Halliburton (HAL) is a oil & gas equipment & services company in the Energy sector. Listed on the NASDAQ, Halliburton is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $39.73.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $39.73 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 20.11% |
| Risk / Std Dev (Annualized) | 40.21% |
| Sharpe Ratio (rf=4.5%) | 0.39 |
S&P 500 Context
- Sector: Energy
- Sub-Industry: Oil & Gas Equipment & Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 20.11% with an annualized volatility of 40.21%. The Sharpe ratio of 0.39 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 33.19B |
| Enterprise Value | 39.31B |
| Trailing P/E | 21.95 |
| Forward P/E | 13.59 |
| Price to Book | 3.08 |
| Price to Sales | 1.5 |
| EV/Revenue | 1.77 |
| EV/EBITDA | 9.54 |
| Profitability | | | Profit Margin | 6.95% | | Operating Margin | 12.57% | | ROE | 14.63% | | ROA | 7.38% |
| Growth | | | Revenue Growth | -0.3% | | Earnings Growth | 133.5% |
| Dividend | | | Dividend Yield | 171.0% | | Payout Ratio | 37.57% | | 5Y Avg Yield | 173.0% |
| Financial Health | | | Total Revenue | 22.17B | | Total Debt | 8.08B | | Total Cash | 2.0B | | Free Cash Flow | 2.03B | | Operating Cash Flow | 2.82B |
| Price & Technical | | | 52W High | $43.59$ | | 52W Low | $20.09$ | | 50-Day Avg | $39.88$ | | 200-Day Avg | $31.66$ | | Beta | 0.7 | | Shares Outstanding | 0.84B | | Float Shares | 0.83B | | Insider Holdings | 0.47% | | Institutional Holdings | 89.4% | | Short Ratio | 2.92 | | Short % of Float | 5.22% |
| Analyst Targets | | | Target High | $55.0$ | | Target Low | $31.0$ | | Target Mean | $43.88$ | | Target Median | $45.0$ | | # of Analysts | 25 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.