JXN vs HQY

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

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

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

JXN vs HQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

JXN

$7.49B

Winner

HQY

$7.53B

Max Drawdown

Winner

JXN

49.12%

HQY

60.65%

Sharpe Ratio

Winner

JXN

1.00

HQY

-0.41

5Y Beta

JXN

1.49

Winner

HQY

0.99

Industry

JXN

Insurance - Life

HQY

Health Information Services

P/E Ratio

Winner

JXN

-19.69

HQY

33.12

Forward P/E

JXN

N/A

HQY

18.98

PEG Ratio

JXN

N/A

HQY

0.36

Dividend Yield

JXN

3.05%

HQY

N/A

5Y EPS CAGR

JXN

N/A

HQY

114.60%

Debt to Equity

Winner

JXN

21.35%

HQY

46.04%

Free Cash Flow Yield

Winner

JXN

69.51%

HQY

6.48%

P/S Ratio

Winner

JXN

1.26

HQY

5.58

P/B Ratio

Winner

JXN

0.83

HQY

3.64

JXN vs HQY - Historical Returns

Returns include dividend reinvestment.

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

JXN

+0.47%

Winner

HQY

+9.79%

JXN

+5.57%

Winner

HQY

+15.04%

Winner

JXN

+4.47%

HQY

-8.73%

Winner

JXN

+35.73%

HQY

-15.05%

5Y(CAGR)

Winner

JXN

+36.12%

HQY

+2.39%

10Y(CAGR)

JXN

N/A

HQY

+11.80%

Max(CAGR)

Winner

JXN

+36.12%

HQY

+14.56%

JXN vs HQY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JXN	HQY
2026	+2.87%	-3.00%
2025	+25.94%	-5.37%
2024	+79.11%	+45.01%
2023	+58.27%	+9.23%
2022	-12.59%	+31.60%
2021	+34.92%	-35.80%
2020	N/A	-3.52%
2019	N/A	+25.31%
2018	N/A	+28.36%
2017	N/A	+16.10%
2016	N/A	+62.27%
2015	N/A	+1.50%
2014	N/A	+44.60%

JXN vs HQY Drawdown Comparison

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

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

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

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