Healthequity (Germany) Performance

2HE Stock  EUR 90.50  1.50  1.69%   
On a scale of 0 to 100, Healthequity holds a performance score of 12. The company retains a Market Volatility (i.e., Beta) of 0.74, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Healthequity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Healthequity is expected to be smaller as well. Please check Healthequity's market risk adjusted performance, semi deviation, coefficient of variation, as well as the relationship between the mean deviation and downside deviation , to make a quick decision on whether Healthequity's current trending patterns will revert.

Risk-Adjusted Performance

12 of 100

 
Weak
 
Strong
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Healthequity are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Healthequity reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Begin Period Cash Flow328.8 M
Total Cashflows From Investing Activities-639.2 M
  

Healthequity Relative Risk vs. Return Landscape

If you would invest  7,100  in Healthequity on September 23, 2024 and sell it today you would earn a total of  1,950  from holding Healthequity or generate 27.46% return on investment over 90 days. Healthequity is currently producing 0.3974% returns and takes up 2.4694% volatility of returns over 90 trading days. Put another way, 21% of traded stocks are less volatile than Healthequity, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Healthequity is expected to generate 3.09 times more return on investment than the market. However, the company is 3.09 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.04 per unit of risk.

Healthequity Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Healthequity's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Healthequity, and traders can use it to determine the average amount a Healthequity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1609

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns2HE
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 2.47
  actual daily
21
79% of assets are more volatile

Expected Return

 0.4
  actual daily
7
93% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Healthequity is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Healthequity by adding it to a well-diversified portfolio.

Healthequity Fundamentals Growth

Healthequity Stock prices reflect investors' perceptions of the future prospects and financial health of Healthequity, and Healthequity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Healthequity Stock performance.

About Healthequity Performance

By analyzing Healthequity's fundamental ratios, stakeholders can gain valuable insights into Healthequity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Healthequity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Healthequity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
HealthEquity, Inc. provides various solutions for managing health care accounts, health reimbursement arrangements, and flexible spending accounts for health plans, insurance companies, and third-party administrators in the United States. HealthEquity, Inc. was founded in 2002 and is headquartered in Draper, Utah. HealthEquity operates under Health Information Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 1141 people.

Things to note about Healthequity performance evaluation

Checking the ongoing alerts about Healthequity for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Healthequity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The company reported the revenue of 756.56 M. Net Loss for the year was (44.29 M) with profit before overhead, payroll, taxes, and interest of 423.71 M.
Over 98.0% of the company shares are owned by institutions such as pension funds
Evaluating Healthequity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Healthequity's stock performance include:
  • Analyzing Healthequity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Healthequity's stock is overvalued or undervalued compared to its peers.
  • Examining Healthequity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Healthequity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Healthequity's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Healthequity's stock. These opinions can provide insight into Healthequity's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Healthequity's stock performance is not an exact science, and many factors can impact Healthequity's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum