HealthEquity Inc (HQY) — Strategic Asset Allocation Index
HealthEquity Inc (HQY) has a Strategic Asset Allocation Index of 0.5% as of July 2023. Strategic assets (PP&E of $9.14 Million plus long-term investments of $-) total $9.14 Million, measured against net assets of $1.95 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HealthEquity Inc (HQY) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
HealthEquity Inc Strategic Asset Allocation Index (2013–2023)
This chart shows how HealthEquity Inc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2013 to 2023. As of July 2023, the index stands at 0.5%, representing strategic assets of $9.14 Million against net assets of $1.95 Billion USD. For live market cap and overall valuation, see HealthEquity Inc market capitalisation.
Annual Strategic Asset Allocation Index for HealthEquity Inc (2013–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for HealthEquity Inc from 2013 to 2023, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See HQY book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 3.7% | $69.32 Million | $69.32 Million | $- | $1.90 Billion | ▼ -1.0 pp |
| 2022 | 4.7% | $86.98 Million | $86.98 Million | $- | $1.85 Billion | ▼ -3.9 pp |
| 2021 | 8.6% | $118.61 Million | $118.61 Million | $- | $1.38 Billion | ▲ +5.4 pp |
| 2020 | 3.3% | $33.49 Million | $33.49 Million | $- | $1.03 Billion | ▲ +1.4 pp |
| 2019 | 1.9% | $8.92 Million | $8.22 Million | $700.00K | $477.08 Million | ▼ -0.6 pp |
| 2018 | 2.5% | $8.54 Million | $7.84 Million | $706.00K | $346.27 Million | ▲ +0.5 pp |
| 2017 | 2.0% | $5.17 Million | $5.17 Million | $- | $261.94 Million | ▲ +0.3 pp |
| 2016 | 1.7% | $3.51 Million | $3.51 Million | $- | $203.46 Million | ▼ -0.1 pp |
| 2015 | 1.8% | $2.58 Million | $2.58 Million | $- | $144.09 Million | ▼ -4.1 pp |
| 2014 | 5.9% | $1.99 Million | $1.99 Million | $- | $34.01 Million | ▲ +2.9 pp |
| 2013 | 3.0% | $1.13 Million | $1.13 Million | $- | $38.00 Million | — |