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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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Last updated: April 2026

HQY PEER ANALYSIS

HealthEquity Inc — metric-by-metric comparison with peers and the industry median

HQYHealthEquity Inc

🇺🇸 USA · NASDAQ · Healthcare · Health Information Services

Value itDuel
PriceFinancialsPeers

Overall Profile & Returns

· Health Information Services

Position Within Industry

0 = weak quartile, 100 = strong quartile
ValuationProfitabilityGrowthFinancial Health
HQYIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year
Split-adjusted
HQY-4.8%PME-31.8%
Year-to-Date (YTD)
HQY+5.9%PME-4.3%
1-Year
Split-adjusted
HQY-4.8%TXG+217.4%WAY-38.3%BTSG+219.0%DOCS-62.6%SLGC—
Year-to-Date (YTD)
HQY+5.9%TXG+131.9%WAY-27.3%BTSG+87.4%DOCS-48.6%SLGC-2.7%

Key Metric Comparison

P/E

Lower is better
HQY35.73PME93.98Median 42.02

ROE

Higher is better
HQY11.1%PME76.8%Median 2.7%

Net Margin

Higher is better
HQY17.3%PME97.6%Median 1.5%

Revenue Growth

Higher is better
HQY7.6%PME30.3%Median 7.1%

P/E

Lower is better
HQY35.73TXG—WAY36.85BTSG50.11DOCS22.62SLGC—Median 42.02

ROE

Higher is better
HQY11.1%TXG-3.0%WAY3.6%BTSG16.9%DOCS19.3%SLGC-23.7%Median 2.7%

Net Margin

Higher is better
HQY17.3%TXG-3.5%WAY10.9%BTSG2.3%DOCS30.4%SLGC-159.5%Median 1.5%

Revenue Growth

Higher is better
HQY7.6%TXG2.3%WAY18.6%BTSG21.0%DOCS13.1%SLGC-19.7%Median 7.1%

All Metrics

Valuation
MetricHQYPMEInd. Median
P/E35.73●93.9842.02
P/B4.03●56.712.48
EV/EBITDA19.55●115.8416.13
P/S6.16●91.682.42
Financial Health
MetricHQYPMEInd. Median
Current Ratio3.446.22●1.83
Debt/Equity48.1%1.1%●22.0%
NetDebt/EBITDA1.57-1.16●-0.01
Profitability
MetricHQYPMEInd. Median
Net Margin17.3%97.6%●1.5%
ROE11.1%76.8%●2.7%
ROA6.9%56.7%●1.4%
EBITDA Margin34.3%78.4%●12.4%
Growth + Dividend
MetricHQYPMEInd. Median
Rev. Growth7.6%30.3%●7.1%
NI Growth89.4%138.8%●23.6%
Div. Yield—0.3%0.8%
Payout—24.5%9.6%
Valuation
MetricHQYTXGWAYBTSGDOCSSLGCInd. Median
P/E35.73—36.8550.1122.62●—42.02
P/B4.035.961.18●7.854.667.282.48
EV/EBITDA19.5547.1014.4432.8913.89●—16.13
P/S6.167.604.021.14●6.8844.222.42
Financial Health
MetricHQYTXGWAYBTSGDOCSSLGCInd. Median
Current Ratio3.445.901.761.746.0917.79●1.83
Debt/Equity48.1%10.0%37.7%136.4%1.1%0.6%●22.0%
NetDebt/EBITDA1.57-4.91●3.213.44-2.783.31-0.01
Profitability
MetricHQYTXGWAYBTSGDOCSSLGCInd. Median
Net Margin17.3%-3.5%10.9%2.3%30.4%●-159.5%1.5%
ROE11.1%-3.0%3.6%16.9%19.3%●-23.7%2.7%
ROA6.9%-2.4%2.4%5.1%16.4%●-20.8%1.4%
EBITDA Margin34.3%14.6%35.8%3.9%41.3%●-166.7%12.4%
Growth + Dividend
MetricHQYTXGWAYBTSGDOCSSLGCInd. Median
Rev. Growth7.6%2.3%18.6%21.0%●13.1%-19.7%7.1%
NI Growth89.4%—383.6%441.5%●-12.2%—23.6%
Div. Yield——————0.8%
Payout——————9.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.