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

Correlation

The correlation between AVAH and HQY is 0.31, 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.


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.

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Key characteristics

Sharpe Ratio

AVAH:

1.51

HQY:

0.61

Sortino Ratio

AVAH:

2.68

HQY:

0.99

Omega Ratio

AVAH:

1.32

HQY:

1.14

Calmar Ratio

AVAH:

1.69

HQY:

0.73

Martin Ratio

AVAH:

8.73

HQY:

1.95

Ulcer Index

AVAH:

15.90%

HQY:

12.29%

Daily Std Dev

AVAH:

87.92%

HQY:

41.20%

Max Drawdown

AVAH:

-94.76%

HQY:

-60.65%

Current Drawdown

AVAH:

-55.16%

HQY:

-15.59%

Fundamentals

Market Cap

AVAH:

$1.13B

HQY:

$7.82B

EPS

AVAH:

$0.03

HQY:

$1.09

PE Ratio

AVAH:

192.67

HQY:

82.94

PS Ratio

AVAH:

0.54

HQY:

6.52

PB Ratio

AVAH:

1.17

HQY:

3.70

Total Revenue (TTM)

AVAH:

$2.09B

HQY:

$912.18M

Gross Profit (TTM)

AVAH:

$670.41M

HQY:

$559.14M

EBITDA (TTM)

AVAH:

$142.56M

HQY:

$255.15M

Returns By Period

In the year-to-date period, AVAH achieves a 26.48% return, which is significantly higher than HQY's 0.74% return.


AVAH

YTD

26.48%

1M

28.73%

6M

-2.78%

1Y

131.20%

5Y*

N/A

10Y*

N/A

HQY

YTD

0.74%

1M

17.59%

6M

-3.60%

1Y

25.00%

5Y*

13.61%

10Y*

14.26%

*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 9292
Overall Rank
The Sharpe Ratio Rank of AVAH is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of AVAH is 9393
Sortino Ratio Rank
The Omega Ratio Rank of AVAH is 8989
Omega Ratio Rank
The Calmar Ratio Rank of AVAH is 9191
Calmar Ratio Rank
The Martin Ratio Rank of AVAH is 9393
Martin Ratio Rank

HQY
The Risk-Adjusted Performance Rank of HQY is 7171
Overall Rank
The Sharpe Ratio Rank of HQY is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of HQY is 6666
Sortino Ratio Rank
The Omega Ratio Rank of HQY is 6868
Omega Ratio Rank
The Calmar Ratio Rank of HQY is 7878
Calmar Ratio Rank
The Martin Ratio Rank of HQY is 7171
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.


The current AVAH Sharpe Ratio is 1.51, which is higher than the HQY Sharpe Ratio of 0.61. 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.


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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.


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Volatility

AVAH vs. HQY - Volatility Comparison

Aveanna Healthcare Holdings Inc. (AVAH) has a higher volatility of 21.55% compared to HealthEquity, Inc. (HQY) at 11.62%. 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.


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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


200.00M300.00M400.00M500.00M600.00M20212022202320242025
559.22M
311.82M
(AVAH) Total Revenue
(HQY) Total Revenue
Values in USD except per share items

AVAH vs. HQY - Profitability Comparison

The chart below illustrates the profitability comparison between Aveanna Healthcare Holdings Inc. and HealthEquity, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20212022202320242025
32.8%
60.6%
(AVAH) Gross Margin
(HQY) Gross Margin
AVAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Aveanna Healthcare Holdings Inc. reported a gross profit of 183.56M and revenue of 559.22M. Therefore, the gross margin over that period was 32.8%.

HQY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, HealthEquity, Inc. reported a gross profit of 189.04M and revenue of 311.82M. Therefore, the gross margin over that period was 60.6%.

AVAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Aveanna Healthcare Holdings Inc. reported an operating income of 51.91M and revenue of 559.22M, resulting in an operating margin of 9.3%.

HQY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, HealthEquity, Inc. reported an operating income of 42.15M and revenue of 311.82M, resulting in an operating margin of 13.5%.

AVAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Aveanna Healthcare Holdings Inc. reported a net income of 5.19M and revenue of 559.22M, resulting in a net margin of 0.9%.

HQY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, HealthEquity, Inc. reported a net income of 26.37M and revenue of 311.82M, resulting in a net margin of 8.5%.