Stock Evaluator: HealthEquity, Inc. (HQY)

HealthEquity, Inc. HQY

$91.18 -0.57 -0.62%
September 23, 2026 11:00:56 AM EST November 10, 2021 Volume: 146,833
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NASD | DELAYED PRICE
SECTOR INDUSTRY
Health Care Health Care Providers & Services

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
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.

Commentary & Analysis


Financial Summary

Share Statistics HQY Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $7,589.1 $1,727.1 74%
Shares Out (Mil) 84.0 77.7 59%
Institutional Ownership 98.2% 87.7% 78%
Float (Mil) 81.0 55.7 57%
Beta 0.23 0.81 14%
Avg Daily Volume (000s) 875 652 66%
Price Change
(52-week)
(2.1%) 78.7% 48%
Growth HQY Industry
Median
Percentile
(All Stocks)
Sales (5yr) 12.4% 10.6% 66%
Net Income (5yr) 89.5% (0.3%) 98%
EPS (5yr) 83.3% 3.0% 98
Dividends (5yr) 0.0% 0.0% 0%
Cash Flow (5yr) (31.9%) (17.7%) 18%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 14 14 14
Current EPS $1.150 $4.724 $5.500
Month Ago EPS $1.153 $4.719 $5.447
# Rev Up 4 0 0
# Rev Down 0 1 1
Three Months Ago EPS $1.158 $4.732 $5.491
Year/Year Chg 47.4% 92.0% 133.8%
Financials HQY Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $1,362 $1,505 54%
Net Income (TTM) (Mil) $237 $26 70%
EPS (TTM) $2.790 $0.200 77%
Operating Cash Flow (TTM) (Mil) $490 $157 71%
Net Cash Flow (TTM) (Mil) ($49) $7 20%
Long-Term Debt (Q1) (Mil) $961 $374 65%
Enterprise Value (Q1) (Mil) $8,585 $2,284 71%
Valuation HQY Industry
Median
Percentile
(All Stocks)
P/B 3.82 3.08 72%
P/E 33.2 24.9 74%
Dividend Yield 0.0% 0.0% 0%
PEG (5yr hist) 0.4 1.1 20%
Ratios HQY Industry
Median
Percentile
(All Stocks)
Gross Margin 71.2% 27.6% 82%
Net Margin 17.4% 1.2% 76%
ROA 7.1% 2.1% 79%
ROE 11.4% 6.8% 61%
Liabilities to Assets 39.2% 61.3% 30%
F-Score 8 5 93%

HealthEquity, Inc. did not pass any screens on 9/22/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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