BOKF vs HQY

Comparison between BOK Financial Corp (BOKF, Company) and Healthequity Inc (HQY, Company).

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

5-Year PerformanceBOKF has outperformed HQY, delivering a return of +13.0% compared to +9.1%

BOKF vs HQY - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	BOKF(COMPANY)	HQY(COMPANY)
Market Cap	$8.80B	$8.85B
Max Drawdown	66.37%	60.65%
Sharpe Ratio	1.65	0.44
5Y Beta	0.81	0.88
Industry	Banks - Regional	Health Information Services
P/E Ratio	14.09	38.95
Forward P/E	14.45	21.01
PEG Ratio	0.33	0.42
Dividend Yield	1.76%	N/A
5Y Dividends CAGR	14.35%	N/A
5Y EPS CAGR	4.10%	114.60%
Debt to Equity	0.00%	46.04%
Free Cash Flow Yield	17.10%	5.51%

Market Cap

BOKF

$8.80B

Winner

HQY

$8.85B

Max Drawdown

BOKF

66.37%

Winner

HQY

60.65%

Sharpe Ratio

Winner

BOKF

1.65

HQY

0.44

5Y Beta

Winner

BOKF

0.81

HQY

0.88

Industry

BOKF

Banks - Regional

HQY

Health Information Services

P/E Ratio

Winner

BOKF

14.09

HQY

38.95

Forward P/E

Winner

BOKF

14.45

HQY

21.01

PEG Ratio

Winner

BOKF

0.33

HQY

0.42

Dividend Yield

BOKF

1.76%

HQY

N/A

5Y Dividends CAGR

BOKF

14.35%

HQY

N/A

5Y EPS CAGR

BOKF

4.10%

Winner

HQY

114.60%

Debt to Equity

Winner

BOKF

0.00%

HQY

46.04%

Free Cash Flow Yield

Winner

BOKF

17.10%

HQY

5.51%

BOKF vs HQY - Historical Returns

Returns include dividend reinvestment.

Period	BOKF	HQY
1 month	+5.50%	+10.38%
3 months	+14.75%	+28.49%
6 months	+9.57%	+42.92%
1 year	+40.32%	+18.28%
5 years(CAGR)	+13.04%	+9.06%
10 years(CAGR)	+10.74%	+13.79%
Max(CAGR)	+9.70%	+16.05%

BOKF

+5.50%

Winner

HQY

+10.38%

BOKF

+14.75%

Winner

HQY

+28.49%

BOKF

+9.57%

Winner

HQY

+42.92%

Winner

BOKF

+40.32%

HQY

+18.28%

5Y(CAGR)

Winner

BOKF

+13.04%

HQY

+9.06%

10Y(CAGR)

BOKF

+10.74%

Winner

HQY

+13.79%

Max(CAGR)

BOKF

+9.70%

Winner

HQY

+16.05%

BOKF vs HQY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BOKF	HQY
2026	+23.92%	+15.94%
2025	+13.43%	-5.37%
2024	+26.69%	+45.01%
2023	-11.13%	+9.23%
2022	-0.05%	+31.60%
2021	+55.48%	-35.80%
2020	-19.04%	-3.52%
2019	+21.22%	+25.31%
2018	-19.00%	+28.36%
2017	+15.26%	+16.10%
2016	+47.19%	+62.27%
2015	+2.25%	+1.50%
2014	-5.61%	+44.60%
2013	+22.44%	N/A
2012	+2.51%	N/A
2011	+1.99%	N/A
2010	+14.63%	N/A
2009	+20.09%	N/A
2008	-19.01%	N/A
2007	-5.30%	N/A
2006	+21.13%	N/A
2005	-6.63%	N/A
2004	+26.29%	N/A
2003	+21.70%	N/A
2002	+6.37%	N/A
2001	+51.38%	N/A
2000	+3.96%	N/A
1999	-4.40%	N/A

BOKF vs HQY Drawdown Comparison

The maximum drawdown for BOKF was -64.97%, occurring on Mar 23, 2020. Recovery took 776 trading sessions.

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

The current HQY drawdown is -7.79%.

Rank	BOKF	HQY
#1	-64.97% Sep 20, 2018 - Oct 20, 2021	-60.65% Nov 7, 2018 - Nov 18, 2024
#2	-61.60% May 15, 2008 - Jan 5, 2012	-54.61% Nov 11, 2015 - Sep 8, 2016
#3	-42.75% Jan 14, 2022 - Oct 14, 2024	-36.07% Feb 12, 2025 - Feb 12, 2026
#4	-37.73% Nov 6, 2015 - Oct 19, 2016	-26.64% Dec 26, 2014 - Mar 24, 2015
#5	-29.61% Nov 3, 1999 - Jan 5, 2001	-25.46% Jun 8, 2017 - Feb 14, 2018
#6	-26.20% Nov 25, 2024 - Dec 10, 2025	-20.14% Oct 10, 2016 - Nov 11, 2016
#7	-23.22% May 17, 2002 - May 7, 2003	-19.61% Sep 10, 2014 - Nov 18, 2014
#8	-22.58% Apr 3, 2014 - Jun 10, 2015	-19.35% Aug 5, 2015 - Nov 10, 2015
#9	-19.09% Dec 1, 2004 - Jul 21, 2005	-18.68% Jan 18, 2017 - Jun 7, 2017
#10	-18.82% Jun 26, 2015 - Nov 5, 2015	-17.11% Sep 11, 2018 - Nov 7, 2018
#11	-15.76% Dec 10, 2007 - Apr 16, 2008	-12.96% Nov 21, 2024 - Jan 21, 2025
#12	-14.05% Nov 14, 2001 - Mar 4, 2002	-10.53% Feb 21, 2018 - Feb 28, 2018
#13	-13.37% Jan 3, 2007 - Nov 13, 2007	-10.23% Nov 28, 2014 - Dec 22, 2014
#14	-12.20% Aug 23, 2001 - Nov 13, 2001	-10.22% Jul 26, 2018 - Aug 14, 2018
#15	-12.09% Apr 12, 2004 - Aug 18, 2004	-10.21% Aug 14, 2014 - Sep 10, 2014