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Equity
HealthEquity Inc(HQY)
USD --+0.00%
Reward67High
Risk28Low
📊75%Data
HQY
+0.0 · +0.00%
USD · NASDAQ
HealthEquity Inc | Healthcare
Quality Compounder
Market Cap:6.53Bn
ℹ️
Reward Rating
67
High
Top 25% (model universe)
75% data coverage
ℹ️
Risk Rating
28
Low
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on HQY to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $114.44.

What is HealthEquity Inc?

provides technology-enabled services platforms to consumers and employers in the United States.

HQY · Verdict

Solid reward · low risk

HQY scores well on volatility and growth with no major weaknesses flagged in the model.

Based on 88% data coverage

HQY · Verdict

What’s working & what to watch

Strengths 4

  • Volatility95/100

    Top decile vs peers

  • Growth81/100

    Revenue +16.6% CAGR

  • Cash flow77/100

    28% free-cash-flow margin

  • Profitability69/100

    8% net margin · 9% ROE

No major weaknesses flagged.

Model-based scoring. For information only — not financial advice.

What is HealthEquity Inc?

provides technology-enabled services platforms to consumers and employers in the United States. It provides health savings accounts; investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. The company is listed on the NASDAQ in USA, operating in the Healthcare sector, with a market capitalisation of 6.53B, and a P/E ratio of 34.7x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: High (67)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorHealthcare
Market Cap6.53B
P/E Ratio34.6606
Dividend YieldN/A
52 Week High116.65
52 Week Low72.76
Last AnnualJanuary
IPO Date7/31/2014
IncorporatedUSA
Shares Outstanding86M
No. of Employees3,105
IndustryHealth Information Services
ExchangeNASDAQ
Beta0.244
CurrencyUSD
Websitewww.healthequity.com
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