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

Correlation

The correlation between HAL and CHX 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.


-0.50.00.51.0
Correlation: 0.4

Performance

HAL vs. CHX - Performance Comparison

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

-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2025FebruaryMarchApril
-54.86%
-31.57%
HAL
CHX

Key characteristics

Sharpe Ratio

HAL:

-1.17

CHX:

-0.77

Sortino Ratio

HAL:

-1.74

CHX:

-0.99

Omega Ratio

HAL:

0.77

CHX:

0.87

Calmar Ratio

HAL:

-0.65

CHX:

-0.57

Martin Ratio

HAL:

-1.79

CHX:

-1.86

Ulcer Index

HAL:

24.97%

CHX:

15.00%

Daily Std Dev

HAL:

38.38%

CHX:

36.19%

Max Drawdown

HAL:

-92.99%

CHX:

-93.37%

Current Drawdown

HAL:

-65.74%

CHX:

-42.88%

Fundamentals

Market Cap

HAL:

$18.28B

CHX:

$4.82B

EPS

HAL:

$2.39

CHX:

$1.65

PE Ratio

HAL:

8.72

CHX:

15.15

PEG Ratio

HAL:

11.61

CHX:

1.68

PS Ratio

HAL:

0.81

CHX:

1.33

PB Ratio

HAL:

1.73

CHX:

2.58

Total Revenue (TTM)

HAL:

$22.56B

CHX:

$2.71B

Gross Profit (TTM)

HAL:

$4.10B

CHX:

$894.01M

EBITDA (TTM)

HAL:

$4.06B

CHX:

$538.27M

Returns By Period

In the year-to-date period, HAL achieves a -22.77% return, which is significantly lower than CHX's -7.42% return.


HAL

YTD

-22.77%

1M

-16.83%

6M

-25.27%

1Y

-44.63%

5Y*

18.87%

10Y*

-6.49%

CHX

YTD

-7.42%

1M

-16.02%

6M

-14.14%

1Y

-27.36%

5Y*

19.08%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

HAL vs. CHX — Risk-Adjusted Performance Rank

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

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 1111
Calmar Ratio Rank
The Martin Ratio Rank of HAL is 22
Martin Ratio Rank

CHX
The Risk-Adjusted Performance Rank of CHX is 1111
Overall Rank
The Sharpe Ratio Rank of CHX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of CHX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of CHX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of CHX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of CHX 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.

HAL vs. CHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Halliburton Company (HAL) and ChampionX Corporation (CHX). 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 chart of Sharpe ratio for HAL, currently valued at -1.17, compared to the broader market-2.00-1.000.001.002.003.00
HAL: -1.17
CHX: -0.77
The chart of Sortino ratio for HAL, currently valued at -1.74, compared to the broader market-6.00-4.00-2.000.002.004.00
HAL: -1.74
CHX: -0.99
The chart of Omega ratio for HAL, currently valued at 0.77, compared to the broader market0.501.001.502.00
HAL: 0.77
CHX: 0.87
The chart of Calmar ratio for HAL, currently valued at -0.75, compared to the broader market0.001.002.003.004.005.00
HAL: -0.75
CHX: -0.57
The chart of Martin ratio for HAL, currently valued at -1.79, compared to the broader market-5.000.005.0010.0015.0020.00
HAL: -1.79
CHX: -1.86

The current HAL Sharpe Ratio is -1.17, which is lower than the CHX Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of HAL and CHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.50NovemberDecember2025FebruaryMarchApril
-1.17
-0.77
HAL
CHX

Dividends

HAL vs. CHX - Dividend Comparison

HAL's dividend yield for the trailing twelve months is around 3.26%, more than CHX's 1.52% yield.


TTM20242023202220212020201920182017201620152014
HAL
Halliburton Company
3.26%2.50%1.77%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%1.60%
CHX
ChampionX Corporation
1.52%1.36%1.13%0.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HAL vs. CHX - Drawdown Comparison

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


-60.00%-55.00%-50.00%-45.00%-40.00%-35.00%-30.00%-25.00%NovemberDecember2025FebruaryMarchApril
-56.16%
-42.88%
HAL
CHX

Volatility

HAL vs. CHX - Volatility Comparison

Halliburton Company (HAL) has a higher volatility of 26.51% compared to ChampionX Corporation (CHX) at 22.55%. This indicates that HAL's price experiences larger fluctuations and is considered to be riskier than CHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
26.51%
22.55%
HAL
CHX

Financials

HAL vs. CHX - Financials Comparison

This section allows you to compare key financial metrics between Halliburton Company and ChampionX Corporation. 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


Values in USD except per share items