Oil & Gas Equipment & Services
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HLX vs XOM
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Integrated
HLX vs XOM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Equipment & Services | Oil & Gas Integrated |
| Market Cap | $1.48B | $669.31B |
| Revenue (TTM) | $1.30B | $323.90B |
| Net Income (TTM) | $14M | $28.84B |
| Gross Margin | 10.8% | 21.7% |
| Operating Margin | 3.4% | 10.5% |
| Forward P/E | 36.2x | 15.0x |
| Total Debt | $630M | $43.54B |
| Cash & Equiv. | $445M | $10.68B |
HLX vs XOM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Helix Energy Soluti… (HLX) | 100 | 299.1 | +199.1% |
| Exxon Mobil Corpora… (XOM) | 100 | 347.3 | +247.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HLX vs XOM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HLX is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.78, Low D/E 39.9%, current ratio 2.69x
- Beta 0.78, current ratio 2.69x
- +51.8% vs XOM's +50.1%
XOM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 26 yrs, beta -0.26, yield 2.5%
- Rev growth -4.5%, EPS growth -14.5%, 3Y rev CAGR -6.7%
- 115.8% 10Y total return vs HLX's 37.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -4.5% revenue growth vs HLX's -4.9% | |
| Value | Lower P/E (15.0x vs 36.2x) | |
| Quality / Margins | 8.9% margin vs HLX's 1.1% | |
| Stability / Safety | Lower D/E ratio (16.3% vs 39.9%) | |
| Dividends | 2.5% yield; 26-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +51.8% vs XOM's +50.1% | |
| Efficiency (ROA) | 6.4% ROA vs HLX's 0.5%, ROIC 8.6% vs 2.7% |
HLX vs XOM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HLX vs XOM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
XOM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
XOM is the larger business by revenue, generating $323.9B annually — 248.9x HLX's $1.3B. XOM is the more profitable business, keeping 8.9% of every revenue dollar as net income compared to HLX's 1.1%. On growth, HLX holds the edge at +3.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.3B | $323.9B |
| EBITDAEarnings before interest/tax | $177M | $59.9B |
| Net IncomeAfter-tax profit | $14M | $28.8B |
| Free Cash FlowCash after capex | $167M | $23.6B |
| Gross MarginGross profit ÷ Revenue | +10.8% | +21.7% |
| Operating MarginEBIT ÷ Revenue | +3.4% | +10.5% |
| Net MarginNet income ÷ Revenue | +1.1% | +8.9% |
| FCF MarginFCF ÷ Revenue | +12.9% | +7.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.6% | -1.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.5% | -11.0% |
Valuation Metrics
HLX leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 23.6x trailing earnings, XOM trades at a 51% valuation discount to HLX's 47.9x P/E. On an enterprise value basis, HLX's 6.6x EV/EBITDA is more attractive than XOM's 11.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.5B | $669.3B |
| Enterprise ValueMkt cap + debt − cash | $1.7B | $702.2B |
| Trailing P/EPrice ÷ TTM EPS | 47.86x | 23.57x |
| Forward P/EPrice ÷ next-FY EPS est. | 36.15x | 15.02x |
| PEG RatioP/E ÷ EPS growth rate | 4.75x | — |
| EV / EBITDAEnterprise value multiple | 6.59x | 11.72x |
| Price / SalesMarket cap ÷ Revenue | 1.15x | 2.07x |
| Price / BookPrice ÷ Book value/share | 0.94x | 2.55x |
| Price / FCFMarket cap ÷ FCF | 12.29x | 28.35x |
Profitability & Efficiency
XOM leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
XOM delivers a 10.7% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $1 for HLX. XOM carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to HLX's 0.40x. On the Piotroski fundamental quality scale (0–9), HLX scores 6/9 vs XOM's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +0.9% | +10.7% |
| ROA (TTM)Return on assets | +0.5% | +6.4% |
| ROICReturn on invested capital | +2.7% | +8.6% |
| ROCEReturn on capital employed | +2.8% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 3 |
| Debt / EquityFinancial leverage | 0.40x | 0.16x |
| Net DebtTotal debt minus cash | $185M | $32.9B |
| Cash & Equiv.Liquid assets | $445M | $10.7B |
| Total DebtShort + long-term debt | $630M | $43.5B |
| Interest CoverageEBIT ÷ Interest expense | 3.17x | 69.44x |
Total Returns (Dividends Reinvested)
XOM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in XOM five years ago would be worth $28,431 today (with dividends reinvested), compared to $18,998 for HLX. Over the past 12 months, HLX leads with a +51.8% total return vs XOM's +50.1%. The 3-year compound annual growth rate (CAGR) favors XOM at 17.5% vs HLX's 14.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +57.0% | +30.4% |
| 1-Year ReturnPast 12 months | +51.8% | +50.1% |
| 3-Year ReturnCumulative with dividends | +49.8% | +62.4% |
| 5-Year ReturnCumulative with dividends | +90.0% | +184.3% |
| 10-Year ReturnCumulative with dividends | +37.9% | +115.8% |
| CAGR (3Y)Annualised 3-year return | +14.4% | +17.5% |
Risk & Volatility
Evenly matched — HLX and XOM each lead in 1 of 2 comparable metrics.
