BTSGU vs HAL

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Halliburton Company (HAL, Company).

BTSGU is from the Healthcare sector, while HAL is from the Energy sector.

BTSGU vs HAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	HAL(COMPANY)
Market Cap	$34B	$34B
Max Drawdown	33.37%	93.77%
Sharpe Ratio	2.36	2.13
5Y Beta	0.89	0.99
Industry	Health Information Services	Oil & Gas Equipment & Services
P/E Ratio	106.98	29.74
Forward P/E	N/A	15.65
PEG Ratio	0.27	1.10
Dividend Yield	N/A	1.74%
5Y Dividends CAGR	N/A	36.40%
5Y EPS CAGR	N/A	0.29%
Debt to Equity	126.20%	66.42%
Free Cash Flow Yield	1.22%	8.35%
P/S Ratio	N/A	1.52
P/B Ratio	N/A	3.25

Market Cap

Winner

BTSGU

$34B

HAL

$34B

Max Drawdown

Winner

BTSGU

33.37%

HAL

93.77%

Sharpe Ratio

Winner

BTSGU

2.36

HAL

2.13

5Y Beta

Winner

BTSGU

0.89

HAL

0.99

Industry

BTSGU

Health Information Services

HAL

Oil & Gas Equipment & Services

P/E Ratio

BTSGU

106.98

Winner

HAL

29.74

Forward P/E

BTSGU

N/A

HAL

15.65

PEG Ratio

Winner

BTSGU

0.27

HAL

1.10

Dividend Yield

BTSGU

N/A

HAL

1.74%

5Y Dividends CAGR

BTSGU

N/A

HAL

36.40%

5Y EPS CAGR

BTSGU

N/A

HAL

0.29%

Debt to Equity

BTSGU

126.20%

Winner

HAL

66.42%

Free Cash Flow Yield

BTSGU

1.22%

Winner

HAL

8.35%

P/S Ratio

BTSGU

N/A

HAL

1.52

P/B Ratio

BTSGU

N/A

HAL

3.25

BTSGU vs HAL - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	HAL
1 month	+17.87%	+5.34%
3 months	+37.30%	+14.66%
6 months	+63.44%	+46.05%
1 year	+136.16%	+102.21%
5 years(CAGR)	N/A	+13.76%
10 years(CAGR)	N/A	+2.25%
Max(CAGR)	+91.94%	+4.42%

Winner

BTSGU

+17.87%

HAL

+5.34%

Winner

BTSGU

+37.30%

HAL

+14.66%

Winner

BTSGU

+63.44%

HAL

+46.05%

Winner

BTSGU

+136.16%

HAL

+102.21%

5Y(CAGR)

BTSGU

N/A

HAL

+13.76%

10Y(CAGR)

BTSGU

N/A

HAL

+2.25%

Max(CAGR)

Winner

BTSGU

+91.94%

HAL

+4.42%

BTSGU vs HAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	HAL
2026	+42.20%	+35.19%
2025	+106.26%	+4.96%
2024	+43.79%	-23.11%
2023	N/A	-2.26%
2022	N/A	+66.37%
2021	N/A	+22.44%
2020	N/A	-21.87%
2019	N/A	-7.45%
2018	N/A	-45.44%
2017	N/A	-10.81%
2016	N/A	+59.60%
2015	N/A	-12.31%
2014	N/A	-20.44%
2013	N/A	+43.78%
2012	N/A	+2.71%
2011	N/A	-14.61%
2010	N/A	+32.20%
2009	N/A	+57.25%
2008	N/A	-52.44%
2007	N/A	+28.20%
2006	N/A	-4.12%
2005	N/A	+64.58%
2004	N/A	+53.10%
2003	N/A	+38.58%
2002	N/A	+57.19%
2001	N/A	-63.85%
2000	N/A	-4.27%
1999	N/A	+4.21%

BTSGU vs HAL Drawdown Comparison

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for HAL was -92.99%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current HAL drawdown is -32.74%.

Rank	BTSGU	HAL
#1	-32.46% Jan 30, 2025 - May 16, 2025	-92.99% Jul 23, 2014 - Mar 18, 2020
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-82.79% Sep 6, 2000 - Jul 22, 2005
#3	-18.43% May 16, 2025 - Aug 22, 2025	-74.98% Jul 1, 2008 - Jul 5, 2011
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-52.90% Jul 25, 2011 - Nov 14, 2013
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-35.95% Apr 21, 2006 - Oct 12, 2007
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-23.49% Oct 15, 2007 - Apr 7, 2008
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-23.41% Nov 17, 1999 - Mar 7, 2000
#8	-7.22% Oct 18, 2024 - Nov 1, 2024	-20.61% Sep 29, 2005 - Jan 11, 2006
#9	-7.04% Jun 5, 2024 - Jun 28, 2024	-18.94% May 15, 2000 - Aug 9, 2000
#10	-7.02% Nov 11, 2025 - Nov 24, 2025	-18.67% Mar 7, 2000 - Apr 27, 2000
#11	-6.75% Mar 19, 2026 - Mar 25, 2026	-18.14% Jan 30, 2006 - Apr 18, 2006
#12	-6.42% Mar 25, 2026 - Apr 8, 2026	-14.07% Nov 14, 2013 - Feb 24, 2014
#13	-5.46% Sep 10, 2025 - Sep 30, 2025	-8.23% Nov 1, 1999 - Nov 9, 1999
#14	-5.38% Oct 1, 2025 - Oct 14, 2025	-7.32% Aug 11, 2005 - Aug 30, 2005
#15	-5.08% Aug 22, 2025 - Sep 8, 2025	-6.38% Apr 22, 2008 - May 8, 2008

Correlation

Correlation between BTSGU and HAL is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (1999 - 2026)

BTSGU vs HAL dividend yield comparison.

Year	BTSGU	HAL
2026	0.93%	0.43%
2025	2.67%	2.41%
2024	2.70%	2.50%
2023	0.00%	1.77%
2022	0.00%	1.22%
2021	0.00%	0.79%
2020	0.00%	1.67%
2019	0.00%	2.94%
2018	0.00%	2.71%
2017	0.00%	1.47%
2016	0.00%	1.33%
2015	0.00%	2.12%
2014	0.00%	1.60%
2013	0.00%	1.03%
2012	0.00%	1.04%
2011	0.00%	1.04%
2010	0.00%	0.88%
2009	0.00%	1.20%
2008	0.00%	1.98%
2007	0.00%	0.91%
2006	0.00%	0.97%
2005	0.00%	0.81%
2004	0.00%	1.27%
2003	0.00%	1.92%
2002	0.00%	2.67%
2001	0.00%	3.82%
2000	0.00%	1.38%
1999	0.00%	0.31%