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Oct 31, 2020

HealthEquity Q3 2021 Earnings Report

HealthEquity reported growth and profitability, driven by increased revenue and effective cost management.

Key Takeaways

HealthEquity reported a 14% increase in revenue to $179.4 million and net income of $1.8 million, or $0.02 per diluted share, for the third quarter ended October 31, 2020. The company's HSA count grew by 9% year-over-year to 5.5 million, and total HSA assets increased by 19% to $12.4 billion.

Revenue increased by 14% to $179.4 million compared to Q3 FY20.

Net income was $1.8 million, with non-GAAP net income reaching $32.2 million.

HSA count grew to 5.5 million, a 9% increase year-over-year.

Total HSA assets increased by 19% to $12.4 billion compared to Q3 FY20.

Total Revenue
$179M
Previous year: $157M
+14.2%
EPS
$0.41
Previous year: $0.47
-12.8%
Total HSAs
5.5M
Previous year: 5.03M
+9.3%
HSAs with investments
302K
Previous year: 197K
+53.3%
Total Accounts
12.5M
Previous year: 12.54M
-0.3%
Gross Profit
$105M
Previous year: $96M
+8.9%
Cash and Equivalents
$299M
Previous year: $175M
+71.5%
Free Cash Flow
$49.7M
Previous year: $15.6M
+219.3%
Total Assets
$2.66B
Previous year: $2.56B
+3.8%

HealthEquity

HealthEquity

HealthEquity Revenue by Segment

Forward Guidance

For the fiscal year ending January 31, 2021, management expects revenues of $725 million to $731 million, net loss or income between net loss of $5 million and net income of $2 million, non-GAAP net income between $116 million and $121 million, and Adjusted EBITDA of $232 million to $238 million.

Positive Outlook

  • Revenues of $725 million to $731 million are expected.
  • Net loss or income is projected to be between a net loss of $5 million and a net income of $2 million.
  • Non-GAAP net income is expected to be between $116 million and $121 million.
  • Non-GAAP net income per diluted share is projected to be $1.55 to $1.61.
  • Adjusted EBITDA is expected to be between $232 million and $238 million.

Challenges Ahead

  • The outlook includes potential impacts from the ongoing COVID-19 pandemic.
  • Uncertainty in healthcare programs and expenditures could affect results.
  • The company's ability to achieve synergies from the WageWorks acquisition may influence future performance.
  • Competition in the healthcare and benefits administration industry poses a risk.
  • Cybersecurity breaches and data interruptions could negatively impact operations.

Revenue & Expenses

Visualization of income flow from segment revenue to net income