Healthequity Stock Filter Stocks by Fundamentals
| HQY Stock | USD 80.89 1.04 1.30% |
HealthEquity fundamentals help investors to digest information that contributes to HealthEquity's financial success or failures. It also enables traders to predict the movement of HealthEquity Stock. The fundamental analysis module provides a way to measure HealthEquity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to HealthEquity stock.
HealthEquity | Shares Owned by Insiders |
HealthEquity Institutional Holders
Institutional Holdings refers to the ownership stake in HealthEquity that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of HealthEquity's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing HealthEquity's value.| Shares | William Blair Investment Management, Llc | 2023-12-31 | 1.8 M | Franklin Resources Inc | 2023-12-31 | 1.5 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1.4 M | Arrowmark Colorado Holdings, Llc (arrowmark Partners) | 2023-12-31 | 1.2 M | Allspring Global Investments Holdings, Llc | 2023-12-31 | 1.2 M | Stephens Inv Mgmt Group Llc | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 1.1 M | Hhg Plc | 2023-12-31 | 1.1 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1 M | Blackrock Inc | 2023-12-31 | 10.6 M | Vanguard Group Inc | 2023-12-31 | 8.6 M |
HealthEquity Fundamentals
| Return On Equity | 0.0284 | ||||
| Return On Asset | 0.0256 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 7.41 B | ||||
| Shares Outstanding | 86.16 M | ||||
| Shares Owned By Insiders | 2.22 % | ||||
| Shares Owned By Institutions | 97.78 % | ||||
| Number Of Shares Shorted | 2.98 M | ||||
| Price To Earning | 525.29 X | ||||
| Price To Book | 3.38 X | ||||
| Price To Sales | 6.88 X | ||||
| Revenue | 999.59 M | ||||
| Gross Profit | 490.09 M | ||||
| EBITDA | 281.21 M | ||||
| Net Income | 55.71 M | ||||
| Cash And Equivalents | 176.89 M | ||||
| Cash Per Share | 2.09 X | ||||
| Total Debt | 933.14 M | ||||
| Debt To Equity | 0.54 % | ||||
| Current Ratio | 2.46 X | ||||
| Book Value Per Share | 23.63 X | ||||
| Cash Flow From Operations | 242.83 M | ||||
| Short Ratio | 5.20 X | ||||
| Earnings Per Share | 0.64 X | ||||
| Price To Earnings To Growth | 2.29 X | ||||
| Target Price | 99.23 | ||||
| Number Of Employees | 3.13 K | ||||
| Beta | 0.55 | ||||
| Market Capitalization | 6.92 B | ||||
| Total Asset | 3.24 B | ||||
| Retained Earnings | 205.63 M | ||||
| Working Capital | 440.35 M | ||||
| Current Asset | 143.05 M | ||||
| Current Liabilities | 12.11 M | ||||
| Net Asset | 3.24 B |
About HealthEquity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze HealthEquity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of HealthEquity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of HealthEquity based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
HealthEquity Investors Sentiment
The influence of HealthEquity's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in HealthEquity. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to HealthEquity's public news can be used to forecast risks associated with an investment in HealthEquity. The trend in average sentiment can be used to explain how an investor holding HealthEquity can time the market purely based on public headlines and social activities around HealthEquity. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
HealthEquity's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for HealthEquity's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average HealthEquity's news discussions. The higher the estimated score, the more favorable is the investor's outlook on HealthEquity.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards HealthEquity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, HealthEquity's short interest history, or implied volatility extrapolated from HealthEquity options trading.
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Try AI Portfolio ArchitectCheck out HealthEquity Piotroski F Score and HealthEquity Altman Z Score analysis. For more information on how to buy HealthEquity Stock please use our How to Invest in HealthEquity guide.You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Complementary 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.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
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| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |
Is HealthEquity's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HealthEquity. If investors know HealthEquity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HealthEquity listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.96) | Earnings Share 0.64 | Revenue Per Share 11.682 | Quarterly Revenue Growth 0.122 | Return On Assets 0.0256 |
The market value of HealthEquity is measured differently than its book value, which is the value of HealthEquity that is recorded on the company's balance sheet. Investors also form their own opinion of HealthEquity's value that differs from its market value or its book value, called intrinsic value, which is HealthEquity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HealthEquity's market value can be influenced by many factors that don't directly affect HealthEquity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HealthEquity's value and its price as these two are different measures arrived at by different means. Investors typically determine if HealthEquity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HealthEquity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.