HealthEquity Overview

  • Founded
  • 2002
Founded
  • Status
  • Public
  • Employees
  • 3,039
Employees
  • Stock Symbol
  • HQY
Stock Symbol
  • Investments
  • 8
  • Share Price
  • $65.02
  • (As of Thursday Closing)

HealthEquity General Information

Description

HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. Its technology allows customers to see their tax-advantaged healthcare savings, compare treatment options and pricing, pay healthcare bills, receive benefit information, and earn wellness incentives. The firm primarily partners with health plans and employers and serves as the custodian of its customers' health savings accounts (HSAs). HealthEquity also engages in reimbursement arrangements and offers healthcare incentives to its members. In addition, the company provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

Contact Information

Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Financial Software
Other Industries
Other Financial Services
Other Healthcare Services
Stock Exchange
NAS
Primary Office
  • 15 West Scenic Pointe Drive
  • Suite 100
  • Draper, UT 84020
  • United States
+1 (866) 000-0000
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HealthEquity Stock Performance

(As of Thursday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$65.02 $62.20 $45.82 - $93.32 $5.19B 83.5M 487K $0.01

HealthEquity Financials Summary

In Thousands,
USD
TTM 31-Jul-2021 FY 2021 31-Jan-2021 FY 2020 31-Jan-2020 FY 2019 31-Jan-2019
EV 6,490,282 7,224,830 5,818,825 3,559,051
Revenue 740,825 733,570 531,993 287,243
EBITDA 44,592 153,880 117,374 92,327
Net Income 723 8,834 39,664 73,899
Total Assets 3,148,634 2,710,407 2,564,981 510,016
Total Debt 1,056,623 1,074,978 1,301,096 0
Public Fundamental Data provided by Morningstar, Inc. disclaimer

HealthEquity Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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HealthEquity Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned

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HealthEquity Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. Its technolog
Financial Software
Draper, UT
3,039 As of 2021
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000000000 00000000
Austin, TX
00 As of 0000
000
00.00 0000-00-00
000000000 000

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00000 000000000 00000000
El Paso, TX
000 As of 0000
0000 0000-00-00
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HealthEquity Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
First Dollar Venture Capital-Backed Austin, TX 00 000 000000000 000
0000000 Pending Transaction (M&A) El Paso, TX 000 000000&0
00000000 000000000 Venture Capital-Backed Oakland, CA 00 00000000000
00000000 Venture Capital-Backed New York, NY 00 0000 0000000000 0 0000
000000 (000000000 Venture Capital-Backed San Francisco, CA 00 000.00 00000000000 000.00
You’re viewing 5 of 8 competitors. Get the full list »

HealthEquity Executive Team (26)

Name Title Board Seat Contact Info
Jon Kessler Chief Executive Officer & Board Member
Tyson Murdock Chief Financial Officer, Finance & Executive Vice President
Ted Bloomberg Chief Operating Officer & Executive Vice President
Adam Hostetter Chief Marketing Officer, Marketing & Executive Vice President
Larry Trittschuh Executive Vice President & Executive
You’re viewing 5 of 26 executive team members. Get the full list »

HealthEquity Board Members (11)

Name Representing Role Since
Adrian Dillon Self Board Member 000 0000
Evelyn Dilsaver Self Board Member 000 0000
Gayle Wellborn HealthEquity Board Member 000 0000
Ian Sacks Self Board Member 000 0000
Jon Kessler HealthEquity Chief Executive Officer & Board Member 000 0000
You’re viewing 5 of 11 board members. Get the full list »

HealthEquity Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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HealthEquity Investments & Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 00000 0000 ( 27-Apr-2021 000000000 00000 00 000.00 Buildings and Property 000 0000000
0000000 08-Apr-2021 000000000000000000 00000 Other Financial Services 000 0000000
0000 08-Mar-2021 000000000000000000 000.00 Business/Productivity Software 0000000 000000
00000000 (000000 0 08-Oct-2019 000000000 00000 00 Buildings and Property
WageWorks 30-Aug-2019 Merger/Acquisition 000 Other Capital Markets/Institutions 000 0000000
You’re viewing 5 of 8 investments and acquisitions. Get the full list »

HealthEquity Subsidiaries (3)

Company Name Industry Location Founded
Luum Business/Productivity Software Seattle, WA 2012
000000000000 Consulting Services (B2B) Orem, UT 0000
000000000 Other Capital Markets/Institutions San Mateo, CA 0000
To view HealthEquity’s complete subsidiaries history, request access »