Stephen Neeleman - HealthEquity Vice Chairman of the Board, Founder
| HQY Stock | USD 78.55 1.20 1.50% |
Chairman
Dr. Stephen D. Neeleman, M.D., is Vice Chairman of the Board, Founder of the Company. Dr. Neeleman founded HealthEquity in 2002 and has served as our Vice Chairman since February 2014, having previously served as our President and Chief Executive Officer from November 2002 through January 2014 and as a director since November 2002. Dr. Neeleman is a board certified general surgeon and practiced for Intermountain Healthcare American Fork Hospital in American Fork, Utah, from November 2009 to December 2014. Dr. Neeleman is the coauthor of The Complete HSA GuidebookHow to Make Health Savings Accounts Work for You and a contributor to Dr. Clayton M. Christensen The Innovator PrescriptionA Disruptive Solution for Health Care. While on the faculty of the University of Arizona Department of Surgery, Dr. Neeleman was involved with the initial passage of the legislation authorizing HSAs. Prior to attending medical school, Dr. Neeleman worked as a senior manager for Morris Air . He serves on the America Health Insurance Plans HSA Leadership Council since 2014.
| Age | 56 |
| Tenure | 10 years |
| Professional Marks | Ph.D |
| Address | 15 West Scenic Pointe Drive, Draper, UT, United States, 84020 |
| Phone | 801 727 1000 |
| Web | https://www.healthequity.com |
Stephen Neeleman Latest Insider Activity
Tracking and analyzing the buying and selling activities of Stephen Neeleman against HealthEquity stock is an integral part of due diligence when investing in HealthEquity. Stephen Neeleman insider activity provides valuable insight into whether HealthEquity is net buyers or sellers over its current business cycle. Note, HealthEquity insiders must abide by specific rules, including filing SEC forms every time they buy or sell HealthEquity'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Stephen Neeleman over a month ago Disposition of 5348 shares by Stephen Neeleman of HealthEquity at 80.6151 subject to Rule 16b-3 |
HealthEquity Management Efficiency
The company has Return on Asset of 0.0256 % which means that on every $100 spent on assets, it made $0.0256 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0284 %, implying that it generated $0.0284 on every 100 dollars invested. HealthEquity's management efficiency ratios could be used to measure how well HealthEquity manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.07 in 2024, whereas Return On Capital Employed is likely to drop 0.04 in 2024. At this time, HealthEquity's Total Assets are fairly stable compared to the past year. Other Current Assets is likely to rise to about 51 M in 2024, whereas Other Assets are likely to drop 0.95 in 2024.Similar Executives
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Management Performance
| Return On Equity | 0.0284 | ||||
| Return On Asset | 0.0256 |
HealthEquity Leadership Team
Elected by the shareholders, the HealthEquity's board of directors comprises two types of representatives: HealthEquity inside directors who are chosen from within the company, and outside directors, selected externally and held independent of HealthEquity. The board's role is to monitor HealthEquity's management team and ensure that shareholders' interests are well served. HealthEquity's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, HealthEquity's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Matthew Sydney, Executive VP of Sales and Marketing | ||
| Frode Jensen, Executive Vice President - General council and secretery | ||
| Robert Selander, Non-Executive Chairman of the Board | ||
| Evelyn Dilsaver, Independent Director | ||
| Edward Bloomberg, COO, Executive Vice President | ||
| Adrian Dillon, Director | ||
| William Otten, Executive Vice President of Sales | ||
| Larry Trittschuh, Executive Vice President Chief Security Officer | ||
| Jon Kessler, CEO and President and Director | ||
| Stephen Neeleman, Vice Chairman of the Board, Founder | ||
| Delano Ladd, Executive Vice President General Counsel and Corporate Secretary | ||
| Jon Soldan, Executive VP of Operations | ||
| Debra McCowan, Director | ||
| Frank Corvino, Independent Director | ||
| Manu Rana, Independent Director | ||
| Gary Robinson, Executive Vice President Chief Marketing Officer | ||
| Elimelech Rosner, Executive CTO | ||
| Tia Padia, Executive Officer | ||
| Richard Putnam, IR Contact Officer | ||
| James Lucania, CFO VP | ||
| Ian Sacks, Independent Director | ||
| Angelique Hill, Executive Vice President - Operations | ||
| Michael Leavitt, Independent Director | ||
| Darcy Mott, CFO, Executive VP and Treasurer | ||
| Gayle Wellborn, Director | ||
| Brad Bennion, Senior Development | ||
| Tyson Murdock, Ex CFO | ||
| Jonathan Soldan, Executive Vice President - Operations | ||
| Steve Lindsay, Executive Management | ||
| Frank Medici, Independent Director | ||
| Ashley Dreier, Executive Vice President CTO and CIO |
HealthEquity Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is HealthEquity a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0284 | ||||
| Return On Asset | 0.0256 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 7.4 B | ||||
| Shares Outstanding | 86.16 M | ||||
| Shares Owned By Insiders | 2.20 % | ||||
| Shares Owned By Institutions | 97.80 % | ||||
| Number Of Shares Shorted | 3.02 M | ||||
| Price To Earning | 525.29 X |
HealthEquity Investors Sentiment
The influence of HealthEquity's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in HealthEquity. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to HealthEquity's public news can be used to forecast risks associated with an investment in HealthEquity. The trend in average sentiment can be used to explain how an investor holding HealthEquity can time the market purely based on public headlines and social activities around HealthEquity. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
HealthEquity's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for HealthEquity's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average HealthEquity's news discussions. The higher the estimated score, the more favorable is the investor's outlook on HealthEquity.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards HealthEquity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, HealthEquity's short interest history, or implied volatility extrapolated from HealthEquity options trading.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HealthEquity. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in producer price index. For more information on how to buy HealthEquity Stock please use our How to Invest in HealthEquity guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for HealthEquity Stock analysis
When running HealthEquity's price analysis, check to measure HealthEquity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HealthEquity is operating at the current time. Most of HealthEquity's value examination focuses on studying past and present price action to predict the probability of HealthEquity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HealthEquity's price. Additionally, you may evaluate how the addition of HealthEquity to your portfolios can decrease your overall portfolio volatility.
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Is HealthEquity's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HealthEquity. If investors know HealthEquity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HealthEquity listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.96) | Earnings Share 0.64 | Revenue Per Share 11.682 | Quarterly Revenue Growth 0.122 | Return On Assets 0.0256 |
The market value of HealthEquity is measured differently than its book value, which is the value of HealthEquity that is recorded on the company's balance sheet. Investors also form their own opinion of HealthEquity's value that differs from its market value or its book value, called intrinsic value, which is HealthEquity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HealthEquity's market value can be influenced by many factors that don't directly affect HealthEquity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HealthEquity's value and its price as these two are different measures arrived at by different means. Investors typically determine if HealthEquity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HealthEquity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.