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Healthequity Inc

HQY

93.230USD

+2.710+2.99%

Close 10/13, 16:00（ET）Quotes delayed by 15 min

8.06BMarket Cap

55.25P/E TTM



Healthequity Inc

93.230

+2.710+2.99%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Healthequity Inc

Currency: USD Updated: 2025-10-10

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered undervalued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Healthequity Inc's Score

Industry at a Glance

Industry Ranking

72 / 469

Overall Ranking

139 / 4697

Industry

Software & IT Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 14 analysts

Buy

Current Rating

121.462

Target Price

+34.18%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Healthequity Inc Highlights

StrengthsRisks

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.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 39.23% year-on-year.

Undervalued

The company’s latest PE is 64.56, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 93.20M shares, decreasing 5.27% quarter-over-quarter.

Held by Wasatch Global Investors

Star Investor Wasatch Global Investors holds 6.10M shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-10

The company's current financial score is 7.30, which is lower than the Software & IT Services industry's average of 7.31. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 325.83M, representing a year-over-year increase of 8.64%, while its net profit experienced a year-over-year increase of 67.09%.

Score

Industry at a Glance

Previous score

7.30

Change



Financials

7.25

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.46

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.26

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.27

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.24

Key Metrics

Free cash flow

No Data

Healthequity Inc's Company Valuation

Currency: USD Updated: 2025-10-10

The company’s current valuation score is 4.05, which is lower than the Software & IT Services industry's average of 7.21. Its current P/E ratio is 64.56, which is 59.34% below the recent high of 102.87 and 5.30% above the recent low of 61.13.

Score

Industry at a Glance

Previous score

4.05

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 72/469

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-10

The company’s current earnings forecast score is 8.71, which is higher than the Software & IT Services industry's average of 7.59. The average price target for Healthequity Inc is 125.00, with a high of 134.00 and a low of 105.00.

Score

Industry at a Glance

Previous score

8.71

Change

Support & Resistance

No Data

Analyst Rating

Based on 14 analysts

Buy

Current Rating

121.462

Target Price

+34.18%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

247

Total

Median

Average

Company name

Ratings

Analysts

Healthequity Inc

HQY

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

CrowdStrike Holdings Inc

CRWD

Zscaler Inc

ServiceNow Inc

NOW

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-10

The company’s current price momentum score is 6.93, which is higher than the Software & IT Services industry's average of 6.34. Sideways: Currently, the stock price is trading between the resistance level at 96.15 and the support level at 86.23, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.28

Change

-0.35

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(2)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.146

Sell

RSI(14)

52.399

Neutral

STOCH(KDJ)(9,3,3)

60.979

Buy

ATR(14)

2.725

High Vlolatility

CCI(14)

5.486

Neutral

Williams %R

42.756

Buy

TRIX(12,20)

-0.083

Sell

StochRSI(14)

100.000

Overbought

Moving Average

Sell(2)

Neutral(0)

Buy(4)

Indicators

Value

Direction

MA5

91.424

Buy

MA10

90.865

Buy

MA20

92.695

Buy

MA50

91.693

Buy

MA100

96.428

Sell

MA200

96.749

Sell

Institutional Confidence

Currency: USD Updated: 2025-10-10

The company’s current institutional recognition score is 10.00, which is higher than the Software & IT Services industry's average of 5.78. The latest institutional shareholding proportion is 108.17%, representing a quarter-over-quarter decrease of 1.60%. The largest institutional shareholder is The Vanguard, holding a total of 8.48M shares, representing 9.85% of shares outstanding, with 4.73% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

9.54M

-2.57%

The Vanguard Group, Inc.

Star Investors

8.48M

-3.63%

Wasatch Global Investors Inc

Star Investors

6.10M

-15.66%

Fidelity Management & Research Company LLC

4.44M

-2.01%

State Street Global Advisors (US)

3.18M

-2.92%

Invesco Advisers, Inc.

2.25M

-4.32%

Geode Capital Management, L.L.C.

2.15M

+0.20%

Brown Advisory

1.63M

-15.83%

Dimensional Fund Advisors, L.P.

1.52M

-0.82%

ClearBridge Investments, LLC

1.32M

-28.69%

Risk Assessment

Currency: USD Updated: 2025-10-10

The company’s current risk assessment score is 7.21, which is higher than the Software & IT Services industry's average of 5.03. The company's beta value is 0.47. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.