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

Correlation

The correlation between HQY and AVAH is 0.40, 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

HQY vs. AVAH - Performance Comparison

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

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Key characteristics

Daily Std Dev

HQY:

22.36%

AVAH:

114.12%

Max Drawdown

HQY:

-1.44%

AVAH:

-1.82%

Current Drawdown

HQY:

-1.44%

AVAH:

-1.82%

Fundamentals

Market Cap

HQY:

$7.82B

AVAH:

$1.05B

EPS

HQY:

$1.09

AVAH:

$0.03

PE Ratio

HQY:

82.94

AVAH:

180.00

PS Ratio

HQY:

6.52

AVAH:

0.50

PB Ratio

HQY:

3.70

AVAH:

1.17

Total Revenue (TTM)

HQY:

$912.18M

AVAH:

$1.53B

Gross Profit (TTM)

HQY:

$559.14M

AVAH:

$486.86M

EBITDA (TTM)

HQY:

$255.15M

AVAH:

$142.56M

Returns By Period


HQY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AVAH

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

HQY vs. AVAH — Risk-Adjusted Performance Rank

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

HQY
The Risk-Adjusted Performance Rank of HQY is 6363
Overall Rank
The Sharpe Ratio Rank of HQY is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of HQY is 5757
Sortino Ratio Rank
The Omega Ratio Rank of HQY is 5858
Omega Ratio Rank
The Calmar Ratio Rank of HQY is 6969
Calmar Ratio Rank
The Martin Ratio Rank of HQY is 6565
Martin Ratio Rank

AVAH
The Risk-Adjusted Performance Rank of AVAH is 9191
Overall Rank
The Sharpe Ratio Rank of AVAH is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of AVAH is 9292
Sortino Ratio Rank
The Omega Ratio Rank of AVAH is 8888
Omega Ratio Rank
The Calmar Ratio Rank of AVAH is 9090
Calmar Ratio Rank
The Martin Ratio Rank of AVAH is 9393
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.

HQY vs. AVAH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and Aveanna Healthcare Holdings Inc. (AVAH). 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.



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Dividends

HQY vs. AVAH - Dividend Comparison

Neither HQY nor AVAH has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HQY vs. AVAH - Drawdown Comparison

The maximum HQY drawdown since its inception was -1.44%, smaller than the maximum AVAH drawdown of -1.82%. Use the drawdown chart below to compare losses from any high point for HQY and AVAH. For additional features, visit the drawdowns tool.


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Volatility

HQY vs. AVAH - Volatility Comparison


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Financials

HQY vs. AVAH - Financials Comparison

This section allows you to compare key financial metrics between HealthEquity, Inc. and Aveanna Healthcare Holdings 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


200.00M300.00M400.00M500.00MJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
311.82M
519.87M
(HQY) Total Revenue
(AVAH) Total Revenue
Values in USD except per share items

HQY vs. AVAH - Profitability Comparison

The chart below illustrates the profitability comparison between HealthEquity, Inc. and Aveanna Healthcare Holdings 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%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
60.6%
33.0%
(HQY) Gross Margin
(AVAH) Gross Margin
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 - 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 171.72M and revenue of 519.87M. Therefore, the gross margin over that period was 33.0%.

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 - 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 45.77M and revenue of 519.87M, resulting in an operating margin of 8.8%.

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%.

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 29.18M and revenue of 519.87M, resulting in a net margin of 5.6%.