HLX vs. MVO
Compare and contrast key facts about Helix Energy Solutions Group, Inc. (HLX) and MV Oil Trust (MVO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLX or MVO.
Correlation
The correlation between HLX and MVO is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HLX vs. MVO - Performance Comparison
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Key characteristics
HLX:
-0.84
MVO:
-0.67
HLX:
-1.18
MVO:
-0.90
HLX:
0.85
MVO:
0.88
HLX:
-0.47
MVO:
-0.53
HLX:
-1.49
MVO:
-1.34
HLX:
27.37%
MVO:
24.14%
HLX:
47.31%
MVO:
43.63%
HLX:
-97.87%
MVO:
-89.58%
HLX:
-85.38%
MVO:
-50.33%
Fundamentals
HLX:
$1.04B
MVO:
$67.28M
HLX:
$0.55
MVO:
$1.54
HLX:
12.45
MVO:
3.80
HLX:
-1.41
MVO:
0.00
HLX:
0.77
MVO:
3.62
HLX:
0.64
MVO:
20.25
HLX:
$1.34B
MVO:
$13.02M
HLX:
$227.55M
MVO:
$12.89M
HLX:
$271.03M
MVO:
$12.31M
Returns By Period
In the year-to-date period, HLX achieves a -26.50% return, which is significantly lower than MVO's -21.54% return. Over the past 10 years, HLX has underperformed MVO with an annualized return of -8.70%, while MVO has yielded a comparatively higher 6.22% annualized return.
HLX
-26.50%
5.22%
-34.89%
-39.43%
27.29%
-8.70%
MVO
-21.54%
-1.96%
-29.68%
-28.91%
29.76%
6.22%
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Risk-Adjusted Performance
HLX vs. MVO — Risk-Adjusted Performance Rank
HLX
MVO
HLX vs. MVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Helix Energy Solutions Group, Inc. (HLX) and MV Oil Trust (MVO). 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.
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Dividends
HLX vs. MVO - Dividend Comparison
HLX has not paid dividends to shareholders, while MVO's dividend yield for the trailing twelve months is around 21.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLX Helix Energy Solutions Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MVO MV Oil Trust | 21.45% | 19.12% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% |
Drawdowns
HLX vs. MVO - Drawdown Comparison
The maximum HLX drawdown since its inception was -97.87%, which is greater than MVO's maximum drawdown of -89.58%. Use the drawdown chart below to compare losses from any high point for HLX and MVO. For additional features, visit the drawdowns tool.
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Volatility
HLX vs. MVO - Volatility Comparison
The current volatility for Helix Energy Solutions Group, Inc. (HLX) is 13.19%, while MV Oil Trust (MVO) has a volatility of 16.32%. This indicates that HLX experiences smaller price fluctuations and is considered to be less risky than MVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HLX vs. MVO - Financials Comparison
This section allows you to compare key financial metrics between Helix Energy Solutions Group, Inc. and MV Oil Trust. 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
HLX vs. MVO - Profitability Comparison
HLX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Helix Energy Solutions Group, Inc. reported a gross profit of 27.54M and revenue of 278.06M. Therefore, the gross margin over that period was 9.9%.
MVO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MV Oil Trust reported a gross profit of 4.02M and revenue of 4.05M. Therefore, the gross margin over that period was 99.4%.
HLX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Helix Energy Solutions Group, Inc. reported an operating income of 8.17M and revenue of 278.06M, resulting in an operating margin of 2.9%.
MVO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MV Oil Trust reported an operating income of 3.80M and revenue of 4.05M, resulting in an operating margin of 93.8%.
HLX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Helix Energy Solutions Group, Inc. reported a net income of 3.07M and revenue of 278.06M, resulting in a net margin of 1.1%.
MVO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MV Oil Trust reported a net income of 3.80M and revenue of 4.05M, resulting in a net margin of 93.8%.