Company Description
HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm’s offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthca...
HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm’s offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthcare saving and spending platform, health savings accounts, investment advisory services, reimbursement arrangements, and healthcare incentives. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.
Valuation
Price to Sales Ratio
5.87
Price to Book Ratio
2.42
Price to Cash Flow Ratio
29.54
Enterprise Value to EBITDA
32.02
Enterprise Value to Sales
7.52
Efficiency
Total Asset Turnover
0.26
Liquidity
Current Ratio
2.29
Quick Ratio
2.29
Cash Ratio
1.47
Profitability
Gross Margin
45.06
Operating Margin
5.36
Pretax Margin
-8.82
Net Margin
-5.85
Return on Assets
-1.52
Return on Equity
-2.74
Return on Total Capital
1.53
Capital Structure
Total Debt to Total Assets
32.45
Officers and Executives
Name | Age | Officer Since | Title |
---|---|---|---|
Mr. Jon Kessler | 52 | 2009 | Executive Chairman |
Mr. Ted Bloomberg | 43 | - | Chief Operating Officer & Executive VP |
Mr. Tyson Murdock | 48 | 2018 | Senior Vice President & Controller |
Mr. Elimelech Rosner | 64 | 2022 | Chief Technology Officer & Executive VP |
Ms. Jody Dietel | - | 2019 | Senior Vice President-Compliance & Regulatory News |
Insider Actions
04/19/2022 |
Stephen D. Neeleman FOUNDER AND VICE CHAIRMAN; Director |
2,000 | Gift at $0 per share. | 0 |
04/01/2022 |
Stephen D. Neeleman FOUNDER AND VICE CHAIRMAN; Director |
3,434 | Derivative/Non-derivative trans. at $67.63 per share. | 232,241 |
04/01/2022 |
Jon Kessler President and CEO; Director |
13,667 | Derivative/Non-derivative trans. at $67.63 per share. | 924,299 |
04/01/2022 |
Edward Bloomberg Chief Operating Officer |
5,962 | Derivative/Non-derivative trans. at $67.63 per share. | 403,210 |
04/01/2022 |
Tyson Murdock EVP & CFO |
1,025 | Derivative/Non-derivative trans. at $67.63 per share. | 69,320 |
04/01/2022 |
Delano Ladd EVP, Counsel & Secretary |
2,607 | Derivative/Non-derivative trans. at $67.63 per share. | 176,311 |
04/01/2022 |
Larry Trittschuh EVP Chief Security Officer |
1,032 | Derivative/Non-derivative trans. at $67.63 per share. | 69,794 |
03/31/2022 |
Edward Bloomberg Chief Operating Officer |
1,028 | Derivative/Non-derivative trans. at $67.48 per share. | 69,369 |
03/31/2022 |
Tyson Murdock EVP & CFO |
644 | Derivative/Non-derivative trans. at $67.48 per share. | 43,457 |
03/31/2022 |
Delano Ladd EVP, Counsel & Secretary |
405 | Derivative/Non-derivative trans. at $67.48 per share. | 27,329 |
03/31/2022 |
Larry Trittschuh EVP Chief Security Officer |
524 | Derivative/Non-derivative trans. at $67.48 per share. | 35,359 |
03/30/2022 |
Jon Kessler President and CEO; Director |
31,788 | Award at $0 per share. | 0 |
03/30/2022 |
Edward Bloomberg Chief Operating Officer |
22,305 | Award at $0 per share. | 0 |
03/30/2022 |
Edward Bloomberg Chief Operating Officer |
13,906 | Award at $0 per share. | 0 |
03/30/2022 |
Eli Rosner EVP, Chief Technology Officer |
59,480 | Award at $0 per share. | 0 |
03/30/2022 |
Tyson Murdock EVP & CFO |
20,446 | Award at $0 per share. | 0 |
03/30/2022 |
Delano Ladd EVP, Counsel & Secretary |
8,922 | Award at $0 per share. | 0 |
03/30/2022 |
Delano Ladd EVP, Counsel & Secretary |
7,152 | Award at $0 per share. | 0 |
03/30/2022 |
Larry Trittschuh EVP Chief Security Officer |
13,011 | Award at $0 per share. | 0 |
03/30/2022 |
Larry Trittschuh EVP Chief Security Officer |
1,987 | Award at $0 per share. | 0 |
03/29/2022 |
Tyson Murdock EVP & CFO |
591 | Derivative/Non-derivative trans. at $66.33 per share. | 39,201 |
03/29/2022 |
Tyson Murdock EVP & CFO |
556 | Derivative/Non-derivative trans. at $66.33 per share. | 36,879 |
03/29/2022 |
Delano Ladd EVP, Counsel & Secretary |
353 | Derivative/Non-derivative trans. at $66.33 per share. | 23,414 |
03/29/2022 |
Delano Ladd EVP, Counsel & Secretary |
275 | Derivative/Non-derivative trans. at $66.33 per share. | 18,240 |
03/29/2022 |
Larry Trittschuh EVP Chief Security Officer |
99 | Derivative/Non-derivative trans. at $66.33 per share. | 6,566 |
02/01/2022 |
Ian R. Sacks Director |
1,073 | Award at $0 per share. | 0 |
02/01/2022 |
