HQY vs UGI

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

HQY is from the Healthcare sector, while UGI is from the Utilities sector.

5-Year PerformanceHQY has outperformed UGI, delivering a return of +2.4% compared to +0.1%

HQY vs UGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQY(COMPANY)	UGI(COMPANY)
Market Cap	$7.44B	$7.54B
Max Drawdown	60.65%	65.64%
Sharpe Ratio	-0.24	0.14
5Y Beta	1.02	0.36
Industry	Health Information Services	Utilities - Regulated Gas
P/E Ratio	34.97	6.66
Forward P/E	17.42	7.73
PEG Ratio	0.28	0.31
Dividend Yield	N/A	4.27%
5Y Dividends CAGR	N/A	7.27%
5Y EPS CAGR	84.70%	20.61%
Debt to Equity	45.43%	0.00%
Free Cash Flow Yield	6.12%	3.16%
P/S Ratio	5.59	1.02
P/B Ratio	3.48	1.38

Market Cap

HQY

$7.44B

Winner

UGI

$7.54B

Max Drawdown

Winner

HQY

60.65%

UGI

65.64%

Sharpe Ratio

HQY

-0.24

Winner

UGI

0.14

5Y Beta

HQY

1.02

Winner

UGI

0.36

Industry

HQY

Health Information Services

UGI

Utilities - Regulated Gas

P/E Ratio

HQY

34.97

Winner

UGI

6.66

Forward P/E

HQY

17.42

Winner

UGI

7.73

PEG Ratio

Winner

HQY

0.28

UGI

0.31

Dividend Yield

HQY

N/A

UGI

4.27%

5Y Dividends CAGR

HQY

N/A

UGI

7.27%

5Y EPS CAGR

Winner

HQY

84.70%

UGI

20.61%

Debt to Equity

HQY

45.43%

Winner

UGI

0.00%

Free Cash Flow Yield

Winner

HQY

6.12%

UGI

3.16%

P/S Ratio

HQY

5.59

Winner

UGI

1.02

P/B Ratio

HQY

3.48

Winner

UGI

1.38

HQY vs UGI - Historical Returns

Returns include dividend reinvestment.

Period	HQY	UGI
1 month	+6.31%	-1.38%
3 months	+16.13%	-3.82%
6 months	-13.54%	-3.29%
1 year	-11.96%	+4.40%
5 years(CAGR)	+2.43%	+0.11%
10 years(CAGR)	+14.01%	+1.81%
Max(CAGR)	+14.61%	+9.70%

Winner

HQY

+6.31%

UGI

-1.38%

Winner

HQY

+16.13%

UGI

-3.82%

HQY

-13.54%

Winner

UGI

-3.29%

HQY

-11.96%

Winner

UGI

+4.40%

5Y(CAGR)

Winner

HQY

+2.43%

UGI

+0.11%

10Y(CAGR)

Winner

HQY

+14.01%

UGI

+1.81%

Max(CAGR)

Winner

HQY

+14.61%

UGI

+9.70%

HQY vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQY	UGI
2026	-3.25%	-4.28%
2025	-5.37%	+38.09%
2024	+45.01%	+20.40%
2023	+9.23%	-31.69%
2022	+31.60%	-15.71%
2021	-35.80%	+36.10%
2020	-3.52%	-18.70%
2019	+25.31%	-11.45%
2018	+28.36%	+14.64%
2017	+16.10%	+4.48%
2016	+62.27%	+39.13%
2015	+1.50%	-8.78%
2014	+44.60%	-4.10%
2013	N/A	+28.17%
2012	N/A	+15.86%
2011	N/A	-4.25%
2010	N/A	+32.80%
2009	N/A	+1.13%
2008	N/A	-7.63%
2007	N/A	+2.56%
2006	N/A	+33.21%
2005	N/A	+5.92%
2004	N/A	+24.73%
2003	N/A	+38.14%
2002	N/A	+26.73%
2001	N/A	+30.01%
2000	N/A	+30.53%
1999	N/A	-12.77%

HQY vs UGI Drawdown Comparison

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

The maximum drawdown for UGI was -59.58%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current HQY drawdown is -23.05%. The current UGI drawdown is -17.94%.

Rank	HQY	UGI
#1	-60.65% Nov 7, 2018 - Nov 18, 2024	-59.58% Dec 7, 2018 - Mar 23, 2020
#2	-54.61% Nov 11, 2015 - Sep 8, 2016	-40.14% Sep 5, 2014 - May 25, 2017
#3	-36.07% Feb 12, 2025 - Feb 12, 2026	-30.25% Aug 3, 2005 - Apr 27, 2007
#4	-26.64% Dec 26, 2014 - Mar 24, 2015	-30.08% Jun 30, 2008 - Apr 22, 2010
#5	-25.46% Jun 8, 2017 - Feb 14, 2018	-23.93% Apr 4, 2011 - Sep 26, 2012
#6	-20.14% Oct 10, 2016 - Nov 11, 2016	-20.60% Nov 1, 1999 - Aug 14, 2000
#7	-19.61% Sep 10, 2014 - Nov 18, 2014	-19.10% Jul 1, 2002 - Aug 8, 2002
#8	-19.35% Aug 5, 2015 - Nov 10, 2015	-18.28% Jun 4, 2007 - Jun 23, 2008
#9	-18.68% Jan 18, 2017 - Jun 7, 2017	-16.68% Jun 16, 2017 - May 30, 2018
#10	-17.11% Sep 11, 2018 - Nov 7, 2018	-16.48% Jun 4, 2003 - Jan 12, 2004
#11	-12.96% Nov 21, 2024 - Jan 21, 2025	-12.23% Dec 19, 2001 - Mar 21, 2002
#12	-10.53% Feb 21, 2018 - Feb 28, 2018	-12.22% Jan 14, 2004 - Aug 20, 2004
#13	-10.23% Nov 28, 2014 - Dec 22, 2014	-11.74% Dec 28, 2000 - Apr 17, 2001
#14	-10.22% Jul 26, 2018 - Aug 14, 2018	-11.11% May 21, 2013 - Jul 18, 2013
#15	-10.21% Aug 14, 2014 - Sep 10, 2014	-11.02% Aug 1, 2013 - Jan 31, 2014