HAL vs FTS

Comparison between Halliburton Company (HAL, Company) and Fortis Inc (FTS, Company).

HAL is from the Energy sector, while FTS is from the Utilities sector.

5-Year PerformanceHAL has outperformed FTS, delivering a return of +12.8% compared to +10.1%

HAL vs FTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HAL(COMPANY)	FTS(COMPANY)
Market Cap	$28B	$30B
Max Drawdown	93.77%	34.36%
Sharpe Ratio	1.31	1.41
5Y Beta	0.95	-0.04
Industry	Oil & Gas Equipment & Services	Utilities - Regulated Electric
P/E Ratio	24.31	20.71
Forward P/E	12.99	22.94
PEG Ratio	0.87	1.95
Dividend Yield	2.08%	4.30%
5Y Dividends CAGR	36.40%	7.87%
5Y EPS CAGR	0.29%	3.80%
Debt to Equity	66.42%	142.25%
Free Cash Flow Yield	10.21%	-4.63%
P/S Ratio	1.23	2.43
P/B Ratio	2.57	1.83

Market Cap

HAL

$28B

Winner

FTS

$30B

Max Drawdown

HAL

93.77%

Winner

FTS

34.36%

Sharpe Ratio

HAL

1.31

Winner

FTS

1.41

5Y Beta

HAL

0.95

Winner

FTS

-0.04

Industry

HAL

Oil & Gas Equipment & Services

FTS

Utilities - Regulated Electric

P/E Ratio

HAL

24.31

Winner

FTS

20.71

Forward P/E

Winner

HAL

12.99

FTS

22.94

PEG Ratio

Winner

HAL

0.87

FTS

1.95

Dividend Yield

HAL

2.08%

Winner

FTS

4.30%

5Y Dividends CAGR

Winner

HAL

36.40%

FTS

7.87%

5Y EPS CAGR

HAL

0.29%

Winner

FTS

3.80%

Debt to Equity

Winner

HAL

66.42%

FTS

142.25%

Free Cash Flow Yield

Winner

HAL

10.21%

FTS

-4.63%

P/S Ratio

Winner

HAL

1.23

FTS

2.43

P/B Ratio

HAL

2.57

Winner

FTS

1.83

HAL vs FTS - Historical Returns

Returns include dividend reinvestment.

Period	HAL	FTS
1 month	-1.59%	+2.97%
3 months	-17.00%	+5.37%
6 months	-0.84%	+13.55%
1 year	+52.27%	+24.13%
5 years(CAGR)	+12.79%	+10.06%
10 years(CAGR)	-0.49%	+10.32%
Max(CAGR)	+3.71%	+12.36%

HAL

-1.59%

Winner

FTS

+2.97%

HAL

-17.00%

Winner

FTS

+5.37%

HAL

-0.84%

Winner

FTS

+13.55%

Winner

HAL

+52.27%

FTS

+24.13%

5Y(CAGR)

Winner

HAL

+12.79%

FTS

+10.06%

10Y(CAGR)

HAL

-0.49%

Winner

FTS

+10.32%

Max(CAGR)

HAL

+3.71%

Winner

FTS

+12.36%

HAL vs FTS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HAL	FTS
2026	+13.73%	+15.30%
2025	+4.96%	+30.22%
2024	-23.11%	+5.99%
2023	-2.26%	+6.17%
2022	+66.37%	-12.70%
2021	+22.44%	+22.76%
2020	-21.87%	+2.27%
2019	-7.45%	+30.07%
2018	-45.44%	-5.13%
2017	-10.81%	+25.09%
2016	+59.60%	+23.55%
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 FTS 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 FTS was -34.36%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

The current HAL drawdown is -43.42%.

Rank	HAL	FTS
#1	-92.99% Jul 23, 2014 - Mar 18, 2020	-34.36% Feb 18, 2020 - Mar 16, 2021
#2	-82.79% Sep 6, 2000 - Jul 22, 2005	-29.96% Apr 6, 2022 - Mar 31, 2025
#3	-74.98% Jul 1, 2008 - Jul 5, 2011	-16.05% Nov 24, 2017 - Mar 12, 2019
#4	-52.90% Jul 25, 2011 - Nov 14, 2013	-14.04% Jul 6, 2016 - Apr 12, 2017
#5	-35.95% Apr 21, 2006 - Oct 12, 2007	-13.81% Feb 4, 2016 - Mar 7, 2016
#6	-23.49% Oct 15, 2007 - Apr 7, 2008	-7.75% Jan 13, 2016 - Jan 22, 2016
#7	-23.41% Nov 17, 1999 - Mar 7, 2000	-7.63% Sep 26, 2019 - Jan 15, 2020
#8	-20.61% Sep 29, 2005 - Jan 11, 2006	-6.63% May 7, 2025 - Aug 1, 2025
#9	-18.94% May 15, 2000 - Aug 9, 2000	-6.49% Dec 31, 2021 - Mar 17, 2022
#10	-18.67% Mar 7, 2000 - Apr 27, 2000	-6.21% Mar 16, 2026 - Jun 26, 2026
#11	-18.14% Jan 30, 2006 - Apr 18, 2006	-6.13% Apr 3, 2025 - Apr 14, 2025
#12	-14.07% Nov 14, 2013 - Feb 24, 2014	-5.83% Sep 8, 2017 - Nov 6, 2017
#13	-8.23% Nov 1, 1999 - Nov 9, 1999	-5.77% Aug 16, 2021 - Dec 14, 2021
#14	-7.32% Aug 11, 2005 - Aug 30, 2005	-5.39% Jun 15, 2021 - Aug 16, 2021
#15	-6.38% Apr 22, 2008 - May 8, 2008	-4.76% Apr 17, 2017 - Jun 5, 2017

Correlation

Correlation between HAL and FTS is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15

-101

Dividend Comparison (1999 - 2026)

HAL vs FTS dividend yield comparison.

Year	HAL	FTS
2026	1.02%	1.59%
2025	2.41%	3.42%
2024	2.50%	4.62%
2023	1.77%	4.50%
2022	1.22%	4.48%
2021	0.79%	3.40%
2020	1.67%	3.54%
2019	2.94%	3.31%
2018	2.71%	3.35%
2017	1.47%	4.43%
2016	1.33%	4.94%
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%