BHRB vs HLX

Comparison between Burke & Herbert Financial Services Corp (BHRB, Company) and Helix Energy Solutions Group Inc (HLX, Company).

BHRB is from the Financial Services sector, while HLX is from the Energy sector.

5-Year PerformanceHLX has outperformed BHRB, delivering a return of +21.2% compared to +9.6%

BHRB vs HLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHRB(COMPANY)	HLX(COMPANY)
Market Cap	$1.49B	$1.49B
Max Drawdown	48.39%	97.87%
Sharpe Ratio	1.12	1.40
5Y Beta	0.82	1.14
Industry	Banks - Regional	Oil & Gas Equipment & Services
P/E Ratio	11.74	51.57
Forward P/E	N/A	113.64
Dividend Yield	3.02%	N/A
5Y Dividends CAGR	6.58%	N/A
5Y EPS CAGR	N/A	-17.81%
Debt to Equity	43.67%	19.22%
Free Cash Flow Yield	5.81%	17.01%

Market Cap

Winner

BHRB

$1.49B

HLX

$1.49B

Max Drawdown

Winner

BHRB

48.39%

HLX

97.87%

Sharpe Ratio

BHRB

1.12

Winner

HLX

1.40

5Y Beta

Winner

BHRB

0.82

HLX

1.14

Industry

BHRB

Banks - Regional

HLX

Oil & Gas Equipment & Services

P/E Ratio

Winner

BHRB

11.74

HLX

51.57

Forward P/E

BHRB

N/A

HLX

113.64

Dividend Yield

BHRB

3.02%

HLX

N/A

5Y Dividends CAGR

BHRB

6.58%

HLX

N/A

5Y EPS CAGR

BHRB

N/A

HLX

-17.81%

Debt to Equity

BHRB

43.67%

Winner

HLX

19.22%

Free Cash Flow Yield

BHRB

5.81%

Winner

HLX

17.01%

BHRB vs HLX - Historical Returns

Returns include dividend reinvestment.

Period	BHRB	HLX
1 month	+4.04%	+6.30%
3 months	+19.04%	-0.20%
6 months	+8.23%	+17.67%
1 year	+24.81%	+71.53%
5 years(CAGR)	+9.56%	+21.20%
10 years(CAGR)	+8.09%	+2.61%
Max(CAGR)	+8.57%	+0.79%

BHRB

+4.04%

Winner

HLX

+6.30%

Winner

BHRB

+19.04%

HLX

-0.20%

BHRB

+8.23%

Winner

HLX

+17.67%

BHRB

+24.81%

Winner

HLX

+71.53%

5Y(CAGR)

BHRB

+9.56%

Winner

HLX

+21.20%

10Y(CAGR)

Winner

BHRB

+8.09%

HLX

+2.61%

Max(CAGR)

Winner

BHRB

+8.57%

HLX

+0.79%

BHRB vs HLX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BHRB	HLX
2026	+20.53%	+58.12%
2025	+6.76%	-35.23%
2024	+3.03%	-6.89%
2023	-8.24%	+46.65%
2022	+33.46%	+118.34%
2021	+33.99%	-26.42%
2020	-20.19%	-56.52%
2019	-21.52%	+68.65%
2018	+15.11%	-29.19%
2017	+35.80%	-19.44%
2016	+2.84%	+64.25%
2015	+5.04%	-75.72%
2014	-4.81%	-4.99%
2013	+2.03%	+9.19%
2012	+1.13%	+23.67%
2011	+3.27%	+31.56%
2010	+30.49%	-2.10%
2009	+11.79%	+49.49%
2008	+36.38%	-82.64%
2007	-23.18%	+39.03%
2006	-14.79%	-20.40%
2005	-0.25%	+83.49%
2004	-1.77%	+66.60%
2003	+73.00%	-1.39%
2002	+59.18%	-2.08%
2001	+2.82%	-7.94%
2000	N/A	+60.12%
1999	N/A	+1.13%

BHRB vs HLX Drawdown Comparison

The maximum drawdown for BHRB was -47.88%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The maximum drawdown for HLX was -97.87%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current BHRB drawdown is -3.86%. The current HLX drawdown is -78.39%.

Rank	BHRB	HLX
#1	-47.88% May 23, 2023 - Oct 27, 2023	-97.87% Oct 12, 2007 - Apr 3, 2020
#2	-46.28% Mar 17, 2004 - Mar 23, 2010	-50.45% Mar 7, 2001 - Jun 23, 2004
#3	-44.76% Jan 23, 2019 - Nov 8, 2022	-37.21% Jan 19, 2006 - Oct 3, 2007
#4	-17.91% Mar 23, 2010 - Dec 29, 2010	-35.67% Oct 13, 2000 - Mar 7, 2001
#5	-16.37% Nov 16, 2022 - Apr 25, 2023	-24.18% Mar 30, 2000 - May 15, 2000
#6	-14.21% May 4, 2015 - Jun 7, 2017	-20.59% May 15, 2000 - Jun 30, 2000
#7	-11.88% May 20, 2013 - Apr 24, 2015	-19.08% Dec 7, 1999 - Feb 14, 2000
#8	-10.35% Apr 26, 2023 - May 22, 2023	-17.66% Jun 30, 2000 - Aug 30, 2000
#9	-9.62% Mar 23, 2011 - May 20, 2013	-17.20% Mar 4, 2005 - Jun 15, 2005
#10	-7.14% Dec 19, 2017 - Feb 15, 2018	-14.74% Sep 29, 2005 - Nov 2, 2005
#11	-6.52% Dec 29, 2010 - Mar 4, 2011	-14.14% Aug 2, 2005 - Aug 31, 2005
#12	-5.40% Apr 24, 2015 - May 4, 2015	-13.20% Sep 7, 2000 - Oct 13, 2000
#13	-4.87% Mar 19, 2002 - Apr 24, 2002	-12.32% Feb 16, 2000 - Mar 7, 2000
#14	-4.63% Nov 8, 2022 - Nov 15, 2022	-11.68% Nov 30, 2004 - Jan 31, 2005
#15	-4.43% Aug 1, 2002 - Dec 9, 2002	-11.45% Nov 1, 1999 - Nov 11, 1999

Correlation

Correlation between BHRB and HLX is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101