Healthequity Stock Performance
| HQY Stock | USD 84.32 17.35 17.07% |
The company retains a Market Volatility (i.e., Beta) of 1.11, 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. At this point, HealthEquity has a negative expected return of -0.16%. Please make sure to check out HealthEquity's value at risk, and the relationship between the standard deviation and kurtosis , to decide if HealthEquity performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days HealthEquity has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest inconsistent performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return (17.07) | Five Day Return (11.57) | Year To Date Return (12.90) | Ten Year Return 236.34 | All Time Return 379.09 |
1 | Disposition of 475 shares by Delano Ladd of HealthEquity at 97.5445 subject to Rule 16b-3 | 01/07/2025 |
2 | Why Is HealthEquity Up 3.5 percent Since Last Earnings Report | 01/08/2025 |
3 | Disposition of 6925 shares by James Lucania of HealthEquity at 76.22 subject to Rule 16b-3 | 01/17/2025 |
4 | HealthEquity Sets New 52-Week High - Heres What Happened - MarketBeat | 01/29/2025 |
5 | Acquisition by Parker Stuart B. of 771 shares of HealthEquity subject to Rule 16b-3 | 02/03/2025 |
6 | Heres How Much You Would Have Made Owning HealthEquity Stock In The Last 10 Years | 02/20/2025 |
7 | Heres Why HealthEquity is a Strong Growth Stock | 02/27/2025 |
8 | With EPS Growth And More, HealthEquity Makes An Interesting Case | 03/04/2025 |
9 | LifeMD, Inc. Reports Q4 Loss, Tops Revenue Estimates | 03/10/2025 |
10 | HealthEquity, Inc. A Bull Case Theory | 03/11/2025 |
11 | Gear Up for HealthEquity Q4 Earnings Wall Street Estimates for Key Metrics | 03/13/2025 |
12 | HealthEquity Q4 2025 Earnings Preview | 03/17/2025 |
| Begin Period Cash Flow | 254.3 M |
HealthEquity |
HealthEquity Relative Risk vs. Return Landscape
If you would invest 9,495 in HealthEquity on December 20, 2024 and sell it today you would lose (1,063) from holding HealthEquity or give up 11.2% of portfolio value over 90 days. HealthEquity is generating negative expected returns assuming volatility of 2.8878% on return distribution over 90 days investment horizon. In other words, 25% of stocks are less volatile than HealthEquity, and above 99% 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 = -0.0543
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HQY |
Estimated Market Risk
| 2.89 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average HealthEquity is not performing at its full potential. However, 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 HealthEquity 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 | 0.047 | ||||
| Return On Asset | 0.0379 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 9.55 B | ||||
| Shares Outstanding | 86.66 M | ||||
| Price To Earning | 525.29 X | ||||
| Price To Book | 4.11 X | ||||
| Price To Sales | 7.66 X | ||||
| Revenue | 999.59 M | ||||
| Gross Profit | 751.54 M | ||||
| EBITDA | 282.42 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 | 24.47 X | ||||
| Cash Flow From Operations | 242.83 M | ||||
| Earnings Per Share | 1.09 X | ||||
| Market Capitalization | 8.81 B | ||||
| Total Asset | 3.16 B | ||||
| Retained Earnings | 205.63 M | ||||
| Working Capital | 440.35 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 | ||
| 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 generated a negative expected return over the last 90 days | |
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from seekingalpha.com: HealthEquity Q4 2025 Earnings Preview |
- 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.