HealthEquity Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Scott Cutler

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureno data
CEO ownershipn/a
Management average tenure2.8yrs
Board average tenure7.4yrs

Recent management updates

Recent updates

HealthEquity's (NASDAQ:HQY) Returns On Capital Not Reflecting Well On The Business

Dec 04
HealthEquity's (NASDAQ:HQY) Returns On Capital Not Reflecting Well On The Business

HealthEquity, Inc. (NASDAQ:HQY) Shares Could Be 41% Below Their Intrinsic Value Estimate

Nov 20
HealthEquity, Inc. (NASDAQ:HQY) Shares Could Be 41% Below Their Intrinsic Value Estimate

HealthEquity: High Marks For Recent Profit Growth

Nov 20

We Think HealthEquity (NASDAQ:HQY) Can Stay On Top Of Its Debt

Oct 31
We Think HealthEquity (NASDAQ:HQY) Can Stay On Top Of Its Debt

Getting In Cheap On HealthEquity, Inc. (NASDAQ:HQY) Might Be Difficult

Aug 30
Getting In Cheap On HealthEquity, Inc. (NASDAQ:HQY) Might Be Difficult

HealthEquity: Compelling Catalysts, Fairly Valued, Reiterate Buy

Aug 27

Is HealthEquity (NASDAQ:HQY) Using Too Much Debt?

Jul 13
Is HealthEquity (NASDAQ:HQY) Using Too Much Debt?

We Think Some Shareholders May Hesitate To Increase HealthEquity, Inc.'s (NASDAQ:HQY) CEO Compensation

Jun 21
We Think Some Shareholders May Hesitate To Increase HealthEquity, Inc.'s (NASDAQ:HQY) CEO Compensation

Earnings Beat: HealthEquity, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Jun 07
Earnings Beat: HealthEquity, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

HealthEquity: A Trading Vehicle Performing As Expected, Strong Growth Hard To Ignore

Jun 04

HealthEquity: Strong Growth And Healthy Cash Flows Changed My Mind

May 29

Are Investors Undervaluing HealthEquity, Inc. (NASDAQ:HQY) By 48%?

May 03
Are Investors Undervaluing HealthEquity, Inc. (NASDAQ:HQY) By 48%?

Market Participants Recognise HealthEquity, Inc.'s (NASDAQ:HQY) Revenues

Apr 11
Market Participants Recognise HealthEquity, Inc.'s (NASDAQ:HQY) Revenues

HealthEquity: Multiple Compression Has Finally Made It A Buy

Mar 21

HealthEquity Non-GAAP EPS of $0.33 in-line, revenue of $206.1M beats by $2.22M

Sep 06

HealthEquity: Asymmetry In Valuation Continues To Widen

Aug 25

HealthEquity COO steps down, CEO to assume his responsibilities

Aug 02

CEO

Scott Cutler (53 yo)

no data

Tenure

Mr. Scott R. Cutler is CEO, President & Director of HealthEquity, Inc. from January 6, 2025. Mr. Scott R. Cutler serves as an Independent Director of Brookfield Renewable Partners Limited for Brookfield Re...


Leadership Team

NamePositionTenureCompensationOwnership
Stephen Neeleman
Founder & Vice Chairman22.2yrsUS$3.04m0.95%
$ 84.0m
James Lucania
CFO & Executive VP1.3yrsUS$5.23m0.011%
$ 996.8k
Elimelech Rosner
Executive VP & CTO2.8yrsUS$4.81m0.0042%
$ 370.1k
Delano Ladd
Executive VP8.3yrsUS$2.64m0.046%
$ 4.1m
Jon Kessler
Director & Special Advisorno dataUS$13.45m0.35%
$ 31.3m
Scott Cutler
CEO, President & Directorno datano datano data
Richard Putnam
Vice President of Investor Relationsno datano datano data
Steve Lindsay
Executive Vice President of Sales & Relationship Management3.4yrsno datano data
Brad Bennion
Executive Vice President of Corporate Development & Strategy7.8yrsno datano data
Tia Padia
Executive VP & Chief Marketing Officer3yrsno datano data
Cheryl King
Executive VP & Chief People Officer1.8yrsno datano data
Kamesh Tumsi
Senior VP & Head of Product2.2yrsno datano data

2.8yrs

Average Tenure

54.5yo

Average Age

Experienced Management: HQY's management team is considered experienced (2.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Stephen Neeleman
Founder & Vice Chairman22.2yrsUS$3.04m0.95%
$ 84.0m
Jon Kessler
Director & Special Advisor15.8yrsUS$13.45m0.35%
$ 31.3m
Scott Cutler
CEO, President & Directorno datano datano data
Adrian Dillon
Independent Director8.3yrsUS$297.50k0.063%
$ 5.6m
Robert Selander
Independent Non-Executive Chairman9.3yrsUS$362.50k0.080%
$ 7.1m
Paul Black
Independent Director2.3yrsUS$272.50k0.0051%
$ 450.0k
Evelyn Dilsaver
Independent Director10.4yrsUS$290.00k0.037%
$ 3.3m
Stuart Parker
Independent Director4.1yrsUS$280.00k0.0065%
$ 579.6k
Gayle Wellborn
Independent Director7.4yrsUS$278.87k0.018%
$ 1.6m
Debra McCowan
Independent Director6.8yrsUS$275.00k0.0060%
$ 536.1k
Rajesh Natarajan
Independent Director2.7yrsUS$272.50k0.0097%
$ 860.1k

7.4yrs

Average Tenure

62yo

Average Age

Experienced Board: HQY's board of directors are considered experienced (7.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/21 07:41
End of Day Share Price 2025/01/21 00:00
Earnings2024/10/31
Annual Earnings2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

HealthEquity, Inc. is covered by 24 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mark MarconBaird
Ishan MajumdarBaptista Research
Alexander ParisBarrington Research Associates, Inc.