HealthEquity Inc HQY
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.
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if HQY is a good fit for your portfolio.
News
Trading Information
- Previous Close Price
- $83.56
- Day Range
- $81.17–83.48
- 52-Week Range
- $61.32–88.26
- Bid/Ask
- $81.71 / $84.82
- Market Cap
- $7.18 Bil
- Volume/Avg
- 471,188 / 592,724
Key Statistics
- Price/Earnings (Normalized)
- 32.26
- Price/Sales
- 6.93
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- Total Yield
- —
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
- 3,150
- Website
- https://www.healthequity.com
Comparables
Valuation
Metric
|
HQY
|
LFST
|
NBLY
|
---|---|---|---|
Price/Earnings (Normalized) | 32.26 | — | 37.89 |
Price/Book Value | 3.42 | 1.38 | 1.42 |
Price/Sales | 6.93 | 1.74 | 0.95 |
Price/Cash Flow | 23.42 | 67.06 | 13.98 |
Price/Earnings
HQY
LFST
NBLY
Financial Strength
Metric
|
HQY
|
LFST
|
NBLY
|
---|---|---|---|
Quick Ratio | 3.88 | 1.09 | 0.40 |
Current Ratio | 4.39 | 1.18 | 1.14 |
Interest Coverage | 2.60 | −7.58 | −0.27 |
Quick Ratio
HQY
LFST
NBLY
Profitability
Metric
|
HQY
|
LFST
|
NBLY
|
---|---|---|---|
Return on Assets (Normalized) | 7.15% | −4.18% | −1.59% |
Return on Equity (Normalized) | 11.17% | −6.13% | −2.93% |
Return on Invested Capital (Normalized) | 8.63% | −3.55% | 0.86% |
Return on Assets
HQY
LFST
NBLY
Health Information Services Industry Comparables
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
GE HealthCare Technologies Inc Common Stock
GEHC
| — | Pbsqx | $35.2 Bil | |||
Veeva Systems Inc Class A
VEEV
| Ynfhhptqc | Lpyj | $29.7 Bil | |||
Pro Medicus Ltd
PMCUF
| — | Bccqdt | $9.2 Bil | |||
Solventum Corp
SOLV
| — | Gkfyfrw | $8.6 Bil | |||
M3 Inc
MTHRF
| — | Xlpwmd | $6.3 Bil | |||
M3 Inc ADR
MTHRY
| — | Dhtycsf | $6.3 Bil | |||
Doximity Inc Class A
DOCS
| — | Jrxtws | $5.1 Bil | |||
Tempus AI Inc Class A common stock
TEM
| — | Pzn | $5.1 Bil | |||
R1 RCM Inc
RCM
| — | Dvscl | $4.6 Bil |