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HESM vs. DVN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HESM vs. DVN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hess Midstream LP (HESM) and Devon Energy Corporation (DVN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HESM achieves a 17.80% return, which is significantly lower than DVN's 26.21% return.


HESM

1D
1.30%
1M
1.53%
YTD
17.80%
6M
18.94%
1Y
12.66%
3Y*
20.03%
5Y*
17.33%
10Y*

DVN

1D
-0.41%
1M
-9.81%
YTD
26.21%
6M
23.38%
1Y
49.50%
3Y*
1.42%
5Y*
12.96%
10Y*
5.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HESM vs. DVN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HESM
Hess Midstream LP
17.80%0.56%26.41%14.36%16.62%52.91%-5.29%43.83%-8.61%-20.37%
DVN
Devon Energy Corporation
26.21%15.03%-25.21%-23.08%50.86%199.88%-35.34%16.81%-45.09%0.23%

Correlation

The correlation between HESM and DVN is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

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

0.41

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

0.50

Correlation (All Time)
Calculated using the full available price history since Apr 6, 2017

0.44

The correlation between HESM and DVN shifts across timeframes, from 0.38 (1 year) to 0.50 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

HESM:

$2.89

DVN:

$4.54

PE Ratio

HESM:

13.49

DVN:

10.14

PEG Ratio

HESM:

1.09

DVN:

0.78

PS Ratio

HESM:

3.05

DVN:

1.78

Total Revenue (TTM)

HESM:

$1.63B

DVN:

$12.24B

Gross Profit (TTM)

HESM:

$1.13B

DVN:

$2.67B

EBITDA (TTM)

HESM:

$1.24B

DVN:

$5.67B

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Return for Risk

HESM vs. DVN — Risk / Return Rank

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

HESM
HESM Risk / Return Rank: 5454
Overall Rank
HESM Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
HESM Sortino Ratio Rank: 5151
Sortino Ratio Rank
HESM Omega Ratio Rank: 5252
Omega Ratio Rank
HESM Calmar Ratio Rank: 5454
Calmar Ratio Rank
HESM Martin Ratio Rank: 5353
Martin Ratio Rank

DVN
DVN Risk / Return Rank: 8080
Overall Rank
DVN Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
DVN Sortino Ratio Rank: 7676
Sortino Ratio Rank
DVN Omega Ratio Rank: 7474
Omega Ratio Rank
DVN Calmar Ratio Rank: 8484
Calmar Ratio Rank
DVN Martin Ratio Rank: 8383
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.

HESM vs. DVN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hess Midstream LP (HESM) and Devon Energy Corporation (DVN). 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.


HESMDVNDifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.11

1.26

-0.14

Calmar ratioReturn relative to maximum drawdown

0.49

3.25

-2.76

Martin ratioReturn relative to average drawdown

1.00

7.61

-6.60

HESM vs. DVN - Sharpe Ratio Comparison

The current HESM Sharpe Ratio is 0.53, which is lower than the DVN Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of HESM and DVN, 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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Sharpe Ratios by Period


HESMDVNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

1.49

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.32

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.21

+0.12

Drawdowns

HESM vs. DVN - Drawdown Comparison

The maximum HESM drawdown since its inception was -75.16%, smaller than the maximum DVN drawdown of -94.93%. Use the drawdown chart below to compare losses from any high point for HESM and DVN.


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Drawdown Indicators


HESMDVNDifference

Max Drawdown

Largest peak-to-trough decline

-75.16%

-94.93%

+19.77%

Max Drawdown (1Y)

Largest decline over 1 year

-25.78%

-15.29%

-10.49%

Max Drawdown (3Y)

Largest decline over 3 years

-25.78%

-49.22%

+23.44%

Max Drawdown (5Y)

Largest decline over 5 years

-28.72%

-61.45%

+32.73%

Max Drawdown (10Y)

Largest decline over 10 years

-88.51%

Current Drawdown

Current decline from peak

-4.32%

-41.15%

+36.83%

Average Drawdown

Average peak-to-trough decline

-11.79%

-35.93%

+24.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.65%

6.53%

+6.12%

Volatility

HESM vs. DVN - Volatility Comparison

The current volatility for Hess Midstream LP (HESM) is 8.29%, while Devon Energy Corporation (DVN) has a volatility of 13.29%. This indicates that HESM experiences smaller price fluctuations and is considered to be less risky than DVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HESMDVNDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.29%

13.29%

-5.00%

Volatility (6M)

Calculated over the trailing 6-month period

14.97%

25.32%

-10.35%

Volatility (1Y)

Calculated over the trailing 1-year period

24.19%

33.40%

-9.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.36%

41.01%

-13.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.85%

49.63%

-10.78%

Dividends

HESM vs. DVN - Dividend Comparison

HESM's dividend yield for the trailing twelve months is around 7.79%, more than DVN's 2.09% yield.


PositionTTM20252024202320222021202020192018201720162015
DVN
Devon Energy Corporation
2.09%2.62%4.43%4.55%8.41%5.24%4.30%1.35%1.33%0.58%0.92%3.00%
HESM
Hess Midstream LP
7.79%8.41%7.12%7.50%7.30%6.93%8.86%6.89%8.00%2.93%0.00%0.00%

Financials

HESM vs. DVN - Financials Comparison

This section allows you to compare key financial metrics between Hess Midstream LP and Devon Energy 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


0.001.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
390.10M
3.81M
(HESM) Total Revenue
(DVN) Total Revenue
Values in USD except per share items

HESM vs. DVN - Profitability Comparison

The chart below illustrates the profitability comparison between Hess Midstream LP and Devon Energy Corporation 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
63.1%
0
Portfolio components
HESM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hess Midstream LP reported a gross profit of 246.00M and revenue of 390.10M. Therefore, the gross margin over that period was 63.1%.

DVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Devon Energy Corporation reported a gross profit of 0.00 and revenue of 3.81M. Therefore, the gross margin over that period was 0.0%.

HESM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hess Midstream LP reported an operating income of 238.10M and revenue of 390.10M, resulting in an operating margin of 61.0%.

DVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Devon Energy Corporation reported an operating income of 0.00 and revenue of 3.81M, resulting in an operating margin of 0.0%.

HESM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hess Midstream LP reported a net income of 87.60M and revenue of 390.10M, resulting in a net margin of 22.5%.

DVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Devon Energy Corporation reported a net income of 120.00K and revenue of 3.81M, resulting in a net margin of 3.2%.


Frequently Asked Questions


HESM and DVN have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DVN has higher volatility (13.29%) compared to HESM (8.29%). In terms of maximum drawdown, HESM dropped -75.16% vs DVN's -94.93%.

DVN currently has the higher Sharpe Ratio (1.49 vs 0.53), 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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