HP vs SPY
Comparison between Helmerich & Payne Inc (HP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HP, delivering a return of +13.0% compared to +7.7%
HP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
HP
$3.34B
Winner
SPY
$781B
Expense Ratio
HP
N/A
SPY
0.09%
Max Drawdown
HP
89.18%
Winner
SPY
56.47%
Sharpe Ratio
Winner
HP
2.01
SPY
1.35
5Y Beta
HP
1.15
Winner
SPY
1.00
Industry
HP
Oil & Gas Drilling
SPY
N/A
P/E Ratio
Winner
HP
-8.86
SPY
29.13
Forward P/E
HP
49.26
Winner
SPY
21.48
PEG Ratio
HP
5.78
SPY
N/A
Dividend Yield
HP
2.94%
SPY
N/A
5Y Dividends CAGR
HP
0.00%
Winner
SPY
6.00%
5Y EPS CAGR
HP
6.53%
Winner
SPY
25.27%
Debt to Equity
HP
76.14%
Winner
SPY
31.47%
Free Cash Flow Yield
HP
7.67%
SPY
N/A
P/S Ratio
Winner
HP
0.84
SPY
3.87
P/B Ratio
Winner
HP
1.34
SPY
5.70
HP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HP
-4.58%
Winner
SPY
+0.57%
3M
HP
+2.10%
Winner
SPY
+4.93%
6M
HP
+6.87%
Winner
SPY
+8.04%
1Y
Winner
HP
+121.54%
SPY
+19.66%
5Y(CAGR)
HP
+7.67%
Winner
SPY
+13.01%
10Y(CAGR)
HP
-2.15%
Winner
SPY
+14.98%
Max(CAGR)
HP
+6.72%
Winner
SPY
+8.47%
HP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HP | SPY |
|---|---|---|
| 2026 | +15.58% | +9.38% |
| 2025 | -9.29% | +18.00% |
| 2024 | -8.29% | +25.59% |
| 2023 | -17.62% | +26.72% |
| 2022 | +101.57% | -18.64% |
| 2021 | +6.30% | +30.52% |
| 2020 | -44.36% | +17.28% |
| 2019 | +0.26% | +31.09% |
| 2018 | -23.40% | -5.24% |
| 2017 | -13.70% | +20.78% |
| 2016 | +49.96% | +13.59% |
| 2015 | -17.05% | +1.31% |
| 2014 | -15.74% | +14.56% |
| 2013 | +50.14% | +29.00% |
| 2012 | -8.84% | +14.17% |
| 2011 | +19.55% | +0.85% |
| 2010 | +16.11% | +13.14% |
| 2009 | +60.19% | +22.67% |
| 2008 | -45.77% | -36.25% |
| 2007 | +74.19% | +5.32% |
| 2006 | -24.67% | +13.85% |
| 2005 | +92.84% | +5.32% |
| 2004 | +22.62% | +10.75% |
| 2003 | -1.39% | +24.18% |
| 2002 | -12.47% | -22.42% |
| 2001 | -23.30% | -10.13% |
| 2000 | +114.89% | -8.84% |
| 1999 | -8.90% | +8.61% |
HP vs SPY Drawdown Comparison
The maximum drawdown for HP was -85.77%, occurring on Mar 19, 2020. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HP drawdown is -49.59%. The current SPY drawdown is -1.89%.
| Rank | HP | SPY |
|---|---|---|
| #1 | -85.77% Jul 3, 2014 - Mar 19, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -76.42% Jun 23, 2008 - Oct 14, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -59.25% Mar 7, 2001 - Jul 27, 2005 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -45.34% May 10, 2006 - Dec 24, 2007 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -30.28% Nov 17, 1999 - Mar 2, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.64% Aug 16, 2000 - Dec 19, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -22.60% Feb 6, 2006 - May 10, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.85% Jun 21, 2000 - Aug 16, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.37% Sep 19, 2005 - Dec 8, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.58% Jan 2, 2008 - Feb 11, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.46% Mar 7, 2000 - Mar 30, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.69% Apr 22, 2008 - May 8, 2008 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.96% Aug 2, 2005 - Sep 16, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.39% May 31, 2000 - Jun 21, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.32% Dec 28, 2000 - Jan 25, 2001 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HP and SPY is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (1999 - 2026)
HP vs SPY dividend yield comparison.
| Year | HP | SPY |
|---|---|---|
| 2026 | 1.46% | 0.50% |
| 2025 | 3.49% | 1.07% |
| 2024 | 4.72% | 1.21% |
| 2023 | 5.18% | 1.40% |
| 2022 | 2.49% | 1.65% |
| 2021 | 4.22% | 1.20% |
| 2020 | 8.29% | 1.52% |
| 2019 | 6.25% | 1.75% |
| 2018 | 5.88% | 2.04% |
| 2017 | 4.33% | 1.80% |
| 2016 | 3.59% | 2.03% |
| 2015 | 5.14% | 2.06% |
| 2014 | 3.89% | 1.87% |
| 2013 | 1.55% | 1.81% |
| 2012 | 0.50% | 2.18% |
| 2011 | 0.45% | 2.05% |
| 2010 | 0.45% | 1.80% |
| 2009 | 0.50% | 1.95% |
| 2008 | 0.84% | 3.02% |
| 2007 | 0.45% | 1.85% |
| 2006 | 0.71% | 1.73% |
| 2005 | 0.53% | 1.73% |
| 2004 | 0.96% | 1.82% |
| 2003 | 1.15% | 1.47% |
| 2002 | 1.11% | 1.70% |
| 2001 | 0.90% | 1.25% |
| 2000 | 0.66% | 1.15% |
| 1999 | 0.32% | 0.24% |
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