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Stock Research: HealthEquity

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

HealthEquity

NSQ:HQY US42226A1079
41
  • Value
    18
  • Growth
    31
  • Safety
    Safety
    71
  • Combined
    18
  • Sentiment
    77
  • 360° View
    360° View
    41
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Company Description

HealthEquity, Inc. provides technology-enabled services for healthcare saving and spending decisions. The company's main business involves managing consumer tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) like flexible spending accounts (FSAs) and health reimbursement arrangements (HRAs), as well as administering COBRA, commuter, and other benefits. In the last fiscal year, the company had a market cap of $8354 million, profits of $777 million, revenue of $1200 million, and 3105 employees.

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ANALYSIS: With an Obermatt 360° View of 41 (better than 41% compared with alternatives), overall professional sentiment and financial characteristics for the stock HealthEquity are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half below and half above average for HealthEquity. The consolidated Sentiment Rank has a good rank of 77, which means that professional investors are more optimistic about the stock than for 77% of alternative investment opportunities. It also rates well regarding its financing structure, with the consolidated Safety Rank at 71 or better than 71% of its peers when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the stock is expensive and expects low growth. The consolidated Value Rank is only 18, meaning that the share price of HealthEquity is on the high side, compared with indicators such as revenues, profits, and invested capital. The company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth,and stock returns, with its Growth Rank at 31. ...read more

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Strongest Rank Dividend Yield
Weakest Rank Pro Holdings
Country USA
Industry Health Care Managed
Size Large
Website healthequity.com
Index
NASDAQ
D.J. US Health Care
S&P MIDCAP
HealthEquity stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 9-Apr-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
18 1 20 39
Growth
31 54 87 31
Safety
Safety
71 45 41 84
Sentiment
77 84 100 65
360° View
360° View
41 26 78 63
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Metrics Current 2025 2024 2023
Analyst Opinions
53 97 100 79
Opinions Change
21 50 100 50
Pro Holdings
n/a 45 86 17
Market Pulse
58 69 89 66
Sentiment
77 84 100 65
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Metrics Current 2025 2024 2023
Value
18 1 20 39
Growth
31 54 87 31
Safety Safety
71 45 41 84
Combined
18 7 26 33
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
5 3 30 38
Price vs. Earnings (P/E)
42 25 72 52
Price vs. Book (P/B)
32 34 42 65
Dividend Yield
1 1 1 1
Value
18 1 20 39
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Metrics Current 2025 2024 2023
Revenue Growth
44 52 81 26
Profit Growth
71 66 65 29
Capital Growth
17 1 79 59
Stock Returns
54 85 51 41
Growth
31 54 87 31
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Metrics Current 2025 2024 2023
Leverage
62 48 45 38
Refinancing
60 28 31 73
Liquidity
61 67 62 83
Safety Safety
71 45 41 84

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Frequently Asked
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The value case is weak (expensive and low Growth Rank), but sentiment is strong and financing is safe. This scenario may indicate future growth not yet in current financials. This is a speculative choice for investors with a high-risk appetite who are betting on the positive sentiment and safe financing to sustain a long-term turnaround.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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