Stock Research: HealthEquity

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HealthEquity

NasdaqGS:HQY US42226A1079
76
  • Value
    44
  • Growth
    97
  • Safety
    Safety
    9
  • Combined
    46
  • Sentiment
    91
  • 360° View
    360° View
    76
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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

ANALYSIS: With an Obermatt 360° View of 76 (better than 76% compared with alternatives) for 2025, overall professional sentiment and financial characteristics for the stock HealthEquity are very positive. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for HealthEquity. The consolidated Growth Rank has a good rank of 97, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 97% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 91, which means that professional investors are more optimistic about the stock than for 91% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 9, which means that the share price of HealthEquity is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 91% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 44, which means that the company has a financing structure that is riskier than those of 56% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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NASDAQ
S&P MIDCAP
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: 21-Aug-2025.

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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.

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Metrics Current 2024 2023 2022
Value
9 1 20 39
Growth
97 54 87 31
Safety
Safety
44 45 41 84
Sentiment
91 84 100 65
360° View
360° View
76 26 78 63
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Metrics Current 2024 2023 2022
Analyst Opinions
100 97 100 79
Opinions Change
50 50 100 50
Pro Holdings
n/a 45 86 17
Market Pulse
68 69 89 66
Sentiment
91 84 100 65
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Metrics Current 2024 2023 2022
Value
9 1 20 39
Growth
97 54 87 31
Safety Safety
44 45 41 84
Combined
46 7 26 33
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
41 25 72 52
Price vs. Earnings (P/E)
10 3 30 38
Price vs. Book (P/B)
40 34 42 65
Dividend Yield
1 1 1 1
Value
9 1 20 39
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Metrics Current 2024 2023 2022
Revenue Growth
67 52 81 26
Profit Growth
63 66 65 29
Capital Growth
95 1 79 59
Stock Returns
79 85 51 41
Growth
97 54 87 31
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Metrics Current 2024 2023 2022
Leverage
43 48 45 38
Refinancing
39 28 31 73
Liquidity
59 67 62 83
Safety Safety
44 45 41 84

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