Healthequity (HQY) Return on Assets [ROA] (2014 - 2026)
Healthequity (HQY) recorded Return on Assets [ROA] of 7.19% in fiscal Q2 2027 (quarter ended Jul 31, 2026), up 2.92 percentage points from 4.27% a year earlier and up 0.29 percentage points from the prior quarter.
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Analysis
Healthequity (HQY) Return on Assets [ROA] (2014 - 2026) Analysis & Trends
For FY2026 (ended Jan 31, 2026), Healthequity reported Return on Assets [ROA] of 6.30%, up 3.38 percentage points from FY2025.
- Annual Return on Assets [ROA] has increased for four straight fiscal years, with a five-year change of +5.97 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Assets [ROA] came in at 2.92% in FY2025 (+1.14 pp), 1.78% in FY2024 (+2.63 pp), -0.84% in FY2023 (+0.68 pp) and -1.52% in FY2022 (-1.86 pp).
- The fiscal Q2 2027 figure is the highest quarterly Return on Assets [ROA] since fiscal Q2 2020.
- On a year-over-year basis, Return on Assets [ROA] has increased for 15 consecutive quarters, with an average year-over-year change of +2.21 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 3.56 percentage points in fiscal Q4 2026, against a drop of 2.05 percentage points in fiscal Q2 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 6.90% (Q1 2027), 6.35% (Q4 2026) and 5.63% (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 4.08% |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 1.17% |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 2.16% |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 2.32% |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 7.20% |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 0.85% |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 2.10% |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 1.27% |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 12.48% |
| 10 | Healthequity | 7.47 Bn | 6.32 Bn | 257.95 Mn | 7.19% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 7.19% |
| Apr 30, 2026 | 6.90% |
| Jan 31, 2026 | 6.35% |
| Oct 31, 2025 | 5.63% |
| Jul 31, 2025 | 4.27% |
| Apr 30, 2025 | 3.55% |
| Jan 31, 2025 | 2.79% |
| Oct 31, 2024 | 2.76% |
| Jul 31, 2024 | 3.13% |
| Apr 30, 2024 | 2.51% |
| Jan 31, 2024 | 1.78% |
| Oct 31, 2023 | 0.95% |
| Jul 31, 2023 | 0.42% |
| Apr 30, 2023 | -0.27% |
| Jan 31, 2023 | -0.85% |
| Oct 31, 2022 | -1.91% |
| Jul 31, 2022 | -2.02% |
| Apr 30, 2022 | -1.79% |
| Jan 31, 2022 | -1.43% |
| Oct 31, 2021 | -0.20% |
API Access
Healthequity Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=HQY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "HQY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=HQY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();