HQY HealthEquity, Inc.

$89.72▲ +0.55% Unknown Other Last sync: just now Syncing
Key Metrics & Fundamentals
Market Cap
$7.50B
P/E Ratio
33.6
Div Yield
–%
52W Range
72.76 - 107.66
% vs 50 MA
6.09%
% vs 200 MA
0.98%
RSI-14
57.3
MACD Histogram
+0.0300
Beta (1Y vs SPY)
0.88
Free Cash Flow
$81.23M
Gross Rev
$354.64M
Gross Profit
$256.31M
EBITDA
$144.33M
COGS
$98.33M
Operating Exp
$152.25M
Operating Income
$104.07M
EBIT
$104.07M
Pretax Income
$92.41M
Net Income
$69.42M
EPS (Diluted)
0.82
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
Social Sentiment
No Reddit posts found for HQY.
AI Analysis
Generated May 28, 6:22 PM
Company Overview

HealthEquity, Inc. is a leading provider of Health Savings Accounts (HSAs) and other consumer-directed benefits (CDBs), offering a technology platform that allows individuals to save and pay for healthcare expenses. The company benefits from the growing adoption of HSAs due to their tax advantages and increasing consumer responsibility for healthcare costs, positioning it as a key player in the healthcare finance ecosystem.

Bull Case
  • The long-term secular growth trend in consumer-directed healthcare and the tax-advantaged nature of HSAs provide a significant tailwind for HealthEquity's core business.
  • As a major administrator in the HSA market, HQY benefits from established network effects with employers and health plans, creating a strong competitive moat and economies of scale.
  • The stock's recent daily gain of +3.9% and being +5.5% above its 50-Day Moving Average indicate positive short-term momentum and renewed investor interest.
  • An RSI-14 of 59.9 suggests the stock is not currently overbought, implying there may be further room for appreciation before encountering significant selling pressure.
Bear Case
  • A P/E ratio of 36.6 indicates a relatively high valuation, suggesting that significant future growth is already priced into the stock, making it vulnerable to any deceleration in growth.
  • Despite recent gains, the stock is still -22.9% from its 52-week high, indicating substantial prior selling pressure and potential resistance levels to overcome.
  • The stock trading -1.4% below its 200-Day Moving Average suggests a slight long-term downtrend or consolidation, which could signal underlying weakness or a lack of sustained bullish conviction.
  • As an administrator of financial accounts, HealthEquity's profitability can be sensitive to fluctuations in interest rates (impacting cash balances) and overall market conditions affecting investment returns within HSAs.
Recent Performance

HQY has shown strong recent performance with a +3.9% daily gain and trading +5.5% above its 50-Day Moving Average, indicating positive short-term momentum. However, the stock remains significantly off its 52-week high (-22.9%) and slightly below its 200-Day Moving Average (-1.4%), suggesting a mixed trend where recent strength is attempting to overcome prior weakness. The RSI of 59.9 implies the stock is not overbought, allowing for potential further upside in the near term.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

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