HEALTHEQUITY, INC. Investor presentation
March 2022
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2
Market Leader
7.2M | HSA Members | $19.6B HSA Assets | 120K | Employer | ||
Clients | ||||||
25% YoY growth | 37% YoY growth | 20% YoY growth | ||||
185 Network Partners | ~20K Integrations | |
3 Note - HealthEquity metrics for fiscal year ending January 31, 2022.
Sustainable market growth
10% CAGR driven by Custodial Revenue | |
$11B | |
Custodial | |
Interchange | |
Service | |
$4.5B | |
2020 | 2030F |
HSAs will be ~70% of benefits market
2020 CDB
2020 HSA
2030F CDB
2030F HSA
4 Market growth estimate from proprietary research June 2021 for the CDB and HSA markets and market revenue mix by custodial, interchange and service weightings based on Devenir 2021 Mid-year report of 50/20/30 in 2021 growing to 70/15/15 for HSA revenue and CDB market revenue mix staying constant at 20/80 interchange and service revenue.
Outgrowing the market
▪ Expanding ecosystem | 783% | 307% | ||||||
▪ | Using our proprietary technology | HQY HSA assets | Market HSA Assets | |||||
▪ To help consumers connect health and wealth | 470% | 163% | ||||||
HQY HSAs | Market HSAs | |||||||
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
5 Market data from Devenir Mid-year reports 2012-2020 Cumulative growth from 6/30/2014 to 6/30/2021
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HealthEquity Inc. published this content on 23 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 23 March 2022 17:06:04 UTC.
