PGNY vs. XP
PGNY (Progyny, Inc.) and XP (XP Inc.) are both stocks. PGNY operates in Health Information Services (Healthcare), while XP operates in Capital Markets (Financial Services). Over the past 5 years, PGNY returned -16.62%/yr vs -15.38%/yr for XP. At a 0.28 correlation, their price movements are largely independent.
Performance
PGNY vs. XP - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PGNY achieves a -0.78% return, which is significantly higher than XP's -4.46% return.
PGNY
- 1D
- 1.96%
- 1M
- 34.25%
- YTD
- -0.78%
- 6M
- 5.51%
- 1Y
- 19.62%
- 3Y*
- -14.06%
- 5Y*
- -16.62%
- 10Y*
- —
XP
- 1D
- 0.26%
- 1M
- -17.25%
- YTD
- -4.46%
- 6M
- -20.42%
- 1Y
- -19.32%
- 3Y*
- -2.41%
- 5Y*
- -15.38%
- 10Y*
- —
PGNY vs. XP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PGNY Progyny, Inc. | -0.78% | 48.87% | -53.60% | 19.36% | -38.13% | 18.78% | 54.43% | 3.74% |
XP XP Inc. | -4.46% | 39.53% | -52.23% | 79.63% | -46.62% | -27.55% | 2.99% | 11.78% |
Correlation
The correlation between PGNY and XP is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2019 | 0.28 |
The correlation between PGNY and XP shifts across timeframes, from 0.16 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PGNY:
$2.16B
XP:
$8.22B
PGNY:
$0.76
XP:
$9.77
PGNY:
33.32
XP:
1.60
PGNY:
2.80
XP:
0.14
PGNY:
1.74
XP:
0.44
PGNY:
4.92
XP:
0.34
PGNY:
$1.29B
XP:
$18.65B
PGNY:
$311.76M
XP:
$12.49B
PGNY:
$108.11M
XP:
$6.31B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PGNY vs. XP — Risk / Return Rank
PGNY
XP
PGNY vs. XP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Progyny, Inc. (PGNY) and XP Inc. (XP). 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.
| PGNY | XP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.96 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | -0.61 | +1.07 |
| Martin ratioReturn relative to average drawdown | 0.99 | -1.30 | +2.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| PGNY | XP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | -0.43 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | -0.31 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | -0.17 | +0.29 |
Drawdowns
PGNY vs. XP - Drawdown Comparison
The maximum PGNY drawdown since its inception was -79.49%, roughly equal to the maximum XP drawdown of -79.19%. Use the drawdown chart below to compare losses from any high point for PGNY and XP.
Loading charts...
Drawdown Indicators
| PGNY | XP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.49% | -79.19% | -0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -42.65% | -32.03% | -10.62% |
Max Drawdown (3Y)Largest decline over 3 years | -68.14% | -56.64% | -11.50% |
Max Drawdown (5Y)Largest decline over 5 years | -79.49% | -79.19% | -0.30% |
Current DrawdownCurrent decline from peak | -61.78% | -65.71% | +3.93% |
Average DrawdownAverage peak-to-trough decline | -42.39% | -46.97% | +4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.86% | 14.91% | +4.95% |
Volatility
PGNY vs. XP - Volatility Comparison
Progyny, Inc. (PGNY) has a higher volatility of 24.13% compared to XP Inc. (XP) at 14.48%. This indicates that PGNY's price experiences larger fluctuations and is considered to be riskier than XP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PGNY | XP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.13% | 14.48% | +9.65% |
Volatility (6M)Calculated over the trailing 6-month period | 41.53% | 37.34% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.99% | 45.50% | +11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.07% | 49.64% | +6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.88% | 57.38% | +4.50% |
Dividends
PGNY vs. XP - Dividend Comparison
PGNY has not paid dividends to shareholders, while XP's dividend yield for the trailing twelve months is around 1.15%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PGNY Progyny, Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
XP XP Inc. | 1.15% | 1.10% | 5.49% | 5.02% |
Financials
PGNY vs. XP - Financials Comparison
This section allows you to compare key financial metrics between Progyny, Inc. and XP 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
PGNY vs. XP - Profitability Comparison
PGNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Progyny, Inc. reported a gross profit of 83.07M and revenue of 328.50M. Therefore, the gross margin over that period was 25.3%.
XP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, XP Inc. reported a gross profit of 3.04B and revenue of 4.62B. Therefore, the gross margin over that period was 65.8%.
PGNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Progyny, Inc. reported an operating income of 35.38M and revenue of 328.50M, resulting in an operating margin of 10.8%.
XP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, XP Inc. reported an operating income of 1.41B and revenue of 4.62B, resulting in an operating margin of 30.6%.
PGNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Progyny, Inc. reported a net income of 24.23M and revenue of 328.50M, resulting in a net margin of 7.4%.
XP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, XP Inc. reported a net income of 1.29B and revenue of 4.62B, resulting in a net margin of 27.9%.
Frequently Asked Questions
PGNY and XP have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PGNY has higher volatility (24.13%) compared to XP (14.48%). In terms of maximum drawdown, PGNY dropped -79.49% vs XP's -79.19%.
PGNY currently has the higher Sharpe Ratio (0.35 vs -0.43), 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.
Find the right allocation for PGNY and XP
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer