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AVAH vs. HQY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AVAH and HQY is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

AVAH vs. HQY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aveanna Healthcare Holdings Inc. (AVAH) and HealthEquity, Inc. (HQY). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%SeptemberOctoberNovemberDecember2025February
2.17%
60.93%
AVAH
HQY

Key characteristics

Sharpe Ratio

AVAH:

1.10

HQY:

1.39

Sortino Ratio

AVAH:

2.03

HQY:

1.94

Omega Ratio

AVAH:

1.25

HQY:

1.26

Calmar Ratio

AVAH:

1.02

HQY:

1.36

Martin Ratio

AVAH:

6.78

HQY:

6.11

Ulcer Index

AVAH:

12.53%

HQY:

7.18%

Daily Std Dev

AVAH:

77.18%

HQY:

31.66%

Max Drawdown

AVAH:

-94.76%

HQY:

-60.65%

Current Drawdown

AVAH:

-63.69%

HQY:

0.00%

Fundamentals

Market Cap

AVAH:

$950.67M

HQY:

$9.75B

EPS

AVAH:

-$0.35

HQY:

$1.09

Total Revenue (TTM)

AVAH:

$1.50B

HQY:

$887.96M

Gross Profit (TTM)

AVAH:

$458.08M

HQY:

$531.69M

EBITDA (TTM)

AVAH:

-$8.68M

HQY:

$254.72M

Returns By Period

In the year-to-date period, AVAH achieves a 2.41% return, which is significantly lower than HQY's 19.34% return.


AVAH

YTD

2.41%

1M

5.41%

6M

2.18%

1Y

106.17%

5Y*

N/A

10Y*

N/A

HQY

YTD

19.34%

1M

12.46%

6M

60.92%

1Y

43.98%

5Y*

8.63%

10Y*

19.10%

*Annualized

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Risk-Adjusted Performance

AVAH vs. HQY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVAH
The Risk-Adjusted Performance Rank of AVAH is 8080
Overall Rank
The Sharpe Ratio Rank of AVAH is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of AVAH is 8080
Sortino Ratio Rank
The Omega Ratio Rank of AVAH is 7676
Omega Ratio Rank
The Calmar Ratio Rank of AVAH is 7979
Calmar Ratio Rank
The Martin Ratio Rank of AVAH is 8585
Martin Ratio Rank

HQY
The Risk-Adjusted Performance Rank of HQY is 8282
Overall Rank
The Sharpe Ratio Rank of HQY is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HQY is 7878
Sortino Ratio Rank
The Omega Ratio Rank of HQY is 7878
Omega Ratio Rank
The Calmar Ratio Rank of HQY is 8484
Calmar Ratio Rank
The Martin Ratio Rank of HQY is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVAH vs. HQY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aveanna Healthcare Holdings Inc. (AVAH) and HealthEquity, Inc. (HQY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AVAH, currently valued at 1.10, compared to the broader market-2.000.002.004.001.101.39
The chart of Sortino ratio for AVAH, currently valued at 2.03, compared to the broader market-6.00-4.00-2.000.002.004.002.031.94
The chart of Omega ratio for AVAH, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.26
The chart of Calmar ratio for AVAH, currently valued at 1.02, compared to the broader market0.002.004.006.001.022.01
The chart of Martin ratio for AVAH, currently valued at 6.78, compared to the broader market0.0010.0020.0030.006.786.11
AVAH
HQY

The current AVAH Sharpe Ratio is 1.10, which is comparable to the HQY Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of AVAH and HQY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.10
1.39
AVAH
HQY

Dividends

AVAH vs. HQY - Dividend Comparison

Neither AVAH nor HQY has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

AVAH vs. HQY - Drawdown Comparison

The maximum AVAH drawdown since its inception was -94.76%, which is greater than HQY's maximum drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for AVAH and HQY. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-63.69%
0
AVAH
HQY

Volatility

AVAH vs. HQY - Volatility Comparison

Aveanna Healthcare Holdings Inc. (AVAH) has a higher volatility of 13.48% compared to HealthEquity, Inc. (HQY) at 7.04%. This indicates that AVAH's price experiences larger fluctuations and is considered to be riskier than HQY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
13.48%
7.04%
AVAH
HQY

Financials

AVAH vs. HQY - Financials Comparison

This section allows you to compare key financial metrics between Aveanna Healthcare Holdings Inc. and HealthEquity, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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