Healthequity Stock Performance
| HQY Stock | USD 104.56 2.66 2.48% |
HealthEquity has a performance score of 3 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 1.13, which attests to a somewhat significant risk relative to the market. HealthEquity returns are very sensitive to returns on the market. As the market goes up or down, HealthEquity is expected to follow. HealthEquity right now retains a risk of 3.66%. Please check out HealthEquity value at risk, and the relationship between the standard deviation and kurtosis , to decide if HealthEquity will be following its current trending patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in HealthEquity are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly inconsistent basic indicators, HealthEquity may actually be approaching a critical reversion point that can send shares even higher in July 2025. ...more
Actual Historical Performance (%)
One Day Return (2.48) | Five Day Return (5.91) | Year To Date Return 8.01 | Ten Year Return 274.9 | All Time Return 494.09 |
1 | Insider Trading | 03/28/2025 |
2 | Disposition of 538 shares by Stephen Neeleman of HealthEquity at 87.9319 subject to Rule 16b-3 | 04/01/2025 |
3 | Embecta Corp. Tops Q2 Earnings Estimates | 05/09/2025 |
4 | Ashford Capital Management Inc. Sells 35,910 Shares of HealthEquity, Inc. | 05/20/2025 |
5 | HealthEquity Reports Q1 Earnings What Key Metrics Have to Say | 06/03/2025 |
6 | HealthEquity Price Target Raised by Goldman Sachs HQY Stock News | 06/04/2025 |
7 | HealthEquity Issues FY 2026 Earnings Guidance | 06/05/2025 |
8 | MD or HQY Which Is the Better Value Stock Right Now | 06/06/2025 |
9 | Kalkine Nasdaq Today HealthEquitys Role in Healthcare Technology Growth | 06/09/2025 |
10 | Kalkine HealthEquitys Role in Evolving Health Services on Nasdaq Today | 06/10/2025 |
| Begin Period Cash Flow | 404 M |
HealthEquity | Build AI portfolio with HealthEquity Stock |
HealthEquity Relative Risk vs. Return Landscape
If you would invest 9,741 in HealthEquity on March 14, 2025 and sell it today you would earn a total of 715.00 from holding HealthEquity or generate 7.34% return on investment over 90 days. HealthEquity is generating 0.1826% of daily returns assuming volatility of 3.6586% on return distribution over 90 days investment horizon. In other words, 32% of stocks are less volatile than HealthEquity, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
HealthEquity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HealthEquity's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HealthEquity, and traders can use it to determine the average amount a HealthEquity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0499
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 3.66 actual daily | 32 68% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average HealthEquity is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HealthEquity by adding it to a well-diversified portfolio.
HealthEquity Fundamentals Growth
HealthEquity Stock prices reflect investors' perceptions of the future prospects and financial health of HealthEquity, and HealthEquity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HealthEquity Stock performance.
| Return On Equity | 0.0577 | ||||
| Return On Asset | 0.0457 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 9.86 B | ||||
| Shares Outstanding | 86.48 M | ||||
| Price To Earning | 525.29 X | ||||
| Price To Book | 4.26 X | ||||
| Price To Sales | 7.27 X | ||||
| Revenue | 1.2 B | ||||
| Gross Profit | 814.43 M | ||||
| EBITDA | 337.54 M | ||||
| Net Income | 96.7 M | ||||
| Cash And Equivalents | 176.89 M | ||||
| Cash Per Share | 2.09 X | ||||
| Total Debt | 1.11 B | ||||
| Debt To Equity | 0.54 % | ||||
| Current Ratio | 2.46 X | ||||
| Book Value Per Share | 24.49 X | ||||
| Cash Flow From Operations | 339.86 M | ||||
| Earnings Per Share | 1.34 X | ||||
| Market Capitalization | 9.04 B | ||||
| Total Asset | 3.45 B | ||||
| Retained Earnings | 209.27 M | ||||
| Working Capital | 321.43 M | ||||
| Current Asset | 143.05 M | ||||
| Current Liabilities | 12.11 M | ||||
About HealthEquity Performance
Evaluating HealthEquity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if HealthEquity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HealthEquity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.95 | 0.91 | |
| Return On Tangible Assets | 0.16 | 0.13 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.05 | 0.08 |
Things to note about HealthEquity performance evaluation
Checking the ongoing alerts about HealthEquity for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HealthEquity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HealthEquity had very high historical volatility over the last 90 days | |
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from kalkinemedia.com: Kalkine HealthEquitys Role in Evolving Health Services on Nasdaq Today |
- Analyzing HealthEquity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HealthEquity's stock is overvalued or undervalued compared to its peers.
- Examining HealthEquity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HealthEquity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HealthEquity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HealthEquity's stock. These opinions can provide insight into HealthEquity's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for HealthEquity Stock Analysis
When running HealthEquity's price analysis, check to measure HealthEquity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HealthEquity is operating at the current time. Most of HealthEquity's value examination focuses on studying past and present price action to predict the probability of HealthEquity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HealthEquity's price. Additionally, you may evaluate how the addition of HealthEquity to your portfolios can decrease your overall portfolio volatility.