AXS vs HQY

Comparison between Axis Capital Holdings Ltd (AXS, Company) and Healthequity Inc (HQY, Company).

AXS is from the Financial Services sector, while HQY is from the Healthcare sector.

5-Year PerformanceAXS has outperformed HQY, delivering a return of +16.2% compared to +2.4%

AXS vs HQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AXS(COMPANY)	HQY(COMPANY)
Market Cap	$7.43B	$7.44B
Max Drawdown	57.17%	60.65%
Sharpe Ratio	-0.02	-0.24
5Y Beta	0.48	1.02
Industry	Insurance - Specialty	Health Information Services
P/E Ratio	7.11	34.97
Forward P/E	7.54	17.42
PEG Ratio	0.22	0.28
Dividend Yield	1.75%	N/A
5Y Dividends CAGR	5.79%	N/A
5Y EPS CAGR	45.92%	84.70%
Debt to Equity	0.00%	45.43%
Free Cash Flow Yield	2.28%	6.12%
P/S Ratio	1.11	5.59
P/B Ratio	1.26	3.48

Market Cap

AXS

$7.43B

Winner

HQY

$7.44B

Max Drawdown

Winner

AXS

57.17%

HQY

60.65%

Sharpe Ratio

Winner

AXS

-0.02

HQY

-0.24

5Y Beta

Winner

AXS

0.48

HQY

1.02

Industry

AXS

Insurance - Specialty

HQY

Health Information Services

P/E Ratio

Winner

AXS

7.11

HQY

34.97

Forward P/E

Winner

AXS

7.54

HQY

17.42

PEG Ratio

Winner

AXS

0.22

HQY

0.28

Dividend Yield

AXS

1.75%

HQY

N/A

5Y Dividends CAGR

AXS

5.79%

HQY

N/A

5Y EPS CAGR

AXS

45.92%

Winner

HQY

84.70%

Debt to Equity

Winner

AXS

0.00%

HQY

45.43%

Free Cash Flow Yield

AXS

2.28%

Winner

HQY

6.12%

P/S Ratio

Winner

AXS

1.11

HQY

5.59

P/B Ratio

Winner

AXS

1.26

HQY

3.48

AXS vs HQY - Historical Returns

Returns include dividend reinvestment.

Period	AXS	HQY
1 month	+0.05%	+6.31%
3 months	-3.81%	+16.13%
6 months	-0.10%	-13.54%
1 year	+1.95%	-11.96%
5 years(CAGR)	+16.23%	+2.43%
10 years(CAGR)	+9.36%	+14.01%
Max(CAGR)	+8.86%	+14.61%

AXS

+0.05%

Winner

HQY

+6.31%

AXS

-3.81%

Winner

HQY

+16.13%

Winner

AXS

-0.10%

HQY

-13.54%

Winner

AXS

+1.95%

HQY

-11.96%

5Y(CAGR)

Winner

AXS

+16.23%

HQY

+2.43%

10Y(CAGR)

AXS

+9.36%

Winner

HQY

+14.01%

Max(CAGR)

AXS

+8.86%

Winner

HQY

+14.61%

AXS vs HQY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AXS	HQY
2026	-3.73%	-3.25%
2025	+22.60%	-5.37%
2024	+64.18%	+45.01%
2023	+4.20%	+9.23%
2022	+3.43%	+31.60%
2021	+14.90%	-35.80%
2020	-11.87%	-3.52%
2019	+19.58%	+25.31%
2018	+7.82%	+28.36%
2017	-21.14%	+16.10%
2016	+19.76%	+62.27%
2015	+13.89%	+1.50%
2014	+12.07%	+44.60%
2013	+37.17%	N/A
2012	+13.28%	N/A
2011	-8.67%	N/A
2010	+29.09%	N/A
2009	-1.92%	N/A
2008	-23.35%	N/A
2007	+18.41%	N/A
2006	+8.12%	N/A
2005	+16.38%	N/A
2004	-5.94%	N/A
2003	+15.20%	N/A

AXS vs HQY Drawdown Comparison

The maximum drawdown for AXS was -55.92%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The maximum drawdown for HQY was -60.65%, occurring on Dec 20, 2021. Recovery took 1516 trading sessions.

The current AXS drawdown is -7.69%. The current HQY drawdown is -23.05%.

Rank	AXS	HQY
#1	-55.92% Dec 7, 2007 - Oct 16, 2012	-60.65% Nov 7, 2018 - Nov 18, 2024
#2	-49.32% Sep 26, 2019 - Jan 26, 2023	-54.61% Nov 11, 2015 - Sep 8, 2016
#3	-30.74% Mar 1, 2017 - Sep 23, 2019	-36.07% Feb 12, 2025 - Feb 12, 2026
#4	-27.36% Jan 23, 2004 - Dec 23, 2005	-26.64% Dec 26, 2014 - Mar 24, 2015
#5	-18.54% Jan 26, 2023 - Feb 15, 2024	-25.46% Jun 8, 2017 - Feb 14, 2018
#6	-18.34% Jan 10, 2006 - Aug 17, 2006	-20.14% Oct 10, 2016 - Nov 11, 2016
#7	-16.76% Jul 15, 2003 - Nov 25, 2003	-19.61% Sep 10, 2014 - Nov 18, 2014
#8	-16.74% Jun 6, 2025 - Dec 15, 2025	-19.35% Aug 5, 2015 - Nov 10, 2015
#9	-14.95% Jul 5, 2007 - Oct 11, 2007	-18.68% Jan 18, 2017 - Jun 7, 2017
#10	-13.98% Nov 14, 2013 - Nov 4, 2014	-17.11% Sep 11, 2018 - Nov 7, 2018
#11	-13.69% Apr 2, 2025 - May 9, 2025	-12.96% Nov 21, 2024 - Jan 21, 2025
#12	-13.18% Jul 15, 2013 - Nov 6, 2013	-10.53% Feb 21, 2018 - Feb 28, 2018
#13	-12.23% Aug 3, 2015 - Nov 3, 2016	-10.23% Nov 28, 2014 - Dec 22, 2014
#14	-11.57% Oct 12, 2007 - Dec 6, 2007	-10.22% Jul 26, 2018 - Aug 14, 2018
#15	-10.16% Dec 23, 2025 - May 13, 2026	-10.21% Aug 14, 2014 - Sep 10, 2014