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Oct 31, 2022

HealthEquity Q3 2023 Earnings Report

HealthEquity's financial performance for Q3 2023, marked by revenue growth and a narrower net loss.

Key Takeaways

HealthEquity reported a 20% increase in revenue to $216.1 million, a reduced net loss of $1.6 million, and a 20% increase in Adjusted EBITDA to $73.4 million. The company also saw growth in HSAs, total HSA assets, and total accounts.

Revenue increased by 20% to $216.1 million compared to Q3 FY22.

Net loss decreased to $1.6 million, compared to $5.0 million in Q3 FY22.

Adjusted EBITDA increased by 20% to $73.4 million compared to Q3 FY22.

Total HSAs grew by 23% to 7.7 million compared to Q3 FY22.

Total Revenue
$216M
Previous year: $180M
+20.1%
EPS
$0.38
Previous year: $0.35
+8.6%
Total HSAs
7.7M
Previous year: 6.2M
+24.2%
HSAs with investments
529K
Previous year: 431K
+22.7%
Total Accounts
14.5M
Previous year: 13.3M
+9.0%
Gross Profit
$127M
Previous year: $103M
+22.8%
Cash and Equivalents
$210M
Previous year: $649M
-67.6%
Free Cash Flow
$47.3M
Previous year: $21.3M
+121.9%
Total Assets
$3.06B
Previous year: $3.1B
-1.1%

HealthEquity

HealthEquity

HealthEquity Revenue by Segment

Forward Guidance

For the fiscal year ending January 31, 2023, management expects revenue of $850 million to $860 million, a net loss between $34 million and $27 million, non-GAAP net income between $106 million and $114 million, and Adjusted EBITDA of $261 million to $271 million. For the fiscal year ending January 31, 2024, management expects revenue of approximately $950 million to $970 million and Adjusted EBITDA of approximately 33-34% of revenue.

Positive Outlook

  • Revenue of $850 million to $860 million is expected for the fiscal year ending January 31, 2023.
  • Net loss is projected to be between $34 million and $27 million for FY23.
  • Non-GAAP net income is anticipated to be between $106 million and $114 million for FY23.
  • Adjusted EBITDA is expected to range from $261 million to $271 million for FY23.
  • Revenue of approximately $950 million to $970 million is expected for the fiscal year ending January 31, 2024.

Challenges Ahead

  • Net loss is still expected for the fiscal year ending January 31, 2023.
  • The outlook for net loss is between $34 million and $27 million.
  • Assumes an average annualized yield on HSA cash of approximately 2.25%.
  • Future results are subject to risks including those related to the COVID-19 pandemic, competition, and cybersecurity breaches.
  • The company's projections rely on several assumptions that may prove to be incorrect.

Revenue & Expenses

Visualization of income flow from segment revenue to net income