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Added to YB: 2025-05-07

Pitch date: 2025-03-31

HQY [neutral]

HealthEquity, Inc.

-10.14%

current return

Author Info

No bio for this author

Company Info

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States.

Market Cap

$6.3B

Pitch Price

$87.78

Price Target

N/A

Dividend

N/A

EV/EBITDA

15.34

P/E

33.95

EV/Sales

5.45

Sector

Health Care Providers and Services

Category

turnaround

Show full summary:
Baron Health Care Fund Portfolio Holding: HealthEquity, Inc.

HQY (holding update): HSA administrator hit by fraud causing Q4 earnings miss & lowered guidance due to reimbursement/recovery costs. Implementing enhanced security, pursuing insurance recovery. Core business strong - gaining market share, benefiting from higher interest rates. Upside from potential HSA eligibility expansion.

Read full article (1 min)