HealthEquity, Inc.

HQY • Medical - Healthcare Information Services

$96.07

▼ -2.71 (-2.74%)

Precio actual

ResultadosÚltimo reporte: 31 jul 2026

PERFIL MUY FAVORABLEExcelenteConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$8.07B

Crecimiento

7.5%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 16.4%Crecimiento positivo de ingresos · 13.8%Flujo de caja libre positivo · 5.28Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.48

Datos financieros hasta: 31 jul 2026, 12:00 a.m. UTCÚltima actualización de earnings: 31 jul 2026, 12:00 a.m. UTCÚltima actualización del perfil: 28 ago 2026, 12:09 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$96.07

Change-2.74%

Shares Out84.01M

Market Cap$8.07B

Enterprise Value$7.86B

52W Range72.76 - 107.62

Beta0.21

P/E34.13

P/S5.93

P/B4.06

P/FCF16.55

EV/Sales5.77

Price$96.07

Change-2.74%

Shares Out84.01M

Market Cap$8.07B

Enterprise Value$7.86B

52W Range72.76 - 107.62

Beta0.21

P/E34.13

P/S5.93

P/B4.06

P/FCF16.55

EV/Sales5.77

EV/EBITDA24.95

EV/FCF16.11

Earnings Yield2.93%

FCF Yield6.04%

Dividend Yield0.00%

Gross Margin69.52%

Oper. Margin24.55%

Profit Margin16.38%

Debt/Eq0.48

Current Ratio3.27

Quick Ratio3.27

Revenue 5Y7.52%

FCF 5Y12.34%

Target$115.33

Target Upside20.05%

Target Median$111.00

Target Range105.00 - 142.00

Volume3.22M

Avg Volume903.58K

EPS Surprise0.13

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

88/100

Fortaleza financiera

Deuda, caja, estabilidad

85/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

53/100

Por qué este puntaje▼

Márgenes estables o en mejora · 16.4%Crecimiento positivo de ingresos · 13.8%Flujo de caja libre positivo · 5.28Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.48Liquidez saludable · 3.27

Analyst view

Analyst sentiment and price target

HQY

Analyst sentiment

Based on 27 analyst votes · 2026-09-05

94/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-28

Bajo

$105.00

Promedio

$110.00

Mediana

$111.00

Alto

$115.00

Resumen de la compañía

IPO: 7/31/2014

Industria: Medical - Healthcare Information Services

P/B i: 4.06

Deuda / Patrimonio i: 0.48

Margen operativo: 24.55%

Margen neto: 16.38%

ROE i: -

ROIC: -

Salud financiera

Puntaje17 / 20

Deuda / Patrimonio: 0.48

Ratio corriente: 3.27

Ratio rápido: 3.27

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

DILLON ADRIAN T

Transacción: 08/25/2026

VENTA

Cambio

-7,632

Precio

$32.50

Presentación

08/27/2026

Tipo

VENTA

DILLON ADRIAN T

Transacción: 08/25/2026

VENTA

Cambio

-1,332

Precio

$105.26

Presentación

08/27/2026

Tipo

VENTA

Fiore Michael Henry

Transacción: 07/10/2026

VENTA

Cambio

-2,354

Precio

$95.00

Presentación

07/14/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
DILLON ADRIAN T	VENTA	-7,632	$32.50	08/25/2026	08/27/2026
DILLON ADRIAN T	VENTA	-1,332	$105.26	08/25/2026	08/27/2026
Fiore Michael Henry	VENTA	-2,354	$95.00	07/10/2026	07/14/2026
Gathright Michael	VENTA	-2,270	$93.07	07/09/2026	07/13/2026
Fiore Michael Henry	VENTA	-2,045	$95.08	07/08/2026	07/10/2026
Cutler Scott	VENTA	-1,238	$95.08	07/08/2026	07/10/2026
Ladd Delano	VENTA	-1,087	$95.08	07/08/2026	07/10/2026
Lucania James M	VENTA	-2,839	$95.08	07/08/2026	07/10/2026
Neeleman Stephen	VENTA	-1,103	$95.08	07/08/2026	07/10/2026
Fiore Michael Henry	VENTA	-2,470	$95.00	07/02/2026	07/07/2026
SELANDER ROBERT W	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
Dilsaver Evelyn S	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
DILLON ADRIAN T	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
Wellborn Gayle Furgurson	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
Parker Stuart B.	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
McCowan Debra Charlotte	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
Natarajan Rajesh	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
Gassen William	COMPRA	+2,877	Not reported	06/25/2026	06/29/2026
Fiore Michael Henry	VENTA	-3,142	$95.00	05/29/2026	06/02/2026
Ladd Delano	VENTA	-7,500	$90.00	05/28/2026	06/01/2026

Sobre la compañía

HealthEquity, Inc.

Headquartered in Draper, Utah, and established in 2002, HealthEquity, Inc. furnishes technology-powered service platforms to both individual consumers and employers across the United States. The company provides cloud-based solutions designed to assist individuals in overseeing their healthcare expenditures and savings. These platforms enable users to make informed decisions about their health finances, pay medical bills, compare treatment options and costs, access personalized benefits and clinical data, earn incentives for wellness, and grow their savings through various investment avenues, including specific investment choices. In addition to these personal financial management tools, HealthEquity administers a range of health-related accounts, such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Health Reimbursement Arrangements (HRAs). Its offerings also encompass a mutual fund investment platform, an automated online advisory service known as Advisor, COBRA continuation services, and the management of pre-tax commuter benefits programs. HealthEquity markets its services through a dedicated direct sales team, collaborates with benefits brokers and advisors, and leverages a comprehensive network comprising health plans, benefits administrators, consultants, and retirement plan record-keepers.

Fuente - Link

Competidores

BIO BTSG CORT DVA GMED HIMS HSIC MOH PEN

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Reasons to Hold HealthEquity Stock in Your Portfolio for Now

HQY's growth is driven by rising HSA assets and AI-led efficiencies, while cybersecurity risks remain a key concern.

Zacks Investment Research

HQY Up 15.7% in 3 Months as HSA Growth Builds: Can the Rally Continue?

HealthEquity's 15.7% three-month rally is backed by rising HSA scale, stronger margins and higher guidance, though key risks remain.

Zacks Investment Research

Here's Why HealthEquity (HQY) is a Strong Growth Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research

Why HealthEquity Stock Sank This Week

HealthEquity posted significant sales and earnings beats with its fiscal Q2 report. The company issued a small increase for its full-year guidance, but management kept its forecast for adjusted earnings per share the same.

The Motley Fool

Canada Pension Plan Investment Board Makes New Investment in HealthEquity, Inc. $HQY

Canada Pension Plan Investment Board purchased a new stake in HealthEquity, Inc. (NASDAQ: HQY) during the quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 135,600 shares of the company's stock, valued at approximately $12,247,000. Canada Pension Plan Investment Board owned 0.16% of

Defense World

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-28	1.11	1.24	0.13
2026-03-17	0.89	0.95	0.06
2025-12-03	0.912	1.01	0.098
2025-09-02	0.914	1.08	0.166
2025-06-03	0.813	0.97	0.157
2025-03-18	0.71	0.69	-0.02
2024-12-09	0.71	0.78	0.07
2024-09-03	0.699	0.86	0.161
2024-06-03	0.656	0.8	0.144
2024-03-19	0.56	0.63	0.07
2023-12-05	0.49	0.6	0.11
2023-09-05	0.47	0.53	0.06