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About the company
HealthEquity, Inc. is engaged in providing technology-enabled services that enables consumers to make healthcare saving and spending decisions. The Company uses its technology to manage consumer 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 to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It provides consumers with payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice. It offers an investment platform and access to an online-only automated investment advisory service to all of its members whose account balances exceed a stated threshold. It administers pre-tax commuter benefit programs through which employers are permitted to provide employees with commuter benefits including qualified transit and parking.
- Revenue in USD (TTM)1.29bn
- Net income in USD191.83m
- Incorporated2002
- Employees3.11k
- LocationHealthequity Inc15 W Scenic Pointe Dr Ste 100DRAPER 84020-6120United StatesUSA
- Phone+1 (801) 727-1000
- Fax+1 (302) 655-5049
- Websitehttps://healthequity.com/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paylocity Holding Corp | 1.68bn | 238.28m | 5.81bn | 6.70k | 25.36 | 5.29 | 16.79 | 3.46 | 4.25 | 4.25 | 30.03 | 20.39 | 0.2739 | -- | 38.40 | 250,685.20 | 3.88 | 4.01 | 16.53 | 17.06 | 68.97 | 67.97 | 14.19 | 13.01 | -- | 30.30 | 0.0689 | 0.00 | 13.74 | 23.23 | 9.85 | 28.65 | 12.28 | -- |
| Dropbox Inc | 2.52bn | 508.40m | 5.81bn | 2.11k | 11.08 | -- | 8.73 | 2.31 | 2.25 | 2.25 | 8.66 | -7.40 | 0.8172 | -- | 33.73 | 1,193,090.00 | 16.48 | 15.23 | 33.17 | 26.02 | 80.15 | 80.82 | 20.17 | 19.11 | -- | 8.83 | 2.30 | 0.00 | -1.07 | 5.66 | 12.40 | -- | -23.24 | -- |
| OneStream Inc | 601.93m | -50.30m | 5.82bn | 1.62k | -- | 11.51 | -- | 9.67 | -0.283 | -0.283 | 3.31 | 2.06 | 0.6511 | -- | 3.46 | 370,877.40 | -7.32 | -- | -14.53 | -- | 68.66 | -- | -11.24 | -- | -- | -- | 0.00 | -- | 22.99 | -- | 76.74 | -- | -- | -- |
| Global-E Online Ltd | 962.20m | 68.27m | 5.88bn | 1.08k | 90.20 | 6.30 | 65.85 | 6.11 | 0.3839 | 0.3839 | 5.52 | 5.50 | 0.7059 | -- | 19.86 | -- | 5.01 | -7.78 | 7.31 | -10.22 | 45.34 | 42.83 | 7.10 | -14.00 | -- | -- | -- | -- | 27.82 | 47.81 | 190.37 | 148.19 | 46.71 | -- |
| Dolby Laboratories Inc | 1.34bn | 240.52m | 6.22bn | 2.05k | 26.29 | 2.40 | 18.76 | 4.65 | 2.48 | 2.48 | 13.80 | 27.15 | 0.4216 | 5.15 | 2.37 | 652,772.80 | 7.62 | 8.18 | 8.89 | 9.33 | 87.86 | 88.78 | 18.08 | 18.96 | 3.10 | -- | 0.00 | 44.05 | 5.92 | 3.04 | -2.60 | 1.97 | -9.47 | 8.45 |
