Halliburton Stock Buy Hold or Sell Recommendation

HAL
 Stock
  

USD 35.05  1.15  3.18%   

Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Halliburton is 'Buy'. Macroaxis provides Halliburton buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HAL positions. The advice algorithm takes into account all of Halliburton's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Halliburton's buy-and-hold perspective. Please check Halliburton Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Halliburton and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Halliburton.

Execute Halliburton Buy or Sell Advice

The Halliburton recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Halliburton. Macroaxis does not own or have any residual interests in Halliburton or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Halliburton's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell HalliburtonBuy Halliburton
Buy

Volatility

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Hype Condition

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Current Valuation

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Odds of Distress

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Economic Sensitivity

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Analyst Consensus

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Financial Strenth (F Score)

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Financial Leverage

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Reporting Quality (M-Score)

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For the selected time horizon Halliburton has a Risk Adjusted Performance of 0.1624, Jensen Alpha of 0.237, Total Risk Alpha of 0.1902, Sortino Ratio of 0.0836 and Treynor Ratio of 0.2262
Halliburton investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Halliburton is not overpriced, please check out all Halliburton fundamentals, including its cash per share, price to earnings to growth, and the relationship between the gross profit and book value per share . Given that Halliburton has a price to book of 4.63 X, we strongly advise you to confirm Halliburton market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Halliburton Trading Alerts and Improvement Suggestions

Halliburton has very high historical volatility over the last 90 days
Over 85.0% of the company shares are owned by institutional investors
Latest headline from news.google.com: Jobs Day, Ugly Manufacturing Data, Hail Halliburton, Is Bad Still Good - RealMoney

Halliburton Returns Distribution Density

The distribution of Halliburton's historical returns is an attempt to chart the uncertainty of Halliburton's future price movements. The chart of the probability distribution of Halliburton stock daily returns describes the distribution of returns around its average expected value. We use Halliburton price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Halliburton returns is essential to provide solid investment advice for Halliburton.
Mean Return0.34Value At Risk-5.27
Potential Upside4.92Standard Deviation3.28
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Halliburton historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Halliburton Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Halliburton is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Halliburton backward and forwards among themselves. Halliburton's institutional investor refers to the entity that pools money to purchase Halliburton's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon Shares481.1 K11.8 M
Zweigdimenna Associates LlcCommon Shares179.6 K5.6 M
Zweigdimenna Associates LlcCommon Shares291 K11 M
Zweigdimenna Associates LlcCommon Shares6.2 K288 K
Zweigdimenna Associates LlcCommon SharesK386 K
Zweigdimenna Associates LlcCommon Shares333.3 K16.4 M
Zweigdimenna Associates LlcCommon Shares269.3 K14.6 M
Zweigdimenna Associates LlcCall Options165 K7.4 M
Note, although Halliburton's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Halliburton Cash Flow Accounts

201720182019202020212022 (projected)
Capital Expenditure(1.22 B)(1.81 B)(1.34 B)(442 M)(455 M)(490.92 M)
Depreciation Amortization and Accretion1.56 B1.61 B1.62 B1.06 B904 M1.13 B
Net Cash Flow or Change in Cash and Cash Equivalents(1.67 B)(329 M)260 M295 M481 M518.97 M
Net Cash Flow Business Acquisitions and Disposals(39 M)(31 M)(628 M)(187 M)(215.05 M)(232.03 M)
Issuance Purchase of Equity Shares158 M(205 M)18 M(13 M)79 M85.24 M
Issuance Repayment of Debt Securities(1.64 B)(445 M)(13 M)(660 M)(700 M)(718.42 M)
Payment of Dividends and Other Cash Distributions(620 M)(626 M)(630 M)(278 M)(161 M)(173.71 M)
Net Cash Flow from Financing(2.16 B)(1.42 B)(695 M)(1.01 B)(838 M)(904.16 M)
Net Cash Flow from Investing(1.93 B)(1.99 B)(1.45 B)(486 M)(534 M)(576.16 M)
Net Cash Flow from Operations2.47 B3.16 B2.44 B1.88 B1.91 B2.51 B
Effect of Exchange Rate Changes on Cash(52 M)(74 M)(45 M)(93 M)(58 M)(59.53 M)

