Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.173
Neutral
RSI(14)
40.714
Neutral
STOCH(KDJ)(9,3,3)
24.894
Neutral
ATR(14)
2.648
High Vlolatility
CCI(14)
-103.052
Sell
Williams %R
78.306
Sell
TRIX(12,20)
-0.346
Sell
StochRSI(14)
68.624
Buy
Healthequity Inc
HQY88.535USD
+0.245+0.28%
Market hours （ET）Quotes delayed by 15 min
7.68BMarket Cap
63.03P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-28Key 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.The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
14
analysts
Buy
Current Rating
121.231
Target Price
+37.79%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company 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 62.97, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 95.07M shares, decreasing 3.02% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 8.48M shares of this stock.
Financial Health
Currency: USD Updated：2025-08-28The company's current financial score is 7.73, which is higher than the Software & IT Services industry's average of 7.32. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 330.84M, representing a year-over-year increase of 15.04%, while its net profit experienced a year-over-year increase of 87.12%.
Score
Financials
7.79
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
9.23
Operational Efficiency
7.34
Growth Potential
7.13
Shareholder Returns
7.18
Valuation Dimension
Currency: USD Updated：2025-08-28The company’s current valuation score is 1.80, which is lower than the Software & IT Services industry's average of 2.30. Its current P/E ratio is 62.75, which is 24.56% below the recent high of 78.16 and -10.96% above the recent low of 69.62.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 70/474
No Data
Forecast
Currency: USD Updated：2025-08-28The company’s current earnings forecast score is 8.71, which is higher than the Software & IT Services industry's average of 7.60. The average price target for Healthequity Inc is 125.00, with a high of 130.00 and a low of 104.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
14
analysts
Buy
Current Rating
121.231
Target Price
+37.79%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
242
Total
8
Median
12
Average
Company name
Ratings
Analysts
Healthequity Inc
HQY
14
Microsoft Corp
MSFT
62
Palo Alto Networks Inc
PANW
54
Zscaler Inc
ZS
47
ServiceNow Inc
NOW
46
Fortinet Inc
FTNT
45
1
2
3
...
49
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-28The company’s current price momentum score is 6.62, which is lower than the Software & IT Services industry's average of 7.31. Sideways: Currently, the stock price is trading between the resistance level at 96.13 and the support level at 83.52, making it suitable for range-bound swing trading.
Score
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.
Moving Average
Indicators
Value
Direction
MA5
88.568
Sell
MA10
89.229
Sell
MA20
90.174
Sell
MA50
95.836
Sell
MA100
95.042
Sell
MA200
97.734
Sell
Institutional Confidence
Currency: USD Updated：2025-08-28The company’s current institutional recognition score is 10.00, which is higher than the Software & IT Services industry's average of 6.80. The latest institutional shareholding proportion is 109.93%, representing a quarter-over-quarter decrease of 1.99%. The largest institutional shareholder is The Vanguard, holding a total of 8.48M shares, representing 9.81% of shares outstanding, with 5.08% decrease in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
State Street Global Advisors (US)
Invesco Advisers, Inc.
Geode Capital Management, L.L.C.
Brown Advisory
Dimensional Fund Advisors, L.P.
ClearBridge Investments, LLC
1
2
Risk Assessment
Currency: USD Updated：2025-08-28The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Software & IT Services export-driven 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 company’s current risk assessment score is 5.01, which is higher than the Software & IT Services industry's average of 4.01. The company's beta value is 0.51. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.50
VaR
+3.75%
240-Day Maximum Drawdown
+32.96%
240-Day Volatility
+44.62%
Return
Best Daily Return
60 days
+8.96%
120 days
+8.96%
5 years
+11.61%
Worst Daily Return
60 days
-6.12%
120 days
-17.07%
5 years
-24.60%
Sharpe Ratio
60 days
-1.60
120 days
-0.36
5 years
+0.34
Risk Assessment
Maximum Drawdown
240 days
+32.96%
3 years
+35.01%
5 years
+56.58%
Return-to-Drawdown Ratio
240 days
+0.46
3 years
+0.21
5 years
+0.11
Skewness
240 days
-0.91
3 years
-0.63
5 years
-1.03
Volatility
Realised Volatility
240 days
+44.62%
5 years
+45.50%
Standardised True Range
240 days
+3.66%
5 years
+2.96%
Downside Risk-Adjusted Return
120 days
-42.64%
240 days
-42.64%
Maximum Daily Upside Volatility
60 days
+27.12%
Maximum Daily Downside Volatility
60 days
+24.57%
Liquidity
Average Turnover Rate
60 days
+1.19%
120 days
+1.27%
5 years
--
Turnover Deviation
20 days
+20.76%
60 days
+31.61%
120 days
+40.85%
Peers
Currency: USD Updated：2025-08-28Healthequity Inc
HQY
6.79 /10
Score
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
