HealthEquity Net Worth
HealthEquity Net Worth Breakdown | HQY |
HealthEquity Net Worth Analysis
HealthEquity's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including HealthEquity's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of HealthEquity's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform HealthEquity's net worth analysis. One common approach is to calculate HealthEquity's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares HealthEquity's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing HealthEquity's net worth. This approach calculates the present value of HealthEquity's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of HealthEquity's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate HealthEquity's net worth. This involves comparing HealthEquity's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into HealthEquity's net worth relative to its peers.
Enterprise Value |
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To determine if HealthEquity is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding HealthEquity's net worth research are outlined below:
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: HealthEquity Inc Shares Down 3.86 percent on Nov 13 |
HealthEquity Quarterly Good Will |
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HealthEquity uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in HealthEquity. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HealthEquity's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 19th of March 2024 Upcoming Quarterly Report | View | |
| 3rd of June 2024 Next Financial Report | View | |
| 31st of January 2024 Next Fiscal Quarter End | View | |
| 19th of March 2024 Next Fiscal Year End | View | |
| 31st of October 2023 Last Quarter Report | View | |
| 31st of January 2023 Last Financial Announcement | View |
Know HealthEquity's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HealthEquity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HealthEquity backward and forwards among themselves. HealthEquity's institutional investor refers to the entity that pools money to purchase HealthEquity's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-06-30 | 1.6 M | Jpmorgan Chase & Co | 2024-06-30 | 1.5 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.3 M | Stephens Inv Mgmt Group Llc | 2024-09-30 | 1.2 M | Allspring Global Investments Holdings, Llc | 2024-06-30 | 1.1 M | Loomis, Sayles & Company Lp | 2024-06-30 | 1.1 M | Hhg Plc | 2024-06-30 | 1.1 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.1 M | Northern Trust Corp | 2024-09-30 | 1 M | Blackrock Inc | 2024-06-30 | 10.7 M | Vanguard Group Inc | 2024-09-30 | 8.9 M |
Follow HealthEquity's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 9.04 B.Market Cap |
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Project HealthEquity's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.08 | 0.13 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.03 | 0.03 |
When accessing HealthEquity's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures HealthEquity's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of HealthEquity's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in HealthEquity's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of HealthEquity. Check HealthEquity's Beneish M Score to see the likelihood of HealthEquity's management manipulating its earnings.
Evaluate HealthEquity's management efficiency
HealthEquity has Return on Asset of 0.034 % which means that on every $100 spent on assets, it made $0.034 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0515 %, implying that it generated $0.0515 on every 100 dollars invested. HealthEquity's management efficiency ratios could be used to measure how well HealthEquity manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.13 in 2024, whereas Return On Capital Employed is likely to drop 0.04 in 2024. At this time, HealthEquity's Total Assets are fairly stable compared to the past year. Other Current Assets is likely to rise to about 51 M in 2024, whereas Other Assets are likely to drop 0.95 in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 23.78 | 24.97 | |
| Tangible Book Value Per Share | (5.25) | (4.99) | |
| Enterprise Value Over EBITDA | 24.77 | 26.67 | |
| Price Book Value Ratio | 3.18 | 5.64 | |
| Enterprise Value Multiple | 24.77 | 26.67 | |
| Price Fair Value | 3.18 | 5.64 | |
| Enterprise Value | 5 B | 5.2 B |
At HealthEquity, management's focus on innovation and efficiency has led to impressive financial results. We assess these factors to determine the stock's attractiveness to investors.
Enterprise Value Revenue 8.9841 | Revenue 1.1 B | Quarterly Revenue Growth 0.231 | Revenue Per Share 12.733 | Return On Equity 0.0515 |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HealthEquity insiders, such as employees or executives, is commonly permitted as long as it does not rely on HealthEquity's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HealthEquity insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
HealthEquity Corporate Filings
8K | 12th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
ASR | 6th of September 2024 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
| 5th of July 2024 Other Reports | ViewVerify |
HealthEquity Earnings per Share Projection vs Actual
HealthEquity Corporate Management
| Delano JD | General VP | Profile | |
| Cheryl King | Executive Officer | Profile | |
| Tia Padia | Executive Officer | Profile | |
| Richard Putnam | IR Contact Officer | Profile |
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.