Ian R. Sacks Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Ian R. Sacks Director |
1,073 | Award at $0 per share. | 0 |
02/01/2022 |
Ian R. Sacks Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Adrian T. Dillon Director |
1,819 | Award at $0 per share. | 0 |
02/01/2022 |
Adrian T. Dillon Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Adrian T. Dillon Director |
1,819 | Award at $0 per share. | 0 |
02/01/2022 |
Adrian T. Dillon Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Robert W. Selander Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Robert W. Selander Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Stuart Blain Parker Director |
1,212 | Award at $0 per share. | 0 |
02/01/2022 |
Stuart Blain Parker Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Stuart Blain Parker Director |
1,212 | Award at $0 per share. | 0 |
02/01/2022 |
Stuart Blain Parker Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Evelyn S. Dilsaver Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Evelyn S. Dilsaver Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Gayle Wellborn Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Gayle Wellborn Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Debra McCowan Director |
1,399 | Award at $0 per share. | 0 |
02/01/2022 |
Debra McCowan Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Debra McCowan Director |
1,399 | Award at $0 per share. | 0 |
02/01/2022 |
Debra McCowan Director |
727 | Award at $0 per share. | 0 |
02/01/2022 |
Frank A. Corvino Director |
1,455 | Award at $0 per share. | 0 |
02/01/2022 |
Frank A. Corvino Director |
727 | Award at $0 per share. | 0 |
01/12/2022 |
Jon Kessler President and CEO; Director |
4,424 | 0 | |
01/12/2022 |
Jon Kessler President and CEO; Director |
4,424 | 0 | |
12/17/2021 |
Larry Trittschuh EVP Chief Security Officer |
773 | Derivative/Non-derivative trans. at $40.26 per share. | 31,120 |
12/15/2021 |
Evelyn S. Dilsaver Director |
5,018 | Acquisition at $39.79 per share. | 199,666 |
12/14/2021 |
Adrian T. Dillon Director |
12,375 | Acquisition at $40.47 per share. | 500,816 |
MarketWatch News on HQY
-
HealthEquity stock price target raised to $62 from $52 at Deutsche Bank
- Tomi Kilgore
-
HealthEquity downgraded to outperform from strong buy at Raymond James
- Tomi Kilgore
-
HealthEquity stock price target cut to $75 from $92 at Deutsche Bank
- Tomi Kilgore
-
HealthEquity stock price target raised to $72 from $61 at J.P. Morgan
- Tomi Kilgore
-
HealthEquity downgraded to sector weight from overweight at KeyBanc Capital
- Tomi Kilgore
-
HealthEquity stock price target cut to $75 from $90 at Raymond James
- Tomi Kilgore
-
HealthEquity price target upped to $68 from $55 at SunTrust
- Emily Bary
-
Three stocks that are ‘part of the solution’ to the coronavirus crisis
- Philip van Doorn
-
HealthEquity stock price target cut to $65 from $86 at KeyBanc Capital
- Tomi Kilgore
-
Small-Cap ‘Darlings’ Are Perking Up in 2020
- Barron's Online
-
Here’s how Wall Street’s favorite stock picks turned out in 2019
- Philip van Doorn
-
HealthEquity stock price target raised to $77 from $70 at KeyBanc Capital
- Tomi Kilgore
-
Funds’ Most Loved – and Hated – Small-Cap Stocks
- Barron's Online
-
HealthEquity stock price target cut to $76 from $98 at Oppenheimer
- Tomi Kilgore
-
HealthEquity upgraded to buy from neutral at BofA Merrill Lynch
- Tomi Kilgore
-
HealthEquity stock price target raised to $90 from $75 at BofA Merrill Lynch
- Tomi Kilgore
-
HealthEquity stock price target raised to $90 from $85 at Raymond James
- Tomi Kilgore
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Top 5 1st Quarter Trades of Sectoral Asset Management Inc
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Aristotle Capital Management Small Cap Equity Q1 2022 Commentary
- Seeking Alpha
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Viatris (VTRS) Q1 Earnings Beat Estimates
- Zacks.com
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Baron Small Cap Fund Q1 2022 Investor Letter
- Seeking Alpha
-
- Edgar Online - (EDG = 10Q, 10K)
-
HealthEquity upgraded at BTIG on prospects during rate hikes
- Seeking Alpha
-
HealthEquity (HQY) Q4 2022 Earnings Call Transcript
- Motley Fool
-
HealthEquity (HQY) Q4 Earnings Miss Estimates
- Zacks.com
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