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

Performance

TDOC vs. HQY - Performance Comparison

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

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Returns By Period

In the year-to-date period, TDOC achieves a 1.14% return, which is significantly higher than HQY's -4.12% return. Over the past 10 years, TDOC has underperformed HQY with an annualized return of -5.55%, while HQY has yielded a comparatively higher 11.72% annualized return.


TDOC

1D
0.43%
1M
-2.34%
YTD
1.14%
6M
-6.35%
1Y
-2.61%
3Y*
-33.25%
5Y*
-45.73%
10Y*
-5.55%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDOC vs. HQY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TDOC
Teladoc Health, Inc.
1.14%-22.99%-57.82%-8.88%-74.24%-54.08%138.84%68.89%42.24%111.21%
HQY
HealthEquity, Inc.
-4.12%-4.52%44.72%7.56%39.33%-36.54%-5.89%24.17%27.84%15.15%

Correlation

The correlation between TDOC and HQY 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

0.23

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

0.26

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

0.27

Correlation (All Time)
Calculated using the full available price history since Jul 1, 2015

0.28

Fundamentals

Market Cap

TDOC:

$1.27B

HQY:

$7.47B

EPS

TDOC:

-$0.97

HQY:

$2.66

PS Ratio

TDOC:

0.50

HQY:

5.70

PB Ratio

TDOC:

0.95

HQY:

3.65

Total Revenue (TTM)

TDOC:

$2.51B

HQY:

$1.34B

Gross Profit (TTM)

TDOC:

$1.74B

HQY:

$972.12M

EBITDA (TTM)

TDOC:

-$43.17M

HQY:

$300.86M

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Return for Risk

TDOC vs. HQY — Risk / Return Rank

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

TDOC
TDOC Risk / Return Rank: 4040
Overall Rank
TDOC Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
TDOC Sortino Ratio Rank: 4141
Sortino Ratio Rank
TDOC Omega Ratio Rank: 3939
Omega Ratio Rank
TDOC Calmar Ratio Rank: 4141
Calmar Ratio Rank
TDOC Martin Ratio Rank: 4040
Martin Ratio Rank

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
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.

TDOC vs. HQY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Teladoc Health, Inc. (TDOC) and HealthEquity, Inc. (HQY). 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.


TDOCHQYDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+1.04

Omega ratioGain probability vs. loss probability

1.04

0.92

+0.12

Calmar ratioReturn relative to maximum drawdown

-0.05

-0.62

+0.58

Martin ratioReturn relative to average drawdown

-0.09

-1.06

+0.97

TDOC vs. HQY - Sharpe Ratio Comparison

The current TDOC Sharpe Ratio is -0.04, which is higher than the HQY Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of TDOC and HQY, 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


TDOCHQYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.04

-0.60

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.72

0.06

-0.78

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

0.26

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.20

0.33

-0.52

Drawdowns

TDOC vs. HQY - Drawdown Comparison

The maximum TDOC drawdown since its inception was -98.48%, which is greater than HQY's maximum drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for TDOC and HQY.


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Drawdown Indicators


TDOCHQYDifference

Max Drawdown

Largest peak-to-trough decline

-98.48%

-60.65%

-37.83%

Max Drawdown (1Y)

Largest decline over 1 year

-52.75%

-34.14%

-18.61%

Max Drawdown (3Y)

Largest decline over 3 years

-84.98%

-36.07%

-48.91%

Max Drawdown (5Y)

Largest decline over 5 years

-97.39%

-52.81%

-44.58%

Max Drawdown (10Y)

Largest decline over 10 years

-98.48%

-60.65%

-37.83%

Current Drawdown

Current decline from peak

-97.60%

-23.29%

-74.31%

Average Drawdown

Average peak-to-trough decline

-54.19%

-22.98%

-31.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.72%

20.32%

+7.40%

Volatility

TDOC vs. HQY - Volatility Comparison

Teladoc Health, Inc. (TDOC) has a higher volatility of 19.39% compared to HealthEquity, Inc. (HQY) at 10.84%. This indicates that TDOC's price experiences larger fluctuations and is considered to be riskier than HQY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDOCHQYDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.39%

10.84%

+8.55%

Volatility (6M)

Calculated over the trailing 6-month period

39.18%

26.67%

+12.51%

Volatility (1Y)

Calculated over the trailing 1-year period

58.60%

35.39%

+23.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.70%

39.79%

+23.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

60.39%

44.49%

+15.90%

Dividends

TDOC vs. HQY - Dividend Comparison

Neither TDOC nor HQY has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

TDOC vs. HQY - Financials Comparison

This section allows you to compare key financial metrics between Teladoc Health, Inc. and HealthEquity, 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


200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
613.85M
354.64M
(TDOC) Total Revenue
(HQY) Total Revenue
Values in USD except per share items

TDOC vs. HQY - Profitability Comparison

The chart below illustrates the profitability comparison between Teladoc Health, Inc. and HealthEquity, 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
67.8%
72.3%
Portfolio components
TDOC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Teladoc Health, Inc. reported a gross profit of 416.32M and revenue of 613.85M. Therefore, the gross margin over that period was 67.8%.

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%.

TDOC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Teladoc Health, Inc. reported an operating income of -61.77M and revenue of 613.85M, resulting in an operating margin of -10.1%.

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%.

TDOC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Teladoc Health, Inc. reported a net income of -63.84M and revenue of 613.85M, resulting in a net margin of -10.4%.

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%.


Frequently Asked Questions


TDOC and HQY 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.

TDOC has higher volatility (19.39%) compared to HQY (10.84%). In terms of maximum drawdown, TDOC dropped -98.48% vs HQY's -60.65%.

TDOC currently has the higher Sharpe Ratio (-0.04 vs -0.60), 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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