Sifting through countless of stocks in the Health Care Providers & Services industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in HealthEquity, Inc., Vertex or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how HealthEquity, Inc., Vertex and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About HealthEquity, Inc., Vertex and Inc.

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. In addition, the company offers HSA and FSA members with access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force; and brokers and advisors, a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Latest Health Care Providers & Services and HealthEquity, Inc., Vertex, Inc. Stock News

As of September 1, 2026, HealthEquity, Inc. had a $8.0 billion market capitalization, compared to the Health Care Providers & Services median of $1.8 million. HealthEquity, Inc.’s stock is NA in 2026, NA in the previous five trading days and up 8.59% in the past year.

Currently, HealthEquity, Inc.’s price-earnings ratio is 35.1. HealthEquity, Inc.’s trailing 12-month revenue is $1.4 billion with a 17.4% net profit margin. Year-over-year quarterly sales growth most recently was 7.6%. Analysts expect adjusted earnings to reach $4.724 per share for the current fiscal year. HealthEquity, Inc. does not currently pay a dividend.

Currently, Vertex, Inc.’s price-earnings ratio is 628.6. Vertex, Inc.’s trailing 12-month revenue is $787.4 million with a 0.5% net profit margin. Year-over-year quarterly sales growth most recently was 10.5%. Analysts expect adjusted earnings to reach $0.822 per share for the current fiscal year. Vertex, Inc. does not currently pay a dividend.

How We Compare HealthEquity, Inc., Vertex and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at HealthEquity, Inc., Vertex and Inc.’s stock grades to see how they measure up against one another.

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HealthEquity, Inc., Vertex and Inc. Growth Grades

Company	Ticker	Growth
HealthEquity, Inc.	HQY	A
Vertex, Inc.	VERX	A

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

HealthEquity, Inc. has a Growth Score of 89, which is Very Strong. Vertex, Inc. has a Growth Score of 89, which is Very Strong.

The Growth Grade Winner: It’s a Tie!

Looking at the Growth Grade breakdown above, both HealthEquity, Inc., Vertex and Inc. have a grade of A. For investors who focus solely on a company’s upward growth, further research should be conducted into both companies’ other financial metrics before deciding whether to invest.

HealthEquity, Inc., Vertex and Inc.’s Momentum Grades

Company	Ticker	Momentum
HealthEquity, Inc.	HQY	C
Vertex, Inc.	VERX	F

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

HealthEquity, Inc. has a Momentum Score of 58, which is Average. Vertex, Inc. has a Momentum Score of 20, which is Very Weak.

The Momentum Stock Winner: No Clear Winner

Neither HealthEquity, Inc., Vertex or Inc. has a strong enough Momentum Grade to be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if HealthEquity, Inc., Vertex or Inc. is the better investment when it comes to momentum.

HealthEquity, Inc., Vertex and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
HealthEquity, Inc.	HQY	B
Vertex, Inc.	VERX	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

HealthEquity, Inc. has a Earnings Estimate Score of 61, which is Positive. Vertex, Inc. has a Earnings Estimate Score of 58, which is Neutral.

The Earnings Estimate Revisions Grade Winner: HealthEquity, Inc.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, HealthEquity, Inc. has a better Earnings Estimate Revisions Grade than Vertex, Inc.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, HealthEquity, Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other HealthEquity, Inc., Vertex and Inc. Grades

In addition to Growth, Estimate Revisions and Momentum, A+ Investor also provides grades for Value and Quality.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether HealthEquity, Inc., Vertex and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, HealthEquity, Inc., Vertex or Inc. Stock?

Overall, HealthEquity, Inc. stock has a Growth Score of 89, Momentum Score of 58 and Estimate Revisions Score of 61.

Vertex, Inc. stock has a Growth Score of 89, Momentum Score of 20 and Estimate Revisions Score of 58.

Comparing HealthEquity, Inc., Vertex and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.