HQY:NGS-HealthEquity Inc. (USD)

EQUITY | Health Information Services | Nasdaq Global Select

Last Closing

USD 96.3

Change

0.00 (0.00)%

Market Cap

USD 2.47B

Volume

0.38M

Analyst Target

USD 62.31
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

HealthEquity Inc is a technology-enabled services platform that empowers consumers to make healthcare saving and spending decisions.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Health Information Services

Symbol Name Price(Change) Market Cap
GEHC GE HealthCare Technologies Inc..

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USD 37.81B
TEM Tempus AI, Inc. Class A Common..

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USD 7.92B
RCM R1 RCM Inc

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WAY Waystar Holding Corp. Common S..

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USD 4.47B
BTSG BrightSpring Health Services, ..

N/A

USD 3.18B
PRVA Privia Health Group Inc

N/A

USD 2.52B
OMCL Omnicell Inc

N/A

USD 2.13B
PINC Premier Inc

N/A

USD 2.10B
WGS GeneDx Holdings Corp.

N/A

USD 2.03B
GDRX Goodrx Holdings Inc

N/A

USD 1.87B

ETFs Containing HQY

XHS SPDR® S&P Health Care Se.. 2.58 % 0.35 %

N/A

USD 0.07B
VTWG Vanguard Russell 2000 Gro.. 0.57 % 0.20 %

N/A

USD 1.02B
VTWO Vanguard Russell 2000 Ind.. 0.29 % 0.15 %

N/A

USD 12.28B
ITWO Proshares Russell 2000 Hi.. 0.27 % 0.00 %

N/A

USD 0.05B
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

N/A

USD 0.03B
IWM iShares Russell 2000 ETF 0.00 % 0.19 %

N/A

N/A
VRTGX Vanguard Russell 2000 Gro.. 0.00 % 0.00 %

N/A

USD 1.19B
URTY ProShares UltraPro Russel.. 0.00 % 0.95 %

N/A

USD 0.49B

Market Performance

  Market Performance vs. Industry/Classification (Health Information Services) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 45.25% 82% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.25% 82% B 85% B
Trailing 12 Months  
Capital Gain 45.25% 82% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.25% 82% B 85% B
Trailing 5 Years  
Capital Gain 30.95% 89% A- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.95% 89% A- 63% D
Average Annual (5 Year Horizon)  
Capital Gain 11.19% 72% C 63% D
Dividend Return 11.19% 70% C- 60% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 23.98% 86% B+ 71% C-
Risk Adjusted Return 46.66% 89% A- 75% C
Market Capitalization 2.47B 98% N/A 92% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Health Information Services) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 103.30 41% 12%
Price/Book Ratio 3.89 33% 31%
Price / Cash Flow Ratio 36.32 14% 9%
Price/Free Cash Flow Ratio 27.02 22% 14%
Management Effectiveness  
Return on Equity 5.15% 84% 67%
Return on Invested Capital 3.80% 81% 64%
Return on Assets 3.40% 91% 79%
Debt to Equity Ratio 43.00% 50% 45%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.