Healthequity (HQY) Return on Capital Employed [ROCE] (2014 - 2026)
Healthequity (HQY) posted Return on Capital Employed [ROCE] of 11.21% for fiscal Q2 2027 (quarter ended Jul 31, 2026), up 4.10 percentage points from 7.11% a year earlier and up 0.54 percentage points from the prior quarter.
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Analysis
Healthequity (HQY) Return on Capital Employed [ROCE] (2014 - 2026) Analysis & Trends
For FY2026 (ended Jan 31, 2026), Healthequity's Return on Capital Employed [ROCE] came in at 9.90%, up 4.74 percentage points from FY2025.
- Annual Return on Capital Employed [ROCE] has increased for four consecutive fiscal years, with a five-year change of +8.50 percentage points (FY2021 to FY2026).
- In prior fiscal years, Healthequity's Return on Capital Employed [ROCE] was 5.15% in FY2025 (+1.24 pp), 3.91% in FY2024 (+3.61 pp), 0.31% in FY2023 (+1.18 pp) and -0.88% in FY2022 (-2.28 pp).
- The fiscal Q2 2027 figure stands as the highest quarterly Return on Capital Employed [ROCE] since fiscal Q1 2020.
- On a year-over-year basis, Return on Capital Employed [ROCE] has increased in each of the last 15 quarters, with an average year-over-year change of +3.02 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Capital Employed [ROCE] in the past five years was fiscal Q4 2026, with a gain of 5.07 percentage points; the weakest was fiscal Q4 2022, with a drop of 2.19 percentage points.
- According to Business Quant data, Return on Capital Employed [ROCE] for the three prior fiscal quarters was 10.67% (Q1 2027), 9.98% (Q4 2026) and 8.93% (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.59 Bn | 97.93 Bn | - | 12.28% |
| 2 | Bank of New York Mellon | 100.46 Bn | 34.08 Bn | - | - |
| 3 | Intercontinental Exchange | 97.18 Bn | 90.07 Bn | - | 10.50% |
| 4 | Robinhood Markets | 72.63 Bn | 52.17 Bn | - | 24.69% |
| 5 | Nasdaq | 59.89 Bn | 57.32 Bn | 1.48 Bn | 11.95% |
| 6 | State Street | 45.42 Bn | 45.42 Bn | - | - |
| 7 | Cboe Global Markets | 36.91 Bn | 27.39 Bn | 712.20 Mn | 28.12% |
| 8 | Interactive Brokers | 34.30 Bn | 10.61 Bn | - | - |
| 9 | Northern Trust | 31.46 Bn | 31.46 Bn | - | - |
| 10 | Healthequity | 8.64 Bn | 7.49 Bn | 257.95 Mn | 11.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 11.21% |
| Apr 30, 2026 | 10.67% |
| Jan 31, 2026 | 9.98% |
| Oct 31, 2025 | 8.93% |
| Jul 31, 2025 | 7.11% |
| Apr 30, 2025 | 6.15% |
| Jan 31, 2025 | 4.90% |
| Oct 31, 2024 | 4.75% |
| Jul 31, 2024 | 5.23% |
| Apr 30, 2024 | 4.37% |
| Jan 31, 2024 | 3.91% |
| Oct 31, 2023 | 3.08% |
| Jul 31, 2023 | 2.26% |
| Apr 30, 2023 | 1.33% |
| Jan 31, 2023 | 0.31% |
| Oct 31, 2022 | -1.06% |
| Jul 31, 2022 | -1.27% |
| Apr 30, 2022 | -1.21% |
| Jan 31, 2022 | -0.82% |
| Oct 31, 2021 | 0.05% |
API Access
Healthequity Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=HQY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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-capital-employed-%5Broce%5D&ticker=HQY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();