HealthEquity, Inc. (HQY)
Company Info
US42226A1079
42226A107
Jul 31, 2014
Highlights
$7.31B
$1.09
77.54
0.92
$1.20B
$720.73M
$339.12M
$65.01 - $115.59
$110.93
7.80%
4.06
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HealthEquity, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
HealthEquity, Inc. had a return of -11.91% year-to-date (YTD) and 4.49% in the last 12 months. Over the past 10 years, HealthEquity, Inc. had an annualized return of 13.12%, outperforming the S&P 500 benchmark which had an annualized return of 9.65%.
HQY
-11.91%
-0.09%
-3.60%
4.49%
12.04%
13.12%
^GSPC (Benchmark)
-10.18%
-6.71%
-9.92%
6.35%
13.40%
9.65%
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% | -4.36% | -11.91% | ||||||||
| 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 58, 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.
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.
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 26.19%.
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 current HealthEquity, Inc. volatility is 16.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
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
PEG Ratio
PS Ratio
PB Ratio
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for HealthEquity, Inc..
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Income Statement
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