correlation between HAL and BP 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.

Dividends

HAL vs. BP - Dividend Comparison

HAL's dividend yield for the trailing twelve months is around 1.74%, less than BP's 4.21% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HAL Halliburton Company	1.74%	2.41%	2.50%	1.77%	1.22%	0.79%	1.67%	2.94%	2.71%	1.47%	1.33%	2.12%
BP BP p.l.c.	4.21%	5.64%	6.20%	4.71%	3.94%	4.83%	9.21%	6.52%	6.41%	5.66%	6.37%	7.63%

Drawdowns

HAL vs. BP - Drawdown Comparison

The maximum HAL drawdown since its inception was -92.99%, which is greater than BP's maximum drawdown of -74.94%. Use the drawdown chart below to compare losses from any high point for HAL and BP.

Drawdown Indicators

	HAL	BP	Difference
Max Drawdown Largest peak-to-trough decline	-92.99%	-74.94%	-18.05%
Max Drawdown (1Y) Largest decline over 1 year	-25.06%	-22.77%	-2.29%
Max Drawdown (5Y) Largest decline over 5 years	-54.01%	-30.63%	-23.38%
Max Drawdown (10Y) Largest decline over 10 years	-91.45%	-63.91%	-27.54%
Current Drawdown Current decline from peak	-34.20%	-0.74%	-33.46%
Average Drawdown Average peak-to-trough decline	-39.15%	-25.34%	-13.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.98%	7.47%	+4.51%

Volatility

HAL vs. BP - Volatility Comparison

Halliburton Company (HAL) has a higher volatility of 10.26% compared to BP p.l.c. (BP) at 8.27%. This indicates that HAL's price experiences larger fluctuations and is considered to be riskier than BP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HAL	BP	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.26%	8.27%	+1.99%
Volatility (6M) Calculated over the trailing 6-month period	26.13%	19.92%	+6.21%
Volatility (1Y) Calculated over the trailing 1-year period	44.35%	30.34%	+14.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.38%	28.50%	+11.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.95%	31.21%	+14.74%

Financials

HAL vs. BP - Profitability Comparison

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

HAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Halliburton Company reported a gross profit of 937.00M and revenue of 5.66B. Therefore, the gross margin over that period was 16.6%.

BP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BP p.l.c. reported a gross profit of 7.56B and revenue of 47.31B. Therefore, the gross margin over that period was 16.0%.

HAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Halliburton Company reported an operating income of 746.00M and revenue of 5.66B, resulting in an operating margin of 13.2%.

BP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BP p.l.c. reported an operating income of 3.00B and revenue of 47.31B, resulting in an operating margin of 6.3%.

HAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Halliburton Company reported a net income of 589.00M and revenue of 5.66B, resulting in a net margin of 10.4%.

BP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BP p.l.c. reported a net income of -3.42B and revenue of 47.31B, resulting in a net margin of -7.2%.