HQY vs AGNCM

Comparison between Healthequity Inc (HQY, Company) and AGNC Investment Corp (AGNCM, Company).

HQY is from the Healthcare sector, while AGNCM is from the Real Estate sector.

5-Year PerformanceHQY has outperformed AGNCM, delivering a return of +9.1% compared to +7.8%

HQY vs AGNCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQY(COMPANY)	AGNCM(COMPANY)
Market Cap	$8.85B	$8.87B
Max Drawdown	60.65%	56.16%
Sharpe Ratio	0.44	0.91
5Y Beta	0.88	0.12
Industry	Health Information Services	Reit - Mortgage
P/E Ratio	38.95	30.46
Forward P/E	21.01	N/A
PEG Ratio	0.42	N/A
Dividend Yield	N/A	5.72%
5Y Dividends CAGR	N/A	9.54%
5Y EPS CAGR	114.60%	N/A
Debt to Equity	46.04%	N/A
Free Cash Flow Yield	5.51%	N/A
P/S Ratio	N/A	4.94
P/B Ratio	N/A	2.30

Market Cap

HQY

$8.85B

Winner

AGNCM

$8.87B

Max Drawdown

HQY

60.65%

Winner

AGNCM

56.16%

Sharpe Ratio

HQY

0.44

Winner

AGNCM

0.91

5Y Beta

HQY

0.88

Winner

AGNCM

0.12

Industry

HQY

Health Information Services

AGNCM

Reit - Mortgage

P/E Ratio

HQY

38.95

Winner

AGNCM

30.46

Forward P/E

HQY

21.01

AGNCM

N/A

PEG Ratio

HQY

0.42

AGNCM

N/A

Dividend Yield

HQY

N/A

AGNCM

5.72%

5Y Dividends CAGR

HQY

N/A

AGNCM

9.54%

5Y EPS CAGR

HQY

114.60%

AGNCM

N/A

Debt to Equity

HQY

46.04%

AGNCM

N/A

Free Cash Flow Yield

HQY

5.51%

AGNCM

N/A

P/S Ratio

HQY

N/A

AGNCM

4.94

P/B Ratio

HQY

N/A

AGNCM

2.30

HQY vs AGNCM - Historical Returns

Returns include dividend reinvestment.

Period	HQY	AGNCM
1 month	+10.38%	+1.20%
3 months	+28.49%	+3.42%
6 months	+42.92%	+5.05%
1 year	+18.28%	+8.46%
5 years(CAGR)	+9.06%	+7.82%
10 years(CAGR)	+13.79%	N/A
Max(CAGR)	+16.05%	+8.30%

Winner

HQY

+10.38%

AGNCM

+1.20%

Winner

HQY

+28.49%

AGNCM

+3.42%

Winner

HQY

+42.92%

AGNCM

+5.05%

Winner

HQY

+18.28%

AGNCM

+8.46%

5Y(CAGR)

Winner

HQY

+9.06%

AGNCM

+7.82%

10Y(CAGR)

HQY

+13.79%

AGNCM

N/A

Max(CAGR)

Winner

HQY

+16.05%

AGNCM

+8.30%

HQY vs AGNCM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HQY	AGNCM
2026	+15.94%	+6.37%
2025	-5.37%	+6.51%
2024	+45.01%	+16.94%
2023	+9.23%	+25.53%
2022	+31.60%	-16.89%
2021	-35.80%	+12.21%
2020	-3.52%	+3.83%
2019	+25.31%	+9.96%
2018	+28.36%	N/A
2017	+16.10%	N/A
2016	+62.27%	N/A
2015	+1.50%	N/A
2014	+44.60%	N/A

HQY vs AGNCM Drawdown Comparison

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

The maximum drawdown for AGNCM was -55.99%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current HQY drawdown is -7.79%.

Rank	HQY	AGNCM
#1	-60.65% Nov 7, 2018 - Nov 18, 2024	-55.99% Feb 3, 2020 - Dec 23, 2020
#2	-54.61% Nov 11, 2015 - Sep 8, 2016	-28.38% Jan 3, 2022 - Jul 28, 2023
#3	-36.07% Feb 12, 2025 - Feb 12, 2026	-13.96% Sep 29, 2023 - Dec 26, 2023
#4	-26.64% Dec 26, 2014 - Mar 24, 2015	-6.49% Apr 1, 2025 - Jun 20, 2025
#5	-25.46% Jun 8, 2017 - Feb 14, 2018	-3.93% Jul 12, 2021 - Dec 31, 2021
#6	-20.14% Oct 10, 2016 - Nov 11, 2016	-3.65% Feb 18, 2026 - Apr 15, 2026
#7	-19.61% Sep 10, 2014 - Nov 18, 2014	-3.32% May 7, 2021 - Jun 9, 2021
#8	-19.35% Aug 5, 2015 - Nov 10, 2015	-3.04% Dec 30, 2020 - Mar 5, 2021
#9	-18.68% Jan 18, 2017 - Jun 7, 2017	-2.45% Aug 29, 2019 - Dec 18, 2019
#10	-17.11% Sep 11, 2018 - Nov 7, 2018	-2.36% Oct 7, 2025 - Dec 17, 2025
#11	-12.96% Nov 21, 2024 - Jan 21, 2025	-2.03% Aug 2, 2023 - Aug 24, 2023
#12	-10.53% Feb 21, 2018 - Feb 28, 2018	-1.97% Jun 24, 2025 - Jul 15, 2025
#13	-10.23% Nov 28, 2014 - Dec 22, 2014	-1.88% Dec 31, 2024 - Apr 1, 2025
#14	-10.22% Jul 26, 2018 - Aug 14, 2018	-1.82% Apr 21, 2021 - May 4, 2021
#15	-10.21% Aug 14, 2014 - Sep 10, 2014	-1.63% Dec 28, 2023 - Jan 8, 2024