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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.


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.

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Key characteristics

Sharpe Ratio

HAL:

-1.12

CHX:

-0.68

Sortino Ratio

HAL:

-1.61

CHX:

-0.79

Omega Ratio

HAL:

0.79

CHX:

0.90

Calmar Ratio

HAL:

-0.63

CHX:

-0.50

Martin Ratio

HAL:

-1.65

CHX:

-1.47

Ulcer Index

HAL:

25.98%

CHX:

16.41%

Daily Std Dev

HAL:

39.21%

CHX:

36.77%

Max Drawdown

HAL:

-92.99%

CHX:

-93.37%

Current Drawdown

HAL:

-65.71%

CHX:

-41.74%

Fundamentals

Market Cap

HAL:

$18.27B

CHX:

$4.97B

EPS

HAL:

$2.39

CHX:

$1.51

PE Ratio

HAL:

8.89

CHX:

17.21

PEG Ratio

HAL:

11.83

CHX:

1.75

PS Ratio

HAL:

0.81

CHX:

1.39

PB Ratio

HAL:

1.76

CHX:

2.59

Total Revenue (TTM)

HAL:

$22.56B

CHX:

$3.58B

Gross Profit (TTM)

HAL:

$4.10B

CHX:

$1.19B

EBITDA (TTM)

HAL:

$4.32B

CHX:

$715.94M

Returns By Period

In the year-to-date period, HAL achieves a -22.70% return, which is significantly lower than CHX's -5.56% return.


HAL

YTD

-22.70%

1M

-7.37%

6M

-30.60%

1Y

-43.64%

3Y*

-15.58%

5Y*

13.53%

10Y*

-5.86%

CHX

YTD

-5.56%

1M

0.35%

6M

-16.82%

1Y

-24.83%

3Y*

7.20%

5Y*

24.16%

10Y*

N/A

*Annualized

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Halliburton Company

ChampionX Corporation

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 55
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 33
Martin Ratio Rank

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 1919
Calmar Ratio Rank
The Martin Ratio Rank of CHX is 77
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 current HAL Sharpe Ratio is -1.12, which is lower than the CHX Sharpe Ratio of -0.68. 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.


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Dividends

HAL vs. CHX - Dividend Comparison

HAL's dividend yield for the trailing twelve months is around 3.26%, more than CHX's 1.49% 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
1.49%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.


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Volatility

HAL vs. CHX - Volatility Comparison

Halliburton Company (HAL) has a higher volatility of 11.91% compared to ChampionX Corporation (CHX) at 8.27%. 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.


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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


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

HAL vs. CHX - Profitability Comparison

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

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%.