HAL vs BTSGU

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

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

HAL vs BTSGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

HAL

$34B

Winner

BTSGU

$34B

Max Drawdown

HAL

93.77%

Winner

BTSGU

33.37%

Sharpe Ratio

HAL

2.13

Winner

BTSGU

2.36

5Y Beta

HAL

0.99

Winner

BTSGU

0.89

Industry

HAL

Oil & Gas Equipment & Services

BTSGU

Health Information Services

P/E Ratio

Winner

HAL

29.74

BTSGU

106.98

Forward P/E

HAL

15.65

BTSGU

N/A

PEG Ratio

HAL

1.10

Winner

BTSGU

0.27

Dividend Yield

HAL

1.74%

BTSGU

N/A

5Y Dividends CAGR

HAL

36.40%

BTSGU

N/A

5Y EPS CAGR

HAL

0.29%

BTSGU

N/A

Debt to Equity

Winner

HAL

66.42%

BTSGU

126.20%

Free Cash Flow Yield

Winner

HAL

8.35%

BTSGU

1.22%

P/S Ratio

HAL

1.52

BTSGU

N/A

P/B Ratio

HAL

3.25

BTSGU

N/A

HAL vs BTSGU - Historical Returns

Returns include dividend reinvestment.

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

HAL

+5.34%

Winner

BTSGU

+17.87%

HAL

+14.66%

Winner

BTSGU

+37.30%

HAL

+46.05%

Winner

BTSGU

+63.44%

HAL

+102.21%

Winner

BTSGU

+136.16%

5Y(CAGR)

HAL

+13.76%

BTSGU

N/A

10Y(CAGR)

HAL

+2.25%

BTSGU

N/A

Max(CAGR)

HAL

+4.42%

Winner

BTSGU

+91.94%

HAL vs BTSGU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

HAL vs BTSGU Drawdown Comparison

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

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

The current HAL drawdown is -32.74%.

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

Correlation

Correlation between HAL and BTSGU 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)

HAL vs BTSGU dividend yield comparison.

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