HealthEquity, Inc.

How big is HealthEquity, Inc.?

As of Jun 18, HealthEquity, Inc. has a market capitalization of $8.65 billion, with net sales of $1.24 billion and a net profit of $121.79 million over the latest four quarters. The balance sheet shows shareholder's funds of $2.11 billion and total assets of $3.54 billion.

As of Jun 18, HealthEquity, Inc. has a market capitalization of 8,648.40 million, categorizing it as a Mid Cap company.<BR><BR>As of Jun 18, the company reported net sales of 1,243.02 million and a net profit of 121.79 million for the latest four quarters.<BR><BR>As of Jan 25, the balance sheet shows shareholder's funds of 2,114.91 million and total assets of 3,544.00 million.

What does HealthEquity, Inc. do?

HealthEquity, Inc. provides solutions for managing healthcare accounts and operates in the Capital Markets industry, with a market capitalization of approximately $8.65 billion. As of April 2025, it reported net sales of $331 million and a net profit of $54 million.

Overview:<BR>HealthEquity, Inc. is a provider of solutions for managing healthcare accounts, operating in the Capital Markets industry with a mid-cap market capitalization.<BR><BR>Financial Snapshot:<BR>- Most recent Net Sales: 331 Million (Quarterly Results - Apr 2025)<BR>- Most recent Net Profit: 54 Million (Quarterly Results - Apr 2025)<BR>- Market-cap: USD 8,648.40 Million (Mid Cap)<BR><BR>Key Metrics:<BR>- P/E: 53.00<BR>- Dividend Yield: 0.00%<BR>- Debt Equity: -999,999.00<BR>- Return on Equity: 8.55%<BR>- Price to Book: 4.07<BR><BR>Contact Details:<BR>- Address: 15 W Scenic Pointe Dr Ste 100, DRAPER UT : 84020-6120<BR>- Tel: ['1 801 7271000', '1 801 7271209']<BR>- Fax: 1 801 7177274<BR>- Website: https://healthequity.com/

Should I buy, sell or hold HealthEquity, Inc.?

Who are in the management team of HealthEquity, Inc.?

As of March 2022, the management team of HealthEquity, Inc. includes Robert Selander (Chairman), Jon Kessler (CEO), Stephen Neeleman (Vice Chairman), and several independent directors: Frank Corvino, Adrian Dillon, Evelyn Dilsaver, Debra McCowan, and Stuart Parker. They oversee the company's strategic direction and operations.

As of March 2022, the management team of HealthEquity, Inc. includes the following individuals:<BR><BR>- Mr. Robert Selander: Independent Chairman of the Board<BR>- Mr. Jon Kessler: President, Chief Executive Officer, Director<BR>- Dr. Stephen Neeleman: Vice Chairman of the Board, Founder<BR>- Mr. Frank Corvino: Independent Director<BR>- Mr. Adrian Dillon: Independent Director<BR>- Ms. Evelyn Dilsaver: Independent Director<BR>- Ms. Debra McCowan: Independent Director<BR>- Mr. Stuart Parker: Independent Director<BR><BR>This team is responsible for guiding the company's strategic direction and overseeing its operations.

Is HealthEquity, Inc. overvalued or undervalued?

As of September 2, 2025, HealthEquity, Inc. is considered very expensive with a high P/E ratio of 53 and poor long-term performance compared to the S&P 500, indicating it may be overvalued relative to its peers.

As of 2 September 2025, the valuation grade for HealthEquity, Inc. has moved from expensive to very expensive, indicating a significant deterioration in its valuation appeal. The company appears overvalued based on its current metrics, with a P/E ratio of 53, a Price to Book Value of 4.54, and an EV to EBITDA of 24.08. <BR><BR>In comparison to its peers, HealthEquity's P/E ratio is notably higher than Franklin Resources, Inc. at 14.94 and Stifel Financial Corp. at 18.08, both of which are considered more attractively valued. Additionally, the PEG ratio of 0.50 suggests that HealthEquity may not be justified in its high valuation relative to its growth prospects. While HealthEquity has outperformed the S&P 500 over the past year with a return of 23.28% compared to 17.14%, its long-term performance has lagged significantly, particularly over three and five years, where it returned 33.95% and 91.49%, respectively, versus the S&P 500's 70.41% and 96.61%.

Is HealthEquity, Inc. technically bullish or bearish?

As of October 10, 2025, HealthEquity, Inc. is in a bearish trend, supported by bearish indicators across MACD, moving averages, and Bollinger Bands, despite a mildly bullish signal from Dow Theory.

As of 10 October 2025, the technical trend for HealthEquity, Inc. has changed from mildly bearish to bearish. The current stance is bearish, with key indicators supporting this view including a bearish MACD on the weekly timeframe, bearish moving averages on the daily timeframe, and a bearish reading from Bollinger Bands on the monthly timeframe. The KST is also bearish on the weekly chart. While the Dow Theory shows a mildly bullish signal on the monthly timeframe, the overall sentiment remains bearish. There is no available return data to compare the company's performance against the S&P 500.