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    HEALTHEQUITY, INC.

    Overview

    Price

    Market Cap

    Sector

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly
    MetricQ3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Trend
    EarningsRevenue
    $299.93M
    $300.43M
    $311.82M
    $330.84M
    $325.83M
    +8.6%
    $322.16M
    +7.2%
    $334.59M
    +7.3%
    $354.64M
    +7.2%
    Strengthening
    Operating Profit
    $58.93M
    $19.63M
    $42.15M
    $83.08M
    $89.61M
    +52.1%
    $78.69M
    +301.0%
    $71.07M
    +68.6%
    $102.95M
    +23.9%
    Strengthening
    Net Profit
    $35.82M
    $5.70M
    $26.36M
    $53.91M
    $59.85M
    +67.1%
    $51.69M
    +806.4%
    $49.74M
    +88.7%
    $69.42M
    +28.8%
    Strengthening
    EPS
    $0.41
    $0.07
    $0.62
    $0.69
    +68.3%
    $0.60
    +757.1%
    $0.82
    +32.3%
    Strengthening
    Other Income
    -$12.31M
    -$13.41M
    -$12.19M
    -$12.13M
    -$11.56M
    +6.1%
    -$11.16M
    +16.7%
    -$10.17M
    +16.5%
    -$10.54M
    +13.1%
    Strengthening
    Interest
    $15.43M
    $18.16M
    $15.26M
    $14.86M
    $14.96M
    -3.1%
    $14.05M
    -22.6%
    $13.27M
    -13.0%
    $12.59M
    -15.3%
    Weakening
    Depreciation
    Profit before Tax
    $46.62M
    $6.22M
    $29.96M
    $70.95M
    $78.05M
    +67.4%
    $67.53M
    +986.1%
    $60.90M
    +103.3%
    $92.41M
    +30.2%
    Strengthening
    MarginsOPM
    19.6%
    6.5%
    13.5%
    25.1%
    27.5%
    +39.9%
    24.4%
    +274.1%
    21.2%
    +57.1%
    29.0%
    +15.6%
    Strengthening
    Tax
    23.2%
    8.3%
    12.0%
    24.0%
    23.3%
    +0.6%
    23.5%
    +183.3%
    18.3%
    +52.7%
    24.9%
    +3.6%
    Strengthening
    ReturnsROIC
    20.2%
    3.2%
    14.9%
    30.4%
    33.8%
    +67.1%
    29.2%
    +806.4%
    28.1%
    +88.7%
    39.2%
    +28.8%
    Strengthening

    Balance Sheet

    Balance Sheet

    USD · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26TTM
    AssetsCash & Equivalents$361.48M$191.73M$328.80M$225.41M$254.27M$403.98M$295.95M$318.93M$265.37M
    Short-Term Investments
    Total Current Assets$394.68M$297.30M$460.18M$351.34M$382.89M$557.44M$477.75M$512.28M$466.53M
    Net PP&E$8.22M$116.66M$118.61M$86.98M$69.32M$54.39M$46.42M$39.49M$38.38M
    Goodwill$4.65M$1.33B$1.33B$1.65B$1.65B$1.65B$1.65B$1.65B$1.65B
    Intangibles$79.67M$783.28M$767.00M$973.14M$936.36M$835.95M$1.20B$1.10B$1.07B
    Total Assets$510.02M$2.56B$2.71B$3.11B$3.09B$3.16B$3.45B$3.38B$3.31B
    LiabilitiesTotal Current Liabilities$29.05M$151.94M$204.70M$153.19M$131.06M$117.09M$156.32M$156.85M$135.74M
    Short-Term Debt$0$39.06M$62.50M$8.75M$17.50M$0$0$0$0
    Long-Term Debt$0$1.18B$924.22M$922.08M$907.84M$874.97M$1.06B$957.38M$942.66M
    Long-Term Leases$68.02M$74.22M$65.23M$58.99M$48.77M$42.22M$34.19M$32.11M
    Total Liabilities$32.94M$1.53B$1.33B$1.25B$1.19B$1.13B$1.33B$1.27B$1.26B
    EquityCommon Stock & APIC$6.0K$7.0K$8.0K$8.0K$8.0K$9.0K$9.0K$8.0K$8.0K
    Retained Earnings$171.85M$211.51M$220.35M$176.06M$149.92M$205.63M$209.27M$195.91M$177.20M
    Total Equity$477.08M$1.03B$1.38B$1.85B$1.90B$2.04B$2.11B$2.11B$2.05B
    HighlightsNet Cash / (Debt)$361.48M-$1.03B-$657.91M-$705.41M-$671.07M-$470.99M-$760.35M-$638.45M-$677.29M

    Cash Flow

    Cash Flow

    USD · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26TTM
    ActivitiesCash from Operating$113.42M$105.01M$181.62M$141.00M$150.65M$242.83M$339.86M$457.09M$489.88M
    Cash from Investing$25.65M-$1.74B-$96.96M-$639.25M-$119.13M-$46.07M-$505.45M-$47.14M-$44.90M
    Cash from Financing$22.93M$1.47B$52.42M$394.86M-$2.67M-$47.04M$57.57M-$386.98M-$467.51M
    SummaryCapital Expenditure-$3.87M-$7.29M-$13.09M-$8.91M-$3.37M-$1.69M-$2.08M-$1.97M-$2.25M
    Free Cash Flow$109.55M$97.72M$168.53M$132.09M$147.28M$241.13M$337.77M$455.13M$487.64M
    FCF Margin38.1%18.4%23.0%17.5%17.1%24.1%28.2%34.7%36.5%