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HALO vs. STRA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HALO vs. STRA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Halozyme Therapeutics, Inc. (HALO) and Strategic Education, Inc. (STRA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HALO achieves a 3.27% return, which is significantly higher than STRA's -2.03% return. Over the past 10 years, HALO has outperformed STRA with an annualized return of 22.84%, while STRA has yielded a comparatively lower 7.26% annualized return.


HALO

1D
-1.74%
1M
3.55%
YTD
3.27%
6M
11.72%
1Y
28.75%
3Y*
27.10%
5Y*
10.19%
10Y*
22.84%

STRA

1D
-3.06%
1M
-1.30%
YTD
-2.03%
6M
-2.72%
1Y
-4.99%
3Y*
3.48%
5Y*
2.52%
10Y*
7.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HALO vs. STRA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HALO
Halozyme Therapeutics, Inc.
3.27%40.77%29.36%-35.04%41.51%-5.85%140.89%21.19%-27.79%105.06%
STRA
Strategic Education, Inc.
-2.03%-11.62%3.53%21.43%40.39%-37.26%-38.80%42.05%28.16%12.41%

Correlation

The correlation between HALO and STRA is 0.06, 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

0.06

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

0.17

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

0.25

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

0.24

Correlation (All Time)
Calculated using the full available price history since Mar 16, 2004

0.24

The correlation between HALO and STRA shifts across timeframes, from 0.06 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HALO:

$8.54B

STRA:

$1.72B

EPS

HALO:

$2.87

STRA:

$5.64

PE Ratio

HALO:

24.26

STRA:

13.73

PEG Ratio

HALO:

2.74

STRA:

0.48

PS Ratio

HALO:

5.61

STRA:

1.40

PB Ratio

HALO:

38.88

STRA:

1.05

Total Revenue (TTM)

HALO:

$1.51B

STRA:

$1.27B

Gross Profit (TTM)

HALO:

$1.23B

STRA:

$475.81M

EBITDA (TTM)

HALO:

$980.05M

STRA:

$216.79M

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Return for Risk

HALO vs. STRA — Risk / Return Rank

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

HALO
HALO Risk / Return Rank: 6666
Overall Rank
HALO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
HALO Sortino Ratio Rank: 6666
Sortino Ratio Rank
HALO Omega Ratio Rank: 6464
Omega Ratio Rank
HALO Calmar Ratio Rank: 6666
Calmar Ratio Rank
HALO Martin Ratio Rank: 6464
Martin Ratio Rank

STRA
STRA Risk / Return Rank: 3232
Overall Rank
STRA Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
STRA Sortino Ratio Rank: 3131
Sortino Ratio Rank
STRA Omega Ratio Rank: 3131
Omega Ratio Rank
STRA Calmar Ratio Rank: 3131
Calmar Ratio Rank
STRA Martin Ratio Rank: 2929
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.

HALO vs. STRA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Halozyme Therapeutics, Inc. (HALO) and Strategic Education, Inc. (STRA). 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.


HALOSTRADifference
Sharpe ratioReturn per unit of total volatility

+1.09

Sortino ratioReturn per unit of downside risk

+1.43

Omega ratioGain probability vs. loss probability

1.17

1.00

+0.17

Calmar ratioReturn relative to maximum drawdown

1.14

-0.35

+1.49

Martin ratioReturn relative to average drawdown

2.16

-0.75

+2.91

HALO vs. STRA - Sharpe Ratio Comparison

The current HALO Sharpe Ratio is 0.91, which is higher than the STRA Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of HALO and STRA, 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

HALO vs. STRA - Drawdown Comparison

The maximum HALO drawdown since its inception was -74.26%, smaller than the maximum STRA drawdown of -85.50%. Use the drawdown chart below to compare losses from any high point for HALO and STRA.


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Drawdown Indicators


HALOSTRADifference

Max Drawdown

Largest peak-to-trough decline

-74.26%

-85.50%

+11.24%

Max Drawdown (1Y)

Largest decline over 1 year

-24.13%

-15.75%

-8.38%

Max Drawdown (3Y)

Largest decline over 3 years

-33.92%

-38.05%

+4.13%

Max Drawdown (5Y)

Largest decline over 5 years

-49.06%

-38.05%

-11.01%

Max Drawdown (10Y)

Largest decline over 10 years

-49.06%

-71.86%

+22.80%

Current Drawdown

Current decline from peak

-14.44%

-58.27%

+43.83%

Average Drawdown

Average peak-to-trough decline

-31.88%

-39.04%

+7.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.73%

7.38%

+5.35%

Volatility

HALO vs. STRA - Volatility Comparison

Halozyme Therapeutics, Inc. (HALO) has a higher volatility of 8.94% compared to Strategic Education, Inc. (STRA) at 6.97%. This indicates that HALO's price experiences larger fluctuations and is considered to be riskier than STRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HALOSTRADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.94%

6.97%

+1.97%

Volatility (6M)

Calculated over the trailing 6-month period

24.02%

26.38%

-2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

30.20%

31.96%

-1.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.42%

33.83%

+5.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.88%

37.00%

+5.88%

Dividends

HALO vs. STRA - Dividend Comparison

HALO has not paid dividends to shareholders, while STRA's dividend yield for the trailing twelve months is around 3.10%.


PositionTTM202520242023202220212020201920182017
HALO
Halozyme Therapeutics, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
STRA
Strategic Education, Inc.
3.10%2.99%2.57%2.60%3.06%4.15%2.52%1.32%1.32%1.12%

Financials

HALO vs. STRA - Financials Comparison

This section allows you to compare key financial metrics between Halozyme Therapeutics, Inc. and Strategic Education, 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


100.00M200.00M300.00M400.00M500.00M20222023202420252026
376.71M
305.93M
(HALO) Total Revenue
(STRA) Total Revenue
Values in USD except per share items

HALO vs. STRA - Profitability Comparison

The chart below illustrates the profitability comparison between Halozyme Therapeutics, Inc. and Strategic Education, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
79.0%
0
Portfolio components
HALO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halozyme Therapeutics, Inc. reported a gross profit of 297.47M and revenue of 376.71M. Therefore, the gross margin over that period was 79.0%.

STRA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Strategic Education, Inc. reported a gross profit of 0.00 and revenue of 305.93M. Therefore, the gross margin over that period was 0.0%.

HALO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halozyme Therapeutics, Inc. reported an operating income of 184.52M and revenue of 376.71M, resulting in an operating margin of 49.0%.

STRA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Strategic Education, Inc. reported an operating income of 41.09M and revenue of 305.93M, resulting in an operating margin of 13.4%.

HALO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halozyme Therapeutics, Inc. reported a net income of 150.05M and revenue of 376.71M, resulting in a net margin of 39.8%.

STRA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Strategic Education, Inc. reported a net income of 32.81M and revenue of 305.93M, resulting in a net margin of 10.7%.


Frequently Asked Questions


HALO and STRA have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HALO has higher volatility (8.94%) compared to STRA (6.97%). In terms of maximum drawdown, HALO dropped -74.26% vs STRA's -85.50%.

HALO currently has the higher Sharpe Ratio (0.91 vs -0.17), 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 HALO and STRA

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