Ratings HealthEquity, Inc.

Equities

HQY

US42226A1079

Market Closed - Nasdaq Other stock markets 04:00:00 2024-04-26 pm EDT			5-day change	1st Jan Change
80.26 ^USD	+1.54%		-0.78%	+21.06%

Apr. 04	JMP Securities Initiates Coverage on HealthEquity With Market Outperform Rating, $101 Price Target	MT
Apr. 02	JPMorgan Adjusts Price Target on HealthEquity to $108 From $86, Maintains Overweight Rating	MT

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.
From a short-term investment perspective, the company presents a deteriorated fundamental situation
According to Refinitiv, the company's ESG score for its industry is good.

Strengths

The company's profit outlook over the next few years is a strong asset.
The company's EBITDA/Sales ratio is relatively high and results in high margins before depreciation, amortization and taxes.
The company is in a robust financial situation considering its net cash and margin position.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Analysts covering this company mostly recommend stock overweighting or purchase.
The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.
Over the past four months, analysts' average price target has been revised upwards significantly.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
The group usually releases upbeat results with huge surprise rates.

Weaknesses

The company's valuation in terms of earnings multiples is rather high. Indeed, the firm is getting paid 76.13 times its estimated earnings per share for the ongoing year.
The company's "enterprise value to sales" ratio is among the highest in the world.
The company appears highly valued given the size of its balance sheet.
For the last four months, earnings estimated by analysts have been revised downwards with respect to the next two years.
The average consensus view of analysts covering the stock has deteriorated over the past four months.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Software

	1st Jan change	Capi.	ESG Refinitiv
HEALTHEQUITY, INC.	+21.06%	6.92B	B+
SYNOPSYS INC.	+5.58%	82.93B	B
CADENCE DESIGN SYSTEMS, INC.	+3.69%	76.85B	B+
DASSAULT SYSTÈMES SE	-14.62%	53.04B	B+
ATLASSIAN CORPORATION	-24.56%	46.55B	B-
PALANTIR TECHNOLOGIES INC.	+31.16%	50.15B	D+
THE TRADE DESK, INC.	+17.75%	41.41B	D+
SEA LIMITED	+55.21%	35.63B	D+
TAKE-TWO INTERACTIVE SOFTWARE, INC.	-10.24%	24.64B	C+
ROBLOX CORPORATION	-21.24%	23.04B	-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes