Benzinga Insights 1-Sep-2025 10:01 AM

HealthEquity (NASDAQ:HQY) ??2025?9?2??????????????????????????????

?????HealthEquity??? ???? (EPS)?0.85???

???????HealthEquity???,???????????????????????????

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????,???????????0.16??,?????????8.96%?

???HealthEquity????????????????:

??	2026?????	2025?????	2025?????	2025?????
???????	0.81	0.72	0.72	0.70
???????	0.97	0.69	0.78	0.86
???????	9.0%	-17.0%	-6.0%	5.0%

HealthEquity???????

??8?28?,HealthEquity??????88.29??????52??,?????13.61%?????????????,??????????????????

??????HealthEquity??

???????,?????????????????????HealthEquity???????????

HealthEquity??????????,??9?????????????????117.44??,????33.02%????????

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??????,???????Molina Healthcare?Alignment Healthcare?Progyny??????????????????????????,??????????????????????

• ????????Molina Healthcare?????,??????????241.79??,???173.86%????????
• ????????Alignment Healthcare?????,??????????17.0??,???80.75%????????
• ????????Progyny?????,??????????26.2??,???70.33%????????

???????????

?????????Molina Healthcare?Alignment Healthcare?Progyny???????,????????????????????????????????????????

??	??	????	???	?????
HealthEquity	????	15.04%	2.2431???	2.54%
Molina Healthcare	??	15.66%	11.7???	5.72%
Alignment Healthcare	??	49.03%	1.3355???	12.58%
Progyny	??	9.47%	7897???	3.48%

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HealthEquity???????????????,??????????,????????????

????HealthEquity???

HealthEquity Inc.??????,????????????????????????????????????????????????????,????????????????????????????????? (HSA) ??????????????????? (CDB),??????????????? (FSA ? HRA),??????????? (COBRA)??????????????????????????????????HealthEquity????????

HealthEquity?????

????:????????????,??????????????????????????????????

????:HealthEquity?3?????????????2025?4?30?,???????15.04%????????,?????????????????,HealthEquity???????????????????????????????????????

????:HealthEquity?????????????,??16.3%,????????????,???????

????? (ROE):HealthEquity????????????,???????????????????????????2.54%,????????????????????

????? (ROA):?????????????,?????????????????????????1.57%,??????????

????:???????????,???????????,??0.52?

??????????HealthEquity?????,???HealthEquity????????

???Benzinga????????,?????????