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HP vs. DELL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HP vs. DELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Helmerich & Payne, Inc. (HP) and Dell Technologies Inc. (DELL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HP achieves a 25.35% return, which is significantly lower than DELL's 235.12% return.


HP

1D
1.37%
1M
-11.11%
YTD
25.35%
6M
27.16%
1Y
114.95%
3Y*
6.11%
5Y*
5.16%
10Y*
-1.43%

DELL

1D
2.25%
1M
41.84%
YTD
235.12%
6M
233.18%
1Y
256.10%
3Y*
105.53%
5Y*
55.70%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HP vs. DELL - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
HP
Helmerich & Payne, Inc.
25.35%-6.27%-7.83%-23.21%115.23%6.19%-44.28%0.49%1.65%
DELL
Dell Technologies Inc.
235.12%11.22%52.97%95.85%-26.63%51.21%42.62%5.16%14.50%

Correlation

The correlation between HP and DELL is 0.10, 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

0.10

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

0.14

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

0.23

Correlation (All Time)
Calculated using the full available price history since Dec 21, 2018

0.27

The correlation between HP and DELL shifts across timeframes, from 0.10 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

HP:

-$3.18

DELL:

$12.42

PS Ratio

HP:

0.86

DELL:

2.12

Total Revenue (TTM)

HP:

$4.09B

DELL:

$134.00B

Gross Profit (TTM)

HP:

$542.96M

DELL:

$25.67B

EBITDA (TTM)

HP:

$584.78M

DELL:

$10.64B

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Return for Risk

HP vs. DELL — Risk / Return Rank

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

HP
HP Risk / Return Rank: 9393
Overall Rank
HP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
HP Sortino Ratio Rank: 9090
Sortino Ratio Rank
HP Omega Ratio Rank: 8888
Omega Ratio Rank
HP Calmar Ratio Rank: 9696
Calmar Ratio Rank
HP Martin Ratio Rank: 9797
Martin Ratio Rank

DELL
DELL Risk / Return Rank: 9696
Overall Rank
DELL Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DELL Sortino Ratio Rank: 9797
Sortino Ratio Rank
DELL Omega Ratio Rank: 9595
Omega Ratio Rank
DELL Calmar Ratio Rank: 9696
Calmar Ratio Rank
DELL Martin Ratio Rank: 9595
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.

HP vs. DELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Helmerich & Payne, Inc. (HP) and Dell Technologies Inc. (DELL). 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.


HPDELLDifference
Sharpe ratioReturn per unit of total volatility

-1.26

Sortino ratioReturn per unit of downside risk

-1.49

Omega ratioGain probability vs. loss probability

1.38

1.56

-0.19

Calmar ratioReturn relative to maximum drawdown

7.32

7.97

-0.66

Martin ratioReturn relative to average drawdown

23.12

17.66

+5.47

HP vs. DELL - Sharpe Ratio Comparison

The current HP Sharpe Ratio is 2.65, which is lower than the DELL Sharpe Ratio of 3.91. The chart below compares the historical Sharpe Ratios of HP and DELL, 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

HP vs. DELL - Drawdown Comparison

The maximum HP drawdown since its inception was -85.78%, which is greater than DELL's maximum drawdown of -59.59%. Use the drawdown chart below to compare losses from any high point for HP and DELL.


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Drawdown Indicators


HPDELLDifference

Max Drawdown

Largest peak-to-trough decline

-85.78%

-59.59%

-26.19%

Max Drawdown (1Y)

Largest decline over 1 year

-15.80%

-32.34%

+16.54%

Max Drawdown (3Y)

Largest decline over 3 years

-64.42%

-59.59%

-4.83%

Max Drawdown (5Y)

Largest decline over 5 years

-68.47%

-59.59%

-8.88%

Max Drawdown (10Y)

Largest decline over 10 years

-81.87%

Current Drawdown

Current decline from peak

-47.41%

-10.14%

-37.27%

Average Drawdown

Average peak-to-trough decline

-42.06%

-18.46%

-23.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.15%

14.58%

-9.43%

Volatility

HP vs. DELL - Volatility Comparison

The current volatility for Helmerich & Payne, Inc. (HP) is 13.26%, while Dell Technologies Inc. (DELL) has a volatility of 36.32%. This indicates that HP experiences smaller price fluctuations and is considered to be less risky than DELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HPDELLDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.26%

36.32%

-23.06%

Volatility (6M)

Calculated over the trailing 6-month period

28.65%

54.18%

-25.53%

Volatility (1Y)

Calculated over the trailing 1-year period

43.66%

66.01%

-22.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.44%

50.94%

-2.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.38%

47.97%

+3.41%

Dividends

HP vs. DELL - Dividend Comparison

HP's dividend yield for the trailing twelve months is around 2.82%, more than DELL's 0.53% yield.


PositionTTM20252024202320222021202020192018201720162015
DELL
Dell Technologies Inc.
0.53%1.60%1.48%1.88%2.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HP
Helmerich & Payne, Inc.
2.82%3.49%4.72%5.18%2.49%4.22%8.29%6.25%5.88%4.33%3.59%5.14%

Financials

HP vs. DELL - Financials Comparison

This section allows you to compare key financial metrics between Helmerich & Payne, Inc. and Dell Technologies 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


0.0010.00B20.00B30.00B40.00B20222023202420252026
1.02B
43.84B
(HP) Total Revenue
(DELL) Total Revenue
Values in USD except per share items

HP vs. DELL - Profitability Comparison

The chart below illustrates the profitability comparison between Helmerich & Payne, Inc. and Dell Technologies 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%20222023202420252026
11.9%
17.8%
Portfolio components
HP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Helmerich & Payne, Inc. reported a gross profit of 121.07M and revenue of 1.02B. Therefore, the gross margin over that period was 11.9%.

DELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a gross profit of 7.78B and revenue of 43.84B. Therefore, the gross margin over that period was 17.8%.

HP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Helmerich & Payne, Inc. reported an operating income of 43.98M and revenue of 1.02B, resulting in an operating margin of 4.3%.

DELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported an operating income of 3.66B and revenue of 43.84B, resulting in an operating margin of 8.3%.

HP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Helmerich & Payne, Inc. reported a net income of -97.16M and revenue of 1.02B, resulting in a net margin of -9.6%.

DELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a net income of 3.44B and revenue of 43.84B, resulting in a net margin of 7.8%.


Frequently Asked Questions


HP and DELL have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DELL has higher volatility (36.32%) compared to HP (13.26%). In terms of maximum drawdown, HP dropped -85.78% vs DELL's -59.59%.

DELL currently has the higher Sharpe Ratio (3.91 vs 2.65), 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 HP and DELL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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