HEALTHEQUITY, INC. (HQY)
Services-Business Services, NEC
Latest Price
$96.51
TTM P/E
34.84
Normalized P/E
95.93
Div Yield
--
Book Value
23.72
P/B Ratio
4.07
Valuation metrics
adjust assumptions →EPS: $2.46
Book value / share: $24.79
Formula: √(22.5 × EPS × BVPS)
Graham Number
$37.04
62% downside
Base FCF: $241M (median of recent 5yr)
Growth: 25%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$203.60
+111% upside
EPS: $2.46
Target P/E: 96×
Formula: EPS × P/E
P/E Fair Value
$236.16
+145% upside
Institutional Ownership
100.0% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11.28M | $1.02B | 13.60% | +745.5K | 2026-06-30 |
| WASATCH ADVISORS LP | 7.96M | $719.0M | 9.60% | +757.8K | 2026-06-30 |
| MORGAN STANLEY | 4.55M | $410.0M | 5.48% | +2.06M | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.06M | $366.0M | 4.89% | -106.0K | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.64M | $328.0M | 4.39% | -183.0K | 2026-06-30 |
| STATE STREET CORP | 3.24M | $292.0M | 3.91% | +141.1K | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.37M | $214.0M | 2.86% | +114.8K | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 2.00M | $176.0M | 2.41% | -93.0K | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1.87M | $168.0M | 2.25% | +242.0K | 2026-06-30 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.77M | $160.0M | 2.14% | +113.6K | 2026-06-30 |