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HealthEquity (HQY)

(Delayed Data from NSDQ)

$55.10 USD

55.10
380,487

-1.02 (-1.82%)

Updated May 26, 2023 04:00 PM ET

After-Market: $55.07 -0.03 (-0.05%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.17%
2Buy17.84%
3Hold9.16%
4Sell4.92%
5Strong Sell2.18%
S&P50010.66%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value A Growth D Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 45% (113 out of 251)

Industry: Medical Services

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Trades from $1

Balance Sheet

Research for HQY

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for HealthEquity, Inc falls in the month of January.

All items in Millions except Per Share data.

1/31/2023 1/31/2022 1/31/2021 1/31/2020 1/31/2019
Assets          
Cash & Equivalents 254 225 329 192 361
Receivables 97 87 73 71 26
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 32 39 59 35 8
Total Current Assets 383 351 460 297 395
Net Property & Equipment 13 23 29 33 8
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 2
Intangibles 2,585 2,619 2,094 2,116 84
Deposits & Other Assets 52 50 37 35 21
Total Assets 3,089 3,107 2,710 2,565 510
Liabilities & Shareholders Equity 1/31/2023 1/31/2022 1/31/2021 1/31/2020 1/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 14 28 2 4 4
Current Portion Long-Term Debt 18 9 63 39 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 90 105 127 96 26
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 131 153 205 152 29
Mortgages 0 0 0 0 0
Deferred Taxes/Income 83 100 120 130 1
Convertible Debt 0 0 0 0 0
Long-Term Debt 908 922 924 1,182 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 13 14 9 3 3
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,193 1,255 1,332 1,535 33
Shareholders Equity 1/31/2023 1/31/2022 1/31/2021 1/31/2020 1/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 1,746 1,677 1,158 819 305
Retained Earnings 150 176 220 212 172
Other Equity 0 0 0 0 0
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 1,896 1,853 1,379 1,030 477
Total Liabilities & Shareholder's Equity 3,089 3,107 2,710 2,565 510
Total Common Equity 1,896 1,853 1,379 1,030 477
Shares Outstanding 84.60 83.60 82.10 70.80 62.30
Book Value Per Share 22.41 22.16 16.79 14.55 7.66

Fiscal Year End for HealthEquity, Inc falls in the month of January.

All items in Millions except Per Share data.

4/30/2023 1/31/2023 10/31/2022 7/31/2022 4/30/2022
Assets          
Cash & Equivalents NA 254 210 177 161
Receivables NA 97 88 90 86
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 32 34 41 32
Total Current Assets NA 383 332 309 279
Net Property & Equipment NA 13 16 18 21
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 2,585 2,610 2,638 2,654
Deposits & Other Assets NA 52 48 49 49
Total Assets NA 3,089 3,065 3,074 3,065
Liabilities & Shareholders Equity 4/30/2023 1/31/2023 10/31/2022 7/31/2022 4/30/2022
Notes Payable NA 0 0 0 0
Accounts Payable NA 14 16 16 14
Current Portion Long-Term Debt NA 18 15 13 11
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 90 69 85 81
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 131 110 126 118
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 83 89 92 95
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 908 911 915 919
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 10 14 14
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 1,193 1,182 1,209 1,210
Shareholders Equity 4/30/2023 1/31/2023 10/31/2022 7/31/2022 4/30/2022
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 1,746 1,733 1,713 1,693
Retained Earnings NA 150 150 152 162
Other Equity NA 0 0 0 0
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 1,896 1,883 1,865 1,855
Total Liabilities & Shareholder's Equity NA 3,089 3,065 3,074 3,065
Total Common Equity 0 1,896 1,883 1,865 1,855
Shares Outstanding 84.70 84.60 84.50 84.30 84.30
Book Value Per Share 0.00 22.41 22.29 22.12 22.01