Halliburton Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Halliburton or Energy Equipment & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Halliburton's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Halliburton stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.24
β
Beta against NYSE Composite1.47
σ
Overall volatility
3.33
Ir
Information ratio 0.08

Halliburton Volatility Alert

Halliburton shows above-average downside volatility for the selected time horizon. We advise investors to inspect Halliburton further and ensure that all market timing and asset allocation strategies are consistent with the estimation of Halliburton future alpha. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Halliburton's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Halliburton's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Halliburton Fundamentals Vs Peers

Comparing Halliburton's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Halliburton's direct or indirect competition across all of the common fundamentals between Halliburton and the related equities. This way, we can detect undervalued stocks with similar characteristics as Halliburton or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Halliburton's fundamental indicators could also be used in its relative valuation, which is a method of valuing Halliburton by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Halliburton to competition
FundamentalsHalliburtonPeer Average
Return On Equity0.26 %(0.31) %
Return On Asset0.07 %(0.14) %
Profit Margin0.09 %(1.27) %
Operating Margin0.14 %(5.51) %
Current Valuation42.27 B16.62 B
Shares Outstanding908.05 M571.82 M
Shares Owned by Insiders0.29 %10.09 %
Shares Owned by Institutions84.70 %39.21 %
Number of Shares Shorted20.18 M4.71 M
Price to Earning18.84 X28.72 X
Price to Book4.63 X9.51 X
Price to Sales1.76 X11.42 X
Revenue15.29 B9.43 B
Gross Profit2.02 B27.38 B
EBITDA2.61 B3.9 B
Net Income1.46 B570.98 M
Cash and Equivalents3.04 B2.7 B
Cash per Share2.18 X5.01 X
Total Debt9.13 B5.32 B
Debt to Equity1.17 %48.70 %
Current Ratio2.10 X2.16 X
Book Value Per Share8.39 X1.93 K
Cash Flow from Operations1.91 B971.22 M
Short Ratio1.77 X4.00 X
Earnings Per Share1.93 X3.12 X
Price to Earnings To Growth0.99 X4.89 X
Target Price45.37
Number of Employees40 K18.84 K
Beta2.23-0.15
Market Capitalization33.43 B19.03 B
Total Asset22.32 B29.47 B
Retained Earnings15.21 B9.33 B
Working Capital2.29 B1.48 B
   Halliburton exotic insider transaction detected [view details]

Halliburton Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Halliburton . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Halliburton Buy or Sell Advice

When is the right time to buy or sell Halliburton? Buying financial instruments such as Halliburton Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2019 2020 2021 2022 (projected)
Receivables4.58 B3.07 B3.67 B4.79 B
Inventories3.14 B2.35 B2.36 B2.81 B

Use Investing Ideas to Build Portfolios

In addition to having Halliburton in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Money Market Thematic Idea Now

Money Market
Money Market Theme
Funds or Etfs investing in various types of short-term (less than one year) fixed income instruments of high-quality and liquidity. The Money Market theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Money Market Theme or any other thematic opportunities.
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Please check Halliburton Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Halliburton information on this page should be used as a complementary analysis to other Halliburton's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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Is Halliburton's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Halliburton. If investors know Halliburton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Halliburton listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Halliburton is measured differently than its book value, which is the value of Halliburton that is recorded on the company's balance sheet. Investors also form their own opinion of Halliburton's value that differs from its market value or its book value, called intrinsic value, which is Halliburton's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Halliburton's market value can be influenced by many factors that don't directly affect Halliburton's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Halliburton's value and its price as these two are different measures arrived at by different means. Investors typically determine Halliburton value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Halliburton's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.