Risk & Volatility
XOM is the less volatile stock with a -0.26 beta — it tends to amplify market swings less than HLX's 0.78 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HLX currently trades 93.5% from its 52-week high vs XOM's 89.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.78x | -0.26x |
| 52-Week HighHighest price in past year | $10.75 | $176.41 |
| 52-Week LowLowest price in past year | $5.52 | $101.19 |
| % of 52W HighCurrent price vs 52-week peak | +93.5% | +89.5% |
| RSI (14)Momentum oscillator 0–100 | 57.6 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 17.7M |
Analyst Outlook
XOM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates HLX as "Buy" and XOM as "Hold". Consensus price targets imply 39.3% upside for HLX (target: $14) vs 4.2% for XOM (target: $165). XOM is the only dividend payer here at 2.53% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $14.00 | $164.54 |
| # AnalystsCovering analysts | 22 | 55 |
| Dividend YieldAnnual dividend ÷ price | — | +2.5% |
| Dividend StreakConsecutive years of raises | 0 | 26 |
| Dividend / ShareAnnual DPS | — | $4.00 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | +3.0% |
XOM leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). HLX leads in 1 (Valuation Metrics). 1 tied.
HLX vs XOM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is HLX or XOM a better buy right now?
For growth investors, Exxon Mobil Corporation (XOM) is the stronger pick with -4.
5% revenue growth year-over-year, versus -4. 9% for Helix Energy Solutions Group, Inc. (HLX). Exxon Mobil Corporation (XOM) offers the better valuation at 23. 6x trailing P/E (15. 0x forward), making it the more compelling value choice. Analysts rate Helix Energy Solutions Group, Inc. (HLX) a "Buy" — based on 22 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — HLX or XOM?
On trailing P/E, Exxon Mobil Corporation (XOM) is the cheapest at 23.
6x versus Helix Energy Solutions Group, Inc. at 47. 9x. On forward P/E, Exxon Mobil Corporation is actually cheaper at 15. 0x.
03Which is the better long-term investment — HLX or XOM?
Over the past 5 years, Exxon Mobil Corporation (XOM) delivered a total return of +184.
3%, compared to +90. 0% for Helix Energy Solutions Group, Inc. (HLX). Over 10 years, the gap is even starker: XOM returned +115. 8% versus HLX's +37. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — HLX or XOM?
By beta (market sensitivity over 5 years), Exxon Mobil Corporation (XOM) is the lower-risk stock at -0.
26β versus Helix Energy Solutions Group, Inc. 's 0. 78β — meaning HLX is approximately -400% more volatile than XOM relative to the S&P 500. On balance sheet safety, Exxon Mobil Corporation (XOM) carries a lower debt/equity ratio of 16% versus 40% for Helix Energy Solutions Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — HLX or XOM?
By revenue growth (latest reported year), Exxon Mobil Corporation (XOM) is pulling ahead at -4.
5% versus -4. 9% for Helix Energy Solutions Group, Inc. (HLX). On earnings-per-share growth, the picture is similar: Exxon Mobil Corporation grew EPS -14. 5% year-over-year, compared to -41. 7% for Helix Energy Solutions Group, Inc.. Over a 3-year CAGR, HLX leads at 13. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — HLX or XOM?
Exxon Mobil Corporation (XOM) is the more profitable company, earning 8.
9% net margin versus 2. 4% for Helix Energy Solutions Group, Inc. — meaning it keeps 8. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: XOM leads at 10. 5% versus 5. 0% for HLX. At the gross margin level — before operating expenses — XOM leads at 21. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is HLX or XOM more undervalued right now?
On forward earnings alone, Exxon Mobil Corporation (XOM) trades at 15.
0x forward P/E versus 36. 2x for Helix Energy Solutions Group, Inc. — 21. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLX: 39. 3% to $14. 00.
08Which pays a better dividend — HLX or XOM?
In this comparison, XOM (2.
5% yield) pays a dividend. HLX does not pay a meaningful dividend and should not be held primarily for income.
09Is HLX or XOM better for a retirement portfolio?
For long-horizon retirement investors, Exxon Mobil Corporation (XOM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
26), 2. 5% yield, +115. 8% 10Y return). Both have compounded well over 10 years (XOM: +115. 8%, HLX: +37. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between HLX and XOM?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
XOM pays a dividend while HLX does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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