HealthEquity, Inc.
HealthEquity, Inc.
Your view on HQY
Overview
What the company does, where it operates, and who runs it.
About HealthEquity, Inc.
- Industry
- Medical - Healthcare Information Services
- Sector
- Healthcare
- CEO
- Scott R. Cutler
- Headquarters
- 15 West Scenic Pointe Drive, Draper, UT, US
- Industry
- Medical - Healthcare Information Services
- Sector
- Healthcare
- CEO
- Scott R. Cutler
- Headquarters
- 15 West Scenic Pointe Drive, Draper, UT, US
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States.
The company offers cloud-based platforms for individuals to 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; and health savings accounts.
It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool.
In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs.
It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for HealthEquity, Inc., and the rating behind it. HQY last traded at $103.75, 37.0× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for HealthEquity, Inc.. Starting points for HealthEquity, Inc.: P/E 37.0, EPS $2.84, beta 0.24 — an Medical - Healthcare Information Services name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for HealthEquity, Inc.. HealthEquity, Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for HealthEquity, Inc.. Trailing twelve-month EPS for HealthEquity, Inc. stands at $2.84. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for HealthEquity, Inc.. HealthEquity, Inc. has reported as a listed company since 2014. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
HealthEquity, Inc. valued side by side against its closest peers. HealthEquity, Inc. is measured against Medical - Healthcare Information Services peers within the Healthcare sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold HealthEquity, Inc., and how their positions are changing. At a $8.58B market value, institutional positions materially move HealthEquity, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by HealthEquity, Inc. executives and directors. Shares of HealthEquity, Inc. have traded between $74.07 and $116.65 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming HealthEquity, Inc.. HealthEquity, Inc. is a $8.58B Healthcare company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming HealthEquity, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for HealthEquity, Inc.. Coverage tracks HealthEquity, Inc. within Medical - Healthcare Information Services (Healthcare). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.