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HLX vs. NOV
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HLX vs. NOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Helix Energy Solutions Group, Inc. (HLX) and National Oilwell Varco, Inc. (NOV). The values are adjusted to include any dividend payments, if applicable.

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HLX vs. NOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HLX
Helix Energy Solutions Group, Inc.
49.44%-32.73%-9.34%39.30%136.54%-25.71%-56.39%78.00%-28.25%-14.51%
NOV
National Oilwell Varco, Inc.
20.03%11.30%-26.81%-1.83%55.72%-0.89%-44.93%-1.69%-28.28%-3.23%

Fundamentals

Market Cap

HLX:

$1.38B

NOV:

$6.85B

EPS

HLX:

$0.21

NOV:

$0.39

PE Ratio

HLX:

45.13

NOV:

47.81

PEG Ratio

HLX:

1.00

NOV:

0.58

PS Ratio

HLX:

1.08

NOV:

0.79

PB Ratio

HLX:

0.83

NOV:

1.08

Total Revenue (TTM)

HLX:

$1.29B

NOV:

$8.74B

Gross Profit (TTM)

HLX:

$159.14M

NOV:

$1.91B

EBITDA (TTM)

HLX:

$193.41M

NOV:

$734.00M

Returns By Period

In the year-to-date period, HLX achieves a 49.44% return, which is significantly higher than NOV's 20.03% return. Over the past 10 years, HLX has outperformed NOV with an annualized return of 5.65%, while NOV has yielded a comparatively lower -3.38% annualized return.


HLX

1D
-5.26%
1M
0.64%
YTD
49.44%
6M
40.48%
1Y
10.50%
3Y*
6.58%
5Y*
12.16%
10Y*
5.65%

NOV

1D
-0.74%
1M
-6.34%
YTD
20.03%
6M
39.19%
1Y
25.89%
3Y*
2.61%
5Y*
7.47%
10Y*
-3.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HLX vs. NOV — Risk / Return Rank

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

HLX
HLX Risk / Return Rank: 4747
Overall Rank
HLX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HLX Sortino Ratio Rank: 4545
Sortino Ratio Rank
HLX Omega Ratio Rank: 4444
Omega Ratio Rank
HLX Calmar Ratio Rank: 5050
Calmar Ratio Rank
HLX Martin Ratio Rank: 4848
Martin Ratio Rank

NOV
NOV Risk / Return Rank: 5959
Overall Rank
NOV Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
NOV Sortino Ratio Rank: 5656
Sortino Ratio Rank
NOV Omega Ratio Rank: 5656
Omega Ratio Rank
NOV Calmar Ratio Rank: 6262
Calmar Ratio Rank
NOV Martin Ratio Rank: 6161
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.

HLX vs. NOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Helix Energy Solutions Group, Inc. (HLX) and National Oilwell Varco, Inc. (NOV). 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.


HLXNOVDifference

Sharpe ratio

Return per unit of total volatility

0.19

0.57

-0.38

Sortino ratio

Return per unit of downside risk

0.65

1.06

-0.41

Omega ratio

Gain probability vs. loss probability

1.09

1.14

-0.06

Calmar ratio

Return relative to maximum drawdown

0.39

0.98

-0.60

Martin ratio

Return relative to average drawdown

0.59

2.18

-1.59

HLX vs. NOV - Sharpe Ratio Comparison

The current HLX Sharpe Ratio is 0.19, which is lower than the NOV Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of HLX and NOV, 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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Sharpe Ratios by Period


HLXNOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

0.57

-0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.18

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

-0.07

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.12

-0.08

Correlation

The correlation between HLX and NOV is 0.60, 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.


Dividends

HLX vs. NOV - Dividend Comparison

HLX has not paid dividends to shareholders, while NOV's dividend yield for the trailing twelve months is around 2.81%.


TTM20252024202320222021202020192018201720162015
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%
NOV
National Oilwell Varco, Inc.
2.81%3.26%1.88%0.99%0.96%0.37%0.36%0.80%0.78%0.56%1.63%5.49%

Drawdowns

HLX vs. NOV - Drawdown Comparison

The maximum HLX drawdown since its inception was -97.87%, which is greater than NOV's maximum drawdown of -89.77%. Use the drawdown chart below to compare losses from any high point for HLX and NOV.


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Drawdown Indicators


HLXNOVDifference

Max Drawdown

Largest peak-to-trough decline

-97.87%

-89.77%

-8.10%

Max Drawdown (1Y)

Largest decline over 1 year

-32.94%

-27.39%

-5.55%

Max Drawdown (5Y)

Largest decline over 5 years

-61.66%

-53.70%

-7.96%

Max Drawdown (10Y)

Largest decline over 10 years

-91.46%

-83.26%

-8.20%

Current Drawdown

Current decline from peak

-80.00%

-74.03%

-5.97%

Average Drawdown

Average peak-to-trough decline

-55.05%

-45.02%

-10.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.44%

12.57%

+8.87%

Volatility

HLX vs. NOV - Volatility Comparison

Helix Energy Solutions Group, Inc. (HLX) and National Oilwell Varco, Inc. (NOV) have volatilities of 10.83% and 10.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HLXNOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.83%

10.50%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

35.22%

28.50%

+6.72%

Volatility (1Y)

Calculated over the trailing 1-year period

54.38%

45.27%

+9.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.42%

42.86%

+9.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

66.29%

47.58%

+18.71%

Financials

HLX vs. NOV - Financials Comparison

This section allows you to compare key financial metrics between Helix Energy Solutions Group, Inc. and National Oilwell Varco, 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


0.00500.00M1.00B1.50B2.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
334.16M
2.28B
(HLX) Total Revenue
(NOV) Total Revenue
Values in USD except per share items

HLX vs. NOV - Profitability Comparison

The chart below illustrates the profitability comparison between Helix Energy Solutions Group, Inc. and National Oilwell Varco, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%0.0%10.0%20.0%30.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
15.2%
20.3%
Portfolio components
HLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Helix Energy Solutions Group, Inc. reported a gross profit of 50.63M and revenue of 334.16M. Therefore, the gross margin over that period was 15.2%.

NOV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, National Oilwell Varco, Inc. reported a gross profit of 462.00M and revenue of 2.28B. Therefore, the gross margin over that period was 20.3%.

HLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Helix Energy Solutions Group, Inc. reported an operating income of 12.26M and revenue of 334.16M, resulting in an operating margin of 3.7%.

NOV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, National Oilwell Varco, Inc. reported an operating income of -63.00M and revenue of 2.28B, resulting in an operating margin of -2.8%.

HLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Helix Energy Solutions Group, Inc. reported a net income of 8.27M and revenue of 334.16M, resulting in a net margin of 2.5%.

NOV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, National Oilwell Varco, Inc. reported a net income of -78.00M and revenue of 2.28B, resulting in a net margin of -3.4%.