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Fundamental - Factsheet

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HEALTHEQUITY INC HEALTHEQUITY INC
Updated on 06 Dec 2021 (End of trading day)
Last (USD): 56.670 Change: +2.370 High: 57.280 Remarks: -
Change (%): +4.36 Low: 53.600

Company Background

HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm’s offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthcare saving and spending platform, health savings accounts, investment advisory services, reimbursement arrangements, and healthcare incentives. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.

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Key Statistics

EPS (USD) a 0.10579 Trailing EPS (USD) b 0.00866 NAV (USD) c 22.3050
PE a 535.684 Trailing PE d 6,545.581 Price / NAV c 2.5407
Dividend Yield (%) e - Cash In Hand (USD) f 9.0260 Issued & Paid-up Shares g 83,509,000
Piotroski F Score 5 Market Cap (M) 4,732.455 Free Float (%) 98.0
Return on Equity (ROE) (%) h 0.039 Revenue Growth (%) TTM i 2.272
Net Earnings Growth (%) j 103.643 Net Debt/Equity k 0.163
Sector & Industry Finance - Investment Managers
Notes:
  1. Based on latest Full Year results announcement, adjusted based on Profit Attributable To Shareholders.
  2. Summation of the earnings from the latest 4 Quarter (or 2 Half Year) results announcement, adjusted for the current number of shares.
  3. Based on latest results announcement (Full Year, Half Year or Interim), adjusted for carrying value of "Other Share Capital", illustrative financial effects of corporate actions (if applicable) and the current number of shares.
  4. Based on latest Full Year results announcement, adjusted for the current number of shares.
  5. Dividend is based on latest Full Year results announcement, adjusted for current number of shares and excludes special dividend.
  6. Based on reported cash and cash equivalents at end and extracted from the latest results announcement (Full Year, Half Year or Interim), adjusted for the current number of shares.
  7. Rounded to the nearest thousand. The figure pertains to the respective exchange the stock is listed on. Updated on 10 Sep 2021. Please click here for more information.
  8. Calculated based on Net Earnings / (Shareholders' Equity - Other Share Capital)
  9. Calculated based on (Current Year Revenue - Last Year Revenue) / Last Year Revenue
  10. Calculated based on (Current Year Earnings - Last Year Earnings) / Last Year Earnings
  11. Calculated based on (Long Term Debt + Short Term Debt - Cash and Short Term Investments)/(Shareholders' Equity - Other Share Capital)

Total Shareholder Return

PeriodDividend ReceivedCapital AppreciationTotal Shareholder Return
Short Term Return 5 Days -+1.990
+3.64 %
10 Days --6.510
-10.30 %
20 Days --11.530
-16.91 %
Medium Term Return 3 Months --8.490
-13.03 %
6 Months --24.770
-30.42 %
1 Year --11.350
-16.69 %
Long Term Return 2 Years --12.060
-17.55 %
3 Years --11.120
-16.40 %
5 Years -+14.810
+35.38 %
Annualised Return Annualised --
+6.25 %
Notes:
  1. Total Shareholder Return (TSR) combines share price appreciation and dividends paid to show the total return to the shareholder expressed as a percentage.
  2. Script dividends are ignored in this calculation.

