Healthequity Inc

HQY

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81.650USD

-3.190-3.76%

Close 05/11, 16:00（ET）Quotes delayed by 15 min

Healthequity Inc's Score

Industry at a Glance

Industry Ranking

34 / 473

Overall Ranking

83 / 4494

Industry

Software & IT Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Healthequity Inc Highlights

StrengthsRisks

HealthEquity, Inc. is engaged in providing technology-enabled services that enables consumers to make healthcare saving and spending decisions. The Company uses its technology to manage consumer 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 provides consumers with payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice. It offers an investment platform and access to an online-only automated investment advisory service to all of its members whose account balances exceed a stated threshold. It administers pre-tax commuter benefit programs through which employers are permitted to provide employees with commuter benefits including qualified transit and parking.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 31.40% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 1.31B.

Undervalued

The company’s latest PE is 33.96, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 92.28M shares, decreasing 5.57% quarter-over-quarter.

Held by CI Select Canadian Equity Fund

Star Investor CI Select Canadian Equity Fund holds 1.30K shares of this stock.

Analyst Rating

Based on 16 analysts

Buy

Current Rating

112.200

Target Price

+32.25%

Upside Space

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

The current financial score of Healthequity Inc is 8.40, ranking 74 out of 473 in the Software & IT Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 334.59M, representing a year-over-year increase of 7.30%, while its net profit experienced a year-over-year increase of 88.66%.

Score

Industry at a Glance

Previous score

8.40

Change

0

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Financials

7.50

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

8.96

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

8.12

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

7.40

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Healthequity Inc is 4.05, ranking 454 out of 473 in the Software & IT Services industry. Its current P/E ratio is 33.96, which is 1386.14% below the recent high of 504.64 and 2103.71% above the recent low of -680.39.

Score

Industry at a Glance

Previous score

4.05

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 34/473

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Healthequity Inc is 8.38, ranking 58 out of 473 in the Software & IT Services industry. The average price target is 123.50, with a high of 134.00 and a low of 100.00.

Score

Industry at a Glance

Previous score

8.38

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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

The current price momentum score of Healthequity Inc is 8.92, ranking 155 out of 473 in the Software & IT Services industry. Currently, the stock price is trading between the resistance level at 89.86 and the support level at 77.93, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.85

Change

0.07

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-08

The current institutional shareholding score of Healthequity Inc is 10.00, ranking 1 out of 473 in the Software & IT Services industry. The latest institutional shareholding proportion is 109.24%, representing a quarter-over-quarter increase of 1.73%. The largest institutional shareholder is The Vanguard, holding a total of 8.54M shares, representing 10.11% of shares outstanding, with 0.69% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

9.83M

+0.73%

Wasatch Global Investors Inc

Star Investors

6.59M

+4.47%

State Street Investment Management (US)

3.09M

-1.88%

Geode Capital Management, L.L.C.

2.20M

+0.26%

Westfield Capital Management Company, L.P.

1.95M

+13.74%

Fidelity Management & Research Company LLC

1.82M

-38.33%

AQR Capital Management, LLC

1.76M

-0.11%

William Blair Investment Management, LLC

1.86M

+371.78%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Software & IT Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Healthequity Inc is 8.37, ranking 35 out of 473 in the Software & IT Services industry. The company's beta value is 0.19. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Healthequity Inc’s latest ESG disclosure leads the Software & IT Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.

Healthequity Inc

HQY

8.00 /10

Score

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Earnings Forecast

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