HQY vs BOKF

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

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

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

HQY vs BOKF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

HQY

$8.85B

BOKF

$8.80B

Max Drawdown

Winner

HQY

60.65%

BOKF

66.37%

Sharpe Ratio

HQY

0.44

Winner

BOKF

1.65

5Y Beta

HQY

0.88

Winner

BOKF

0.81

Industry

HQY

Health Information Services

BOKF

Banks - Regional

P/E Ratio

HQY

38.95

Winner

BOKF

14.09

Forward P/E

HQY

21.01

Winner

BOKF

14.45

PEG Ratio

HQY

0.42

Winner

BOKF

0.33

Dividend Yield

HQY

N/A

BOKF

1.76%

5Y Dividends CAGR

HQY

N/A

BOKF

14.35%

5Y EPS CAGR

Winner

HQY

114.60%

BOKF

4.10%

Debt to Equity

HQY

46.04%

Winner

BOKF

0.00%

Free Cash Flow Yield

HQY

5.51%

Winner

BOKF

17.10%

HQY vs BOKF - Historical Returns

Returns include dividend reinvestment.

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

Winner

HQY

+10.38%

BOKF

+5.50%

Winner

HQY

+28.49%

BOKF

+14.75%

Winner

HQY

+42.92%

BOKF

+9.57%

HQY

+18.28%

Winner

BOKF

+40.32%

5Y(CAGR)

HQY

+9.06%

Winner

BOKF

+13.04%

10Y(CAGR)

Winner

HQY

+13.79%

BOKF

+10.74%

Max(CAGR)

Winner

HQY

+16.05%

BOKF

+9.70%

HQY vs BOKF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

HQY vs BOKF Drawdown Comparison

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

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

The current HQY drawdown is -7.79%.

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