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 0.40, 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. MA - Performance Comparison
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Key characteristics
HQY:
22.36%
MA:
20.98%
HQY:
-1.44%
MA:
-62.67%
HQY:
-1.44%
MA:
-1.17%
Fundamentals
HQY:
$7.82B
MA:
$516.37B
HQY:
$1.09
MA:
$14.27
HQY:
82.94
MA:
39.85
HQY:
0.99
MA:
2.28
HQY:
6.52
MA:
17.76
HQY:
3.70
MA:
77.41
HQY:
$912.18M
MA:
$29.07B
HQY:
$559.14M
MA:
$22.22B
HQY:
$255.15M
MA:
$17.36B
Returns By Period
HQY
N/A
N/A
N/A
N/A
N/A
N/A
MA
8.32%
11.55%
8.70%
25.17%
16.61%
20.54%
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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.
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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 0.50%.
| 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 | 0.50% | 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 -1.44%, smaller than 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.
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Volatility
HQY vs. MA - Volatility Comparison
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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
HQY vs. MA - 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%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.
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%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
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%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.