HealthEquity, Inc.
HealthcareNASDAQ:HQY · NASDAQ Global Select
-$0.78 today
Vol 0.71M · Avg 0.99M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
10.2%
avg 6.0%
ROIC
7.6%
avg 6.7%
ROA
6.3%
avg 5.0%
Analysis
ROE is currently the strongest return metric at 10.2% versus its period average of 6.0%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Scott R. Cutler | Chief Executive Officer, President & Director | $1.54M | — | 56 | $177,643.00 | 0.21% |
James Lucania | Chief Financial Officer & Executive Vice President | $1.06M | — | 47 | $107,456.00 | 0.13% |
Michael Fiore | Executive Vice President & Chief Commercial Officer | $963,187.00 | — | 51 | $59,113.00 | 0.07% |
Stephen D. Neeleman | Founder & Vice Chairman | $860,999.00 | — | 58 | $138,668.00 | 0.17% |
Delano Ladd | Executive Vice President, General Counsel & Secretary | $709,942.00 | — | 45 | $91,141.00 | 0.11% |
Cheryl King | Executive Vice President & Chief People Officer | — | — | — | — | — |
Brad Bennion | Executive Vice President of Corporate Development & Strategy | — | — | — | — | — |
Garett Kitch | Senior Vice President of Client Sales & Relationship Management | — | — | — | — | — |
Mukund Ramachandran | Chief Marketing Officer | — | — | — | — | — |
Richard Putnam | Vice President of Investor Relations | — | — | — | — | — |
Steve Lindsay | Executive Vice President of Sales & Relationship Management | — | — | — | — | — |
Sunil Rajasekar | Executive VP and Chief Product & Strategy Officer | — | — | 51 | $19,935.00 | 0.02% |
Stacey Ullrich | Senior Vice President of Corporate Communications | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
15
$4.33M
Net Sentiment
$4.33M
Net selling
Most Active
Ladd Delano
7 transactions
1–10 of 15
Analysis
Insiders reported 0 buys worth $0.00 and 15 sells worth $4.33M over the last 12 months. That adds up to net selling of $4.33M. Ladd Delano was the most active insider with 7 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +153.5% | +24.6% (12yr)2 analysts |
| Revenue | N/A | N/A | +42.2% | +20.3% (12yr)4 analysts |
| Net Income | N/A | N/A | +177.6% | +28.6% (12yr)4 analysts |
| EBIT | N/A | N/A | +52.9% | +28.2% (12yr)4 analysts |
Analysis
Recent growth has been strongest in Net Income at +177.6% over three years. Forward estimates point to Net Income at +28.6% (12yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
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Who manages HQY?
HealthEquity, Inc. (HQY) lists 13 active executives. The top listed executive is Stephen D. Neeleman, Founder & Vice Chairman.
Are HQY insiders buying or selling?
Recent insider activity shows net selling of $77.51M.
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