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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)1.10bn
- Net income in USD105.67m
- 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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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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Informatica Inc | 1.66bn | 64.44m | 8.08bn | 5.00k | 121.01 | 3.84 | 37.93 | 4.87 | 0.2186 | 0.2186 | 5.41 | 6.89 | 0.3323 | -- | 4.55 | 331,378.20 | 1.29 | -- | 1.55 | -- | 79.89 | 76.71 | 3.89 | -8.78 | -- | 1.49 | 0.4296 | -- | 5.98 | 5.36 | -133.41 | -- | -25.01 | -- |
| Match Group Inc | 3.49bn | 622.64m | 8.12bn | 2.60k | 14.06 | -- | 10.82 | 2.33 | 2.24 | 2.24 | 12.32 | -0.3486 | 0.8036 | -- | 11.10 | 1,340,548.00 | 14.36 | 10.00 | 16.44 | 12.45 | 72.37 | 72.06 | 17.87 | 17.13 | -- | 6.28 | 1.02 | 0.00 | 5.51 | 14.23 | 78.92 | 15.49 | 16.51 | -- |
| Global-E Online Ltd | 675.25m | -99.16m | 8.33bn | 923.00 | -- | 9.58 | -- | 12.34 | -0.5952 | -0.5952 | 4.05 | 5.21 | 0.5909 | -- | 19.14 | 731,585.10 | -8.68 | -14.41 | -10.87 | -18.41 | 44.00 | 38.23 | -14.68 | -28.59 | -- | -- | 0.00 | -- | 39.33 | 71.30 | 31.52 | -- | -- | -- |
| Vertex Inc | 643.23m | 30.40m | 8.33bn | 1.50k | 276.42 | 32.16 | 74.97 | 12.96 | 0.1933 | 0.1933 | 4.04 | 1.66 | 0.6732 | -- | 4.97 | 428,822.70 | 3.18 | -2.63 | 5.96 | -7.37 | 62.59 | 60.90 | 4.73 | -3.24 | -- | 12.31 | 0.5638 | -- | 16.43 | 16.01 | -6.41 | -- | 15.42 | -- |
| Dropbox Inc | 2.54bn | 576.80m | 8.56bn | 2.69k | 14.56 | -- | 11.90 | 3.37 | 1.90 | 1.90 | 6.52 | -1.78 | 0.9091 | -- | 38.02 | 943,037.50 | 20.65 | 7.59 | 36.18 | 12.71 | 82.43 | 79.24 | 22.71 | 9.79 | -- | -- | 1.48 | 0.00 | 7.60 | 12.44 | -18.00 | -- | -17.91 | -- |
| AppFolio Inc | 762.37m | 131.60m | 8.60bn | 1.50k | 66.94 | 20.83 | 56.31 | 11.28 | 3.54 | 3.54 | 20.45 | 11.36 | 1.69 | -- | 33.19 | 506,893.60 | 29.18 | 7.53 | 34.45 | 8.86 | 64.96 | 60.62 | 17.26 | 6.46 | -- | -- | 0.00 | 0.00 | 31.48 | 26.69 | 103.97 | -32.97 | -0.7612 | -- |
| SentinelOne Inc | 723.63m | -281.58m | 8.92bn | 2.50k | -- | 5.44 | -- | 12.33 | -0.8962 | -0.8962 | 2.30 | 5.17 | 0.3178 | -- | 5.17 | 314,622.60 | -12.37 | -- | -16.24 | -- | 73.35 | -- | -38.91 | -- | -- | -- | 0.00 | -- | 47.13 | -- | 10.56 | -- | -- | -- |
| Doximity Inc | 516.85m | 174.11m | 8.96bn | 827.00 | 55.22 | 9.33 | 48.59 | 17.34 | 0.8692 | 0.8692 | 2.58 | 5.15 | 0.4821 | -- | 4.45 | 624,968.60 | 16.24 | 15.96 | 18.44 | 19.04 | 89.94 | 87.83 | 33.69 | 31.71 | -- | -- | 0.00 | 0.00 | 13.45 | 40.87 | 30.81 | 201.23 | 37.27 | -- |
