Price | 1W % | 1M % | 3M % | 6M % | 1Y % | YTD % |
|---|---|---|---|---|---|---|
-- | -- | -- | -- | -- | -- | -- |
AI Generated Qualitative Analysis
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HealthEquity, Inc. News
HealthEquity, Inc. Quantitative Score
About HealthEquity, Inc.
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
HealthEquity, Inc. Earnings & Revenue
HealthEquity, Inc. Financials
Table Compare
Compare HQY metrics with: | |||
|---|---|---|---|
Earnings & Growth | HQY | None | |
EPS (TTM) YoY Growth | -- | -- | |
Revenue (TTM) YoY Growth | -- | -- | |
Valuation (TTM) | HQY | None | |
Price/Earnings Ratio | -- | -- | |
Price/Sales Ratio | -- | -- | |
Profitability & Efficiency (TTM) | HQY | None | |
Net Profit Margin | -- | -- | |
Return on Equity | -- | -- | |
Financial Health (TTM) | HQY | None | |
Debt/Assets Ratio | -- | -- | |
Assets/Liabilities Ratio | -- | -- | |
HealthEquity, Inc. Income
HealthEquity, Inc. Balance Sheet
HealthEquity, Inc. Cash Flow
HealthEquity, Inc. Financials Over Time
Analysts Rating
Strong Buy
Buy
Hold
Sell
Strong Sell
Metrics Scores
| Metrics | Score |
|---|---|
| Discounted Cash Flows | Buy |
| Return on Equity | Neutral |
| Return on Assets | Buy |
| Debt/Equity Ratio | Buy |
| Price/Earnings Ratio | Strong Sell |
| Price/Book Ratio | Sell |
Price Targets
Disclaimer: This 3rd party analysis information is for reference only and does not constitute investment advice.
HealthEquity, Inc. Valuation
Project future cash flows and get the intrinsic value per share.
Historical Market Cap
Shares Outstanding
HealthEquity, Inc. Executives
| Name | Role |
|---|---|
| Mr. Jon Kessler | President, Chief Executive Officer & Director |
| Mr. Elimelech Rosner | Executive Vice President & Chief Technology Officer |
| Dr. Stephen D. Neeleman | Founder & Vice Chairman |
| Mr. Delano Ladd J.D. | Executive Vice President, General Counsel & Secretary |
| Mr. James M. Lucania | Chief Financial Officer & Executive Vice President |
| Name | Role | Gender | Date of Birth | Pay |
|---|---|---|---|---|
| Mr. Jon Kessler | President, Chief Executive Officer & Director | Male | 1968 | 1.52M |
| Mr. Elimelech Rosner | Executive Vice President & Chief Technology Officer | Male | 1957 | 1.04M |
| Dr. Stephen D. Neeleman | Founder & Vice Chairman | 1968 | 839.52K | |
| Mr. Delano Ladd J.D. | Executive Vice President, General Counsel & Secretary | Male | 1981 | 753.92K |
| Mr. James M. Lucania | Chief Financial Officer & Executive Vice President | Male | 1979 | 733.99K |
HealthEquity, Inc. Insider Trades
| Date | 3 Feb |
| Name | Natarajan Rajesh |
| Role | Director |
| Transaction | Acquired |
| Type | A-Award |
| Shares | 771 |
| Date | 3 Feb |
| Name | Parker Stuart B. |
| Role | Director |
| Transaction | Acquired |
| Type | A-Award |
| Shares | 771 |
| Date | 7 Jan |
| Name | Rosner Elimelech |
| Role | EVP, CHIEF TECHNOLOGY OFFICER |
| Transaction | Disposed |
| Type | F-InKind |
| Shares | 1707 |
| Date | 7 Jan |
| Name | Neeleman Stephen |
| Role | FOUNDER AND VICE CHAIRMAN |
| Transaction | Disposed |
| Type | F-InKind |
| Shares | 570 |
| Date | 7 Jan |
| Name | Lucania James M |
| Role | EVP & CFO |
| Transaction | Disposed |
| Type | F-InKind |
| Shares | 1848 |
| Date | Name | Role | Transaction | Type | Shares |
|---|---|---|---|---|---|
| 3 Feb | Natarajan Rajesh | Director | Acquired | A-Award | 771 |
| 3 Feb | Parker Stuart B. | Director | Acquired | A-Award | 771 |
| 7 Jan | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Disposed | F-InKind | 1707 |
| 7 Jan | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Disposed | F-InKind | 570 |
| 7 Jan | Lucania James M | EVP & CFO | Disposed | F-InKind | 1848 |