NYSE: HQY - HealthEquity

Yield per half year: +37.24%
Dividend yield: 0.00%
Sector: Healthcare

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About HealthEquity

HealthEquity, Inc. предоставляет платформы услуг на базе технологий потребителям и работодателям в США. Компания предлагает облачные платформы для людей, чтобы они могли принимать решения о сохранении здоровья и расходах, оплачивать медицинские счета, сравнивать варианты лечения и цены, получать персонализированные льготы и клиническую информацию, зарабатывать льготы для здоровья, увеличивать свои сбережения и делать инвестиционный выбор; и сберегательные счета здравоохранения.

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Он также предоставляет инвестиционную платформу паевых инвестиционных фондов; и автоматизированные инвестиционные консультационные услуги только в режиме онлайн с помощью веб-инструмента Advisor. Кроме того, компания предлагает гибкие счета расходов; механизмы возмещения расходов на здоровье; и Консолидированный омнибусный закон о согласовании бюджета, дополнительные услуги, а также администрирует программы льгот пригородных платежей до вычета налогов. Он обслуживает клиентов через прямых продаж; выгодные брокеры и консультанты; и сеть планов медицинского страхования, администраторов льгот, брокеров и консультантов по льготам, а также специалистов по учету пенсионных планов. HealthEquity, Inc. была зарегистрирована в 2002 году, ее штаб-квартира находится в Дрейпере, штат Юта.
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IPO date 2014-07-31
ISIN US42226A1079
Industry Health Care Providers & Services
Sector Health Care
Валюта usd
Валюта отчета usd
Див.доход ао 0
Сайт http://www.healthequity.com
Цена ао 105.8
Change price per day: -1.54% (107.45)
Change price per week: -7.01% (113.78)
Change price per month: +1.4% (104.34)
Change price per 3 month: +3.25% (102.47)
Change price per half year: +37.24% (77.09)
Change price per year: +26.83% (83.42)
Change price per 3 year: +104.33% (51.78)
Change price per 5 year: +146.22% (42.97)
Change price per 10 year: 0% (105.8)
Change price per year to date: +9.87% (96.3)
All parameters

Underestimation

Title Value Grade
P/S 6.73 1
P/BV 3.31 5
P/E 120.78 1
EV/EBITDA 25.7 4
Total: 5

Efficiency

Title Value Grade
ROA, % 1.78 1
ROE, % 2.83 1
Total: 2.33

Dividends

Title Value Grade
Div yield, % 0 0
DSI 0 0
Total: 0.5186

Debt

Title Value Grade
Debt/EBITDA 3.3 4
Total: 4.2

Growth impulse

Title Value Grade
Yield Revenue, % 87.89 9
Yield Ebitda, % 129.09 10
Yield EPS, % 10.57 2
Total: 7.4
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Transaction date Date of disclosure Insider Type Price Volume Quantity Share before, % Share after, % Document
12.12.2024 13.12.2024 Rosner Elimelech
EVP, CHIEF TECHNOLOGY OFFICER		 Sale 97.12 278 637 2869 0 0 link
12.12.2024 13.12.2024 Parker Stuart B.
Director		 Sale 96.72 2 418 000 25000 0 -0.03 link
09.10.2024 09.10.2024 ROBERT SELANDER
Director		 Purchase 82.98 684 585 8250 0 0.01 link
09.07.2024 11.07.2024 Wellborn Gayle Furgurson
Director		 Sale 81.34 430 858 5297 0 -0.01 link
09.07.2024 11.07.2024 Wellborn Gayle Furgurson
Director		 Purchase 47.21 250 071 5297 0 0.01 link
08.07.2024 09.07.2024 Corvino Frank
Former Director		 Sale 81.89 630 962 7705 0 -0.01 link
08.07.2024 09.07.2024 Corvino Frank
Former Director		 Purchase 21.27 137 872 6482 0 0.01 link
05.06.2024 07.06.2024 Neeleman Stephen
FOUNDER AND VICE CHAIRMAN		 Sale 85.06 2 129 560 25036 0 -0.03 link
05.06.2024 07.06.2024 Neeleman Stephen
FOUNDER AND VICE CHAIRMAN		 Purchase 14 350 504 25036 0 0.03 link
26.03.2024 28.03.2024 Dilsaver Evelyn S
Director		 Sale 79.29 2 576 920 32500 0 -0.04 link
26.03.2024 28.03.2024 Dilsaver Evelyn S
Director		 Purchase 14 455 000 32500 0 0.04 link
09.02.2024 09.02.2024 Ladd Delano
EVP, GC & CORPORATE SECRETARY		 Sale 80 199 920 2499 0 0 link
08.01.2024 09.01.2024 Ladd Delano
EVP, GC & CORPORATE SECRETARY		 Sale 70 181 020 2586 0 0 link
08.12.2023 12.12.2023 Neeleman Stephen
FOUNDER AND VICE CHAIRMAN		 Sale 68.57 4 799 900 70000 0 -0.08 link
08.12.2023 12.12.2023 Neeleman Stephen
FOUNDER AND VICE CHAIRMAN		 Purchase 14 980 000 70000 0 0.08 link
22.09.2023 26.09.2023 Corvino Frank
Director		 Sale 72.27 365 903 5063 0 -0.01 link
22.09.2023 26.09.2023 Corvino Frank
Director		 Purchase 14 50 512 3608 0 0 link
22.09.2023 26.09.2023 Rosner Elimelech
EVP, CHIEF TECHNOLOGY OFFICER		 Sale 71.92 143 696 1998 0 0 link
21.09.2023 25.09.2023 Trittschuh Larry L
FORMER EVP CSO		 Sale 72.42 464 864 6419 0 -0.01 link
21.09.2023 25.09.2023 Trittschuh Larry L
FORMER EVP CSO		 Purchase 59.63 382 765 6419 0 0.01 link
12.06.2023 12.06.2023 Rosner Elimelech
EVP, CHIEF TECHNOLOGY OFFICER		 Sale 64.29 652 929 10156 0 -0.01 link
14.12.2021 15.12.2021 DILLON ADRIAN T
Director		 Purchase 40.47 500 816 12375 0 0.01 link
10.12.2021 13.12.2021 Hill Angelique Christine
Exec VP, Operations		 Sale 41.1 258 807 6297 0 -0.01 link
10.12.2021 13.12.2021 Hill Angelique Christine
Exec VP, Operations		 Purchase 18.93 191 193 10100 0 0.01 link

