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HealthEquity, Inc.

TickerHQYVenueUSSectorHealthcarePrimary listingBeta0.23
$93.07+1.13%
FinScore73

HealthEquity, Inc. is a United States-based company in the Healthcare sector with a market capitalisation of $7.7B. Its FinScore is 73/100; its highest-scoring layer is Quality (78) and its lowest is Growth (63). The shares trade at 32.2x trailing earnings and are up 1% year to date.

Market cap
$7.7B
P/E (TTM)
32.2x
ROE
11.4%

Share price performance

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About HealthEquity, Inc.

www.healthequity.com

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.

Profile
Sector
Healthcare
Industry
Medical - Healthcare Information Services
HQ
United States
Fiscal year-end
January
Trading currency
USD
Reporting currency
USD
Fundamentals updated
53 days ago
Market
Market cap
$7.7B
Shares outstanding
82.7M
P/E (TTM)
32.2x
Beta (issuer)
0.24
Revenue (latest FY)
$1.3B

Revenue breakdown

FY 2026$1.3B
  • Financial Service, Other
    48.5%$636.8M
  • Service
    36.9%$485.0M
  • Credit and Debit Card
    14.6%$191.6M

FinScore

As of 2026-10-19
Overall73
Quality78
Growth63
Value66
Momentum68
Relative Strength100

Snapshot

Ownership

As of 2026-06-30
Institutional
100.0%
Insider
0.7%
Free float
98.0%
Top-5 institutional holders
37.3%
Shares outstanding
82.7M
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