HealthEquity股票討論區

$HealthEquity(HQY.US)$
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$HealthEquity(HQY.US)$近5年來營收持續增長，平均增速達到30.3%，但是營業利潤則受不斷飆升的營業費用影響從2021年連續大幅下滑3年，淨利潤則受重組併購影響從2020年就開始大幅下滑，近兩年則連續虧損，資產負債表顯示2020年進行了大幅溢價收購，當年商譽超過了20億，而總資產僅有25.7億。
2024上半年營收增長18.5%，營業利潤則受成本和費用增速放緩的影響增長到0.53億，淨利潤增長到0.15億。
目前市值達到64.3億，即使今年淨利潤達到1億，市盈率仍有64倍，估值沒什麼吸引力。

Gainers:
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• $G-III服裝集團(GIII.US)$ +5.6% (In reaction to earnings)
• $HealthEquity(HQY.US)$ +4.2% (In reaction to ea...

Upgrades
• $ChampionX(CHX.US)$: Piper Sandler Upgrades to Overweight From Neutral - PT $30 (from $28)
• $CatchMark Timber Trust Inc(CTT.US)$: Baird Upgrades to Outperform from Neutral - PT $10 (from $9)
• $EPAM Systems(EPAM.US)$: Wolfe Research Upgrades to Outperform from Peerperform - PT $390 (from $550)
• $Essent(ESNT.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $47 (from $54)
• $捷藍航空(JBLU.US)$: MKM Partners Upgrades to Neutral from Sell...

Upgrades
• $Beacon Roofing Supply(BECN.US)$: JPMorgan Upgrades to Neutral from Underweight - PT $68
• $HF Sinclair(DINO.US)$ : Goldman Sachs Upgrades to Neutral from Sell - PT $43 (from $32)
• $Freshpet(FRPT.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $136
• $HealthEquity(HQY.US)$ : BTIG Upgrades to Buy from Neutral - PT $85
• $美國豪斯特酒店(HST.US)$ : Jefferies Upgrades to Buy from Hold - PT $25 (from $20)
• $馬斯科(MAS.US)$ : JPMorgan...