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EQH (Equitable Holdings) Cyclically Adjusted PS Ratio : 1.79 (As of May. 24, 2025)


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What is Equitable Holdings Cyclically Adjusted PS Ratio?

As of today (2025-05-24), Equitable Holdings's current share price is $51.80. Equitable Holdings's Cyclically Adjusted Revenue per Share for the fiscal year that ended in Dec24 was $28.93. Equitable Holdings's Cyclically Adjusted PS Ratio for today is 1.79.

The historical rank and industry rank for Equitable Holdings's Cyclically Adjusted PS Ratio or its related term are showing as below:

EQH' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 1.19   Med: 1.53   Max: 1.91
Current: 1.79

During the past 11 years, Equitable Holdings's highest Cyclically Adjusted PS Ratio was 1.91. The lowest was 1.19. And the median was 1.53.

EQH's Cyclically Adjusted PS Ratio is ranked better than
82.25% of 862 companies
in the Asset Management industry
Industry Median: 8.195 vs EQH: 1.79

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Equitable Holdings's adjusted revenue per share data of for the fiscal year that ended in Dec24 was $38.291. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is $28.93 for the trailing ten years ended in Dec24.

Shiller PE for Stocks: The True Measure of Stock Valuation


Equitable Holdings Cyclically Adjusted PS Ratio Historical Data

The historical data trend for Equitable Holdings's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Equitable Holdings Cyclically Adjusted PS Ratio Chart

Equitable Holdings Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - 1.21 1.63

Equitable Holdings Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - 1.63 -

Competitive Comparison of Equitable Holdings's Cyclically Adjusted PS Ratio

For the Asset Management subindustry, Equitable Holdings's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Equitable Holdings's Cyclically Adjusted PS Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Equitable Holdings's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Equitable Holdings's Cyclically Adjusted PS Ratio falls into.


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Equitable Holdings Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Equitable Holdings's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=51.80/28.93
=1.79

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Equitable Holdings's Cyclically Adjusted Revenue per Share for the fiscal year that ended in Dec24 is calculated as:

For example, Equitable Holdings's adjusted Revenue per Share data for the fiscal year that ended in Dec24 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Dec24 (Change)*Current CPI (Dec24)
=38.291/133.1571*133.1571
=38.291

Current CPI (Dec24) = 133.1571.

Equitable Holdings Annual Data

Revenue per Share CPI Adj_RevenuePerShare
201512 17.966 99.792 23.973
201612 20.968 101.863 27.410
201712 22.210 104.011 28.434
201812 21.687 105.998 27.244
201912 19.487 108.420 23.933
202012 27.564 109.897 33.398
202112 18.077 117.630 20.463
202212 33.282 125.222 35.391
202312 29.943 129.419 30.808
202412 38.291 133.157 38.291

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Equitable Holdings  (NYSE:EQH) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Equitable Holdings Cyclically Adjusted PS Ratio Related Terms

Thank you for viewing the detailed overview of Equitable Holdings's Cyclically Adjusted PS Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Equitable Holdings Business Description

Traded in Other Exchanges
Address
1345 Avenue of the Americas, New York, NY, USA, 10105
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.
Executives
Jeffrey J Hurd officer: Senior EVP & COO C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Mark Pearson director, officer: President and CEO C/O ALLIANCEBERNSTEIN L.P., 1345 AVENUE OF THE AMERICAS, NEW YORK NY 10105
Nick Lane officer: (See Remarks) C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Arlene Isaacs-lowe director C/O XENIA HOTELS & RESORTS, INC., 200 S. ORANGE AVENUE, SUITE 2700, ORLANDO FL 32801
Eckert William James Iv officer: SVP, CAO and Controller C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Craig C Mackay director 75 WEST 125TH STREET, NEW YORK NY 10027
Seth P Bernstein officer: (See Remarks) C/O ALLIANCEBERNSTEIN HOLDING, L.P., 1345 AVENUE OF THE AMERICAS, NEW YORK NY 10105
Bertram L Scott director C/O BECTON DICKERSON & CO, 1 BECTON DR, FRANKLIN LAKES NJ 07417
Stonehill Charles G.t. director C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Daniel G Kaye director 1742 APPLEBY ROAD, INVERNESS IL 60067
Kristi Ann Matus director C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Robin M Raju officer: Senior EVP & CFO C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Jose Ramon Gonzalez officer: SEVP & Chief Legal Officer 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Anders Malmstrom officer: Senior EVP & CFO C/O ALLIANCEBERNSTEIN HOLDING LP, 1345 AVENUE OF THE AMERICAS, NEW YORK NY 10105
Dave S. Hattem officer: Senior EVP & GC C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104