HealthEquity, Inc.
Index- P/E- EPS (ttm)-0.66 Insider Own0.90% Shs Outstand84.02M Perf Week-5.64%
Market Cap5.49B Forward P/E38.69 EPS next Y1.68 Insider Trans-0.20% Shs Float82.61M Perf Month6.79%
Income-55.30M PEG- EPS next Q0.33 Inst Own- Short Float4.64% Perf Quarter-0.21%
Sales778.00M P/S7.06 EPS this Y-556.40% Inst Trans2.52% Short Ratio4.98 Perf Half Y44.78%
Book/sh22.08 P/B2.95 EPS next Y32.21% ROA-1.80% Target Price77.00 Perf Year-20.84%
Cash/sh1.91 P/C34.05 EPS next 5Y15.70% ROE-3.00% 52W Range36.81 - 83.72 Perf YTD47.20%
Dividend- P/FCF50.08 EPS past 5Y-26.30% ROI-0.60% 52W High-22.22% Beta0.99
Dividend %- Quick Ratio2.40 Sales past 5Y33.50% Gross Margin55.50% 52W Low76.93% ATR2.74
Employees3688 Current Ratio2.40 Sales Q/Q11.70% Oper. Margin-5.70% RSI (14)50.86 Volatility4.19% 4.29%
OptionableYes Debt/Eq0.50 EPS Q/Q-407.40% Profit Margin-7.10% Rel Volume1.00 Prev Close66.75
ShortableYes LT Debt/Eq0.50 EarningsJun 06 AMC Payout- Avg Volume769.55K Price65.12
Recom1.60 SMA20-0.45% SMA502.64% SMA20010.23% Volume773,948 Change-2.44%
Apr-11-22Initiated Wells Fargo Overweight $95
Apr-07-22Initiated Guggenheim Buy $89
Mar-30-22Upgrade BTIG Research Neutral → Buy $85
Dec-07-21Downgrade Raymond James Strong Buy → Outperform $90 → $70
Dec-02-21Initiated Jefferies Buy $68
Sep-09-21Upgrade SVB Leerink Mkt Perform → Outperform $80
Jul-02-21Initiated Stephens Overweight $100
Apr-29-21Resumed JP Morgan Overweight $82
Jan-07-21Initiated BTIG Research Neutral
Dec-08-20Reiterated Barrington Research Outperform $70 → $75
Dec-02-20Downgrade KeyBanc Capital Markets Overweight → Sector Weight
Nov-23-20Downgrade Guggenheim Buy → Neutral
Oct-23-20Initiated RBC Capital Mkts Outperform $67
Apr-14-20Initiated Guggenheim Buy $56
Apr-13-20Initiated SVB Leerink Mkt Perform
Mar-17-20Reiterated Barrington Research Outperform $86 → $65
Oct-07-19Initiated Goldman Neutral $56
Sep-09-19Upgrade Raymond James Outperform → Strong Buy $90 → $80
Jul-19-19Upgrade BofA/Merrill Neutral → Buy
Jun-05-19Reiterated BofA/Merrill Neutral $83 → $75
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HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Bloomberg EdwardCHIEF OPERATING OFFICERJun 09Sale63.311,50094,95960,850Jun 13 11:26 AM
Dilsaver Evelyn SDirectorDec 15Buy39.795,018199,66624,508Dec 16 07:13 PM
DILLON ADRIAN TDirectorDec 14Buy40.4712,375500,81144,083Dec 15 06:26 PM
Hill Angelique ChristineExec VP, OperationsDec 10Option Exercise18.9310,100191,19330,004Dec 13 06:30 PM
Hill Angelique ChristineExec VP, OperationsDec 10Sale41.106,297258,77723,707Dec 13 06:30 PM
Parker Stuart B.DirectorDec 09Buy42.8225,0001,070,50030,531Dec 09 08:16 PM
Kessler JonPresident and CEODec 08Option Exercise14.00100,0001,400,000100,000Dec 10 08:31 AM
Otten William RobertFormer Executive VP of SalesNov 01Sale66.421,850122,87730,566Nov 03 11:57 AM
McCowan Debra CharlotteDirectorOct 05Sale65.998,132536,6385,447Oct 06 05:16 PM
Otten William RobertFormer Executive VP of SalesOct 01Sale65.191,850120,59232,416Oct 04 03:25 PM
MOTT DARCY GSpecial AdvisorSep 20Option Exercise14.0010,000140,00097,052Sep 21 02:06 PM
MOTT DARCY GSpecial AdvisorSep 20Sale62.066,000372,34491,052Sep 21 02:06 PM
Otten William RobertFormer Executive VP of SalesSep 01Sale65.001,850120,25034,266Sep 03 11:03 AM
MOTT DARCY GSpecial AdvisorAug 20Option Exercise14.0010,000140,00093,052Aug 24 01:57 PM
MOTT DARCY GSpecial AdvisorAug 20Sale62.736,000376,38087,052Aug 24 01:57 PM
Otten William RobertExecutive VP of SalesAug 02Sale74.471,850137,76936,116Aug 03 03:45 PM
Bloomberg EdwardChief Operating OfficerJul 26Sale75.001,00075,00039,195Jul 27 08:39 AM
MOTT DARCY GSpecial AdvisorJul 20Option Exercise14.0010,000140,00089,052Jul 22 07:50 AM
MOTT DARCY GSpecial AdvisorJul 20Sale73.686,000442,05183,052Jul 22 07:50 AM
Sacks IanDirectorJul 15Sale76.4910,000764,904146,046Jul 19 12:10 PM