- $6.88bn
- $7.35bn
- $999.59m
- 99
- 19
- 92
- 80
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 26.22 | ||
| PEG Ratio (f) | 0.43 | ||
| EPS Growth (f) | 159.9% | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 3.38 | ||
| Price to Tang. Book | n/a | ||
| Price to Free Cashflow | 34.97 | ||
| Price to Sales | 6.88 | ||
| EV to EBITDA | 27.27 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 3.82% | ||
| Return on Equity | 2.83% | ||
| Operating Margin | 11.65% | ||
Financial Summary
| Year End 31st Jan | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 531.99 | 733.57 | 756.56 | 861.75 | 999.59 | 1,155.74 | 1,313.97 | 28.33% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | +33.65 | -53.59 | -87.57 | n/a | n/a | +291.75 | +25.28 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings and make investment choices.
Directors
- Robert Selander NEC (70)
- Jon Kessler PRE (53)
- Stephen Neeleman VCH (53)
- Tyson Murdock CFO (50)
- Edward Bloomberg COO (45)
- Adam Hostetter EVP (40)
- Delano Ladd EVP (40)
- Steve Lindsay EVP
- Angelique Hill EVP (53)
- Larry Trittschuh EVP (49)
- Frank Corvino IND (72)
- Adrian Dillon IND (67)
- Evelyn Dilsaver IND (65)
- Debra McCowan IND (49)
- Stuart Parker IND (59)
- Ian Sacks IND (50)
- Gayle Wellborn IND (60)
- Last Annual
- January 31st, 2024
- Last Interim
- January 31st, 2024
- Incorporated
- September 18th, 2002
- Public Since
- July 31st, 2014
- No. of Shareholders
- 23
- No. of Employees
- 3,126
- Sector
- Software & IT Services
- Industry
- Technology
- Exchange
NASDAQ Global Select Market- Shares in Issue
- 86,158,631
- Address
- 15 W Scenic Pointe Dr Ste 100, DRAPER, 84020-6120
- Web
- https://healthequity.com/
- Phone
- +1 8017271000
- Contact
- Richard Putnam
- Auditors
- PricewaterhouseCoopers LLP
Latest News for HQY
Upcoming Events for HQY
Q1 2025 Healthequity Inc Earnings Release
HealthEquity Inc Annual Shareholders Meeting
Q2 2025 Healthequity Inc Earnings Release
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FAQ
As of Today at 19:10 UTC, shares in HealthEquity are trading at $79.85. This share price information is delayed by 15 minutes.
Shares in HealthEquity last closed at $79.85 and the price had moved by +39.79% over the past 365 days. In terms of relative price strength the HealthEquity share price has outperformed the S&P500 Index by +12.9% over the past year.
The overall consensus recommendation for HealthEquity is Buy. You can view the full broker recommendation list by unlocking its StockReport.
HealthEquity does not currently pay a dividend.
HealthEquity does not currently pay a dividend.
HealthEquity does not currently pay a dividend.
To buy shares in HealthEquity you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $79.85, shares in HealthEquity had a market capitalisation of $6.88bn.
Here are the trading details for HealthEquity:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: HQY
Based on an overall assessment of its quality, value and momentum HealthEquity is currently classified as a High Flyer. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in HealthEquity is $99.23. That is 24.27% above the last closing price of $79.85.
Analysts covering HealthEquity currently have a consensus Earnings Per Share (EPS) forecast of $2.90 for the next financial year.
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like HealthEquity. Over the past six months, its share price has underperformed the S&P500 Index by -8.5%.
As of the last closing price of $79.85, shares in HealthEquity were trading +11.09% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The HealthEquity PE ratio based on its reported earnings over the past 12 months is 26.22. The shares last closed at $79.85.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
HealthEquity's management team is headed by:
- Robert Selander - NEC
- Jon Kessler - PRE
- Stephen Neeleman - VCH
- Tyson Murdock - CFO
- Edward Bloomberg - COO
- Adam Hostetter - EVP
- Delano Ladd - EVP
- Steve Lindsay - EVP
- Angelique Hill - EVP
- Larry Trittschuh - EVP
- Frank Corvino - IND
- Adrian Dillon - IND
- Evelyn Dilsaver - IND
- Debra McCowan - IND
- Stuart Parker - IND
- Ian Sacks - IND
- Gayle Wellborn - IND