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HQY
$90.21+$2.40 (+2.73%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.4B
84M shares
52-week range
$72.76 – $106.60
52% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
Borrow rate
0.31%
Easy to borrow
Price (6 mo)
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Change+$9.12
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $287.2M | $532.0M | $733.6M | $756.6M | $861.7M | $999.6M | $1.20B | $1.31B |
| Cost of revenue | $112.0M | $240.8M | $394.3M | $415.6M | $466.2M | $469.7M | $507.2M | $400.3M |
| Gross profit | $175.3M | $291.2M | $339.3M | $340.9M | $395.5M | $529.9M | $692.6M | $913.1M |
| Gross margin | 61.0% | 54.7% | 46.2% | 45.1% | 45.9% | 53.0% | 57.7% | 69.5% |
| R&D | $35.1M | $77.6M | $124.8M | $157.4M | $193.4M | $218.8M | $239.5M | $262.5M |
| Operating income | $77.7M | $109.1M | $80.0M | $40.6M | $37.7M | $128.1M | $230.1M | $322.5M |
| EBITDA | $94.0M | $123.3M | $154.9M | $103.0M | $171.5M | $282.4M | $337.5M | $489.2M |
| Net income | $73.9M | $39.7M | $8.8M | −$44.3M | −$26.1M | $55.7M | $96.7M | $215.2M |
| Net margin | 25.7% | 7.5% | 1.2% | -5.9% | -3.0% | 5.6% | 8.1% | 16.4% |
| EPS (diluted) | 1.17 | 0.58 | 0.12 | -0.53 | -0.31 | 0.64 | 1.09 | 2.46 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $1.4B | $4.73 | $4.69–$4.78 | 11 |
| 2028 | $1.5B | $5.49 | $5.27–$5.67 | 10 |
| 2029 | $1.6B | $6.10 | $5.85–$6.39 | 3 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$766.48
Price
$90.21
Implied upside
+750%
Peer comparison
HealthEquity, Inc
HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages 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 administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.
www.healthequity.com- Employees
- 2,814
- IPO / List date
- Jul 31, 2014
- HQ
- DRAPER, UT
Held by traders on TradeandTell
No one on the platform currently holds HQY.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 62,100 | $6.5M |
| Bridgewater Associatesas of 2025-12-31 | 20,827 | $1.9M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded HQY yet.