Peer Comparison

Type Name Market Market Cap (M)a PE b Trailing PE c Price / NAV d Dividend Yield (%)d
Reference HEALTHEQUITY INC NASDAQ 4,732.455 535.684 6,545.581 2.5407 -
Industry Investment Managers NASDAQ 3,067.430 20.835 11.474 2.5217 2.459
Local Peer PRICE T ROWE GROUPS NASDAQ 44,350.115 19.221 14.575 5.3679 1.850
Local Peer CARLYLE GROUP INC NASDAQ 19,184.772 55.097 6.741 4.0311 1.843
Local Peer PRINCIPAL FINANCIAL GROUP NASDAQ 18,549.529 13.290 10.839 1.1542 3.300
Local Peer MORNINGSTAR INC NASDAQ 13,512.594 60.432 63.709 9.7529 0.386
Local Peer ARES CAPITAL CORP COM STK USD0.001 NASDAQ 9,533.000 19.696 6.099 1.1167 7.100
Local Peer SEI INVESTMENT CO NASDAQ 8,527.551 19.065 16.176 4.6394 1.211
Local Peer HAMILTON LANE INC NASDAQ 5,704.920 61.090 38.628 18.8791 0.795
Local Peer STEPSTONE GROUP INC NASDAQ 4,648.440 74.215 27.810 6.7996 0.143
Local Peer FOCUS FINANCIAL PARTNERS INC NASDAQ 4,678.675 166.826 722.018 6.9308 -
Local Peer PROSPECT CAPITAL CORPORATION COM STK USD0.001 NASDAQ 3,282.680 3.412 3.269 0.8325 8.519
Local Peer GOLUB CAPITAL BDC INC COM USD0.001 NASDAQ 2,621.847 7.705 7.705 1.0152 7.523
Local Peer VICTORY CAPITAL HOLDINGS INC NASDAQ 2,342.028 11.020 8.887 2.6992 0.663
Other Local Peers NEW MOUNTAIN FINANCE CORPORATION COM USD0.01 (NASDAQ), PATRIA INVESTMENTS LTD (NASDAQ), VIRTUS INVESTMENT PARTNERS INC (NASDAQ), GCM GROSVENOR INC (NASDAQ), OAKTREE SPECIALTY LENDING CORP COM USD0.01 (NASDAQ), WISDOMTREE INVESTMENTS INC (NASDAQ), SLR INVESTMENT CORP COM USD0.01 (NASDAQ), TCG BDC INC COM USD0.001 (NASDAQ), CAPITAL SOUTHWEST CORPORATION COM USD0.25 (NASDAQ), DIAMOND HILL INVESTMENT GROUP (NASDAQ), VINCI PARTNERS INVESTMENTS LTD (NASDAQ), GLADSTONE INVESTMENT CORPORATION COM STK USD0.001 (NASDAQ), PENNANTPARK FLOATING RATE CAP LTD COM USD0.001 (NASDAQ), PENNANTPARK INVESTMENT CORPORATION COM STK USD0.001 (NASDAQ), FIDUS INVESTMENT CORPORATION COM USD0.001 (NASDAQ), PUYI INC SPON ADS EA REP 1.5 ORD SHS (NASDAQ), GLADSTONE CAPITAL CORP COM USD0.001 (NASDAQ), WHITEHORSE FIN INC (NASDAQ), SURO CAPITAL CORP (NASDAQ), BLACKROCK CAPITAL INVESTMENT CORP COM STK USD0.001 (NASDAQ), MONROE COM USD0.001 (NASDAQ), SLR SENIOR INVESTMENT CORP COM USD0.01 (NASDAQ), PORTMAN RIDGE FINANCE CORPORATION COM USD0.01 (POST REV SPLT) (NASDAQ), FIRST WESTERN FINANCIAL INC (NASDAQ), SILVERCREST ASSET MGMT GROUP INC (NASDAQ), MEDALLION FINANCIAL CORP (NASDAQ), OXFORD SQUARE CAPITAL CORP COM USD0.01 (NASDAQ), HYWIN HLDG LTD SPON ADS EACH REP 2 ORD SHS (NASDAQ), OFS CAPITAL CORPORATION COM USD0.01 (NASDAQ), FIRST EAGLE ALTERNATIVE CAP BDC INC COM USD0.001 (NASDAQ), GREAT ELM CAPITAL CORP COM USD0.01 (NASDAQ), HENNESSY ADVISORS INC (NASDAQ), US GLOBAL INVESTORS INC (NASDAQ), LOGAN RIDGE FIN CORP COM USD0.01(POST REV SPLIT) (NASDAQ), GREENPRO CAP CORP (NASDAQ), HERITAGE GLOBAL INC (NASDAQ), GREAT ELM GROUP INC (NASDAQ), RAND CAPITAL CORP COM USD0.10(POST REV SPLIT) (NASDAQ), ATIF HOLDINGS LIMITED (NASDAQ), PUHUI WEALTH INVESTMENT MNGT CO LTD (NASDAQ)
Global Peer BLACKSTONE INC NYSE 161,419.173 154.414 30.996 17.8284 1.420
Global Peer BLACKROCK INC NYSE 136,223.974 27.620 23.463 3.7000 1.626
Global Peer BROOKFIELD ASSET MANAGEMENT INC NYSE 89,838.741 - 26.866 2.3150 0.797
Global Peer KKR & CO INC NYSE 43,524.670 22.402 7.858 2.7522 0.698
Global Peer APOLLO GLOBAL MANAGEMENT INC NYSE 28,315.697 280.353 14.335 13.5242 3.297
Global Peer ARES MANAGEMENT CORPORATION NYSE 23,111.068 192.610 72.146 13.1818 1.019
Global Peer BLUE OWL CAPITAL INC NYSE 21,398.856 - - 15.1162 -
Global Peer FRANKLIN RESOURCES INC NYSE 16,223.032 9.252 9.252 1.4455 3.464
Global Peer INVESCO LTD NYSE 10,501.683 20.011 8.920 0.9487 3.388
Global Peer CSC FINANCIAL CO LTD HKEx 68,569.140 6.677 6.495 0.9647 5.092
Other Global Peers JANUS HENDERSON GROUP PLC (NYSE), AFFILIATED MANAGERS GROUP (NYSE), CHINA CINDA ASSET MANAGEMENT CO (HKEx), FS KKR CAPITAL CORP COM USD0.001(POST REV SPLIT) (NYSE), INTERCORP FINANCIAL SERVICES INC (NYSE), OWL ROCK CAPITAL CORPORATION COM USD0.01 (NYSE), CHINA HUARONG ASSET MANAGEMENT CO (HKEx), ALLIANCEBERNSTEIN HOLDING LP (NYSE), COHEN & STEERS INC (NYSE), MAGELLAN FINANCIAL GROUP LTD (ASX), CI FINANCIAL CORP (NYSE), ARTISAN PARTNERS ASSET MGMT INC (NYSE), ATLAS CORP (NYSE), FEDERATED HERMES INC (NYSE), MAIN STREET CAPITAL CORPORATION COM STK USD0.01 (NYSE), AMP LIMITED (ASX), BRIGHTSPHERE INVESTMENT GROUP INC (NYSE), FORTRESS TRANSN & INFRAS INVS LLC (NYSE), PINNACLE INVESTMENT MGMT GROUP LTD (ASX), GOLDMAN SACHS BDC INC COM USD0.001 (NYSE), BAM (SET), HERCULES CAPITAL INC COM USD0.001 (NYSE), COMPASS DIVERSIFIED (NYSE), CENTURIA CAPITAL GROU (ASX), SIXTH STREET SPECIALTY LENDING INC COM USD0.01 (NYSE), P10 INC (NYSE), IOOF HOLDINGS LIMITED (ASX), PENDAL GROUP LIMITED (ASX), PERPETUAL LIMITED (ASX), VENTIA SERVICES GRP LTD (ASX), L1 LONG SHORT FUND LTD (ASX), LIBERTY FINANCIAL (ASX), PLATINUM ASSET MANAGEMENT LIMITED (ASX), AUSTRALIAN ETHICAL INVESTMENTS (ASX), SCULPTOR CAPITAL MANAGEMENT INC (NYSE), CHINA RENAISSANCE HLDGS LTD (HKEx), WAM CAPITAL (ASX), MA FINANCIAL GROUP LTD (ASX), VALUE