Subject of the day
HQY
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. In addition, the company offers HSA and FSA members with access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force; and brokers and advisors, a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.
FY 2015–2026 · 12 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.31B | +50.5% | |
| Gross profit | $913.12M | +35.3% | |
| Operating income | $322.46M | +39.5% | |
| Net income | $215.20M | +67.6% | |
| Cash from ops | $242.83M | +28.8% |
$105.59
▲ +0.09 (+0.1%)
| 52w hi | $106.79 |
|---|---|
| 52w lo | $73.21 |
| Vol | 878.14K |
| As of | Aug 13 |
Our score +0.39
| Short | +0.41 |
|---|---|
| Medium | +0.38 |
| Long | +0.36 |
computed 2026-08-13
HealthEquity, Inc.
Healthcare · Health Information Services
| Market cap | $8.85B |
|---|---|
| Enterprise value | $9.54B |
| Trailing P/E | 39.55x |
| Forward P/E | 19.38x |
| EV / EBITDA | 19.03x |
| P / S (ttm) | 6.60x |
| Profit margin | 17.3% |
| Return on equity | 11.1% |
| Revenue growth | +7.2% |
| Earnings growth | +34.4% |
| Debt / equity | 48.09 |
| Beta vs SPX | 0.91 |
|---|---|
| Corr SPX | 0.39 |
| Annual vol | 37.9% |
| Annual ret | +29.1% |
| Sharpe | 0.77 |
| Max DD | -36.1% |
Window: 504 trading days (504 obs)
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.27 | |
| Sector | +0.12 | |
| Technical | +0.00 | |
| Earnings | +0.00 | |
| Sentiment | +0.60 |
macro × 1.00 · 2026-08-13
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Aug 13 | $105.70 | $107.45 | $104.39 | $105.59 | 878.14K |
| Aug 12 | $103.87 | $106.67 | $102.61 | $105.50 | 538.80K |
| Aug 11 | $106.80 | $107.24 | $105.11 | — | 546.40K |
| Aug 10 | $103.78 | $107.62 | $103.73 | $106.79 | 623.90K |
| Aug 7 | $103.93 | $105.40 | $103.18 | $104.63 | 537.50K |