SURVYR

HQY

HealthEquity
$93.07
+$1.04 (1.13%)Oct 19 close
Health CareS&P 400 CompareTechnicals
1M3M6M1Y2Y
-21%-12%-2%+8%+17%Oct 2025Oct 2026Apr 202652w high $106.7952w low $73.21
HQYSPY
Wall St. Highest PT $135.49 (+45.6%) Wall St. Avg PT $111.06 (+19.3%)
$73$90$106$123$140POC $94Hi $135Avg $111
Underwater Drawdown %Max DD -30.6%Current -12.8%
0.0%-30.6%
Relative Strength vs SPY-15.4% vs SPYUnderperforming
+28%0%-28%
1W
+$1.04 (1.13%)
1M
−$2.07 (2.18%)
3M
−$5.81 (5.88%)
6M
+$6.74 (7.81%)
YTD
+$1.46 (1.59%)
1Y
+$1.61 (1.76%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street & Morningstar coverage
Wall Street consensusNo covering analysts on file for HQY
Analyst price targetsNo target range on file
Morningstar star ratingNot rated
Checked Wall Street & Morningstar feeds · All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

52-week range$73.21 – $106.79

What they do

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements.

Healthcare · Health Information Services
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
25th percentile in sector
D+
12-1 return: -6.5%
Percentile within its GICS sector across the S&P 1500.
Growth
46th percentile in sector
C
Revenue growth (YoY): +7.6%
Percentile within its GICS sector across the S&P 1500.
Value
52nd percentile in sector
C+
Forward E/P: 6.0% · EBITDA/EV: 6.2%
Percentile within its GICS sector across the S&P 1500.
Profitability
65th percentile in sector
B
Profit margin: +17.4% · Return on equity: +11.4%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

Next report: –
No EPS history available.

News & catalysts

More news
No recent headlines.

Stats refreshed – ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026