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HP vs OIS
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Equipment & Services
HP vs OIS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Drilling | Oil & Gas Equipment & Services |
| Market Cap | $3.68B | $535M |
| Revenue (TTM) | $4.00B | $509M |
| Net Income (TTM) | $-376M | $-106M |
| Gross Margin | 11.3% | -9.3% |
| Operating Margin | -1.8% | -1.2% |
| Forward P/E | — | 15.2x |
| Total Debt | $2.32B | $88M |
| Cash & Equiv. | $224M | $70M |
HP vs OIS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Helmerich & Payne, … (HP) | 100 | 183.3 | +83.3% |
| Oil States Internat… (OIS) | 100 | 209.7 | +109.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HP vs OIS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HP carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.87, yield 2.8%
- Rev growth 35.9%, EPS growth -148.4%, 3Y rev CAGR 22.1%
- -3.5% 10Y total return vs OIS's -71.4%
OIS is the clearest fit if your priority is value and momentum.
- Better valuation composite
- +109.2% vs HP's +99.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 35.9% revenue growth vs OIS's -3.4% | |
| Value | Better valuation composite | |
| Quality / Margins | -9.4% margin vs OIS's -20.9% | |
| Stability / Safety | Beta 0.87 vs OIS's 1.34 | |
| Dividends | 2.8% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +109.2% vs HP's +99.5% | |
| Efficiency (ROA) | -5.7% ROA vs OIS's -11.3%, ROIC 3.7% vs -0.5% |
HP vs OIS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HP vs OIS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — HP and OIS each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HP is the larger business by revenue, generating $4.0B annually — 7.9x OIS's $509M. HP is the more profitable business, keeping -9.4% of every revenue dollar as net income compared to OIS's -20.9%. On growth, HP holds the edge at -8.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.0B | $509M |
| EBITDAEarnings before interest/tax | $657M | $37M |
| Net IncomeAfter-tax profit | -$376M | -$106M |
| Free Cash FlowCash after capex | $256M | $68M |
| Gross MarginGross profit ÷ Revenue | +11.3% | -9.3% |
| Operating MarginEBIT ÷ Revenue | -1.8% | -1.2% |
| Net MarginNet income ÷ Revenue | -9.4% | -20.9% |
| FCF MarginFCF ÷ Revenue | +6.4% | +13.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.2% | -100.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -47.8% | -60.5% |
Valuation Metrics
OIS leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, HP's 6.7x EV/EBITDA is more attractive than OIS's 12.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.7B | $535M |
| Enterprise ValueMkt cap + debt − cash | $5.8B | $553M |
| Trailing P/EPrice ÷ TTM EPS | -22.23x | -4.78x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 15.20x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 6.74x | 12.91x |
| Price / SalesMarket cap ÷ Revenue | 0.98x | 0.80x |
| Price / BookPrice ÷ Book value/share | 1.29x | 0.91x |
| Price / FCFMarket cap ÷ FCF | 31.61x | 7.24x |
Profitability & Efficiency
OIS leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
HP delivers a -13.6% return on equity — every $100 of shareholder capital generates $-14 in annual profit, vs $-17 for OIS. OIS carries lower financial leverage with a 0.15x debt-to-equity ratio, signaling a more conservative balance sheet compared to HP's 0.82x. On the Piotroski fundamental quality scale (0–9), OIS scores 5/9 vs HP's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -13.6% | -16.8% |
| ROA (TTM)Return on assets | -5.7% | -11.3% |
| ROICReturn on invested capital | +3.7% | -0.5% |
| ROCEReturn on capital employed | +4.1% | -0.6% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | 0.82x | 0.15x |
| Net DebtTotal debt minus cash | $2.1B | $18M |
| Cash & Equiv.Liquid assets | $224M | $70M |
| Total DebtShort + long-term debt | $2.3B | $88M |
| Interest CoverageEBIT ÷ Interest expense | -1.92x | -1.40x |
Total Returns (Dividends Reinvested)
HP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HP five years ago would be worth $14,401 today (with dividends reinvested), compared to $13,288 for OIS. Over the past 12 months, OIS leads with a +109.2% total return vs HP's +99.5%. The 3-year compound annual growth rate (CAGR) favors HP at 8.9% vs OIS's 8.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +24.1% | +25.7% |
| 1-Year ReturnPast 12 months | +99.5% | +109.2% |
