VLY vs. HAL

Last updated Apr 2, 2026

Compare and contrast key facts about Valley National Bancorp (VLY) and Halliburton Company (HAL).

Performance

VLY vs. HAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Valley National Bancorp (VLY) and Halliburton Company (HAL). The values are adjusted to include any dividend payments, if applicable.

VLY vs. HAL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VLY Valley National Bancorp	7.50%	34.83%	-11.91%	0.67%	-14.61%	45.75%	-10.00%	34.31%	-17.82%	0.09%
HAL Halliburton Company	35.12%	7.02%	-23.19%	-6.47%	74.45%	21.99%	-21.23%	-4.90%	-44.63%	-8.18%

Fundamentals

Market Cap VLY : $6.99B HAL : $31.92B
EPS VLY : $1.06 HAL : $1.51
PE Ratio VLY : 11.72 HAL : 25.20
PS Ratio VLY : 2.23 HAL : 1.46
PB Ratio VLY : 0.90 HAL : 3.04
Total Revenue (TTM) VLY : $3.14B HAL : $22.18B
Gross Profit (TTM) VLY : $1.36B HAL : $3.50B
EBITDA (TTM) VLY : $573.89M HAL : $3.04B

Returns By Period

In the year-to-date period, VLY achieves a 7.50% return, which is significantly lower than HAL's 35.12% return. Over the past 10 years, VLY has outperformed HAL with an annualized return of 7.22%, while HAL has yielded a comparatively lower 2.76% annualized return.

VLY

• 1D: 1.30%
• 1M: -1.98%
• YTD: 7.50%
• 6M: 19.79%
• 1Y: 45.82%
• 3Y*: 15.88%
• 5Y*: 2.32%
• 10Y*: 7.22%

HAL

• 1D: -2.54%
• 1M: 6.16%
• YTD: 35.12%
• 6M: 54.32%
• 1Y: 52.81%
• 3Y*: 8.76%
• 5Y*: 13.73%
• 10Y*: 2.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

VLY vs. HAL — Risk / Return Rank

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

VLY

VLY Risk / Return Rank: 82
VLY Sharpe Ratio Rank: 82
VLY Sortino Ratio Rank: 76
VLY Omega Ratio Rank: 77
VLY Calmar Ratio Rank: 87
VLY Martin Ratio Rank: 86

HAL

HAL Risk / Return Rank: 75
HAL Sharpe Ratio Rank: 78
HAL Sortino Ratio Rank: 73
HAL Omega Ratio Rank: 73
HAL Calmar Ratio Rank: 78
HAL Martin Ratio Rank: 74

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.

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 ratio Return per unit of total volatility	1.44	1.19	+0.25
Sortino ratio Return per unit of downside risk	1.94	1.79	+0.15
Omega ratio Gain probability vs. loss probability	1.28	1.24	+0.04
Calmar ratio Return relative to maximum drawdown	3.36	2.15	+1.21
Martin ratio Return relative to average drawdown	8.82	4.49	+4.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VLY vs. HAL - Sharpe Ratio Comparison

The current VLY Sharpe Ratio is 1.44, which is comparable to the HAL Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of VLY and HAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VLY	HAL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.44	1.19	+0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.06	0.34	-0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.20	0.06	+0.14
Sharpe Ratio (All Time) Calculated using the full available price history	0.26	0.14	+0.12

Correlation

The correlation between VLY and HAL 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.

Dividends

VLY vs. HAL - Dividend Comparison

VLY's dividend yield for the trailing twelve months is around 3.54%, more than HAL's 1.79% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VLY Valley National Bancorp	3.54%	3.77%	4.86%	4.05%	3.89%	3.20%	4.51%	3.84%	4.95%	3.92%	3.78%	4.47%
HAL Halliburton Company	1.79%	2.41%	2.50%	1.77%	1.22%	0.79%	1.67%	2.94%	2.71%	1.47%	1.33%	2.12%

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.

Drawdown Indicators

	VLY	HAL	Difference
Max Drawdown Largest peak-to-trough decline	-62.17%	-92.99%	+30.82%
Max Drawdown (1Y) Largest decline over 1 year	-13.64%	-25.06%	+11.42%
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 Drawdown Current decline from peak	-8.41%	-35.87%	+27.46%
Average Drawdown Average peak-to-trough decline	-14.05%	-39.15%	+25.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.20%	11.99%	-6.79%

Volatility

VLY vs. HAL - Volatility Comparison

The current volatility for Valley National Bancorp (VLY) is 6.83%, while Halliburton Company (HAL) has a volatility of 10.41%. 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.

Volatility by Period

	VLY	HAL	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.83%	10.41%	-3.58%
Volatility (6M) Calculated over the trailing 6-month period	21.78%	26.22%	-4.44%
Volatility (1Y) Calculated over the trailing 1-year period	31.91%	44.43%	-12.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.68%	40.38%	-2.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.50%	45.94%	-9.44%

Financials

VLY vs. HAL - Profitability Comparison

The chart below illustrates the profitability comparison between Valley National Bancorp and Halliburton Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

VLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Valley National Bancorp reported a gross profit of 0.00 and revenue of 541.25M. 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 Apr 2026, Halliburton Company reported a gross profit of 937.00M and revenue of 5.66B. Therefore, the gross margin over that period was 16.6%.

VLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Valley National Bancorp reported an operating income of 0.00 and revenue of 541.25M, resulting in an operating margin of 0.0%.

HAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Halliburton Company reported an operating income of 746.00M and revenue of 5.66B, resulting in an operating margin of 13.2%.

VLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Valley National Bancorp reported a net income of 195.40M and revenue of 541.25M, resulting in a net margin of 36.1%.

HAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Halliburton Company reported a net income of 589.00M and revenue of 5.66B, resulting in a net margin of 10.4%.