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

Performance

HAL vs. HBM - Performance Comparison

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

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Returns By Period

The year-to-date returns for both stocks are quite close, with HAL having a 41.41% return and HBM slightly lower at 40.23%. Over the past 10 years, HAL has underperformed HBM with an annualized return of 0.88%, while HBM has yielded a comparatively higher 19.31% annualized return.


HAL

1D
-0.40%
1M
-3.05%
YTD
41.41%
6M
39.63%
1Y
84.34%
3Y*
9.02%
5Y*
12.63%
10Y*
0.88%

HBM

1D
4.43%
1M
0.32%
YTD
40.23%
6M
49.02%
1Y
189.83%
3Y*
78.89%
5Y*
31.42%
10Y*
19.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HAL vs. HBM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HAL
Halliburton Company
41.41%7.02%-23.19%-6.47%74.45%21.99%-21.23%-4.90%-44.63%-8.18%
HBM
Hudbay Minerals Inc.
40.23%145.46%47.03%9.24%-29.87%3.82%69.50%-11.77%-46.20%54.77%

Correlation

The correlation between HAL and HBM is 0.09, 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

0.09

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

0.24

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

0.37

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

0.39

Correlation (All Time)
Calculated using the full available price history since Feb 13, 2009

0.42

Over the past year, the correlation between HAL and HBM has dropped to 0.09 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

HAL:

$33.22B

HBM:

$11.09B

EPS

HAL:

$1.82

HBM:

$1.65

PE Ratio

HAL:

21.80

HBM:

16.83

PEG Ratio

HAL:

3.48

HBM:

0.12

PS Ratio

HAL:

1.51

HBM:

4.68

PB Ratio

HAL:

3.07

HBM:

3.13

Total Revenue (TTM)

HAL:

$22.17B

HBM:

$2.37B

Gross Profit (TTM)

HAL:

$3.40B

HBM:

$828.54M

EBITDA (TTM)

HAL:

$3.83B

HBM:

$1.54B

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Return for Risk

HAL vs. HBM — Risk / Return Rank

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

HAL
HAL Risk / Return Rank: 9292
Overall Rank
HAL Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
HAL Sortino Ratio Rank: 9090
Sortino Ratio Rank
HAL Omega Ratio Rank: 8787
Omega Ratio Rank
HAL Calmar Ratio Rank: 9595
Calmar Ratio Rank
HAL Martin Ratio Rank: 9494
Martin Ratio Rank

HBM
HBM Risk / Return Rank: 9393
Overall Rank
HBM Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
HBM Sortino Ratio Rank: 9292
Sortino Ratio Rank
HBM Omega Ratio Rank: 9191
Omega Ratio Rank
HBM Calmar Ratio Rank: 9393
Calmar Ratio Rank
HBM Martin Ratio Rank: 9494
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.

HAL vs. HBM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Halliburton Company (HAL) and Hudbay Minerals Inc. (HBM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HALHBMDifference
Sharpe ratioReturn per unit of total volatility

-0.92

Sortino ratioReturn per unit of downside risk

-0.21

Omega ratioGain probability vs. loss probability

1.36

1.44

-0.07

Calmar ratioReturn relative to maximum drawdown

6.47

5.28

+1.19

Martin ratioReturn relative to average drawdown

16.47

16.41

+0.06

HAL vs. HBM - Sharpe Ratio Comparison

The current HAL Sharpe Ratio is 2.31, which is comparable to the HBM Sharpe Ratio of 3.23. The chart below compares the historical Sharpe Ratios of HAL and HBM, 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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Drawdowns

HAL vs. HBM - Drawdown Comparison

The maximum HAL drawdown since its inception was -92.99%, roughly equal to the maximum HBM drawdown of -92.21%. Use the drawdown chart below to compare losses from any high point for HAL and HBM.


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Drawdown Indicators


HALHBMDifference

Max Drawdown

Largest peak-to-trough decline

-92.99%

-92.21%

-0.78%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-36.16%

+23.06%

Max Drawdown (3Y)

Largest decline over 3 years

-54.01%

-41.11%

-12.90%

Max Drawdown (5Y)

Largest decline over 5 years

-54.01%

-63.33%

+9.32%

Max Drawdown (10Y)

Largest decline over 10 years

-91.45%

-86.34%

-5.11%

Current Drawdown

Current decline from peak

-32.89%

-12.68%

-20.21%

Average Drawdown

Average peak-to-trough decline

-39.12%

-52.45%

+13.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

11.62%

-6.48%

Volatility

HAL vs. HBM - Volatility Comparison

The current volatility for Halliburton Company (HAL) is 9.32%, while Hudbay Minerals Inc. (HBM) has a volatility of 25.87%. This indicates that HAL experiences smaller price fluctuations and is considered to be less risky than HBM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HALHBMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.32%

25.87%

-16.55%

Volatility (6M)

Calculated over the trailing 6-month period

24.13%

47.72%

-23.59%

Volatility (1Y)

Calculated over the trailing 1-year period

36.76%

59.13%

-22.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.18%

55.51%

-15.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.96%

58.82%

-12.86%

Dividends

HAL vs. HBM - Dividend Comparison

HAL's dividend yield for the trailing twelve months is around 1.72%, more than HBM's 0.08% yield.


PositionTTM20252024202320222021202020192018201720162015
HAL
Halliburton Company
1.72%2.41%2.50%1.77%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%
HBM
Hudbay Minerals Inc.
0.08%0.07%0.17%0.31%0.32%0.22%0.21%0.36%0.38%0.23%0.35%0.52%

Financials

HAL vs. HBM - Financials Comparison

This section allows you to compare key financial metrics between Halliburton Company and Hudbay Minerals Inc.. 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
5.40B
745.43M
(HAL) Total Revenue
(HBM) Total Revenue
Values in USD except per share items

HAL vs. HBM - Profitability Comparison

The chart below illustrates the profitability comparison between Halliburton Company and Hudbay Minerals Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%20222023202420252026
14.6%
45.7%
Portfolio components
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%.

HBM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported a gross profit of 340.81M and revenue of 745.43M. Therefore, the gross margin over that period was 45.7%.

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%.

HBM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported an operating income of 297.62M and revenue of 745.43M, resulting in an operating margin of 39.9%.

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%.

HBM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported a net income of 187.76M and revenue of 745.43M, resulting in a net margin of 25.2%.


Frequently Asked Questions


HAL and HBM have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HBM has higher volatility (25.87%) compared to HAL (9.32%). In terms of maximum drawdown, HAL dropped -92.99% vs HBM's -92.21%.

HBM currently has the higher Sharpe Ratio (3.23 vs 2.31), 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.

Portfolio Optimizer

Find the right allocation for HAL and HBM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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