HQY

Healthequity Inc.

HALAL — DATA INCOMPLETEstock

Is HQY Halal?

Health savings account administrator — permissible financial services.

What You Should Know

HealthEquity administers HSAs and health saving accounts. Core business of health financial administration is permissible. Its April 2026 Form 10-Q reports $3,306.186 million of assets, $942.656 million of debt, $265.369 million of cash, $122.003 million of receivables and $354.641 million of quarterly revenue. Debt/assets is 28.51%, liquidity/assets is 8.03%, receivables-plus-cash/assets is 11.72%, and disclosed interest income is 0.53%; custodial, interchange and HSA cash arrangements are not reduced to a universal prohibited-revenue numerator.

⚠️ Concerns

  • Minor interest income on deposits
  • Custodial revenue depends on partner yield arrangements
  • HSA cash, interchange and derivative structures require qualitative review
  • Debt/assets remains below the examined limits but needs periodic refresh

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-04-30; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
28.51%Within limit
Below 33.333% under FTSE Yasaar

942.656 / 3,306.186

Cash + interest-bearing securities / assets
8.03%Within limit
Below 33.333% under FTSE Yasaar

265.369 / 3,306.186

Receivables + cash / assets
11.72%Within limit
Below 50% under FTSE Yasaar

387.372 / 3,306.186

Non-compliant income / revenue
0.53%Within limit
No more than 5% under FTSE Yasaar

1.887 / 354.641

FTSE Yasaar
v4.6, February 2026
Financial
Pass
Overall
Incomplete

Debt/assets is 28.51%, liquidity/assets is 8.03%, receivables-plus-cash/assets is 11.72% and interest income/revenue is 0.53%; activity classification remains incomplete.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Pass
Overall
Incomplete

Debt, liquidity and receivables-plus-cash ratios are below the examined MSCI total-assets limits; partner and custodial activity remains incomplete.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Incomplete

Debt/assets and identifiable liquidity/assets are below the examined Malaysia limits; this is not an official SAC classification and activity remains incomplete.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Incomplete

A properly licensed and reproducible historical market-cap series is not stored.

Business-activity disclosure

HealthEquity administers health savings accounts and related service, custodial and interchange programs. Health-benefit administration is generally permissible, but the partner-deposit, custodial-yield and interchange structures need school- and contract-sensitive review.

Limitation: The filing disaggregates service, custodial and interchange revenue but does not provide a universal prohibited-revenue numerator for partner yield, card-network or deposit arrangements.

Purification

HealthEquity discloses $1.887 million of interest income, below the examined income threshold, but ZakatInvest does not prescribe a fixed scholar-approved purification percentage.

Inputs, assumptions and primary sources
  • Amounts are USD millions from HealthEquity's April 30, 2026 Form 10-Q.
  • Long-term debt, net of issuance costs is $942.656 million; operating lease liabilities are excluded.
  • Cash and cash equivalents are $265.369 million. The filing does not separately identify a balance-sheet pool of interest-bearing securities; partner-held HSA assets are not added to corporate assets.
  • Accounts receivable, net is $122.003 million and total revenue is $354.641 million.
  • Other income includes disclosed interest income of $1.887 million and $0.161 million of miscellaneous income.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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