| Clear Secure Inc | 900.78m | 109.17m | 6.40bn | 3.30k | 43.00 | 36.01 | 31.59 | 7.11 | 1.12 | 1.12 | 9.22 | 1.33 | 0.7211 | -- | 739.56 | 272,880.70 | 13.46 | 4.38 | 32.68 | 11.33 | 85.81 | 85.88 | 18.67 | 7.15 | -- | -- | 0.00 | 109.04 | 16.91 | 31.30 | -35.66 | -- | 11.63 | -- |
| AppFolio Inc | 950.82m | 140.92m | 6.50bn | 1.70k | 46.44 | 11.98 | 39.72 | 6.84 | 3.89 | 3.89 | 26.24 | 15.08 | 1.45 | -- | 31.06 | 558,649.80 | 21.42 | 11.87 | 24.60 | 13.76 | 63.68 | 62.42 | 14.82 | 8.78 | -- | -- | 0.00 | 0.00 | 19.72 | 25.12 | -30.94 | -2.31 | -31.92 | -- |
| Healthequity Inc | 1.29bn | 191.83m | 6.66bn | 3.11k | 35.72 | 3.13 | 19.18 | 5.16 | 2.18 | 2.18 | 14.65 | 24.93 | 0.3748 | -- | 11.84 | 415,671.50 | 5.57 | 0.6024 | 5.80 | 0.6343 | 67.72 | 59.96 | 14.86 | 2.00 | -- | 6.58 | 0.3152 | 0.00 | 20.03 | 17.66 | 73.58 | 19.51 | 64.41 | -- |
| Paycom Software Inc | 2.05bn | 453.40m | 6.82bn | 5.77k | 15.88 | 4.06 | 10.83 | 3.32 | 8.08 | 8.08 | 36.54 | 31.60 | 0.3049 | 222.77 | 48.79 | 355,580.60 | 6.74 | 7.96 | 21.68 | 22.38 | 83.17 | 83.49 | 22.10 | 22.01 | 1.09 | 166.79 | 0.00 | 9.57 | 8.95 | 19.51 | -9.68 | 25.88 | 23.96 | -- |
| Clearwater Analytics Holdings Inc | 731.37m | -39.12m | 6.95bn | 3.00k | -- | 3.39 | 153.14 | 9.51 | -0.1392 | -0.1392 | 2.62 | 6.94 | 0.3482 | -- | 5.21 | 243,789.30 | -1.92 | 8.46 | -2.05 | 9.82 | 67.29 | 70.33 | -5.50 | 16.59 | -- | 0.6524 | 0.2883 | 0.00 | 61.88 | 29.19 | -109.14 | -- | 41.77 | -- |
| ServiceTitan Inc | 916.26m | -298.08m | 6.99bn | 3.05k | -- | 4.65 | -- | 7.63 | -3.17 | -3.17 | 9.88 | 16.07 | 0.5579 | -- | 9.55 | 300,511.30 | -13.34 | -- | -14.66 | -- | 69.43 | -- | -23.91 | -- | -- | -- | 0.065 | -- | 25.64 | -- | -49.25 | -- | -- | -- |
| Match Group Inc | 3.49bn | 613.45m | 7.28bn | 2.20k | 13.09 | -- | 10.12 | 2.09 | 2.39 | 2.39 | 13.28 | -1.09 | 0.7813 | -- | 11.10 | 1,585,090.00 | 13.74 | 11.17 | 16.65 | 13.34 | 72.80 | 71.64 | 17.59 | 14.87 | -- | 7.12 | 1.07 | 9.66 | 0.2249 | 7.84 | 11.28 | 3.03 | 6.02 | -- |
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Dec 2025 | 9.83m | 11.51% |
| The Vanguard Group, Inc.as of 31 Dec 2025 | 7.95m | 9.31% |
| Wasatch Advisors LPas of 31 Dec 2025 | 6.59m | 7.71% |
| SSgA Funds Management, Inc.as of 31 Dec 2025 | 3.09m | 3.62% |
| Geode Capital Management LLCas of 31 Dec 2025 | 2.20m | 2.58% |
| Westfield Capital Management Co. LPas of 31 Dec 2025 | 1.95m | 2.29% |
| William Blair Investment Management LLCas of 31 Dec 2025 | 1.86m | 2.17% |
| Fidelity Management & Research Co. LLCas of 31 Dec 2025 | 1.82m | 2.13% |
| AQR Capital Management LLCas of 31 Dec 2025 | 1.76m | 2.06% |
| Brown Advisory LLCas of 31 Dec 2025 | 1.51m | 1.77% |
