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Company Analysis HealthEquity
1. Summary
Advantages
- The stock's return over the last year (38.2%) is higher than the sector average (-47.17%).
- The company's current efficiency (ROE=2.83%) is higher than the sector average (ROE=-83.32%)
Disadvantages
- Price (104.98 $) is higher than fair price (12.82 $)
- Dividends (0%) are below the sector average (1.28%).
- Current debt level 29.49% has increased over 5 years from 0%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| HealthEquity | Healthcare | Index | |
|---|---|---|---|
| 7 days | -5.9% | 0% | 0.6% |
| 90 days | 26.3% | -45.3% | 16.2% |
| 1 year | 38.2% | -47.2% | 10.7% |
HQY vs Sector: HealthEquity has outperformed the "Healthcare" sector by 85.37% over the past year.
HQY vs Market: HealthEquity has outperformed the market by 27.47% over the past year.
Stable price: HQY is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HQY with weekly volatility of 0.7346% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (104.98 $) is higher than the fair price (12.82 $).
Price is higher than fair: The current price (104.98 $) is 87.8% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (120.7) is higher than that of the sector as a whole (52.65).
P/E vs Market: The company's P/E (120.7) is higher than that of the market as a whole (61.8).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.3) is lower than that of the sector as a whole (10.87).
P/BV vs Market: The company's P/BV (3.3) is lower than that of the market as a whole (20.58).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (6.73) is higher than that of the sector as a whole (4.03).
P/S vs Market: The company's P/S indicator (6.73) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (25.68) is higher than that of the sector as a whole (16.12).
EV/Ebitda vs Market: The company's EV/Ebitda (25.68) is higher than that of the market as a whole (18.72).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 8.09% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (8.09%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-8.87%).
5.4. ROE
ROE vs Sector: The company's ROE (2.83%) is higher than that of the sector as a whole (-83.32%).
ROE vs Market: The company's ROE (2.83%) is lower than that of the market as a whole (42.63%).
5.5. ROA
ROA vs Sector: The company's ROA (1.78%) is lower than that of the sector as a whole (6.38%).
ROA vs Market: The company's ROA (1.78%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (15.06%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.17%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '1.28%.
7.2. Stability and increase in payments
Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (0%) are at an uncomfortable level.
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