Compare · HQY vs UMBF
HQY vs UMBF
Side-by-side comparison of HealthEquity Inc. (HQY) and UMB Financial Corporation (UMBF): market cap, price performance, sector, and recent activity on the wire.
Summary
- HQY operates in Real Estate, while UMBF operates in Finance - the two are in different parts of the market.
- UMBF is the larger of the two at $11.10B, about 1.2x HQY ($8.93B).
- Over the past year, HQY is up 15.6% and UMBF is up 32.9% - UMBF leads by 17.3 points.
- UMBF has been more active in the news (14 items in the past 4 weeks vs 1 for HQY).
- HQY has more recent analyst coverage (25 ratings vs 22 for UMBF).
- Company
- HealthEquity Inc.
- UMB Financial Corporation
- Price
- $106.83+2.13%
- $146.00+0.27%
- Market cap
- $8.93B
- $11.10B
- 1M return
- +13.24%
- +0.99%
- 1Y return
- +15.62%
- +32.93%
- Industry
- Real Estate
- Major Banks
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2014
- News (4w)
- 1
- 14
- Recent ratings
- 25
- 22
HealthEquity Inc.
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is headquartered in Draper, Utah.
UMB Financial Corporation
UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit cards; commercial real estate financing; letters of credit; loan syndication, and consultative services; various business solutions including asset-based lending, accounts receivable financing, mezzanine debt, and minority equity investments; and treasury management services, such as depository services, account reconciliation, cash management tools, accounts payable and receivable solutions, electronic fund transfer and automated payments, controlled disbursements, lockbox services, and remote deposit capture services. The Institutional Banking segment offers fund administration and accounting, investor services and transfer agency, marketing and distribution, custody, alternative investment services, fixed income sales, trading and underwriting, and corporate trust and escrow services, as well as institutional custody services. This segment also provides healthcare payment solutions comprising custodial services for health savings accounts and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers, and financial institutions. The Personal Banking segment offers deposit accounts, retail credit cards, private banking, installment loans, home equity lines of credit, residential mortgages, and small business loans, as well as internet banking, ATM network, private banking, brokerage and insurance services, and advisory and trust services. It operates through a network of branches and offices in the states of Missouri, Kansas, Colorado, Illinois, Oklahoma, Texas, Arizona, Nebraska, Iowa, Pennsylvania, South Dakota, Indiana, Utah, Minnesota, California, and Wisconsin. UMB Financial Corporation was founded in 1913 and is headquartered in Kansas City, Missouri.
Latest HQY
- HealthEquity Announces Second Quarter Earnings Release Date and Investor Conference Schedule
- Amendment: SEC Form SCHEDULE 13G/A filed by HealthEquity Inc.
- EVP, CHIEF COMMERCIAL OFFICER Fiore Michael Henry sold $223,630 worth of shares (2,354 units at $95.00) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 52,244 units (SEC Form 4)
- Chief Customer Officer Gathright Michael covered exercise/tax liability with 2,270 shares, decreasing direct ownership by 5% to 39,893 units (SEC Form 4)
- FOUNDER AND VICE CHAIRMAN Neeleman Stephen covered exercise/tax liability with 1,103 shares, decreasing direct ownership by 0.80% to 137,565 units (SEC Form 4)
- EVP & CFO Lucania James M covered exercise/tax liability with 2,839 shares, decreasing direct ownership by 3% to 104,617 units (SEC Form 4)
- EVP, General Counsel Ladd Delano covered exercise/tax liability with 1,087 shares, decreasing direct ownership by 1% to 90,054 units (SEC Form 4)
- President and CEO Cutler Scott covered exercise/tax liability with 1,238 shares, decreasing direct ownership by 0.70% to 176,405 units (SEC Form 4)
- EVP, CHIEF COMMERCIAL OFFICER Fiore Michael Henry covered exercise/tax liability with 2,045 shares, decreasing direct ownership by 4% to 54,598 units (SEC Form 4)
- EVP, CHIEF COMMERCIAL OFFICER Fiore Michael Henry sold $234,650 worth of shares (2,470 units at $95.00) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 56,643 units (SEC Form 4)
Latest UMBF
- Wells Fargo resumed coverage on UMB Financial Corporation with a new price target
- Director Murphy Susan G sold $200,427 worth of shares (1,377 units at $145.55), decreasing direct ownership by 11% to 10,635 units (SEC Form 4)
- Chairman and CEO Kemper J Mariner sold $2,237,460 worth of shares (15,062 units at $148.55) (SEC Form 4)
- Chief Accounting Officer Odgers David Carl sold $21,358 worth of shares (145 units at $147.30), decreasing direct ownership by 2% to 6,538 units (SEC Form 4)
- Executive Vice President Wilson Uma sold $613,460 worth of shares (4,145 units at $148.00), decreasing direct ownership by 17% to 20,270 units (SEC Form 4)
- President, Private Wealth Mgmt Newton Nikki Farentino sold $297,200 worth of shares (2,000 units at $148.60), decreasing direct ownership by 14% to 11,981 units (SEC Form 4)
- President, Inst. Banking Mason Phillip James sold $117,600 worth of shares (800 units at $147.00), decreasing direct ownership by 8% to 8,894 units (SEC Form 4)
- Chairman and CEO Kemper J Mariner received a gift of 9,761 shares and sold $618,534 worth of shares (4,200 units at $147.27) (SEC Form 4)
- Chief Human Resource Officer Beaird Robert Brian sold $231,040 worth of shares (1,600 units at $144.40), decreasing direct ownership by 15% to 8,943 units (SEC Form 4)
- Director Gallagher Kevin Charles sold $52,247 worth of shares (360 units at $145.13), decreasing direct ownership by 3% to 11,863 units (SEC Form 4)