Company / Return on Assets (ROA)
HealthEquity Return on Assets (ROA) History
FY2017-FY2026 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.7%
FY2026
5-year range
1.3% / 6.4%
FY2022-FY2026
Trend
-74.1%
vs FY2025
Sector context
#82 of 159
Health Care
What the data says
At 1.7%, HealthEquity's return on assets (roa) ranks #82 of 159 in the Health Care sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.3% in FY2020 to 14.5% in FY2018.
Based on SEC 10-K filings.
1.7% in FY2026 with a 5-year CAGR of -1.1%.
Declined from 2.8% to 1.7% over the past 2 years.
Health Care sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -0.1pp
- 5-Year Change
- -1.1pp
- 10-Year Change
- -
Sector benchmark
#82 of 159 in Health CareTop 52% of 159This company 1.7% Sector average -2.2%
▼
+174.6% above sector average
Key checks
Key Insights
- In FY2026, return on assets (roa) decreased 74.1% year-over-year.
- Currently 3.9pp above the Health Care sector average.
- Peak return on assets (roa) was recorded in FY2018.
- Lowest return on assets (roa) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 1.18 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2026 | 1.7% | -74.1% |
| FY2025 | 6.4% | +127.5% |
| FY2024 | 2.8% | +59.1% |
| FY2023 | 1.8% | +37.5% |
| FY2022 | 1.3% | -53.1% |
| FY2021 | 2.7% | +727.3% |
| FY2020 | 0.3% | -78.7% |
| FY2019 | 1.6% | -89.3% |
| FY2018 | 14.5% | +12.9% |
| FY2017 | 12.8% | +35.8% |
As of FY2026 · SEC 10-K · Updated Jun 30, 2026