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HQY vs. VEEV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HQY vs. VEEV - Performance Comparison

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

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Returns By Period

In the year-to-date period, HQY achieves a -4.12% return, which is significantly higher than VEEV's -25.08% return. Over the past 10 years, HQY has underperformed VEEV with an annualized return of 11.72%, while VEEV has yielded a comparatively higher 17.25% annualized return.


HQY

1D
-0.94%
1M
3.54%
YTD
-4.12%
6M
-4.62%
1Y
-21.26%
3Y*
10.66%
5Y*
2.42%
10Y*
11.72%

VEEV

1D
-3.11%
1M
0.54%
YTD
-25.08%
6M
-30.04%
1Y
-41.39%
3Y*
-3.76%
5Y*
-10.46%
10Y*
17.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HQY vs. VEEV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HQY
HealthEquity, Inc.
-4.12%-4.52%44.72%7.56%39.33%-36.54%-5.89%24.17%27.84%15.15%
VEEV
Veeva Systems Inc.
-25.08%6.17%9.21%19.30%-36.83%-6.16%93.55%57.48%61.58%35.82%

Correlation

The correlation between HQY and VEEV is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2014

0.30

Fundamentals

Market Cap

HQY:

$7.47B

VEEV:

$27.76B

EPS

HQY:

$2.66

VEEV:

$5.63

PE Ratio

HQY:

33.05

VEEV:

29.73

PEG Ratio

HQY:

0.24

VEEV:

1.54

PS Ratio

HQY:

5.70

VEEV:

8.43

PB Ratio

HQY:

3.65

VEEV:

3.80

Total Revenue (TTM)

HQY:

$1.34B

VEEV:

$3.32B

Gross Profit (TTM)

HQY:

$972.12M

VEEV:

$2.49B

EBITDA (TTM)

HQY:

$300.86M

VEEV:

$1.00B

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Return for Risk

HQY vs. VEEV — Risk / Return Rank

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

HQY
HQY Risk / Return Rank: 1818
Overall Rank
HQY Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
HQY Sortino Ratio Rank: 1717
Sortino Ratio Rank
HQY Omega Ratio Rank: 1818
Omega Ratio Rank
HQY Calmar Ratio Rank: 2020
Calmar Ratio Rank
HQY Martin Ratio Rank: 2020
Martin Ratio Rank

VEEV
VEEV Risk / Return Rank: 66
Overall Rank
VEEV Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VEEV Sortino Ratio Rank: 44
Sortino Ratio Rank
VEEV Omega Ratio Rank: 55
Omega Ratio Rank
VEEV Calmar Ratio Rank: 1010
Calmar Ratio Rank
VEEV Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HQY vs. VEEV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and Veeva Systems Inc. (VEEV). 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.


HQYVEEVDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+1.10

Omega ratioGain probability vs. loss probability

0.92

0.79

+0.13

Calmar ratioReturn relative to maximum drawdown

-0.62

-0.82

+0.20

Martin ratioReturn relative to average drawdown

-1.06

-1.47

+0.41

HQY vs. VEEV - Sharpe Ratio Comparison

The current HQY Sharpe Ratio is -0.60, which is higher than the VEEV Sharpe Ratio of -1.16. The chart below compares the historical Sharpe Ratios of HQY and VEEV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HQYVEEVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.60

-1.16

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

-0.28

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.45

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.32

+0.01

Drawdowns

HQY vs. VEEV - Drawdown Comparison

The maximum HQY drawdown since its inception was -60.65%, roughly equal to the maximum VEEV drawdown of -61.35%. Use the drawdown chart below to compare losses from any high point for HQY and VEEV.


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Drawdown Indicators


HQYVEEVDifference

Max Drawdown

Largest peak-to-trough decline

-60.65%

-61.35%

+0.70%

Max Drawdown (1Y)

Largest decline over 1 year

-34.14%

-50.55%

+16.41%

Max Drawdown (3Y)

Largest decline over 3 years

-36.07%

-50.55%

+14.48%

Max Drawdown (5Y)

Largest decline over 5 years

-52.81%

-55.69%

+2.88%

Max Drawdown (10Y)

Largest decline over 10 years

-60.65%

-55.69%

-4.96%

Current Drawdown

Current decline from peak

-23.29%

-50.96%

+27.67%

Average Drawdown

Average peak-to-trough decline

-22.98%

-26.05%

+3.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.32%

28.16%

-7.84%

Volatility

HQY vs. VEEV - Volatility Comparison

The current volatility for HealthEquity, Inc. (HQY) is 10.84%, while Veeva Systems Inc. (VEEV) has a volatility of 14.68%. This indicates that HQY experiences smaller price fluctuations and is considered to be less risky than VEEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HQYVEEVDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.84%

14.68%

-3.84%

Volatility (6M)

Calculated over the trailing 6-month period

26.67%

29.31%

-2.64%

Volatility (1Y)

Calculated over the trailing 1-year period

35.39%

35.89%

-0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.79%

37.98%

+1.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.49%

38.24%

+6.25%

Dividends

HQY vs. VEEV - Dividend Comparison

Neither HQY nor VEEV has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

HQY vs. VEEV - Financials Comparison

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


200.00M400.00M600.00M800.00M20222023202420252026
354.64M
882.95M
(HQY) Total Revenue
(VEEV) Total Revenue
Values in USD except per share items

HQY vs. VEEV - Profitability Comparison

The chart below illustrates the profitability comparison between HealthEquity, Inc. and Veeva Systems Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
72.3%
74.7%
Portfolio components
HQY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HealthEquity, Inc. reported a gross profit of 256.31M and revenue of 354.64M. Therefore, the gross margin over that period was 72.3%.

VEEV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Veeva Systems Inc. reported a gross profit of 659.69M and revenue of 882.95M. Therefore, the gross margin over that period was 74.7%.

HQY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HealthEquity, Inc. reported an operating income of 102.95M and revenue of 354.64M, resulting in an operating margin of 29.0%.

VEEV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Veeva Systems Inc. reported an operating income of 273.11M and revenue of 882.95M, resulting in an operating margin of 30.9%.

HQY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HealthEquity, Inc. reported a net income of 69.42M and revenue of 354.64M, resulting in a net margin of 19.6%.

VEEV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Veeva Systems Inc. reported a net income of 260.94M and revenue of 882.95M, resulting in a net margin of 29.6%.


Frequently Asked Questions


HQY and VEEV have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VEEV has higher volatility (14.68%) compared to HQY (10.84%). In terms of maximum drawdown, HQY dropped -60.65% vs VEEV's -61.35%.

HQY currently has the higher Sharpe Ratio (-0.60 vs -1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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