Healthequity Stock Performance
| HQY Stock | USD 83.57 0.72 0.87% |
The company retains a Market Volatility (i.e., Beta) of -0.37, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning HealthEquity are expected to decrease at a much lower rate. During the bear market, HealthEquity is likely to outperform the market. At this point, HealthEquity has a negative expected return of -0.18%. Please make sure to check out HealthEquity's total risk alpha, as well as the relationship between the kurtosis and market facilitation index , to decide if HealthEquity performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days HealthEquity has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
| Begin Period Cash Flow | 404 M | |
| Total Cashflows From Investing Activities | -505.5 M |
HealthEquity | Build AI portfolio with HealthEquity Stock |
HealthEquity Relative Risk vs. Return Landscape
If you would invest 9,481 in HealthEquity on November 1, 2025 and sell it today you would lose (1,124) from holding HealthEquity or give up 11.86% of portfolio value over 90 days. HealthEquity is generating negative expected returns assuming volatility of 2.2686% on return distribution over 90 days investment horizon. In other words, 20% of stocks are less volatile than HealthEquity, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
HealthEquity Target Price Odds to finish over Current Price
The tendency of HealthEquity Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 83.57 | 90 days | 83.57 | over 95.18 |
Based on a normal probability distribution, the odds of HealthEquity to move above the current price in 90 days from now is over 95.18 (This HealthEquity probability density function shows the probability of HealthEquity Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon HealthEquity has a beta of -0.37. This usually indicates as returns on the benchmark increase, returns on holding HealthEquity are expected to decrease at a much lower rate. During a bear market, however, HealthEquity is likely to outperform the market. Additionally HealthEquity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. HealthEquity Price Density |
| Price |
Predictive Modules for HealthEquity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as HealthEquity. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.HealthEquity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. HealthEquity is not an exception. The market had few large corrections towards the HealthEquity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold HealthEquity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of HealthEquity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.17 | |
β | Beta against Dow Jones | -0.37 | |
σ | Overall volatility | 6.41 | |
Ir | Information ratio | -0.11 |
HealthEquity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of HealthEquity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for HealthEquity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| HealthEquity generated a negative expected return over the last 90 days | |
| Over 98.0% of the company shares are owned by institutional investors |
HealthEquity Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of HealthEquity Stock often depends not only on the future outlook of the current and potential HealthEquity's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. HealthEquity's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 88.8 M | |
| Cash And Short Term Investments | 295.9 M |
HealthEquity Fundamentals Growth
HealthEquity Stock prices reflect investors' perceptions of the future prospects and financial health of HealthEquity, and HealthEquity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HealthEquity Stock performance.
| Return On Equity | 0.0901 | |||
| Return On Asset | 0.0544 | |||
| Profit Margin | 0.15 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 7.85 B | |||
| Shares Outstanding | 86.16 M | |||
| Price To Earning | 525.29 X | |||
| Price To Book | 3.34 X | |||
| Price To Sales | 5.60 X | |||
| Revenue | 1.2 B | |||
| EBITDA | 337.54 M | |||
| Cash And Equivalents | 176.89 M | |||
| Cash Per Share | 2.09 X | |||
| Total Debt | 1.11 B | |||
| Debt To Equity | 0.54 % | |||
| Book Value Per Share | 24.93 X | |||
| Cash Flow From Operations | 339.86 M | |||
| Earnings Per Share | 2.18 X | |||
| Total Asset | 3.45 B | |||
| Retained Earnings | 209.27 M | |||
| Current Asset | 143.05 M | |||
| Current Liabilities | 12.11 M | |||
About HealthEquity Performance
Evaluating HealthEquity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if HealthEquity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HealthEquity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company was incorporated in 2002 and is headquartered in Draper, Utah. Healthequity operates under Health Information Services classification in the United States and is traded on NASDAQ Exchange. It employs 3688 people.Things to note about HealthEquity performance evaluation
Checking the ongoing alerts about HealthEquity for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HealthEquity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HealthEquity generated a negative expected return over the last 90 days | |
| Over 98.0% of the company shares are owned by institutional investors |
- Analyzing HealthEquity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HealthEquity's stock is overvalued or undervalued compared to its peers.
- Examining HealthEquity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HealthEquity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HealthEquity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HealthEquity's stock. These opinions can provide insight into HealthEquity's potential for growth and whether the stock is currently undervalued or overvalued.
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.