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HAL

Halliburton Company
Chart
$39.18
Latest Week 2026-06-05
EnergyOil & Gas Equipment & ServicesLARGE
Snapshot 2026-06-07 · 0.0w · Fresh
0.45
OS Score
32.0%
Value
28.0%
Quality
92.0%
Momentum
4/9
F-Score
0.299
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
3 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
10.0%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
12-1 97%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 2.38
V
Value Analysis
Cheapness relative to fundamentals
32.0%ile
P/E
21.3×
P/S
1.5×
P/B
3.0×
E/P
0.0468
FCF Yield
0.104
EBITDA/EV
0.100
SH Yield
0.017
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
34.00000000
/100 — 1=cheapest
VC2 (Trending Value)
32.00000000
/100
VC3 (Buyback)
32.00000000
/100
FCF yield of 10.4% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
28.0%ile
ROE
0.142
ROA
0.061
Net Margin
0.069
Op Margin
0.134
GPA
0.135
D/E
1.32
Current
2.08
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.017
Earn Growth
-0.266
Stability
0.509
lower=better
Accruals
-0.051
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
92.0%ile
6M Return
38.4%
12M Return
94.6%
12-1 Mom
97.0%
Risk-Adj
2.38
Vol 252d
40.8%
Vol 60d
92.6%
↑ Expanding
Max DD 12M
-12.5%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 97% is very strong — a clear uptrend. Risk-adjusted momentum of 2.38 is excellent — strong returns relative to volatility. Near-term vol (93%) is expanding vs long-term (41%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.45
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Energy · 226 peers
Sector Value %ile
21.1%
Sector Quality %ile
26.0%
P/E z-score
-0.10
P/B z-score
-0.07
Sector Avg OS
72.0%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
NBR Nabors Industries Ltd. 99.0% 96.0% 95.0% 97.0%
PBR-A Petróleo Brasileiro S.A. - Petrobras 99.0% 96.0% 93.0% 88.0%
PBR Petroleo Brasileiro Petrobras SA ADR 99.0% 95.0% 93.0% 89.0%
APA APA Corporation 99.0% 95.0% 96.0% 92.0%
LPG Dorian LPG Ltd 98.0% 87.0% 91.0% 92.0%
TRMD Torm PLC Class A 98.0% 94.0% 82.0% 91.0%
INSW International Seaways Inc 98.0% 88.0% 88.0% 95.0%
IMPP Imperial Petroleum Inc 98.0% 98.0% 74.0% 88.0%
Factor Interactions
Hot but Volatile
Strong momentum (92th) but high volatility (41%). Momentum could reverse sharply.
Volatility Expanding
60-day vol (93%) significantly exceeds 252-day (41%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
60.3% avg (7 factors)
Quality
C
50.1% avg (8 factors)
Momentum
A
92.5% avg (4 factors)
Risk
C
48.6% avg (1 factors)
Momentum is confirming the value — this is the Trending Value signal that O'Shaughnessy found to be among the most powerful.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.450—0—
Value %ile0.320—0—
Quality %ile0.280—1—
Momentum %ile0.920—1—
F-Score4.000—1—
Confidence1.000—1—
Volatility0.408—1—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
21.35
Earnings Yield (E/P)
0.0468
Price / Sales
1.48
Price / Book
3.04
Price / Cash Flow
11.65
FCF Yield
10.4%
EBITDA / EV
10.0%
Sales Yield (1/P·S)
0.5792
Shareholder Yield
Div + net buyback / mktcap
1.7%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
14.2%
Return on Assets
6.1%
Net Margin
6.9%
Operating Margin
13.4%
Gross Profit / Assets
Novy-Marx GPA
13.5%
Debt / Equity
1.32
Current Ratio
2.08
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.051
MomentumPrice trend strength over different horizons
6M Return
38.4%
12M Return
94.6%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
97.0%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.38
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-1.7%
Earnings Growth (YoY)
-26.6%
Earnings Stability (CV)
Lower = more stable
0.509
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
1.7%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
34
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
32
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
32
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity