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About the company
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage 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 to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can 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.
- Revenue in USD (TTM)999.59m
- Net income in USD55.71m
- Incorporated2002
- Employees3.13k
- LocationHealthequity Inc15 W Scenic Pointe Dr Ste 100DRAPER 84020-6120United StatesUSA
- Phone+1 (801) 727-1000
- Fax+1 (302) 655-5049
- Websitehttps://healthequity.com/
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Mergers & acquisitions
| Acquired company | HQY:NSQ since announced | Transaction value |
|---|---|---|
| Conduent Business Services LLC | 13.69% | 425.00m |
Data delayed at least 15 minutes, as of May 10 2024 17:10 BST.
Peer analysis
Key Information
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Smartsheet Inc | 958.34m | -104.63m | 5.35bn | 3.33k | -- | 8.78 | -- | 5.58 | -0.7803 | -0.7803 | 7.13 | 4.43 | 0.7831 | -- | 4.38 | 287,789.20 | -8.55 | -15.12 | -17.78 | -26.24 | 80.54 | 79.31 | -10.92 | -23.95 | -- | -- | 0.0011 | -- | 24.96 | 40.07 | 51.48 | -- | 8.71 | -- |
| Marathon Digital Holdings Inc | 387.51m | 259.05m | 5.36bn | 60.00 | 19.25 | 2.95 | 12.23 | 13.84 | 1.02 | 1.02 | 1.99 | 6.65 | 0.2432 | -- | 367.48 | 6,458,467.00 | 16.39 | -12.23 | 16.71 | -12.41 | -3.96 | 9.52 | 67.40 | -72.23 | -- | -3.90 | 0.1677 | -- | 229.09 | 201.23 | 137.33 | -- | 38.08 | -- |
| Tenable Holdings Inc | 825.83m | -67.57m | 5.38bn | 2.00k | -- | 14.99 | -- | 6.52 | -0.5808 | -0.5808 | 7.10 | 3.02 | 0.5523 | -- | 5.88 | 413,122.60 | -4.52 | -7.22 | -7.53 | -13.12 | 77.36 | 79.31 | -8.18 | -12.74 | -- | -3.85 | 0.5016 | -- | 16.91 | 24.47 | 15.11 | -- | 8.84 | -- |
| Aurora Innovation Inc | 0.00 | -765.00m | 5.60bn | 1.80k | -- | 3.00 | -- | -- | -0.5508 | -0.5508 | 0.00 | 1.20 | 0.00 | -- | -- | 0.00 | -38.68 | -- | -40.88 | -- | -- | -- | -- | -- | -- | -136.67 | 0.00 | -- | -100.00 | -- | 53.80 | -- | -- | -- |
| Qualys Inc | 569.58m | 162.22m | 5.61bn | 2.21k | 35.21 | 13.89 | 30.00 | 9.85 | 4.31 | 4.31 | 15.14 | 10.94 | 0.7409 | -- | 5.24 | 260,319.90 | 21.10 | 13.55 | 40.89 | 22.36 | 81.09 | 79.04 | 28.48 | 22.97 | -- | -- | 0.00 | 0.00 | 13.22 | 14.73 | 40.38 | 21.48 | -17.35 | -- |
| BILL Holdings Inc | 1.24bn | -52.34m | 6.12bn | 2.52k | -- | 1.51 | 123.42 | 4.93 | -0.5056 | -0.5056 | 11.55 | 38.31 | 0.1343 | -- | 25.92 | 492,856.40 | -0.5658 | -2.81 | -0.9231 | -5.13 | 82.14 | 76.62 | -4.21 | -31.17 | -- | -- | 0.2202 | -- | 64.88 | 74.80 | 31.45 | -- | 72.45 | -- |
| CCC Intelligent Solutions Holdings Inc | 888.70m | -96.40m | 6.56bn | 2.33k | -- | 3.67 | 154.37 | 7.38 | -0.1543 | -0.1543 | 1.45 | 2.90 | 0.2792 | -- | 9.15 | 382,234.40 | -2.92 | -- | -3.06 | -- | 73.89 | 70.23 | -10.45 | -14.72 | -- | 1.15 | 0.3086 | -- | 10.73 | 8.74 | -340.79 | -- | 22.22 | -- |
| SentinelOne Inc | 621.15m | -338.69m | 6.58bn | 2.30k | -- | 4.05 | -- | 10.59 | -1.12 | -1.12 | 2.04 | 5.23 | 0.2712 | -- | 3.40 | 270,067.00 | -14.79 | -- | -19.26 | -- | 71.14 | -- | -54.53 | -- | -- | -- | 0.00 | -- | 47.13 | -- | 10.56 | -- | -- | -- |
| HashiCorp Inc | 583.14m | -190.67m | 6.58bn | 2.20k | -- | 5.38 | -- | 11.29 | -0.9866 | -0.9866 | 3.01 | 6.09 | 0.3513 | -- | 3.38 | 265,062.30 | -11.49 | -- | -15.26 | -- | 81.36 | 81.08 | -32.70 | -52.07 | -- | -- | 0.00 | -- | 22.54 | 61.03 | 30.49 | -- | -- | -- |
| Healthequity Inc | 999.59m | 55.71m | 6.67bn | 3.13k | 121.18 | 3.28 | 31.96 | 6.68 | 0.6391 | 0.6391 | 11.51 | 23.63 | 0.3197 | -- | 9.91 | 319,765.50 | 1.78 | 0.2538 | 1.86 | 0.2682 | 62.29 | 58.65 | 5.57 | 0.8698 | -- | 3.04 | 0.3007 | 0.00 | 16.00 | 28.33 | 313.10 | -5.49 | 25.09 | -- |
| Wix.Com Ltd | 1.56bn | 33.14m | 6.84bn | 4.41k | 233.77 | -- | 114.76 | 4.38 | 0.5257 | 0.5257 | 26.49 | -0.953 | 0.8767 | -- | 31.40 | 353,798.20 | 1.86 | -9.39 | 4.19 | -16.85 | 67.18 | 65.86 | 2.12 | -12.81 | -- | -- | 1.11 | -- | 12.54 | 20.94 | 107.80 | -- | 36.23 | -- |
| Altair Engineering Inc | 619.58m | 9.58m | 7.11bn | 3.20k | 794.58 | 9.32 | 146.22 | 11.48 | 0.1078 | 0.1078 | 7.46 | 9.19 | 0.4755 | -- | 4.59 | 193,618.40 | 0.7352 | -1.63 | 0.9537 | -2.21 | 80.64 | 76.29 | 1.55 | -2.99 | -- | -- | 0.2875 | -- | 7.07 | 9.10 | 79.45 | -- | 1.66 | -- |
| SPS Commerce Inc | 560.62m | 68.54m | 7.17bn | 2.49k | 106.15 | 10.50 | 69.02 | 12.78 | 1.82 | 1.82 | 14.92 | 18.43 | 0.7296 | -- | 11.73 | 225,238.30 | 8.92 | 8.54 | 10.58 | 10.15 | 66.00 | 66.47 | 12.23 | 12.46 | -- | -- | 0.00 | 0.00 | 19.08 | 16.68 | 19.39 | 22.49 | 7.52 | -- |
| Dropbox Inc | 2.50bn | 453.60m | 7.83bn | 2.69k | 15.11 | -- | 12.55 | 3.13 | 1.53 | 1.53 | 6.51 | -0.4924 | 0.8211 | -- | 40.84 | 928,926.90 | 14.89 | 7.59 | 24.55 | 12.71 | 80.87 | 79.24 | 18.13 | 9.79 | -- | -- | 1.11 | 0.00 | 7.60 | 12.44 | -18.00 | -- | -17.91 | -- |
Data as of May 10 2024. Currency figures normalised to Healthequity Inc's reporting currency: US Dollar USD
49.91%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Dec 2023 | 9.57m | 11.11% |
| The Vanguard Group, Inc.as of 31 Dec 2023 | 8.37m | 9.72% |
| Wasatch Advisors, Inc.as of 31 Mar 2024 | 7.41m | 8.60% |
| Fidelity Management & Research Co. LLCas of 31 Dec 2023 | 4.97m | 5.77% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 2.96m | 3.43% |
| ClearBridge Investments LLCas of 31 Dec 2023 | 2.36m | 2.74% |
| Geode Capital Management LLCas of 31 Dec 2023 | 1.89m | 2.20% |
| Brown Advisory LLCas of 31 Mar 2024 | 1.86m | 2.16% |
| Mackenzie Financial Corp.as of 31 Dec 2023 | 1.81m | 2.10% |
| William Blair Investment Management LLCas of 31 Dec 2023 | 1.79m | 2.08% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
