HQY vs JXN

Comparison between Healthequity Inc (HQY, Company) and Jackson Financial Inc - Class A (JXN, Company).

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

5-Year PerformanceJXN has outperformed HQY, delivering a return of +36.1% compared to +2.4%

HQY vs JXN - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	HQY(COMPANY)	JXN(COMPANY)
Market Cap	$7.53B	$7.49B
Max Drawdown	60.65%	49.12%
Sharpe Ratio	-0.41	1.00
5Y Beta	0.99	1.49
Industry	Health Information Services	Insurance - Life
P/E Ratio	33.12	-19.69
Forward P/E	18.98	N/A
PEG Ratio	0.36	N/A
Dividend Yield	N/A	3.05%
5Y EPS CAGR	114.60%	N/A
Debt to Equity	46.04%	21.35%
Free Cash Flow Yield	6.48%	69.51%
P/S Ratio	5.58	1.26
P/B Ratio	3.64	0.83

Market Cap

Winner

HQY

$7.53B

JXN

$7.49B

Max Drawdown

HQY

60.65%

Winner

JXN

49.12%

Sharpe Ratio

HQY

-0.41

Winner

JXN

1.00

5Y Beta

Winner

HQY

0.99

JXN

1.49

Industry

HQY

Health Information Services

JXN

Insurance - Life

P/E Ratio

HQY

33.12

Winner

JXN

-19.69

Forward P/E

HQY

18.98

JXN

N/A

PEG Ratio

HQY

0.36

JXN

N/A

Dividend Yield

HQY

N/A

JXN

3.05%

5Y EPS CAGR

HQY

114.60%

JXN

N/A

Debt to Equity

HQY

46.04%

Winner

JXN

21.35%

Free Cash Flow Yield

HQY

6.48%

Winner

JXN

69.51%

P/S Ratio

HQY

5.58

Winner

JXN

1.26

P/B Ratio

HQY

3.64

Winner

JXN

0.83

HQY vs JXN - Historical Returns

Returns include dividend reinvestment.

Period	HQY	JXN
1 month	+9.79%	+0.47%
3 months	+15.04%	+5.57%
6 months	-8.73%	+4.47%
1 year	-15.05%	+35.73%
5 years(CAGR)	+2.39%	+36.12%
10 years(CAGR)	+11.80%	N/A
Max(CAGR)	+14.56%	+36.12%

Winner

HQY

+9.79%

JXN

+0.47%

Winner

HQY

+15.04%

JXN

+5.57%

HQY

-8.73%

Winner

JXN

+4.47%

HQY

-15.05%

Winner

JXN

+35.73%

5Y(CAGR)

HQY

+2.39%

Winner

JXN

+36.12%

10Y(CAGR)

HQY

+11.80%

JXN

N/A

Max(CAGR)

HQY

+14.56%

Winner

JXN

+36.12%

HQY vs JXN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HQY	JXN
2026	-3.00%	+2.87%
2025	-5.37%	+25.94%
2024	+45.01%	+79.11%
2023	+9.23%	+58.27%
2022	+31.60%	-12.59%
2021	-35.80%	+34.92%
2020	-3.52%	N/A
2019	+25.31%	N/A
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 JXN Drawdown Comparison

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

The maximum drawdown for JXN was -48.33%, occurring on Jul 14, 2022. Recovery took 214 trading sessions.

The current HQY drawdown is -22.85%. The current JXN drawdown is -9.54%.

Rank	HQY	JXN
#1	-60.65% Nov 7, 2018 - Nov 18, 2024	-48.33% Mar 25, 2022 - Feb 1, 2023
#2	-54.61% Nov 11, 2015 - Sep 8, 2016	-41.41% Feb 17, 2023 - Nov 27, 2023
#3	-36.07% Feb 12, 2025 - Feb 12, 2026	-37.09% Nov 6, 2024 - Jan 5, 2026
#4	-26.64% Dec 26, 2014 - Mar 24, 2015	-23.00% Jan 10, 2022 - Mar 25, 2022
#5	-25.46% Jun 8, 2017 - Feb 14, 2018	-21.53% Jul 31, 2024 - Aug 16, 2024
#6	-20.14% Oct 10, 2016 - Nov 11, 2016	-21.46% Sep 1, 2021 - Nov 11, 2021
#7	-19.61% Sep 10, 2014 - Nov 18, 2014	-16.31% Feb 2, 2026 - Mar 27, 2026
#8	-19.35% Aug 5, 2015 - Nov 10, 2015	-11.67% Nov 17, 2021 - Dec 6, 2021
#9	-18.68% Jan 18, 2017 - Jun 7, 2017	-11.27% Aug 30, 2024 - Sep 19, 2024
#10	-17.11% Sep 11, 2018 - Nov 7, 2018	-11.17% May 9, 2024 - Jul 12, 2024
#11	-12.96% Nov 21, 2024 - Jan 21, 2025	-7.46% Dec 19, 2023 - Feb 12, 2024
#12	-10.53% Feb 21, 2018 - Feb 28, 2018	-6.93% Aug 16, 2024 - Aug 30, 2024
#13	-10.23% Nov 28, 2014 - Dec 22, 2014	-6.10% Apr 3, 2024 - Apr 23, 2024
#14	-10.22% Jul 26, 2018 - Aug 14, 2018	-5.92% Jan 9, 2026 - Jan 29, 2026
#15	-10.21% Aug 14, 2014 - Sep 10, 2014	-5.26% Dec 10, 2021 - Dec 15, 2021