HealthEquity Inc HQY

Morningstar Rating
$90.04 +0.67 (0.75%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

HQY is trading at a LOCK|z!l>yL premium.
Price
$89.41
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

News

Trading Information

Previous Close Price
$89.37
Day Range
$88.67–91.02
52-Week Range
$72.76–107.62
Bid/Ask
$82.98 / $94.11
Shares Outstanding
82.72M
Market Cap
$7.45B
Volume/Avg
834,407 / 841,295

Key Statistics

Price/Earnings (Normalized)
20.13
Price/Sales
5.62
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
5.47%

Company Profile

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
Stock Style Box
Small Growth
Total Number of Employees
2,814

Valuation

Metric
HQY
Price/Earnings (Normalized)
20.13
Price/Book Value
3.72
Price/Sales
5.62
Price/Cash Flow
15.17
Price/Earnings
HQY

Financial Strength

Metric
HQY
Quick Ratio
2.46
Current Ratio
2.99
Interest Coverage
6.70
Quick Ratio
HQY

Profitability

Metric
HQY
Return on Assets (Normalized)
11.28%
Return on Equity (Normalized)
18.14%
Return on Invested Capital (Normalized)
13.30%
Return on Assets
HQY

Health Information Services Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Veeva Systems Inc Class A
VEEV
LOCK|$^?##$#LOCK|&&^$46B
Tempus AI Inc Class A common stock
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—LOCK|YC!$14B
Pro Medicus Ltd ADR
PMDIY
—LOCK|pQ<k#$12B
Pro Medicus Ltd
PMCUF
—LOCK|K@<<j$12B
BrightSpring Health Services Inc
BTSG
—LOCK|@^k>T$11B
Hinge Health Inc Ordinary Shares - Class A
HNGE
—LOCK|vYLb$8B
M3 Inc
MTHRF
—LOCK|Dt@%j$8B
M3 Inc ADR
MTHRY
—LOCK|%xlR^$8B
Doximity Inc Class A
DOCS
—LOCK|v#v$5B

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