WallStSmart

HealthEquity Inc (HQY)vsTruBridge Inc. (TBRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HealthEquity Inc generates 278% more annual revenue ($1.31B vs $347.27M). HQY leads profitability with a 16.4% profit margin vs 1.0%. TBRG appears more attractively valued with a PEG of 0.76. HQY earns a higher WallStSmart Score of 68/100 (B-).

HQY

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 10.0Quality: 6.5
Piotroski: 4/9

TBRG

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 5.0Value: 4.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HQYUndervalued (+33.2%)

Margin of Safety

+33.2%

Fair Value

$115.13

Current Price

$82.47

$32.66 discount

UndervaluedFair: $115.13Overvalued
TBRGSignificantly Overvalued (-1056.4%)

Margin of Safety

-1056.4%

Fair Value

$1.63

Current Price

$14.60

$12.97 premium

UndervaluedFair: $1.63Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HQY3 strengths · Avg: 8.7/10
EPS GrowthGrowth
92.4%10/10

Earnings expanding 92.4% YoY

PEG RatioValuation
0.898/10

Growing faster than its price suggests

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

TBRG2 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Areas to Watch

HQY1 concerns · Avg: 4.0/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

TBRG4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Market CapQuality
$223.22M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : HQY

The strongest argument for HQY centers on EPS Growth, PEG Ratio, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.6%. PEG of 0.89 suggests the stock is reasonably priced for its growth.

Bull Case : TBRG

The strongest argument for TBRG centers on Price/Book, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bear Case : HQY

The primary concerns for HQY are P/E Ratio.

Bear Case : TBRG

The primary concerns for TBRG are Revenue Growth, Market Cap, Return on Equity. A P/E of 62.0x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

HQY profiles as a mature stock while TBRG is a value play — different risk/reward profiles.

TBRG carries more volatility with a beta of 0.65 — expect wider price swings.

HQY is growing revenue faster at 7.3% — sustainability is the question.

HQY generates stronger free cash flow (102M), providing more financial flexibility.

Bottom Line

HQY scores higher overall (68/100 vs 49/100), backed by strong 16.4% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

HealthEquity Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

HealthEquity, Inc. provides technology-enabled service platforms to consumers and employers in the United States. The company is headquartered in Draper, Utah.

TruBridge Inc.

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally. The company is headquartered in Mobile, Alabama.

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