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

Correlation

The correlation between HQY and CRWD is 0.38, 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. CRWD - Performance Comparison

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

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Key characteristics

Sharpe Ratio

HQY:

0.61

CRWD:

0.64

Sortino Ratio

HQY:

0.99

CRWD:

1.26

Omega Ratio

HQY:

1.14

CRWD:

1.16

Calmar Ratio

HQY:

0.73

CRWD:

0.83

Martin Ratio

HQY:

1.95

CRWD:

1.87

Ulcer Index

HQY:

12.29%

CRWD:

19.67%

Daily Std Dev

HQY:

41.20%

CRWD:

53.12%

Max Drawdown

HQY:

-60.65%

CRWD:

-67.69%

Current Drawdown

HQY:

-15.59%

CRWD:

-5.69%

Fundamentals

Market Cap

HQY:

$7.82B

CRWD:

$106.96B

EPS

HQY:

$1.09

CRWD:

-$0.08

PEG Ratio

HQY:

0.99

CRWD:

4.77

PS Ratio

HQY:

6.52

CRWD:

27.05

PB Ratio

HQY:

3.70

CRWD:

31.18

Total Revenue (TTM)

HQY:

$912.18M

CRWD:

$3.03B

Gross Profit (TTM)

HQY:

$559.14M

CRWD:

$2.27B

EBITDA (TTM)

HQY:

$255.15M

CRWD:

$185.68M

Returns By Period

In the year-to-date period, HQY achieves a 0.74% return, which is significantly lower than CRWD's 25.51% return.


HQY

YTD

0.74%

1M

17.59%

6M

-3.60%

1Y

25.00%

5Y*

13.61%

10Y*

14.26%

CRWD

YTD

25.51%

1M

13.64%

6M

25.41%

1Y

33.88%

5Y*

41.37%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

HQY vs. CRWD — 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 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

CRWD
The Risk-Adjusted Performance Rank of CRWD is 7373
Overall Rank
The Sharpe Ratio Rank of CRWD is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of CRWD is 7171
Sortino Ratio Rank
The Omega Ratio Rank of CRWD is 7070
Omega Ratio Rank
The Calmar Ratio Rank of CRWD is 8080
Calmar Ratio Rank
The Martin Ratio Rank of CRWD 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.

HQY vs. CRWD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and CrowdStrike Holdings, Inc. (CRWD). 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 HQY Sharpe Ratio is 0.61, which is comparable to the CRWD Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of HQY and CRWD, 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

HQY vs. CRWD - Dividend Comparison

Neither HQY nor CRWD has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HQY vs. CRWD - Drawdown Comparison

The maximum HQY drawdown since its inception was -60.65%, smaller than the maximum CRWD drawdown of -67.69%. Use the drawdown chart below to compare losses from any high point for HQY and CRWD. For additional features, visit the drawdowns tool.


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Volatility

HQY vs. CRWD - Volatility Comparison

The current volatility for HealthEquity, Inc. (HQY) is 11.62%, while CrowdStrike Holdings, Inc. (CRWD) has a volatility of 13.98%. This indicates that HQY experiences smaller price fluctuations and is considered to be less risky than CRWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

HQY vs. CRWD - Financials Comparison

This section allows you to compare key financial metrics between HealthEquity, Inc. and CrowdStrike 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


200.00M400.00M600.00M800.00M1.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
311.82M
1.06B
(HQY) Total Revenue
(CRWD) Total Revenue
Values in USD except per share items

HQY vs. CRWD - Profitability Comparison

The chart below illustrates the profitability comparison between HealthEquity, Inc. and CrowdStrike 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

50.0%55.0%60.0%65.0%70.0%75.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
60.6%
74.1%
(HQY) Gross Margin
(CRWD) 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%.

CRWD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CrowdStrike Holdings, Inc. reported a gross profit of 784.55M and revenue of 1.06B. Therefore, the gross margin over that period was 74.1%.

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%.

CRWD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CrowdStrike Holdings, Inc. reported an operating income of -85.30M and revenue of 1.06B, resulting in an operating margin of -8.1%.

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%.

CRWD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CrowdStrike Holdings, Inc. reported a net income of -92.28M and revenue of 1.06B, resulting in a net margin of -8.7%.