VLY vs. HAL
VLY (Valley National Bancorp) and HAL (Halliburton Company) are both stocks. VLY operates in Banks - Regional (Financial Services), while HAL operates in Oil & Gas Equipment & Services (Energy). Over the past 10 years, VLY returned 8.18%/yr vs 1.51%/yr for HAL. At a 0.25 correlation, their price movements are largely independent.
Performance
VLY vs. HAL - Performance Comparison
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Returns By Period
In the year-to-date period, VLY achieves a 15.89% return, which is significantly lower than HAL's 46.51% return. Over the past 10 years, VLY has outperformed HAL with an annualized return of 8.18%, while HAL has yielded a comparatively lower 1.51% annualized return.
VLY
- 1D
- -2.54%
- 1M
- -0.37%
- YTD
- 15.89%
- 6M
- 18.90%
- 1Y
- 59.53%
- 3Y*
- 24.67%
- 5Y*
- 3.17%
- 10Y*
- 8.18%
HAL
- 1D
- 2.68%
- 1M
- -1.85%
- YTD
- 46.51%
- 6M
- 51.11%
- 1Y
- 107.22%
- 3Y*
- 11.73%
- 5Y*
- 12.79%
- 10Y*
- 1.51%
VLY vs. HAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLY Valley National Bancorp | 15.89% | 34.83% | -11.91% | 0.67% | -14.61% | 45.75% | -10.00% | 34.31% | -17.82% | 0.09% |
HAL Halliburton Company | 46.51% | 7.02% | -23.19% | -6.47% | 74.45% | 21.99% | -21.23% | -4.90% | -44.63% | -8.18% |
Correlation
The correlation between VLY and HAL is 0.09, 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 | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.25 |
The correlation between VLY and HAL shifts across timeframes, from 0.09 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
VLY:
$7.50B
HAL:
$34.42B
VLY:
$1.17
HAL:
$1.82
VLY:
11.50
HAL:
22.59
VLY:
12.71
HAL:
3.60
VLY:
2.36
HAL:
1.57
VLY:
0.96
HAL:
3.18
VLY:
$3.19B
HAL:
$22.17B
VLY:
$1.47B
HAL:
$3.40B
VLY:
$847.74M
HAL:
$3.83B
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Return for Risk
VLY vs. HAL — Risk / Return Rank
VLY
HAL
VLY vs. HAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Valley National Bancorp (VLY) 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.
| VLY | HAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.44 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | 8.23 | -3.84 |
| Martin ratioReturn relative to average drawdown | 12.92 | 21.47 | -8.55 |
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
| VLY | HAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | 2.95 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.32 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.03 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.14 | +0.13 |
Drawdowns
VLY vs. HAL - Drawdown Comparison
The maximum VLY drawdown since its inception was -62.17%, smaller than the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for VLY and HAL.
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Drawdown Indicators
| VLY | HAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.17% | -92.99% | +30.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -13.10% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -39.47% | -54.01% | +14.54% |
Max Drawdown (5Y)Largest decline over 5 years | -53.95% | -54.01% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -53.95% | -91.45% | +37.50% |
Current DrawdownCurrent decline from peak | -2.61% | -30.46% | +27.85% |
Average DrawdownAverage peak-to-trough decline | -13.99% | -39.13% | +25.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 5.01% | -0.39% |
Volatility
VLY vs. HAL - Volatility Comparison
The current volatility for Valley National Bancorp (VLY) is 6.45%, while Halliburton Company (HAL) has a volatility of 9.25%. This indicates that VLY 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
| VLY | HAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 9.25% | -2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 18.61% | 23.53% | -4.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.22% | 36.57% | -8.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.58% | 40.11% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.49% | 45.96% | -9.47% |
Dividends
VLY vs. HAL - Dividend Comparison
VLY's dividend yield for the trailing twelve months is around 3.28%, more than HAL's 2.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAL Halliburton Company | 2.07% | 2.41% | 2.50% | 1.77% | 1.22% | 0.79% | 1.67% | 2.94% | 2.71% | 1.47% | 1.33% | 2.12% |
VLY Valley National Bancorp | 3.28% | 3.77% | 4.86% | 4.05% | 3.89% | 3.20% | 4.51% | 3.84% | 4.95% | 3.92% | 3.78% | 4.47% |
Financials
VLY vs. HAL - Financials Comparison
This section allows you to compare key financial metrics between Valley National Bancorp 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
VLY vs. HAL - Profitability Comparison
VLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Valley National Bancorp reported a gross profit of 0.00 and revenue of 540.36M. Therefore, the gross margin over that period was 0.0%.
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%.
VLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Valley National Bancorp reported an operating income of 209.18M and revenue of 540.36M, resulting in an operating margin of 38.7%.
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%.
VLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Valley National Bancorp reported a net income of 163.91M and revenue of 540.36M, resulting in a net margin of 30.3%.
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
VLY and HAL have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HAL has higher volatility (9.25%) compared to VLY (6.45%). In terms of maximum drawdown, VLY dropped -62.17% vs HAL's -92.99%.
HAL currently has the higher Sharpe Ratio (2.95 vs 2.12), 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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