HealthEquity Inc HQY

Morningstar Rating
$83.09 +4.91 (6.28%)
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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 154% premium.
Price
$78.49
Fair Value
$21.25
Uncertainty
High
1-Star Price
$25.78
5-Star Price
$17.18
Economic Moat
Xyhqp
Capital Allocation

News

Trading Information

Previous Close Price
$78.18
Day Range
$79.3783.22
52-Week Range
$61.8188.26
Bid/Ask
$83.25 / $83.09
Market Cap
$7.26 Bil
Volume/Avg
657,356 / 649,279

Key Statistics

Price/Earnings (Normalized)
27.05
Price/Sales
6.27
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
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

Comparables

Valuation

Metric
HQY
PRVA
DOCS
Price/Earnings (Normalized)
27.0524.7841.63
Price/Book Value
3.163.488.82
Price/Sales
6.271.2817.79
Price/Cash Flow
19.7827.1439.56
Price/Earnings
HQY
PRVA
DOCS

Financial Strength

Metric
HQY
PRVA
DOCS
Quick Ratio
3.601.766.44
Current Ratio
4.101.816.72
Interest Coverage
3.13
Quick Ratio
HQY
PRVA
DOCS

Profitability

Metric
HQY
PRVA
DOCS
Return on Assets (Normalized)
7.89%8.68%19.77%
Return on Equity (Normalized)
12.41%15.60%23.22%
Return on Invested Capital (Normalized)
9.41%12.98%20.81%
Return on Assets
HQY
PRVA
DOCS

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
TgpryzsdJgvg$41.0 Bil
Veeva Systems Inc Class A
VEEV
ShnhyvmbgfHrhf$33.1 Bil
Pro Medicus Ltd
PMCUF
Tjrgzdb$12.8 Bil
Solventum Corp
SOLV
Rvznflh$11.6 Bil
Doximity Inc Class A
DOCS
Sygb$8.1 Bil
Tempus AI Inc Class A common stock
TEM
Bqqp$7.6 Bil
M3 Inc
MTHRF
Ybfvv$7.4 Bil
M3 Inc ADR
MTHRY
Pwpfdsg$7.4 Bil
R1 RCM Inc
RCM
Zcp$6.0 Bil

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