HealthEquity, Inc. (HQY)
Company Info
US42226A1079
42226A107
Jul 31, 2014
Highlights
$7.82B
$1.09
82.94
1.00
$912.18M
$559.14M
$255.15M
$65.01 - $115.59
$110.93
8.35%
3.78
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
HealthEquity, Inc. (HQY) returned -5.78% year-to-date (YTD) and 16.90% over the past 12 months. Over the past 10 years, HQY delivered an annualized return of 13.57%, outperforming the S&P 500 benchmark at 10.46%.
HQY
-5.78%
13.08%
-8.52%
16.90%
9.73%
13.57%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of HQY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 15.08% | -0.60% | -19.49% | -3.00% | 5.46% | -5.78% | |||||||
| 2024 | 14.00% | 9.30% | -1.19% | -3.33% | 3.51% | 5.53% | -8.96% | 1.38% | 2.88% | 4.15% | 19.11% | -5.51% | 44.72% |
| 2023 | -1.28% | 7.10% | -9.91% | -8.96% | 2.53% | 15.22% | 7.60% | -0.57% | 8.14% | -1.88% | -6.50% | -1.07% | 7.56% |
| 2022 | 20.80% | 0.51% | 25.56% | -7.59% | 0.42% | -1.90% | -5.25% | 13.60% | 1.65% | 15.99% | -18.52% | -2.90% | 39.33% |
| 2021 | 19.85% | -1.44% | -17.43% | 11.72% | 9.41% | -3.18% | -8.08% | -13.26% | 0.92% | 2.19% | -17.38% | -19.09% | -36.54% |
| 2020 | -10.81% | 7.46% | -28.74% | 11.23% | 10.13% | -5.33% | -12.12% | 11.48% | -10.63% | 0.23% | 39.23% | -2.76% | -5.89% |
| 2019 | 4.51% | 29.10% | -8.08% | -8.42% | -3.53% | 0.06% | 25.35% | -27.59% | -3.73% | -0.62% | 10.74% | 17.78% | 24.17% |
| 2018 | 8.49% | 13.75% | 5.14% | 8.47% | 13.16% | 1.06% | 0.53% | 24.78% | 0.21% | -2.76% | -3.39% | -32.74% | 27.84% |
| 2017 | 14.14% | -5.51% | -2.86% | 7.23% | 0.62% | 8.80% | -7.95% | -6.76% | 18.26% | -0.71% | 3.29% | -10.04% | 15.15% |
| 2016 | -14.04% | -3.39% | 18.49% | 1.95% | 2.62% | 17.73% | -2.85% | 10.30% | 16.25% | -12.21% | 34.01% | -9.01% | 61.63% |
| 2015 | -18.39% | -2.41% | 23.29% | 4.88% | 1.14% | 20.90% | 5.02% | -12.89% | 0.78% | 10.69% | 0.89% | -24.03% | -1.49% |
| 2014 | 10.11% | -5.52% | 11.41% | 21.72% | 2.50% | 44.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HQY is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HealthEquity, Inc. (HQY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the HealthEquity, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the HealthEquity, Inc. was 60.65%, occurring on Dec 20, 2021. Recovery took 732 trading sessions.
The current HealthEquity, Inc. drawdown is 21.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.65% | Nov 8, 2018 | 784 | Dec 20, 2021 | 732 | Nov 18, 2024 | 1516 |
| -54.61% | Nov 12, 2015 | 58 | Feb 5, 2016 | 149 | Sep 8, 2016 | 207 |
| -32.96% | Feb 13, 2025 | 38 | Apr 8, 2025 | — | — | — |
| -26.64% | Dec 29, 2014 | 29 | Feb 9, 2015 | 30 | Mar 24, 2015 | 59 |
| -25.46% | Jun 9, 2017 | 56 | Aug 28, 2017 | 117 | Feb 14, 2018 | 173 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of HealthEquity, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of HealthEquity, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -3.7%.
Valuation
The Valuation section provides an overview of how HealthEquity, Inc. is priced in the market compared to other companies in the Health Information Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for HQY, comparing it with other companies in the Health Information Services industry. Currently, HQY has a P/E ratio of 82.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for HQY compared to other companies in the Health Information Services industry. HQY currently has a PEG ratio of 1.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HQY relative to other companies in the Health Information Services industry. Currently, HQY has a P/S ratio of 6.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HQY in comparison with other companies in the Health Information Services industry. Currently, HQY has a P/B value of 3.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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