Institutions Volume Share, %
Blackrock Inc. 10591921 12.34
Vanguard Group Inc 8619499 10.05
Wasatch Advisors LP 6839831 7.97
FMR, LLC 5213015 6.08
State Street Corporation 2956410 3.45
ClearBridge Investments, LLC 2357572 2.75
JP Morgan Chase & Company 2091948 2.44
Geode Capital Management, LLC 1892924 2.21
Brown Advisory Inc. 1814403 2.11
Mackenzie Financial Corporation 1807407 2.11

ETF Share, % Profitability for 1 year, % Dividends, %
Motley Fool Small-Cap Growth ETF 3.18587 28.01 0.57793
Motley Fool Mid-Cap Growth ETF 3.0804 8.35 0.67476
SPDR S&P Health Care Services ETF 2.00688 13.39 0.66823
Global X FinTech ETF 1.79508 35.25 0.41722
Putnam Sustainable Future ETF 1.10129 32.87 0.70689
AlphaMark Actively Managed Small Cap ETF 1.04055 41.15 1.74611
iShares MSCI USA Small-Cap Min Vol Factor ETF 1.03408 18.2 1.66828
ALPS Disruptive Technologies ETF 1.00648 22.78 0.65987
First Trust US Equity Opportunities ETF 0.83463 39.99 0.69524
First Trust Multi-Manager Small Cap Opportunities ETF 0.78047 48.51 0.31756
Northern Lights Fund Trust IV 0.64227 42.1 0.49246
John Hancock Multifactor Small Cap ETF 0.50288 16.88 1.54912
Vanguard Russell 2000 Growth ETF 0.5 23.05 0.60264
iShares Russell 2000 Growth ETF 0.49815 38.04 0.6026
First Trust Mid Cap Growth AlphaDEX Fund 0.49802 26.95 0.9035
Principal U.S. Small-Cap ETF 0.47383 16.7 1.20466
AGF U.S. Market Neutral Anti-Beta Fund 0.44238 -5.02 2.03993
ETC 6 Meridian Low Beta Equity ETF 0.42017 22.48 2.13049
Motley Fool Next Index ETF 0.38744 23.87 0.61129
VictoryShares US Small Mid Cap Value Momentum ETF 0.38184 36.19 1.97666
RiverNorth Patriot ETF 0.36922 22.15 2.28129
Xtrackers S&P MidCap 400 ESG ETF 0.35439 30.94 1.73598
Invesco Russell 2000 Dynamic Multifactor ETF 0.3389 11.14 1.64004
JPMorgan Market Expansion Enhanced Equity ETF 0.32607 29.85 1.69513
Fidelity Growth Opportunities ETF 0.3181 32.75 0.48881
SPDR S&P Kensho New Economies Composite ETF 0.2937 21.57 0.88486
iShares Morningstar Small-Cap Growth ETF 0.29311 587.89 0.72598
iShares Morningstar Small-Cap Growth ETF 0.29311 33.63 0.72598
SoFi Next 500 ETF 0.27673 29.56 1.43041
iShares ESG Screened S&P Mid-Cap ETF 0.27091 16.28 1.537
Syntax Stratified MidCap ETF 0.26518 17.66 1.56212
Vanguard S&P Mid-Cap 400 Value ETF 0.25 16.83 2.05186
Vanguard Russell 2000 ETF 0.25 17.16 1.48801
First Trust Mid Cap Core AlphaDEX Fund 0.24999 18.49 1.65423
Pacer Trendpilot US Mid Cap ETF 0.24549 19.31 1.64594
SPDR S&P Midcap 400 ETF Trust 0.24486 19.52 1.64338
Vanguard S&P Mid-Cap 400 ETF 0.24 18.89 1.64344
Vanguard S&P Mid-Cap 400 Growth ETF 0.24 21.23 1.26071
SPDR S&P 400 Mid Cap Value ETF 0.23981 16.07 2.06611
SPDR S&P 400 Mid Cap Growth ETF 0.23761 21 1.25693
JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.22166 26.04 2.20258
BNY Mellon US Mid Cap Core Equity ETF 0.19572 30.41 1.5641
Direxion Daily Mid Cap Bull 3X Shares 0.19372 81.35 1.64688
ProShares Ultra MidCap400 0.18513 55.81 1.64562
Schwab U.S. Small-Cap ETF 0.18216 17.47 1.51433
