HQY vs. JPM
Compare and contrast key facts about HealthEquity, Inc. (HQY) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQY or JPM.
Correlation
The correlation between HQY and JPM is 0.39, 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. JPM - Performance Comparison
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Key characteristics
HQY:
0.42
JPM:
1.09
HQY:
0.66
JPM:
1.77
HQY:
1.10
JPM:
1.26
HQY:
0.38
JPM:
1.43
HQY:
1.02
JPM:
4.82
HQY:
12.25%
JPM:
7.27%
HQY:
40.55%
JPM:
28.66%
HQY:
-60.65%
JPM:
-74.02%
HQY:
-21.05%
JPM:
-9.04%
Fundamentals
HQY:
$7.82B
JPM:
$703.33B
HQY:
$1.09
JPM:
$20.38
HQY:
82.94
JPM:
12.42
HQY:
1.00
JPM:
6.91
HQY:
6.58
JPM:
4.18
HQY:
3.74
JPM:
2.13
HQY:
$912.18M
JPM:
$228.61B
HQY:
$559.14M
JPM:
$186.05B
HQY:
$255.15M
JPM:
$104.01B
Returns By Period
In the year-to-date period, HQY achieves a -5.78% return, which is significantly lower than JPM's 6.78% return. Over the past 10 years, HQY has underperformed JPM with an annualized return of 13.57%, while JPM has yielded a comparatively higher 17.71% annualized return.
HQY
-5.78%
13.08%
-8.52%
16.90%
9.73%
13.57%
JPM
6.78%
11.43%
8.01%
30.28%
26.54%
17.71%
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Risk-Adjusted Performance
HQY vs. JPM — Risk-Adjusted Performance Rank
HQY
JPM
HQY vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and JPMorgan Chase & Co. (JPM). 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. JPM - Dividend Comparison
HQY has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 2.00%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQY HealthEquity, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 2.00% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
HQY vs. JPM - Drawdown Comparison
The maximum HQY drawdown since its inception was -60.65%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for HQY and JPM. For additional features, visit the drawdowns tool.
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Volatility
HQY vs. JPM - Volatility Comparison
HealthEquity, Inc. (HQY) has a higher volatility of 10.88% compared to JPMorgan Chase & Co. (JPM) at 7.57%. This indicates that HQY's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HQY vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between HealthEquity, Inc. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HQY vs. JPM - Profitability Comparison
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%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
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%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
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%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.