Bringing the fundamentals into focus…
Back to HealthEquity, Inc.
How HealthEquity, Inc. stacks up
HQY · against 173 other Healthcare companies of similar size
Profitability
83/ 100
Above the middle of the pack.
Ranked #44 of 174 · scores higher than 75% of peers
Bars: peers in each 10-point band of the profitability score30 peers with a profitability score of 80–89, including HQY · Click a bar to see the companies
Why profitability scores 83?
Weighted metrics compared with all Healthcare companies.Mainly thanks to its operating margin, return on assets and return on invested capital, which are stronger than most Healthcare peers.
- a higher return on invested capital: stronger than 68% of peers. Return on invested capital: 10.4% vs peer median 4.7%
- a higher return on assets: stronger than 83% of peers. Return on assets: 7.2% vs peer median 1.7%
- a wider operating margin: stronger than 90% of peers. Operating margin: 25.8% vs peer median 7.1%
Metric by metric
Position: dot = HQY, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | HQY | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 169 reported | 10.4% | 10.0% | 52% | 33% | |
| Operating marginHigher is better · 165 reported | 25.8% | 12.8% | 89% | 33% | |
| Return on assetsHigher is better · 166 reported | 7.2% | 4.7% | 73% | 33% | |
| Return on equityHigher is better · 160 reported | 11.4% | 9.1% | 62% | Context only | |
| Gross marginHigher is better · 183 reported | 71.2% | 53.8% | 77% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around HQY| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 13.9B EUR (≈$15.3B) | 99 | 78 | |
| 1 | 20.0B AUD (≈$13.2B) | 99 | 77 | |
| 3 | 548.2B INR (≈$6.6B) | 98 | 68 | |
| 3 | 170.4B THB (≈$4.8B) | 98 | 70 | |
| 3 | 4.3B USD | 98 | 69 | |
| 39 | 626.0B INR (≈$7.5B) | 84 | 68 | |
| 39 | 13.3B USD | 84 | 59 | |
| 39 | 10.7B USD | 84 | 78 | |
| 39 | 3.6B GBP (≈$4.7B) | 84 | 64 | |
| 44 | 8.4B USD | 83 | 67 | |
| 44 | 9.1B USD | 83 | 74 | |
| 46 | 521.3B INR (≈$6.3B) | 82 | 69 | |
| 46 | 11.4B USD | 82 | 64 | |
| 48 | 11.6B USD | 81 | 57 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score