HEALTHEQUITY INC

NASDAQ: HQY (HealthEquity, Inc.)

Last update: 4 days ago, 12:08PM

94.95

0.19 (0.20%)

Previous Close 94.76
Open 93.21
Volume 1,511,864
Avg. Volume (3M) 709,164
Market Cap 8,228,623,360
Price / Earnings (TTM) 87.11
Price / Earnings (Forward) 26.32
Price / Sales 7.36
Price / Book 3.90
52 Weeks Range
65.01 (-31%) — 105.82 (11%)
Earnings Date 17 Mar 2025 - 21 Mar 2025
Profit Margin 9.61%
Operating Margin (TTM) 20.24%
Diluted EPS (TTM) 1.09
Quarterly Revenue Growth (YOY) 23.10%
Quarterly Earnings Growth (YOY) 238.60%
Total Debt/Equity (MRQ) 53.66%
Current Ratio (MRQ) 4.10
Operating Cash Flow (TTM) 307.74 M
Levered Free Cash Flow (TTM) -192.96 M
Return on Assets (TTM) 3.40%
Return on Equity (TTM) 5.15%

Market Trend

Short Term Medium Term
Industry Health Information Services (US) Mixed Bearish
Health Information Services (Global) Mixed Bearish
Stock HealthEquity, Inc. Bullish Bullish

AIStockmoo Score

0.3
Analyst Consensus 4.0
Insider Activity -1.5
Price Volatility -0.5
Technical Moving Averages 0.0
Technical Oscillators -0.5
Average 0.30

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
HQY 8 B - 87.11 3.90
RCM 6 B - - 2.14
TEM 5 B - - 100.48
WAY 5 B - - 1.74
PRVA 2 B - 180.91 3.89
WGS 2 B - - 10.39

HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages 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 administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

Sector Healthcare
Industry Health Information Services
Investment Style Small Growth
% Held by Insiders 2.06%
% Held by Institutions 103.65%
52 Weeks Range
65.01 (-31%) — 105.82 (11%)
Price Target Range
105.00 (10%) — 130.00 (36%)
High 130.00 (BTIG, 36.91%) Buy
Median 120.00 (26.38%)
Low 105.00 (RBC Capital, 10.59%) Buy
Average 116.57 (22.77%)
Total 6 Buy, 1 Hold
Avg. Price @ Call 97.85
Firm Date Target Price Call Price @ Call
JMP Securities 10 Dec 2024 107.00 (12.69%) Buy 95.39
RBC Capital 10 Dec 2024 105.00 (10.58%) Buy 95.39
Mizuho 04 Dec 2024 126.00 (32.70%) Buy 103.00
Barrington Research 02 Dec 2024 120.00 (26.38%) Buy 101.66
Goldman Sachs 15 Nov 2024 108.00 (13.74%) Hold 98.98
BTIG 14 Nov 2024 130.00 (36.91%) Buy 95.70
B of A Securities 13 Nov 2024 120.00 (26.38%) Buy 94.80
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
MCCOWAN DEBRA CHARLOTTE - 95.00 -5,000 -475,000
PARKER STUART B. - 95.00 -25,000 -2,375,000
ROSNER ELIMELECH - 95.00 -2,869 -272,555
Aggregate Net Quantity -32,869
Aggregate Net Value ($) -3,122,555
Aggregate Avg. Buy ($) -
Aggregate Avg. Sell ($) 95.00
Name Holder Date Type Quantity Price Value ($)
MCCOWAN DEBRA CHARLOTTE Director 12 Dec 2024 Sell (-) 5,000 95.00 475,000
ROSNER ELIMELECH Officer 12 Dec 2024 Sell (-) 2,869 95.00 272,555
PARKER STUART B. Director 12 Dec 2024 Sell (-) 25,000 95.00 2,375,000

The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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