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.17752 21.79 1.42082
Inspire Small/Mid Cap ETF 0.16653 28.65 1.92038
Schwab US Mid-Cap ETF 0.15929 17.28 1.59098
Nuveen ESG Small-Cap ETF 0.15011 13.91 1.41019
Vanguard U.S. Momentum Factor ETF 0.15 30.05 1.05834
First Trust Multi Cap Growth AlphaDEX Fund 0.14998 41.56 1.02425
iShares Morningstar Small-Cap ETF 0.14723 391.25 1.60498
iShares Morningstar Small-Cap ETF 0.14723 30.1 1.60498
ProShares UltraPro Russell2000 0.1455 89.82 1.47873
Goldman Sachs ActiveBeta US Small Cap Equity ETF 0.14004 31.36 1.41955
iShares ESG Aware MSCI USA Small-Cap ETF 0.13784 18.09 1.49366
ProShares UltraPro MidCap400 0.12534 82.13 1.64397
Invesco FTSE RAFI US 1500 Small-Mid ETF 0.12267 17.58 1.75869
Fidelity MSCI Health Care Index ETF 0.10296 3 1.46057
Vanguard Extended Market ETF 0.1 24.2 1.34786
John Hancock Multifactor Mid Cap ETF 0.08866 20.65 1.52586
Schwab Fundamental U.S. Small Company ETF 0.05452 13.84 1.94914
Invesco S&P MidCap 400 Revenue ETF 0.04342 27.44 1.75091
ProShares Hedge Replication ETF 0.04001 5.92 1.47892
Dimensional US Marketwide Value ETF 0.03861 24.88 2.11042
Dimensional U.S. Core Equity 2 ETF 0.03493 30.76 1.47098
Vanguard ESG U.S. Stock ETF 0.02 23.54 1.26927
Avantis Responsible U.S. Equity ETF 0.01951 26.78 1.45257
FlexShares Morningstar US Market Factor Tilt Index Fund 0.01638 21.94 1.69572
Dimensional US Core Equity Market ETF 0.0147 30.98 1.40618
SPDR S&P 1500 Momentum Tilt ETF 0.01395 38.25 1.12176
Schwab 1000 Index ETF 0.01336 25.15 1.42441
iShares Dow Jones U.S. ETF 0.01314 25.05 1.41797
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.01256 33 1.42661
Dimensional U.S. Equity ETF 0.01242 31.53 1.3557
iShares Russell 3000 ETF 0.01239 24.83 1.43482
Schwab U.S. Broad Market ETF 0.01229 24.86 1.43354
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.0113 24.29 1.46083
Vanguard Russell 3000 ETF 0.01 31.87 1.43817
SPDR S&P 1500 Value Tilt ETF 0.00609 27.15 2.3833
Avantis U.S. Equity ETF 0.00521 23.04 1.59151
Schwab Fundamental U.S. Broad Market Index ETF 0.00382 -57.77 2.19075
First Trust Long/Short Equity ETF -0.12761 17.29 1.96644



Head Job title Payment Year of birth
Mr. Jon Kessler President, CEO & Director 1.55M 1968 (57 years)
Mr. Richard Putnam Vice President of Investor Relations N/A
Mr. Delano Ladd Executive VP, General Counsel & Secretary 319.48k 1981 (44 years)
Mr. Steve Lindsay Executive Vice President of Sales & Relationship Management N/A
Mr. Brad Bennion Executive Vice President of Corporate Development & Strategy N/A
Mr. Elimelech Rosner Executive VP & CTO 1.74M 1957 (68 years)
Dr. Stephen D. Neeleman Founder & Vice Chairman 770.67k 1968 (57 years)
Mr. James M. Lucania CFO & Executive VP N/A 1979 (46 years)
Ms. Tia Padia Executive VP & Chief Marketing Officer N/A
Cheryl King Executive VP & Chief People Officer

Address: United States, Draper, UT , 15 West Scenic Pointe Drive - open in Google maps, open in Yandex maps
Website: http://www.healthequity.com