HealthEquity Overview
- Year Founded
-
2002
- Status
-
Public
- Employees
-
3,150
- Stock Symbol
-
HQY
- Investments
-
11
- Share Price
-
$100.76
- (As of Monday Closing)
HealthEquity General Information
Description
HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.
Contact Information
Website
www.healthequity.comCorporate Office
- PO Box 14374
- Lexington, KY 40512
- United States
Corporate Office
- PO Box 14374
- Lexington, KY 40512
- United States
HealthEquity Timeline
HealthEquity Stock Performance
As of 17-Mar-2025, HealthEquity’s stock price is $100.76. Its current market cap is $8.73B with 86.7M shares.
(As of Monday Closing)
| Stock Price | Previous Close | 52 wk Range | Market Cap | Shares | Average Volume | EPS |
|---|---|---|---|---|---|---|
| $100.76 | $97.41 | $65.01 - $115.59 | $8.73B | 86.7M | 765K | $1.12 |
HealthEquity Financials Summary
As of 31-Oct-2024, HealthEquity has a trailing 12-month revenue of $1.15B.
|
In Thousands, USD |
TTM 31-Oct-2024 | FY 2024 31-Jan-2024 | FY 2023 31-Jan-2023 | FY 2022 31-Jan-2022 |
|---|---|---|---|---|
| EV | 8,274,971 | 7,085,408 | 5,938,388 | 4,829,122 |
| Revenue | 1,150,344 | 999,587 | 861,748 | 756,556 |
| EBITDA | 320,764 | 271,457 | 169,766 | 105,530 |
| Net Income | 96,702 | 55,712 | (26,143) | (44,289) |
| Total Assets | 3,488,347 | 3,163,790 | 3,088,900 | 3,107,102 |
| Total Debt | 1,135,189 | 933,142 | 994,485 | 1,008,230 |
HealthEquity Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
HealthEquity Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price |
% Owned |
|---|
HealthEquity Comparisons
Industry
Financing
Details
HealthEquity Competitors (13)
One of HealthEquity’s 13 competitors is Lively (Financial Services), a Venture Capital-Backed company based in San Francisco, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Lively (Financial Services) | Venture Capital-Backed | San Francisco, CA | ||||
| Further | Corporate Backed or Acquired | Lexington, KY | ||||
| Sterling Administration | Venture Capital-Backed | Oakland, CA | ||||
| First Dollar | Private Equity-Backed | Austin, TX | ||||
| Starship (Financial Services) | Venture Capital-Backed | New York, NY |
HealthEquity Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
HealthEquity Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
HealthEquity Investments & Acquisitions (11)
HealthEquity’s most recent deal was a Corporate Asset Purchase with Conduent (BenefitWallet HSA Portfolio) for . The deal was made on 09-May-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Conduent (BenefitWallet HSA Portfolio) | 09-May-2024 | Corporate Asset Purchase | Buildings and Property | ||
| HealthSavings Administrators | 02-Mar-2022 | Merger/Acquisition | Managed Care | ||
| Further | 01-Nov-2021 | Merger/Acquisition | Other Financial Services | ||
| Fifth Third Bank (HSA Portfolio) | 29-Sep-2021 | Corporate Asset Purchase | Buildings and Property | ||
| Luum (Business/Productivity Software) | 08-Mar-2021 | Merger/Acquisition | Business/Productivity Software |
HealthEquity ESG
Risk Overview
Risk Rating
Updated March, 01, 2025
20.26 | Med Risk
Risk Scale
A lower score indicates better sustainability
Negl
0-10
Low
10-20
Med
20-30
High
30-40
Severe
40+
Exposure
Exposure refers to the extent to which a company is exposed to different material ESG issues
Management
Management is related to actions taken to manage ESG issues
Peers Analysis
Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.
Global
Covered Companies
of 14,946
Rank
Percentile
Healthcare
Industry
of 581
Rank
Percentile
Health Care IT Services
Subindustry
of 34
Rank
Percentile
HealthEquity Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| WageWorks | San Mateo, CA | 2000 | |
| Further | Lexington, KY | 1989 |
HealthEquity FAQs
-
When was HealthEquity founded?
HealthEquity was founded in 2002.
-
Where is HealthEquity headquartered?
HealthEquity is headquartered in Lexington, KY.
-
What is the size of HealthEquity?
HealthEquity has 3,150 total employees.
-
What industry is HealthEquity in?
HealthEquity’s primary industry is Financial Software.
-
Is HealthEquity a private or public company?
HealthEquity is a Public company.
-
What is HealthEquity’s stock symbol?
The ticker symbol for HealthEquity is HQY.
-
What is the current stock price of HealthEquity?
As of 17-Mar-2025 the stock price of HealthEquity is $100.76.
-
What is the current market cap of HealthEquity?
The current market capitalization of HealthEquity is $8.73B.
-
What is HealthEquity’s current revenue?
The trailing twelve month revenue for HealthEquity is $1.15B.
-
Who are HealthEquity’s competitors?
Lively (Financial Services), Further, Sterling Administration, First Dollar, and Starship (Financial Services) are some of the 13 competitors of HealthEquity.
-
What is HealthEquity’s annual earnings per share (EPS)?
HealthEquity’s EPS for 12 months was $1.12.
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