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Business Description
Equitable Holdings Inc
NAICS : 525910
SIC : 6722
ISIN : US29452E1010
Description
Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. It generates the majority of its revenue from the Asset Management segment which provides diversified investment management and related solutions globally to a broad range of clients through three main client channels - Institutional, Retail, and Private Wealth.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 1.17 | |||||
| Equity-to-Asset | 0.01 | |||||
| Debt-to-Equity | 3.75 | |||||
| Debt-to-EBITDA | 1.86 | |||||
| Interest Coverage | 10.34 | |||||
| Piotroski F-Score | 5/9 | |||||
| Beneish M-Score | -2.5 | |||||
| WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 28.4 | |||||
| 3-Year EBITDA Growth Rate | 7.1 | |||||
| 3-Year EPS without NRI Growth Rate | -3.4 | |||||
| 3-Year Book Growth Rate | -78.5 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 17.78 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 15.07 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 59.08 | |||||
| 9-Day RSI | 53.62 | |||||
| 14-Day RSI | 51.84 | |||||
| 3-1 Month Momentum % | 10.43 | |||||
| 6-1 Month Momentum % | 21.99 | |||||
| 12-1 Month Momentum % | 39.52 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.79 | |||||
| Dividend Payout Ratio | 0.16 | |||||
| 3-Year Dividend Growth Rate | 9.8 | |||||
| Forward Dividend Yield % | 1.79 | |||||
| 5-Year Yield-on-Cost % | 2.87 | |||||
| 3-Year Average Share Buyback Ratio | 7.5 | |||||
| Shareholder Yield % | 7.48 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 10.51 | |||||
| FCF Margin % | 14.9 | |||||
| ROE % | 58.72 | |||||
| ROA % | 0.45 | |||||
| ROIC % | 0.73 | |||||
| 3-Year ROIIC % | -8.41 | |||||
| Years of Profitability over Past 10-Year | 8 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 14.03 | |||||
| Forward PE Ratio | 7.49 | |||||
| PE Ratio without NRI | 8.99 | |||||
| Shiller PE Ratio | 25.28 | |||||
| Price-to-Owner-Earnings | 22.47 | |||||
| PS Ratio | 1.41 | |||||
| PB Ratio | 214.36 | |||||
| Price-to-Free-Cash-Flow | 9.33 | |||||
| Price-to-Operating-Cash-Flow | 8.62 | |||||
| EV-to-EBIT | 8.04 | |||||
| EV-to-EBITDA | 5.88 | |||||
| EV-to-Revenue | 1.51 | |||||
| EV-to-Forward-Revenue | 0.96 | |||||
| EV-to-FCF | 10.12 | |||||
| Price-to-GF-Value | 1.11 | |||||
| Price-to-Projected-FCF | 7.52 | |||||
| Earnings Yield (Greenblatt) % | 12.44 | |||||
| FCF Yield % | 11.23 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Peter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Equitable Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 12,437 | ||
| EPS (TTM) ($) | 3.82 | ||
| Beta | 1.16 | ||
| 3-Year Sharpe Ratio | 0.61 | ||
| 3-Year Sortino Ratio | 0.97 | ||
| Volatility % | 22.38 | ||
| 14-Day RSI | 51.84 | ||
| 14-Day ATR ($) | 1.794819 | ||
| 20-Day SMA ($) | 52.0755 | ||
| 12-1 Month Momentum % | 39.52 | ||
| 52-Week Range ($) | 35.49 - 56 | ||
| Shares Outstanding (Mil) | 307.82 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Equitable Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Equitable Holdings Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Equitable Holdings Inc Frequently Asked Questions
What is Equitable Holdings Inc(EQH)'s stock price today?
The current price of EQH is $53.59. The 52 week high of EQH is $56.00 and 52 week low is $35.49.
When is next earnings date of Equitable Holdings Inc(EQH)?
The next earnings date of Equitable Holdings Inc(EQH) is 2025-04-30 Est..
Does Equitable Holdings Inc(EQH) pay dividends? If so, how much?
The Dividend Yield %  of Equitable Holdings Inc(EQH) is 1.79% (As of Today), Highest Dividend Payout Ratio of Equitable Holdings Inc(EQH) was 0.19. The lowest was 0.07. And the median was 0.13. The  Forward Dividend Yield % of Equitable Holdings Inc(EQH) is 1.79%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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