HAL vs. DG
HAL (Halliburton Company) and DG (Dollar General Corporation) are both stocks. HAL operates in Oil & Gas Equipment & Services (Energy), while DG operates in Discount Stores (Consumer Defensive). Over the past 10 years, HAL returned 1.02%/yr vs 2.93%/yr for DG. At a 0.11 correlation, their price movements are largely independent.
Performance
HAL vs. DG - Performance Comparison
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Returns By Period
In the year-to-date period, HAL achieves a 44.62% return, which is significantly higher than DG's -18.82% return. Over the past 10 years, HAL has underperformed DG with an annualized return of 1.02%, while DG has yielded a comparatively higher 2.93% annualized return.
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%
DG
- 1D
- 3.01%
- 1M
- -5.71%
- YTD
- -18.82%
- 6M
- -13.27%
- 1Y
- -3.96%
- 3Y*
- -9.41%
- 5Y*
- -10.79%
- 10Y*
- 2.93%
HAL vs. DG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAL Halliburton Company | 44.62% | 7.02% | -23.19% | -6.47% | 74.45% | 21.99% | -21.23% | -4.90% | -44.63% | -8.18% |
DG Dollar General Corporation | -18.82% | 79.61% | -43.12% | -44.13% | 5.57% | 13.01% | 35.89% | 45.71% | 17.55% | 26.92% |
Correlation
The correlation between HAL and DG is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2009 | 0.11 |
The correlation between HAL and DG shifts across timeframes, from -0.01 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.
Fundamentals
HAL:
$33.98B
DG:
$23.67B
HAL:
$1.82
DG:
$7.07
HAL:
22.29
DG:
15.10
HAL:
1.55
DG:
0.55
HAL:
3.14
DG:
2.68
HAL:
$22.17B
DG:
$43.08B
HAL:
$3.40B
DG:
$13.28B
HAL:
$3.83B
DG:
$3.06B
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Return for Risk
HAL vs. DG — Risk / Return Rank
HAL
DG
HAL vs. DG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Halliburton Company (HAL) and Dollar General Corporation (DG). 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 | DG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.89 | ||
| Sortino ratioReturn per unit of downside risk | +3.40 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.01 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 7.82 | -0.11 | +7.94 |
| Martin ratioReturn relative to average drawdown | 20.24 | -0.28 | +20.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HAL | DG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.78 | -0.12 | +2.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | -0.30 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.09 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.37 | -0.23 |
Drawdowns
HAL vs. DG - Drawdown Comparison
The maximum HAL drawdown since its inception was -92.99%, which is greater than DG's maximum drawdown of -72.61%. Use the drawdown chart below to compare losses from any high point for HAL and DG.
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Drawdown Indicators
| HAL | DG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.99% | -72.61% | -20.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -34.57% | +21.47% |
Max Drawdown (3Y)Largest decline over 3 years | -54.01% | -58.78% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -54.01% | -72.61% | +18.60% |
Max Drawdown (10Y)Largest decline over 10 years | -91.45% | -72.61% | -18.84% |
Current DrawdownCurrent decline from peak | -31.36% | -56.10% | +24.74% |
Average DrawdownAverage peak-to-trough decline | -39.13% | -15.80% | -23.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 14.29% | -9.23% |
Volatility
HAL vs. DG - Volatility Comparison
The current volatility for Halliburton Company (HAL) is 10.08%, while Dollar General Corporation (DG) has a volatility of 13.21%. This indicates that HAL experiences smaller price fluctuations and is considered to be less risky than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAL | DG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.08% | 13.21% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 24.20% | 25.91% | -1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.99% | 34.58% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.19% | 36.02% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.98% | 31.55% | +14.43% |
Dividends
HAL vs. DG - Dividend Comparison
HAL's dividend yield for the trailing twelve months is around 1.68%, less than DG's 2.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 2.21% | 1.78% | 3.11% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% |
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
HAL vs. DG - Financials Comparison
This section allows you to compare key financial metrics between Halliburton Company and Dollar General 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.
Total Revenue: Total amount of money received from sales and other business activities
HAL vs. DG - Profitability Comparison
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%.
DG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a gross profit of 3.41B and revenue of 10.79B. Therefore, the gross margin over that period was 31.6%.
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%.
DG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported an operating income of 638.52M and revenue of 10.79B, resulting in an operating margin of 5.9%.
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%.
DG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a net income of 444.13M and revenue of 10.79B, resulting in a net margin of 4.1%.
Frequently Asked Questions
HAL and DG have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DG has higher volatility (13.21%) compared to HAL (10.08%). In terms of maximum drawdown, HAL dropped -92.99% vs DG's -72.61%.
HAL currently has the higher Sharpe Ratio (2.78 vs -0.12), 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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