PARTNERS GROUP LTD (HKEx), ASSOCIATED CAP GROUP INC (NYSE), BARINGS BDC INC COM USD0.001 (NYSE), ARES COMMERCIAL REAL ESTATE (NYSE), PZENA INVESTMENT MANAGEMENT INC (NYSE), GAMCO INVESTORS INC (NYSE), VGI PARTNERS GLOBAL INVESTMENTS LTD (ASX), PLATO INCOME MAXIMISER LTD (ASX), WHITEFIELD (ASX), ZHONGJIN TECH SERVICES GRP CO LTD (HKEx), ANTIPODES GLOBAL INV CO LTD (ASX), GRYPHON CAPITAL INCOME TRUST (ASX), SARATOGA INVESTMENT CORP COM STK USD0.0001 (NYSE), Ashmore Asset Management Indonesia Tbk. (IDX), MACQUARIE INFRASTRUCTURE HLDGS LLC (NYSE), GREAT AJAX CORP (NYSE), WAM MICROCAP LTD (ASX), PACIFIC CURRENT GROUP LTD (ASX), STELLUS CAPITAL INVESTMENT CORP COM USD0.01 (NYSE), VGI PARTNERS LTD (ASX), CADENCE CAPITAL (ASX), FIDUCIAN GROUP LIMITED (ASX), CHINA MERCHANTS CHINA DIRECT INV (HKEx), GENERATION DEVELOPMENT GROUP LTD (ASX), MANNING & NAPIER INC (NYSE), WAM STRATEGIC VALUE LIMITED (ASX), ZERO2IPO HLDGS INC (HKEx), Surya Fajar Capital Tbk. (IDX), PENGANA CAPTL GRP (ASX), CD PRIVATE EQUITY FUND III NPV (ASX), FSA GROUP (ASX), E&P FINANCIAL GROUP LTD (ASX), CLIME CAPITAL LTD (ASX), MICROEQUITIES ASSET MANA GRP LTD (ASX), SHANGHAI REALWAY CAP ASSETS MNG LTD (HKEx), Uni-Asia Grp (SGX), TAI UNITED HOLDINGS LTD (HKEx), ABSOLUTE EQUITY PERFORMANCE FD LTD (ASX), Trendlines (SGX), CORENERGY INFRASTRUCTURE TR INC (NYSE), TEAMINVEST PRIVATE GROUP LTD (ASX), LION SELECTION GROUP LTD (ASX), HATCHER GROUP LTD (HKEx), YOUTH CHAMP FINANCIAL GP HLDGS LTD (HKEx), DBHD (Bursa), KATANA CAPITAL LIMITED (ASX), EILDON CAPITAL LTD (ASX), ALTISOURCE ASSET MANAGEMENT CORP (NYSE American), SOMERLEY CAPITAL HOLDINGS LTD (HKEx), DIVERGER LTD (ASX), YELLOW BRICK ROAD HOLDINGS LIMITED (ASX), FINELAND LIVING SERVICES GROUP LTD (HKEx), Lenox Pasifik Investama Tbk. (IDX), ECM (Bursa), CAPITAL VC LTD (HKEx), Intraco (SGX), Rich Capital (SGX), UNITAS HOLDINGS LTD (HKEx), WT FINANCIAL GROUP LTD (ASX), LFG INVESTMENT HOLDINGS LTD (HKEx), ACAP (SET), K2 ASSET MANAGEMENT HOLDINGS LTD (ASX), BTC HEALTH LTD (ASX), POWERHOUSE VENTURES LTD (ASX), IMPERIAL PACIFIC LIMITED (ASX), Pine Cap (SGX), BENJAMIN HORNIGOLD LTD (ASX), PROSPERITY INVESTMENT HOLDINGS LTD (HKEx), ENNOX GROUP LTD (ASX), ORION EQUITIES LIMITED (ASX), BIR FINANCIAL LTD (ASX), POWERWRAP LTD (ASX)
Notes:
  1. For companies, Market Cap is based on the trading currency of the company. Industry/Index Market Cap is the average market cap for that industry/index.
  2. Industry/Index PE is calculated using (Total Market Cap/Total Earnings) of all companies in the industry