HQY vs. MA
Compare and contrast key facts about HealthEquity, Inc. (HQY) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQY or MA.
Correlation
The correlation between HQY and MA is 0.32, 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. MA - Performance Comparison
Key characteristics
HQY:
0.01
MA:
0.55
HQY:
0.28
MA:
0.87
HQY:
1.04
MA:
1.12
HQY:
0.01
MA:
0.68
HQY:
0.04
MA:
2.88
HQY:
11.00%
MA:
3.94%
HQY:
40.22%
MA:
20.75%
HQY:
-60.65%
MA:
-62.67%
HQY:
-29.96%
MA:
-11.48%
Fundamentals
HQY:
$7.31B
MA:
$471.65B
HQY:
$1.09
MA:
$13.86
HQY:
77.54
MA:
37.33
HQY:
0.92
MA:
2.07
HQY:
6.09
MA:
16.74
HQY:
3.46
MA:
72.73
HQY:
$1.20B
MA:
$21.82B
HQY:
$720.73M
MA:
$16.66B
HQY:
$339.12M
MA:
$12.87B
Returns By Period
In the year-to-date period, HQY achieves a -16.41% return, which is significantly lower than MA's -2.98% return. Over the past 10 years, HQY has underperformed MA with an annualized return of 12.17%, while MA has yielded a comparatively higher 19.62% annualized return.
HQY
-16.41%
-5.51%
-8.59%
-0.85%
10.49%
12.17%
MA
-2.98%
-4.77%
-0.80%
12.50%
15.38%
19.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HQY vs. MA — Risk-Adjusted Performance Rank
HQY
MA
HQY vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and Mastercard Inc (MA). 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.
Dividends
HQY vs. MA - Dividend Comparison
HQY has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.56%.
| 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% |
MA Mastercard Inc | 0.56% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
HQY vs. MA - Drawdown Comparison
The maximum HQY drawdown since its inception was -60.65%, roughly equal to the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for HQY and MA. For additional features, visit the drawdowns tool.
Volatility
HQY vs. MA - Volatility Comparison
HealthEquity, Inc. (HQY) has a higher volatility of 16.86% compared to Mastercard Inc (MA) at 13.11%. This indicates that HQY's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HQY vs. MA - Financials Comparison
This section allows you to compare key financial metrics between HealthEquity, Inc. and Mastercard 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.
Total Revenue: Total amount of money received from sales and other business activities