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HES vs. XOM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HES and XOM is 0.43, 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

HES vs. XOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hess Corporation (HES) and Exxon Mobil Corporation (XOM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

HES:

-0.52

XOM:

-0.33

Sortino Ratio

HES:

-0.47

XOM:

-0.25

Omega Ratio

HES:

0.93

XOM:

0.97

Calmar Ratio

HES:

-0.61

XOM:

-0.37

Martin Ratio

HES:

-1.21

XOM:

-0.82

Ulcer Index

HES:

11.62%

XOM:

8.68%

Daily Std Dev

HES:

28.91%

XOM:

23.99%

Max Drawdown

HES:

-74.83%

XOM:

-62.40%

Current Drawdown

HES:

-18.44%

XOM:

-12.82%

Fundamentals

Market Cap

HES:

$41.73B

XOM:

$466.26B

EPS

HES:

$7.21

XOM:

$7.54

PE Ratio

HES:

18.71

XOM:

14.35

PEG Ratio

HES:

3.37

XOM:

5.42

PS Ratio

HES:

3.40

XOM:

1.37

PB Ratio

HES:

3.62

XOM:

1.77

Total Revenue (TTM)

HES:

$12.47B

XOM:

$339.89B

Gross Profit (TTM)

HES:

$7.43B

XOM:

$76.32B

EBITDA (TTM)

HES:

$6.66B

XOM:

$73.42B

Returns By Period

In the year-to-date period, HES achieves a 0.17% return, which is significantly lower than XOM's 0.78% return. Over the past 10 years, HES has outperformed XOM with an annualized return of 8.56%, while XOM has yielded a comparatively lower 6.67% annualized return.


HES

YTD

0.17%

1M

1.65%

6M

-8.96%

1Y

-14.84%

3Y*

6.76%

5Y*

24.65%

10Y*

8.56%

XOM

YTD

0.78%

1M

0.50%

6M

-9.89%

1Y

-7.90%

3Y*

8.72%

5Y*

24.12%

10Y*

6.67%

*Annualized

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Hess Corporation

Exxon Mobil Corporation

Risk-Adjusted Performance

HES vs. XOM — Risk-Adjusted Performance Rank

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

HES
The Risk-Adjusted Performance Rank of HES is 1919
Overall Rank
The Sharpe Ratio Rank of HES is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of HES is 2222
Sortino Ratio Rank
The Omega Ratio Rank of HES is 2222
Omega Ratio Rank
The Calmar Ratio Rank of HES is 1313
Calmar Ratio Rank
The Martin Ratio Rank of HES is 1717
Martin Ratio Rank

XOM
The Risk-Adjusted Performance Rank of XOM is 2929
Overall Rank
The Sharpe Ratio Rank of XOM is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of XOM is 2828
Sortino Ratio Rank
The Omega Ratio Rank of XOM is 2929
Omega Ratio Rank
The Calmar Ratio Rank of XOM is 2626
Calmar Ratio Rank
The Martin Ratio Rank of XOM is 3131
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.

HES vs. XOM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hess Corporation (HES) and Exxon Mobil Corporation (XOM). 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 HES Sharpe Ratio is -0.52, which is lower than the XOM Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of HES and XOM, 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

HES vs. XOM - Dividend Comparison

HES's dividend yield for the trailing twelve months is around 1.46%, less than XOM's 3.68% yield.


TTM20242023202220212020201920182017201620152014
HES
Hess Corporation
1.46%1.41%1.22%1.06%1.35%1.89%1.50%2.47%2.11%1.61%2.06%1.35%
XOM
Exxon Mobil Corporation
3.68%3.57%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%

Drawdowns

HES vs. XOM - Drawdown Comparison

The maximum HES drawdown since its inception was -74.83%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for HES and XOM. For additional features, visit the drawdowns tool.


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Volatility

HES vs. XOM - Volatility Comparison

Hess Corporation (HES) has a higher volatility of 7.67% compared to Exxon Mobil Corporation (XOM) at 6.42%. This indicates that HES's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

HES vs. XOM - Financials Comparison

This section allows you to compare key financial metrics between Hess Corporation and Exxon Mobil 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
2.94B
81.06B
(HES) Total Revenue
(XOM) Total Revenue
Values in USD except per share items

HES vs. XOM - Profitability Comparison

The chart below illustrates the profitability comparison between Hess Corporation and Exxon Mobil Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
41.5%
22.8%
(HES) Gross Margin
(XOM) Gross Margin
HES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hess Corporation reported a gross profit of 1.22B and revenue of 2.94B. Therefore, the gross margin over that period was 41.5%.

XOM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Exxon Mobil Corporation reported a gross profit of 18.49B and revenue of 81.06B. Therefore, the gross margin over that period was 22.8%.

HES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hess Corporation reported an operating income of 781.00M and revenue of 2.94B, resulting in an operating margin of 26.6%.

XOM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Exxon Mobil Corporation reported an operating income of -14.10M and revenue of 81.06B, resulting in an operating margin of -0.0%.

HES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hess Corporation reported a net income of 430.00M and revenue of 2.94B, resulting in a net margin of 14.6%.

XOM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Exxon Mobil Corporation reported a net income of 7.71B and revenue of 81.06B, resulting in a net margin of 9.5%.