HAL vs HEI-A

Comparison between Halliburton Company (HAL, Company) and Heico Corp - Class A (HEI-A, Company).

HAL is from the Energy sector, while HEI-A is from the Industrials sector.

5-Year PerformanceHEI-A has outperformed HAL, delivering a return of +13.8% compared to +12.6%

HAL vs HEI-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HAL(COMPANY)	HEI-A(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	93.77%	49.74%
Sharpe Ratio	1.79	0.26
5Y Beta	0.98	0.84
Industry	Oil & Gas Equipment & Services	Aerospace & Defense
P/E Ratio	29.25	28.44
Forward P/E	15.36	41.15
PEG Ratio	1.04	0.91
Dividend Yield	1.68%	0.10%
5Y Dividends CAGR	36.40%	8.45%
5Y EPS CAGR	0.29%	20.50%
Debt to Equity	66.42%	0.07%
Free Cash Flow Yield	8.49%	2.83%
P/S Ratio	1.49	6.88
P/B Ratio	3.07	7.08

Market Cap

Winner

HAL

$33B

HEI-A

$33B

Max Drawdown

HAL

93.77%

Winner

HEI-A

49.74%

Sharpe Ratio

Winner

HAL

1.79

HEI-A

0.26

5Y Beta

HAL

0.98

Winner

HEI-A

0.84

Industry

HAL

Oil & Gas Equipment & Services

HEI-A

Aerospace & Defense

P/E Ratio

HAL

29.25

Winner

HEI-A

28.44

Forward P/E

Winner

HAL

15.36

HEI-A

41.15

PEG Ratio

HAL

1.04

Winner

HEI-A

0.91

Dividend Yield

Winner

HAL

1.68%

HEI-A

0.10%

5Y Dividends CAGR

Winner

HAL

36.40%

HEI-A

8.45%

5Y EPS CAGR

HAL

0.29%

Winner

HEI-A

20.50%

Debt to Equity

HAL

66.42%

Winner

HEI-A

0.07%

Free Cash Flow Yield

Winner

HAL

8.49%

HEI-A

2.83%

P/S Ratio

Winner

HAL

1.49

HEI-A

6.88

P/B Ratio

Winner

HAL

3.07

HEI-A

7.08

HAL vs HEI-A - Historical Returns

Returns include dividend reinvestment.

Period	HAL	HEI-A
1 month	-4.71%	+13.74%
3 months	+14.05%	+10.73%
6 months	+39.52%	+2.04%
1 year	+84.23%	+4.08%
5 years(CAGR)	+12.63%	+13.76%
10 years(CAGR)	+0.82%	+24.90%
Max(CAGR)	+4.40%	+25.04%

HAL

-4.71%

Winner

HEI-A

+13.74%

Winner

HAL

+14.05%

HEI-A

+10.73%

Winner

HAL

+39.52%

HEI-A

+2.04%

Winner

HAL

+84.23%

HEI-A

+4.08%

5Y(CAGR)

HAL

+12.63%

Winner

HEI-A

+13.76%

10Y(CAGR)

HAL

+0.82%

Winner

HEI-A

+24.90%

Max(CAGR)

HAL

+4.40%

Winner

HEI-A

+25.04%

HAL vs HEI-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HAL	HEI-A
2026	+34.90%	-3.94%
2025	+4.96%	+35.93%
2024	-23.11%	+31.65%
2023	-2.26%	+20.11%
2022	+66.37%	-6.78%
2021	+22.44%	+12.70%
2020	-21.87%	+23.76%
2019	-7.45%	+48.30%
2018	-45.44%	+25.84%
2017	-10.81%	+45.71%
2016	+59.60%	+43.05%
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 HEI-A 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 HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 302 trading sessions.

The current HAL drawdown is -32.89%. The current HEI-A drawdown is -10.55%.

Rank	HAL	HEI-A
#1	-92.99% Jul 23, 2014 - Mar 18, 2020	-49.70% Aug 29, 2019 - Nov 9, 2020
#2	-82.79% Sep 6, 2000 - Jul 22, 2005	-27.11% Jan 15, 2026 - Apr 29, 2026
#3	-74.98% Jul 1, 2008 - Jul 5, 2011	-25.90% Nov 9, 2021 - Feb 15, 2023
#4	-52.90% Jul 25, 2011 - Nov 14, 2013	-24.91% Sep 14, 2018 - Feb 15, 2019
#5	-35.95% Apr 21, 2006 - Oct 12, 2007	-18.84% Jun 8, 2021 - Nov 9, 2021
#6	-23.49% Oct 15, 2007 - Apr 7, 2008	-17.89% Nov 22, 2024 - Mar 25, 2025
#7	-23.41% Nov 17, 1999 - Mar 7, 2000	-17.71% Jan 12, 2016 - Apr 14, 2016
#8	-20.61% Sep 29, 2005 - Jan 11, 2006	-14.99% Jan 8, 2021 - Apr 15, 2021
#9	-18.94% May 15, 2000 - Aug 9, 2000	-14.47% May 22, 2023 - Jul 25, 2023
#10	-18.67% Mar 7, 2000 - Apr 27, 2000	-13.62% Mar 25, 2025 - May 15, 2025
#11	-18.14% Jan 30, 2006 - Apr 18, 2006	-12.63% Jan 29, 2018 - Feb 28, 2018
#12	-14.07% Nov 14, 2013 - Feb 24, 2014	-12.46% Jul 25, 2023 - Dec 4, 2023
#13	-8.23% Nov 1, 1999 - Nov 9, 1999	-10.02% Aug 4, 2025 - Jan 5, 2026
#14	-7.32% Aug 11, 2005 - Aug 30, 2005	-9.73% Dec 13, 2023 - Feb 7, 2024
#15	-6.38% Apr 22, 2008 - May 8, 2008	-8.80% Nov 16, 2020 - Dec 4, 2020

Correlation

Correlation between HAL and HEI-A 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 HEI-A dividend yield comparison.

Year	HAL	HEI-A
2026	0.86%	0.05%
2025	2.41%	0.09%
2024	2.50%	0.11%
2023	1.77%	0.14%
2022	1.22%	0.15%
2021	0.79%	0.13%
2020	1.67%	0.14%
2019	2.94%	0.08%
2018	2.71%	0.18%
2017	1.47%	0.10%
2016	1.33%	0.25%
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%