WallStSmart

HealthEquity Inc (HQY)vsWaystar Holding Corp. Common Stock (WAY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HealthEquity Inc generates 17% more annual revenue ($1.29B vs $1.10B). HQY leads profitability with a 14.9% profit margin vs 10.2%. HQY trades at a lower P/E of 36.1x. HQY earns a higher WallStSmart Score of 64/100 (C+).

HQY

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 6.5Value: 9.3Quality: 6.5
Piotroski: 4/9

WAY

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 1.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HQYUndervalued (+24.6%)

Margin of Safety

+24.6%

Fair Value

$102.02

Current Price

$81.02

$21.00 discount

UndervaluedFair: $102.02Overvalued
WAYSignificantly Overvalued (-471.8%)

Margin of Safety

-471.8%

Fair Value

$4.15

Current Price

$24.07

$19.92 premium

UndervaluedFair: $4.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HQY3 strengths · Avg: 8.7/10
EPS GrowthGrowth
883.0%10/10

Earnings expanding 883.0% YoY

PEG RatioValuation
0.708/10

Growing faster than its price suggests

Operating MarginProfitability
24.8%8/10

Strong operational efficiency at 24.8%

WAY4 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

Revenue GrowthGrowth
24.3%8/10

Revenue surging 24.3% year-over-year

Areas to Watch

HQY1 concerns · Avg: 4.0/10
P/E RatioValuation
36.1x4/10

Premium valuation, high expectations priced in

WAY4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
40.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : HQY

The strongest argument for HQY centers on EPS Growth, PEG Ratio, Operating Margin. PEG of 0.70 suggests the stock is reasonably priced for its growth.

Bull Case : WAY

The strongest argument for WAY centers on Price/Book, Debt/Equity, Operating Margin. Revenue growth of 24.3% demonstrates continued momentum.

Bear Case : HQY

The primary concerns for HQY are P/E Ratio.

Bear Case : WAY

The primary concerns for WAY are Altman Z-Score, Return on Equity, Piotroski F-Score. A P/E of 40.6x leaves little room for execution misses.

Key Dynamics to Monitor

HQY profiles as a value stock while WAY is a growth play — different risk/reward profiles.

WAY is growing revenue faster at 24.3% — sustainability is the question.

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

Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HQY scores higher overall (64/100 vs 51/100). Both earn "Buy" and "Buy" 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.

Waystar Holding Corp. Common Stock

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

Waystar Holding Corp. The company is headquartered in Lehi, Utah.

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