Business Description
ISIN : US29452E1010
Total Employee Number:
8,000Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 2.47 | |||||
Debt-to-Equity | -8.88 | |||||
Debt-to-EBITDA | 13.45 | |||||
Piotroski F-Score | 4/9 | |||||
Beneish M-Score | -0.93 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 5.5 | |||||
3-Year EPS without NRI Growth Rate | 9.2 | |||||
3-Year Book Growth Rate | -109.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 23.49 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 13.15 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 72.04 | |||||
9-Day RSI | 66.09 | |||||
14-Day RSI | 62.73 | |||||
3-1 Month Momentum % | 20 | |||||
6-1 Month Momentum % | 20.2 | |||||
12-1 Month Momentum % | -10.76 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 2.2 | |||||
Dividend Payout Ratio | 0.17 | |||||
3-Year Dividend Growth Rate | 10.4 | |||||
Forward Dividend Yield % | 2.2 | |||||
5-Year Yield-on-Cost % | 3.51 | |||||
3-Year Average Share Buyback Ratio | 8.1 | |||||
Shareholder Yield % | 8.75 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | -8.72 | |||||
EBITDA Margin % | 4.88 | |||||
FCF Margin % | 12.44 | |||||
OCF Margin % | 12.78 | |||||
ROE % | -651.2 | |||||
ROA % | -0.29 | |||||
ROIC % | -0.11 | |||||
3-Year ROIIC % | -5.88 | |||||
Years of Profitability over Past 10-Year | 7 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 5.75 | |||||
PE Ratio without NRI | 7.97 | |||||
Shiller PE Ratio | 82.6 | |||||
PS Ratio | 1.4 | |||||
Price-to-Free-Cash-Flow | 11.18 | |||||
Price-to-Operating-Cash-Flow | 10.89 | |||||
EV-to-EBIT | -18.9 | |||||
EV-to-EBITDA | 14.01 | |||||
EV-to-Revenue | 0.68 | |||||
EV-to-Forward-Revenue | 0.44 | |||||
EV-to-FCF | 5.49 | |||||
Price-to-GF-Value | 0.97 | |||||
Price-to-Projected-FCF | 3.74 | |||||
Earnings Yield (Greenblatt) % | -5.29 | |||||
FCF Yield % | 9.31 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Annualized Return % Â
Total Annual Return % Â
Equitable Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 10,615 | ||
| EPS (TTM) ($) | -3.31 | ||
| Beta | 1.1476 | ||
| 3-Year Sharpe Ratio | 0.69 | ||
| 3-Year Sortino Ratio | 1.26 | ||
| Volatility % | 26.4 | ||
| 14-Day RSI | 62.73 | ||
| 14-Day ATR ($) | 1.350315 | ||
| 20-Day SMA ($) | 50.8515 | ||
| 12-1 Month Momentum % | -10.76 | ||
| 52-Week Range ($) | 35.195 - 55.15 | ||
| Shares Outstanding (Mil) | 272.77 |
Piotroski F-Score Details
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Equitable Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Equitable Holdings Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-25 | In 170 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-05 10:00 | In 151 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-04 | In 149 days | ||
| Third quarter earnings conference call for 2026 | 2026-11-05 09:00 | In 59 days | ||
| Third quarter earnings results for 2026 | 2026-11-04 | In 57 days | ||
| General meeting for 2026 | 2026-09-23 12:00 | In 16 days | ||
| Guidance call for 2026 | 2026-09-09 11:30 | In 2 days | ||
| Second quarter earnings conference call for 2026 | 2026-08-05 08:00 | 48.25 (+0.56%) | ||
| Second quarter earnings results for 2026 | 2026-08-04 | 48.00 (+2.04%) | ||
| USD 0.300000 Cash Dividend | 2026-08-03 | 47.65 (-2.44%) |
Equitable Holdings Inc Frequently Asked Questions
Guru Commentaries on NYSE:EQH
We initiated a position in Equitable Holdings, Inc. (EQH), a leading U.S. financial services company helping clients achieve retirement and wealth goals through three core businesses: Equitable, AllianceBernstein, and Equitable Advisors. Together, these franchises manage over $1 trillion in client assets. EQH operates with an asset-light model that generates strong free cash flow, which it uses to repurchase shares and grow dividends. Over the past five years, the share count has declined about 8% annually, while the dividend has compounded at a 7% growth rate, currently yielding 2.1%. A recent reinsurance transaction with Venerable released nearly $2 billion of excess capital to the holding company, reducing risk while validating reserves. As EQH continues shifting toward higher-quality, fee-based retirement and asset management businesses, we believe the market will reward it with a higher valuation multiple, reflecting its stronger growth profile, enhanced capital return, and lower risk structure.
Equitable is transitioning from a life insurance company to a more diversified financial company, which should result in a better earnings, profitability and cash-generation profile — which we don’t believe is reflected in the current valuation. This transition is expected to enhance its long-term growth outlook, making it an attractive investment opportunity.
Equitable Holdings was mentioned as a contributor to performance, but no specific argument or directional stance was provided regarding its future prospects or valuation.
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