Added to YB: 2025-03-26
Pitch date: 2025-02-06
HQY [bullish]
HealthEquity, Inc.
-13.97%
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
$8.9B
Pitch Price
$112.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.24
P/E
62.90
EV/Sales
7.62
Sector
Health Care Providers and Services
Category
value
HealthEquity, Inc. - $HQY
HQY: Leading HSA provider, 27% market share. Secular growth (13-14% HSA cash balance growth). 65% EPS upside from rising rates (20% per 50bps). Trading at 18x mark-to-market earnings vs 30x headline. Potential for favorable Republican HSA regulation. Risk: business model relies on consumer complacency. Catalysts: earnings beats, pro-HSA regulation.
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