| 3-Year ReturnCumulative with dividends | +29.1% | +28.5% |
| 5-Year ReturnCumulative with dividends | +44.0% | +32.9% |
| 10-Year ReturnCumulative with dividends | -3.5% | -71.4% |
| CAGR (3Y)Annualised 3-year return | +8.9% | +8.7% |
Risk & Volatility
HP leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
HP is the less volatile stock with a 0.87 beta — it tends to amplify market swings less than OIS's 1.34 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HP currently trades 88.5% from its 52-week high vs OIS's 61.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.87x | 1.34x |
| 52-Week HighHighest price in past year | $41.68 | $14.50 |
| 52-Week LowLowest price in past year | $14.65 | $4.17 |
| % of 52W HighCurrent price vs 52-week peak | +88.5% | +61.3% |
| RSI (14)Momentum oscillator 0–100 | 60.7 | 29.3 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 931K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates HP as "Hold" and OIS as "Hold". Consensus price targets imply 57.5% upside for OIS (target: $14) vs -0.1% for HP (target: $37). HP is the only dividend payer here at 2.75% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $36.86 | $14.00 |
| # AnalystsCovering analysts | 43 | 32 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | — |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $1.01 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.1% |
OIS leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). HP leads in 2 (Total Returns, Risk & Volatility). 1 tied.
HP vs OIS: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is HP or OIS a better buy right now?
For growth investors, Helmerich & Payne, Inc.
(HP) is the stronger pick with 35. 9% revenue growth year-over-year, versus -3. 4% for Oil States International, Inc. (OIS). Analysts rate Helmerich & Payne, Inc. (HP) a "Hold" — based on 43 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 is the better long-term investment — HP or OIS?
Over the past 5 years, Helmerich & Payne, Inc.
(HP) delivered a total return of +44. 0%, compared to +32. 9% for Oil States International, Inc. (OIS). Over 10 years, the gap is even starker: HP returned -3. 5% versus OIS's -71. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — HP or OIS?
By beta (market sensitivity over 5 years), Helmerich & Payne, Inc.
(HP) is the lower-risk stock at 0. 87β versus Oil States International, Inc. 's 1. 34β — meaning OIS is approximately 54% more volatile than HP relative to the S&P 500. On balance sheet safety, Oil States International, Inc. (OIS) carries a lower debt/equity ratio of 15% versus 82% for Helmerich & Payne, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — HP or OIS?
By revenue growth (latest reported year), Helmerich & Payne, Inc.
(HP) is pulling ahead at 35. 9% versus -3. 4% for Oil States International, Inc. (OIS). On earnings-per-share growth, the picture is similar: Helmerich & Payne, Inc. grew EPS -148. 4% year-over-year, compared to -933. 3% for Oil States International, Inc.. Over a 3-year CAGR, HP leads at 22. 1% 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.
05Which has better profit margins — HP or OIS?
Helmerich & Payne, Inc.
(HP) is the more profitable company, earning -4. 4% net margin versus -16. 3% for Oil States International, Inc. — meaning it keeps -4. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HP leads at 6. 2% versus -0. 7% for OIS. At the gross margin level — before operating expenses — HP leads at 14. 8%, 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.
06Is HP or OIS more undervalued right now?
Analyst consensus price targets imply the most upside for OIS: 57.
5% to $14. 00.
07Which pays a better dividend — HP or OIS?
In this comparison, HP (2.
8% yield) pays a dividend. OIS does not pay a meaningful dividend and should not be held primarily for income.
08Is HP or OIS better for a retirement portfolio?
For long-horizon retirement investors, Helmerich & Payne, Inc.
(HP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 87), 2. 8% yield). Both have compounded well over 10 years (HP: -3. 5%, OIS: -71. 4%), 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.
09What are the main differences between HP and OIS?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: HP is a small-cap high-growth stock; OIS is a small-cap quality compounder stock. HP pays a dividend while OIS 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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