HealthEquity, Inc. (HQY)

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HealthEquity, Inc. (HQY) is down 3.6% since the beginning of the year. At $88 per share, HQY is trading 24.3% below its 52-week high of $117. Investors who bought $1,000 worth of HQY shares 5 years ago would now be looking at an investment worth $1,085.

HealthEquity, Inc. (HQY) has returned -3.57% so far this year and -14.86% over the past 12 months. Over the last ten years, HQY has returned 12.73% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jul 31, 2014, HQY's average daily return is +0.09%, while the average monthly return is +1.88%. At this rate, an investment would double in approximately 3.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +39.2%, while the worst month was Dec 2018 at -32.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HQY closed higher 53% of trading days. The best single day was Nov 9, 2020 with a return of +21.1%, while the worst single day was Dec 7, 2021 at -24.6%.

HealthEquity, Inc. has an annualized alpha of 9.94%, beta of 1.07, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since August 01, 2014.

• This stock captured 101.77% of S&P 500 Index gains but only 90.93% of its losses - a favorable profile for investors.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HQY ranks 25 for risk / return — below 25% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and compare them to S&P 500 Index.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the HealthEquity, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the HealthEquity, Inc. was 60.65%, occurring on Dec 20, 2021. Recovery took 732 trading sessions.

The current HealthEquity, Inc. drawdown is 22.85%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of HealthEquity, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how HealthEquity, Inc. is priced in the market compared to other companies in the Health Information Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.