HealthEquity, Inc.
Index- P/E- EPS (ttm)-0.31 Insider Own0.50% Shs Outstand84.57M Perf Week-1.82%
Market Cap5.03B Forward P/E24.21 EPS next Y2.38 Insider Trans-5.80% Shs Float82.87M Perf Month-12.27%
Income-26.10M PEG- EPS next Q0.40 Inst Own- Short Float / Ratio3.91% / 4.05 Perf Quarter-7.17%
Sales861.70M P/S5.84 EPS this Y-556.40% Inst Trans1.33% Short Interest3.24M Perf Half Y-19.05%
Book/sh22.27 P/B2.59 EPS next Y35.47% ROA-2.00% Target Price81.31 Perf Year-11.08%
Cash/sh2.41 P/C23.95 EPS next 5Y17.20% ROE-3.30% 52W Range52.27 - 79.20 Perf YTD-7.20%
Dividend- P/FCF43.70 EPS past 5Y-26.30% ROI-0.60% 52W High-27.78% Beta0.82
Dividend %- Quick Ratio3.00 Sales past 5Y33.50% Gross Margin56.90% 52W Low9.43% ATR2.78
Employees3688 Current Ratio3.00 Sales Q/Q20.10% Oper. Margin-5.20% RSI (14)43.68 Volatility3.89% 4.51%
OptionableYes Debt/Eq0.49 EPS Q/Q67.80% Profit Margin-7.20% Rel Volume0.35 Prev Close57.69
ShortableYes LT Debt/Eq0.48 EarningsMar 21 AMC Payout- Avg Volume799.31K Price57.20
Recom1.60 SMA20-5.88% SMA50-6.52% SMA200-10.68% Volume193,197 Change-0.85%
Oct-21-22Upgrade Goldman Sell → Neutral $64 → $77
Sep-16-22Initiated KeyBanc Capital Markets Overweight $85
Jul-12-22Initiated Goldman Sell $59
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 $100
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HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Wellborn Gayle FurgursonDirectorDec 14Sale62.005,237324,69412,023Dec 16 12:34 PM
Ladd DelanoEVP, GC & CORPORATE SECRETARYOct 21Sale75.005,897442,27537,471Oct 25 12:21 PM
Trittschuh Larry LEVP CHIEF SECURITY OFFICEROct 13Option Exercise59.636,419382,76539,487Oct 17 01:46 PM
Trittschuh Larry LEVP CHIEF SECURITY OFFICEROct 13Sale70.0011,526806,82027,961Oct 17 01:46 PM
McCowan Debra CharlotteDirectorSep 27Sale70.914,225299,5977,072Sep 29 05:42 PM
Sacks IanDirectorSep 20Sale72.2825,0001,806,925126,570Sep 22 04:41 PM
Bloomberg EdwardCHIEF OPERATING OFFICERAug 01Sale57.631,00057,63059,850Aug 03 02:15 PM
Bloomberg EdwardCHIEF OPERATING OFFICERJun 09Sale63.311,50094,95960,850Jun 13 11:26 AM