OZK vs. HAL
OZK (Bank OZK) and HAL (Halliburton Company) are both stocks. OZK operates in Banks - Regional (Financial Services), while HAL operates in Oil & Gas Equipment & Services (Energy). Over the past 10 years, OZK returned 6.04%/yr vs 1.02%/yr for HAL. At a 0.30 correlation, their price movements are largely independent.
Performance
OZK vs. HAL - Performance Comparison
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Returns By Period
In the year-to-date period, OZK achieves a 10.59% return, which is significantly lower than HAL's 44.62% return. Over the past 10 years, OZK has outperformed HAL with an annualized return of 6.04%, while HAL has yielded a comparatively lower 1.02% annualized return.
OZK
- 1D
- 0.62%
- 1M
- 2.91%
- YTD
- 10.59%
- 6M
- 8.86%
- 1Y
- 12.89%
- 3Y*
- 12.06%
- 5Y*
- 6.31%
- 10Y*
- 6.04%
HAL
- 1D
- 3.37%
- 1M
- 2.11%
- YTD
- 44.62%
- 6M
- 45.55%
- 1Y
- 101.95%
- 3Y*
- 10.25%
- 5Y*
- 12.92%
- 10Y*
- 1.02%
OZK vs. HAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 10.59% | 7.45% | -7.36% | 29.12% | -11.24% | 53.15% | 7.57% | 38.23% | -52.03% | -6.51% |
HAL Halliburton Company | 44.62% | 7.02% | -23.19% | -6.47% | 74.45% | 21.99% | -21.23% | -4.90% | -44.63% | -8.18% |
Correlation
The correlation between OZK and HAL 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 | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.30 |
Over the past year, the correlation between OZK and HAL has dropped to 0.10 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.
Fundamentals
OZK:
$5.54B
HAL:
$33.98B
OZK:
$6.28
HAL:
$1.82
OZK:
7.95
HAL:
22.29
OZK:
0.88
HAL:
3.56
OZK:
2.01
HAL:
1.55
OZK:
0.95
HAL:
3.14
OZK:
$2.80B
HAL:
$22.17B
OZK:
$1.56B
HAL:
$3.40B
OZK:
$992.96M
HAL:
$3.83B
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Return for Risk
OZK vs. HAL — Risk / Return Rank
OZK
HAL
OZK vs. HAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank OZK (OZK) and Halliburton Company (HAL). 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.
| OZK | HAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.25 | ||
| Sortino ratioReturn per unit of downside risk | -2.60 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.42 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 7.82 | -7.14 |
| Martin ratioReturn relative to average drawdown | 1.45 | 20.24 | -18.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OZK | HAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 2.78 | -2.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.32 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.02 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.14 | +0.43 |
Drawdowns
OZK vs. HAL - Drawdown Comparison
The maximum OZK drawdown since its inception was -70.41%, smaller than the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for OZK and HAL.
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Drawdown Indicators
| OZK | HAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.41% | -92.99% | +22.58% |
Max Drawdown (1Y)Largest decline over 1 year | -19.03% | -13.10% | -5.93% |
Max Drawdown (3Y)Largest decline over 3 years | -29.23% | -54.01% | +24.78% |
Max Drawdown (5Y)Largest decline over 5 years | -35.26% | -54.01% | +18.75% |
Max Drawdown (10Y)Largest decline over 10 years | -70.41% | -91.45% | +21.04% |
Current DrawdownCurrent decline from peak | -3.36% | -31.36% | +28.00% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -39.13% | +23.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.89% | 5.06% | +3.83% |
Volatility
OZK vs. HAL - Volatility Comparison
The current volatility for Bank OZK (OZK) is 6.20%, while Halliburton Company (HAL) has a volatility of 10.08%. This indicates that OZK experiences smaller price fluctuations and is considered to be less risky than HAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OZK | HAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 10.08% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 24.20% | -7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.75% | 36.99% | -12.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.70% | 40.19% | -5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.99% | 45.98% | -6.99% |
Dividends
OZK vs. HAL - Dividend Comparison
OZK's dividend yield for the trailing twelve months is around 3.65%, more than HAL's 1.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAL Halliburton Company | 1.68% | 2.41% | 2.50% | 1.77% | 1.22% | 0.79% | 1.67% | 2.94% | 2.71% | 1.47% | 1.33% | 2.12% |
OZK Bank OZK | 3.65% | 3.78% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% |
Financials
OZK vs. HAL - Financials Comparison
This section allows you to compare key financial metrics between Bank OZK and Halliburton Company. 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
OZK vs. HAL - Profitability Comparison
OZK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a gross profit of 376.15M and revenue of 661.55M. Therefore, the gross margin over that period was 56.9%.
HAL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halliburton Company reported a gross profit of 790.00M and revenue of 5.40B. Therefore, the gross margin over that period was 14.6%.
OZK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported an operating income of 211.61M and revenue of 661.55M, resulting in an operating margin of 32.0%.
HAL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halliburton Company reported an operating income of 679.00M and revenue of 5.40B, resulting in an operating margin of 12.6%.
OZK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a net income of 163.36M and revenue of 661.55M, resulting in a net margin of 24.7%.
HAL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halliburton Company reported a net income of 461.00M and revenue of 5.40B, resulting in a net margin of 8.5%.
Frequently Asked Questions
OZK and HAL 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.
HAL has higher volatility (10.08%) compared to OZK (6.20%). In terms of maximum drawdown, OZK dropped -70.41% vs HAL's -92.99%.
HAL currently has the higher Sharpe Ratio (2.78 vs 0.52), 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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