HQY vs KEX

Comparison between Healthequity Inc (HQY, Company) and Kirby Corp (KEX, Company).

HQY is from the Healthcare sector, while KEX is from the Industrials sector.

5-Year PerformanceKEX has outperformed HQY, delivering a return of +16.5% compared to +2.4%

HQY vs KEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQY(COMPANY)	KEX(COMPANY)
Market Cap	$7.53B	$7.49B
Max Drawdown	60.65%	75.42%
Sharpe Ratio	-0.41	0.77
5Y Beta	0.99	1.00
Industry	Health Information Services	Marine Shipping
P/E Ratio	33.12	22.54
Forward P/E	18.98	20.00
PEG Ratio	0.36	1.27
5Y EPS CAGR	114.60%	23.95%
Debt to Equity	46.04%	28.62%
Free Cash Flow Yield	6.48%	9.77%
P/S Ratio	5.58	2.23
P/B Ratio	3.64	2.21

Market Cap

Winner

HQY

$7.53B

KEX

$7.49B

Max Drawdown

Winner

HQY

60.65%

KEX

75.42%

Sharpe Ratio

HQY

-0.41

Winner

KEX

0.77

5Y Beta

Winner

HQY

0.99

KEX

1.00

Industry

HQY

Health Information Services

KEX

Marine Shipping

P/E Ratio

HQY

33.12

Winner

KEX

22.54

Forward P/E

Winner

HQY

18.98

KEX

20.00

PEG Ratio

Winner

HQY

0.36

KEX

1.27

5Y EPS CAGR

Winner

HQY

114.60%

KEX

23.95%

Debt to Equity

HQY

46.04%

Winner

KEX

28.62%

Free Cash Flow Yield

HQY

6.48%

Winner

KEX

9.77%

P/S Ratio

HQY

5.58

Winner

KEX

2.23

P/B Ratio

HQY

3.64

Winner

KEX

2.21

HQY vs KEX - Historical Returns

Returns include dividend reinvestment.

Period	HQY	KEX
1 month	+9.79%	+0.27%
3 months	+15.04%	+15.49%
6 months	-8.73%	+29.23%
1 year	-15.05%	+27.42%
5 years(CAGR)	+2.39%	+16.48%
10 years(CAGR)	+11.80%	+7.49%
Max(CAGR)	+14.56%	+8.18%

Winner

HQY

+9.79%

KEX

+0.27%

HQY

+15.04%

Winner

KEX

+15.49%

HQY

-8.73%

Winner

KEX

+29.23%

HQY

-15.05%

Winner

KEX

+27.42%

5Y(CAGR)

HQY

+2.39%

Winner

KEX

+16.48%

10Y(CAGR)

Winner

HQY

+11.80%

KEX

+7.49%

Max(CAGR)

Winner

HQY

+14.56%

KEX

+8.18%

HQY vs KEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQY	KEX
2026	-3.00%	+28.20%
2025	-5.37%	+4.96%
2024	+45.01%	+33.94%
2023	+9.23%	+23.86%
2022	+31.60%	+7.46%
2021	-35.80%	+15.33%
2020	-3.52%	-41.72%
2019	+25.31%	+31.74%
2018	+28.36%	-0.65%
2017	+16.10%	+0.83%
2016	+62.27%	+29.83%
2015	+1.50%	-35.46%
2014	+44.60%	-16.63%
2013	N/A	+57.66%
2012	N/A	-4.68%
2011	N/A	+48.32%
2010	N/A	+26.07%
2009	N/A	+22.68%
2008	N/A	-41.14%
2007	N/A	+35.00%
2006	N/A	-35.73%
2005	N/A	+17.69%
2004	N/A	+25.90%
2003	N/A	+24.75%
2002	N/A	-2.87%
2001	N/A	+32.39%
2000	N/A	+4.69%
1999	N/A	+15.88%

HQY vs KEX Drawdown Comparison

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

The maximum drawdown for KEX was -75.42%, occurring on Mar 3, 2009. Recovery took 1767 trading sessions.

The current HQY drawdown is -22.85%. The current KEX drawdown is -5.99%.

Rank	HQY	KEX
#1	-60.65% Nov 7, 2018 - Nov 18, 2024	-75.42% May 9, 2006 - May 17, 2013
#2	-54.61% Nov 11, 2015 - Sep 8, 2016	-72.25% Sep 11, 2014 - May 31, 2024
#3	-36.07% Feb 12, 2025 - Feb 12, 2026	-38.76% Nov 11, 2024 - Jan 22, 2026
#4	-26.64% Dec 26, 2014 - Mar 24, 2015	-36.23% Mar 12, 2002 - Dec 15, 2003
#5	-25.46% Jun 8, 2017 - Feb 14, 2018	-29.94% May 16, 2000 - May 30, 2001
#6	-20.14% Oct 10, 2016 - Nov 11, 2016	-17.30% Dec 21, 2004 - Jul 5, 2005
#7	-19.61% Sep 10, 2014 - Nov 18, 2014	-17.15% Jun 4, 2001 - Oct 15, 2001
#8	-19.35% Aug 5, 2015 - Nov 10, 2015	-16.99% Jul 16, 2024 - Nov 11, 2024
#9	-18.68% Jan 18, 2017 - Jun 7, 2017	-15.96% Jan 5, 2004 - Jun 7, 2004
#10	-17.11% Sep 11, 2018 - Nov 7, 2018	-14.43% Jul 2, 2004 - Sep 30, 2004
#11	-12.96% Nov 21, 2024 - Jan 21, 2025	-13.92% Dec 29, 1999 - Apr 5, 2000
#12	-10.53% Feb 21, 2018 - Feb 28, 2018	-11.36% Jan 8, 2002 - Feb 13, 2002
#13	-10.23% Nov 28, 2014 - Dec 22, 2014	-9.98% Jan 22, 2026 - Feb 20, 2026
#14	-10.22% Jul 26, 2018 - Aug 14, 2018	-9.78% Aug 2, 2005 - Oct 3, 2005
#15	-10.21% Aug 14, 2014 - Sep 10, 2014	-9.71% Jan 22, 2014 - Feb 27, 2014