NASDAQ$HQY

HealthEquity Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

HealthEquity's Q4 2022 financial results were announced, revealing an 8% increase in revenue compared to Q4 FY21, alongside a net loss, though the company closed its acquisition of Further and agreed to purchase the HealthSavings HSA portfolio.

HealthEquity reported an 8% increase in revenue for the fourth quarter ended January 31, 2022, reaching $203.3 million. However, the company experienced a net loss of $32.8 million, or $0.39 per diluted share, and a non-GAAP net income of $17.0 million, or $0.20 per diluted share. The company closed its acquisition of Further and agreed to purchase the HealthSavings HSA portfolio.

  • Revenue increased by 8% to $203.3 million compared to Q4 FY21.
  • Net loss was $32.8 million, or $0.39 per diluted share, compared to net income of $5.4 million in Q4 FY21.
  • Non-GAAP net income was $17.0 million, or $0.20 per diluted share, compared to $34.6 million in Q4 FY21.
  • The company closed its acquisition of Further on November 1, 2021, and agreed to purchase the HealthSavings HSA portfolio, which closed on March 2, 2022.

Headline financials

Total Revenue

$203M

Previous: $188M+8.0%
EPS (adj)

$0.20

Previous: $0.42-52.4%
Total HSAs

7.2M

No prior period
HSAs with Investments

455.0K

Previous: 333.0K+36.6%
Total CDBs

7.2M

Previous: 7.0M+2.7%
Total Accounts

14.4M

Previous: 12.8M+12.4%
Average Total Accounts - QTD

14.3M

No prior period
New HSAs from Sales - QTD

472.0K

No prior period
Capital Expenditures

$1.62M

Previous: $1.71M-4.8%
Free Cash Flow

$48.9M

Previous: $59.2M-17.3%
Net Income

-$32.8M

Previous: $5.4M-707.4%
Operating Income

-$27.3M

Previous: $146K-18764.4%
Gross Profit

$105M

Previous: $101M+4.3%
Cash & Equivalents

$225M

Previous: $329M-31.4%
Total Assets

$3.11B

Previous: $2.71B+14.6%
Stock-Based Comp

$11.1M

Previous: $12.6M-12.0%

Revenue & EPS history

HealthEquity · Revenue · Quarterly

$203M

Q4 2022+8%vs Q4 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

HealthEquity · $203M total across 3 segments · Q4 2022

  • Service Revenue
    $112M+1.0%
  • Custodial Revenue
    $58.1M+19.5%
  • Interchange Revenue
    $32.8M+15.8%

Forward guidance

For the fiscal year ending January 31, 2023, management expects revenues of $820 million to $830 million. Its outlook for net loss is between $61 million and $53 million, resulting in net loss of $0.73 to $0.63 per diluted share. Its outlook for non-GAAP net income is between $102 million and $110 million, resulting in non-GAAP net income per diluted share of $1.21 to $1.30. Management expects Adjusted EBITDA of $245 million to $255 million.

Tailwinds

  • Revenue of $820 million to $830 million is expected.
  • Non-GAAP net income is expected to be between $102 million and $110 million.
  • Non-GAAP net income per diluted share of $1.21 to $1.30 is expected.
  • Adjusted EBITDA of $245 million to $255 million is expected.
  • The company completed its acquisition of WageWorks on August 30, 2019. As of January 31, 2022, the Company has substantially completed the integration of WageWorks and achieved approximately $80 million in annualized ongoing net synergies.

Headwinds

  • Net loss is expected to be between $61 million and $53 million.
  • Net loss per diluted share of $0.73 to $0.63 is expected.
  • The company faces significant competition in a rapidly evolving healthcare and benefits administration industry.
  • The company depends on the continued availability and benefits of tax-advantaged health savings accounts and other consumer-directed benefits.
  • The current uncertain healthcare environment, including changes in healthcare programs and expenditures and related regulations, could negatively impact the company.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

-0.4%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-1.1%

Avg return

30 days after

55%

29 / 53 earnings

Positive

+10.8%

Q1 2024

Best reaction

-22.2%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+0.7%+2.8%+8.4%
Q3 2026-2.9%-5.5%-7.7%
Q2 2026+7.6%+4.7%-0.3%
Q1 2026+9.1%+7.1%-1.5%
Q4 2025-17.1%-11.2%-16.9%
Q3 2025-4.8%-4.6%-0.5%
Q2 2025+3.9%-4.2%-1.7%
Q1 2025+2.1%+4.4%+2.3%
Q4 2024-1.9%-4.0%-3.7%
Q3 2024+0.4%-0.8%-0.7%
Q2 2024+4.4%+2.4%+9.4%
Q1 2024+10.8%+9.4%+6.1%
Q4 2023+0.8%-1.1%+0.7%
Q3 2023-2.3%-7.7%-9.8%
Q2 2023+0.1%+4.6%+5.5%
Q1 2023+2.0%-0.0%-4.8%
Q4 2022+2.4%+11.3%+20.3%
Q3 2022-21.3%-24.8%-14.4%
Q2 2022+1.2%-1.4%-0.8%
Q1 2022+0.4%-3.2%-1.6%
Q4 2021-5.9%-9.4%-11.8%
Q3 2021-3.7%-8.5%+8.1%
Q2 2021+5.4%-11.8%-6.2%
Q1 2021-6.6%+5.9%-5.6%
Q4 2020-22.2%-17.9%-15.1%
Q3 2020+2.9%+9.6%+17.4%
Q2 2020-6.1%-6.3%-8.1%
Q1 2020+1.7%+6.0%-0.4%
Q4 2019+2.9%-10.2%-23.8%
Q3 2019-17.5%-23.8%-38.8%
Q2 2019+2.9%+3.0%-3.9%
Q1 2019+4.8%+4.6%+1.1%
Q4 2018+8.7%+6.7%+11.3%
Q3 2018-5.8%-6.4%-1.7%
Q2 2018+7.3%+6.0%+23.1%
Q1 2018+8.8%+7.4%-0.2%
Q4 2017-4.6%-12.1%-0.9%
Q3 2017-1.1%-2.4%-2.8%
Q2 2017+3.0%-0.7%+13.1%
Q1 2017+7.9%+7.4%+11.7%
Q4 2016+5.2%
Q3 2016-4.6%
Q2 2016+6.5%
Q1 2015-0.1%
Q1 2016+3.2%
Q4 2013-0.1%
Q1 2014-0.1%
Q4 2015-1.0%
Q3 2014-8.0%
Q3 2015+0.7%
Q2 2015-0.3%
Q4 2014-0.3%
Q2 2014-0.3%

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