| Unity Software Inc | 1.97bn | -794.14m | 9.05bn | 6.75k | -- | 2.84 | -- | 4.60 | -2.06 | -2.06 | 5.07 | 7.91 | 0.2778 | -- | 3.33 | 291,260.20 | -11.25 | -13.60 | -13.42 | -16.38 | 68.10 | 71.33 | -40.49 | -45.38 | -- | -25.15 | 0.3951 | -- | 57.25 | 41.86 | 10.75 | -- | 8.02 | -- |
| Healthequity Inc | 1.10bn | 105.67m | 9.14bn | 3.13k | 87.26 | 4.24 | 34.62 | 8.31 | 1.20 | 1.20 | 12.50 | 24.70 | 0.334 | -- | 10.93 | 351,609.40 | 3.21 | 0.2538 | 3.32 | 0.2682 | 65.06 | 58.65 | 9.61 | 0.8698 | -- | 4.55 | 0.338 | 0.00 | 16.00 | 28.33 | 313.10 | -5.49 | 25.09 | -- |
| BILL Holdings Inc | 1.34bn | 7.90m | 9.31bn | 2.19k | 1,525.60 | 2.32 | 84.79 | 6.93 | 0.059 | 0.059 | 12.48 | 38.78 | 0.144 | -- | 37.57 | 614,374.50 | 0.0846 | -2.17 | 0.1447 | -3.78 | 81.89 | 78.73 | 0.5876 | -20.93 | -- | -- | 0.1856 | -- | 21.89 | 64.12 | 87.09 | -- | 37.19 | -- |
| Klaviyo Inc | 868.92m | -45.46m | 9.87bn | 2.08k | -- | 9.71 | -- | 11.36 | -0.1725 | -0.1725 | 3.27 | 3.77 | 0.7674 | -- | 33.52 | 478,742.70 | -4.02 | -- | -4.54 | -- | 77.61 | -- | -5.23 | -- | -- | -- | 0.00 | -- | 47.67 | -- | -526.58 | -- | -- | -- |
| Confluent Inc | 915.61m | -351.11m | 10.04bn | 2.74k | -- | 10.72 | -- | 10.97 | -1.11 | -1.11 | 2.89 | 2.85 | 0.3685 | -- | 3.96 | 333,675.70 | -14.13 | -- | -17.56 | -- | 73.03 | 67.52 | -38.35 | -73.13 | -- | -104.75 | 0.5387 | -- | 32.60 | 64.16 | 2.17 | -- | -- | -- |
| Full Truck Alliance Co Ltd - ADR | 1.45bn | 427.74m | 10.14bn | 7.59k | 23.72 | 2.02 | -- | 7.01 | 0.4089 | 0.4089 | 1.38 | 4.81 | 0.2632 | -- | 433.37 | 190,783.90 | 7.89 | -- | 8.71 | -- | 53.58 | -- | 29.96 | -- | -- | -- | 0.00 | -- | 25.28 | -- | 444.03 | -- | -- | -- |
Data as of Nov 22 2024. Currency figures normalised to Healthequity Inc's reporting currency: US Dollar USD
51.13%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 30 Sep 2024 | 9.86m | 11.30% |
| The Vanguard Group, Inc.as of 30 Sep 2024 | 8.62m | 9.87% |
| Wasatch Advisors LPas of 30 Sep 2024 | 7.76m | 8.89% |
| Fidelity Management & Research Co. LLCas of 30 Sep 2024 | 5.07m | 5.81% |
| SSgA Funds Management, Inc.as of 30 Sep 2024 | 3.13m | 3.59% |
| ClearBridge Investments LLCas of 30 Sep 2024 | 2.39m | 2.74% |
| Mackenzie Financial Corp.as of 30 Sep 2024 | 2.36m | 2.70% |
| Geode Capital Management LLCas of 30 Sep 2024 | 2.08m | 2.38% |
| Brown Advisory LLCas of 30 Sep 2024 | 1.86m | 2.13% |
| Franklin Advisers, Inc.as of 30 Sep 2024 | 1.51m | 1.73% |
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
