(HQY) HealthEquity - Performance 7.2% in 12m
Compare HQY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.90%
#2 in Group
Rel. Strength
56.59%
#3317 in Universe
Total Return 12m
7.19%
#3 in Group
Total Return 5y
97.20%
#5 in Group
P/E 79.8
83th Percentile in Group
P/E Forward 23.9
83th Percentile in Group
PEG 0.95
67th Percentile in Group
FCF Yield 4.07%
100th Percentile in Group
12m Total Return: HQY (7.2%) vs XLV (1.7%)
5y Drawdown (Underwater) Chart
Top Performers in Managed Health Care
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UNH NYSE UnitedHealth |
12.5% | 16% | 127% | 33.2 | 17.3 | 1.43 | 50.3% | 4.16% |
| HQY NASDAQ HealthEquity |
-15.3% | 7.19% | 97.2% | 79.8 | 23.9 | 0.95 | 82.1% | 16.1% |
| ELV NYSE Elevance Health |
9.01% | -12.8% | 102% | 16.8 | 12.5 | 0.77 | -13.1% | -28.2% |
| CNC NYSE Centene |
3.65% | -16.2% | 1.01% | 9.62 | 8.26 | 0.62 | 31.1% | -17.9% |
| HUM NYSE Humana |
1.96% | -11.6% | -15.5% | 26.5 | 16.5 | 1.61 | -34.1% | -30.5% |
Performance Comparison: HQY vs XLV vs S&P 500
XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for HQY
| Total Return (including Dividends) | HQY | XLV | S&P 500 |
|---|---|---|---|
| 1 Month | -15.34% | -3.16% | -3.01% |
| 3 Months | -8.34% | 5.27% | -3.15% |
| 12 Months | 7.19% | 1.69% | 10.19% |
| 5 Years | 97.20% | 70.91% | 129.24% |
| Trend Score (consistency of price movement) | HQY | XLV | S&P 500 |
| 1 Month | -71.9% | -51% | -5.5% |
| 3 Months | -39.6% | 48.3% | -58.4% |
| 12 Months | 73.5% | 19.7% | 84.1% |
| 5 Years | 56.3% | 90.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLV | vs. S&P 500 |
| 1 Month | #7 | -12.6% | -12.7% |
| 3 Month | #7 | -12.9% | -5.35% |
| 12 Month | #3 | 5.41% | -2.72% |
| 5 Years | #5 | 15.4% | -14.0% |
FAQs
Does HQY HealthEquity outperforms the market?
Yes,
over the last 12 months HQY made 7.19%, while its related Sector, the Health Care Sector SPDR (XLV) made 1.69%.
Over the last 3 months HQY made -8.34%, while XLV made 5.27%.
Over the last 3 months HQY made -8.34%, while XLV made 5.27%.
Performance Comparison HQY vs Indeces and Sectors
HQY vs. Indices HQY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.18% | -12.3% | 12.3% | -3.00% |
| US NASDAQ 100 | QQQ | 1.16% | -11.3% | 13.1% | -1.41% |
| US Dow Jones Industrial 30 | DIA | -0.02% | -13.2% | 11.4% | -2.32% |
| German DAX 40 | DAX | 1.48% | -12.0% | -4.47% | -14.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.47% | -15.6% | 27.6% | -1.93% |
| Hongkong Hang Seng | HSI | -1.79% | -18.1% | 21.5% | -10.1% |
| India NIFTY 50 | INDA | -0.85% | -23.2% | 22.7% | 6.49% |
| Brasil Bovespa | EWZ | 0.07% | -23.6% | 20.3% | 18.9% |
HQY vs. Sectors HQY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.72% | -11.5% | 4.21% | -12.0% |
| Consumer Discretionary | XLY | -0.58% | -11.5% | 8.96% | -6.87% |
| Consumer Staples | XLP | -2.61% | -13.5% | 11.5% | -3.84% |
| Energy | XLE | -0.91% | -23.4% | 6.74% | 6.38% |
| Financial | XLF | -0.30% | -12.6% | 0.16% | -15.1% |
| Health Care | XLV | -0.24% | -12.2% | 17.0% | 5.50% |
| Industrial | XLI | -0.13% | -14.7% | 13.0% | -1.34% |
| Materials | XLB | -0.92% | -15.9% | 20.4% | 11.1% |
| Real Estate | XLRE | -1.86% | -12.7% | 15.4% | -6.17% |
| Technology | XLK | 1.31% | -11.3% | 17.4% | 5.18% |
| Utilities | XLU | -3.11% | -16.2% | 13.2% | -18.0% |
| Aerospace & Defense | XAR | 0.78% | -16.6% | 8.40% | -13.7% |
| Biotech | XBI | 4.74% | -9.49% | 30.0% | 18.2% |
| Homebuilder | XHB | -0.32% | -15.5% | 31.7% | 14.9% |
| Retail | XRT | -2.12% | -14.8% | 16.4% | 12.0% |