Healthequity Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.5%projected annual EPS growth
Analyst Coverage
15analysts covering
FY Revenue (est.)
$1.4Bnext fiscal year
FY EPS (est.)
$4.72next fiscal year
Monitoring Framework
Key Performance Indicators
Total HSA Assets Quarterly37.1BTarget: Continued double-digit year-over-year growth
Total HSA Accounts Quarterly10.6MTarget: Sustained organic growth outpacing industry average
Annualized Yield on HSA Cash Quarterly3.8%Target: Approximately 3.85% for Fiscal 2027
Adjusted EBITDA Margin Quarterly46.0%Target: Sustained expansion leveraging technology-enabled efficiencies
Watch Items
- HSA Cash Maturity and Repricing ScheduleTrigger: Maturity of $3.2 billion remaining HSA cash contracts in Fiscal 2027Action: Monitor placement of maturing cash into enhanced rates contracts and execution of forward treasury hedges to mitigate yield volatility.
- Labor Market Conditions and Job GrowthTrigger: Significant weakening in U.S. employment or corporate benefit reductionsAction: Assess impact on new HSA account creation and employer contribution levels.
- Competitive Pricing and Fee CompressionTrigger: Aggressive zero-fee HSA offerings from large financial institutions like FidelityAction: Evaluate member retention rates, investment menu adoption, and value-added digital features.
Research as of 19 Jun 2026