Equitable HoldingsXTER:AXJ 77 EBITDA Margin % is 27.73% as of Mar. 2026, which is 32% above its 10-year median of 20.93. GuruFocus rates XTER:AXJ with a GF Score™ of 77/100 and a GF Value™ of €39.15. The stock has 5 warning signs investors should review. Among 669 Asset Management companies, Equitable Holdings ranks worse than 71.15% on this metric.
EBITDA Margin % is calculated as EBITDA divided by its Revenue. Equitable Holdings's EBITDA for the
three
months ended in Mar. 2026 was €1,015 Mil. Equitable Holdings's Revenue for the
three
months ended in Mar. 2026 was €3,659 Mil. Therefore, Equitable Holdings's EBITDA margin for the quarter that ended in Mar. 2026 was 27.73%.
EBITDA Margin % is the ratio of EBITDA divided by net sales or Revenue. It is an performance metric measuring company's operating profitability. EBITDA Margin takes depreciation and amortization, interest expense and tax into account, which makes it easy to compare the relative profitability of companies of different sizes in the same industry.
Equitable Holdings EBITDA Margin % Related Terms
Equitable Holdings EBITDA Margin % Historical Data
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The historical data trend for Equitable Holdings's EBITDA Margin % 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.
XTER:AXJ vs CRBG, IVZ, SEIC: EBITDA Margin % Comparison
For the Asset Management subindustry, Equitable Holdings's EBITDA Margin %, along with its competitors' market caps and EBITDA Margin % 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 EBITDA Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's EBITDA Margin % distribution charts can be found below:
* The bar in red indicates where Equitable Holdings's EBITDA Margin % falls into.
* 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 (XTER:AXJ) has a EBITDA Margin % of 27.73% as of Mar. 2026. EBITDA Margin is the ratio of EBITDA divided by net sales or Revenue, usually presented in percent. View historical data on Equitable Holdings and its competitors. This is 32% above median its historical median of 20.93. According to the industry distribution chart, Equitable Holdings ranks #476 out of 669 companies in the Asset Management industry, placing it in the top 71.2%.
Is Equitable Holdings' EBITDA Margin % too high?
Equitable Holdings' current EBITDA Margin % of 27.73% is 32% above median its 10-year median of 20.93. The Asset Management industry median EBITDA Margin % is 30.11. Equitable Holdings' value of 27.73% is 7.9% below this industry median. Based on the distribution chart, Equitable Holdings ranks #476 out of 669 companies in the Asset Management industry, which is below the industry midpoint. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' EBITDA Margin % compare to CRBG and IVZ?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #476 out of 669 companies for EBITDA Margin %. This places Equitable Holdings in the lower half of its industry. The industry median EBITDA Margin % is 30.11. Equitable Holdings' value of 27.73% is 7.9% below this benchmark. While the company's 10-year median is 20.93 vs. the industry median of 30.11, Equitable Holdings has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EBITDA Margin % for an Asset Management company?
The median EBITDA Margin % among Asset Management companies is 30.11, based on 669 companies in the industry. Companies in the top quartile (top 25%) have a EBITDA Margin % significantly above this median, while those in the bottom quartile fall well below. However, EBITDA Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Equitable Holdings's current EBITDA Margin % of 27.73% is 7.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high EBITDA Margin % mean?
A high EBITDA Margin % can signal that a stock is expensive relative to its fundamentals. EBITDA Margin is the ratio of EBITDA divided by net sales or Revenue, usually presented in percent. View historical data on Equitable Holdings and its competitors. For the Asset Management industry, the median EBITDA Margin % is 30.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current EBITDA Margin % is 27.73%, which is 32% above median its own 10-year median of 20.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Equitable Holdings stock overvalued right now?
Equitable Holdings (XTER:AXJ) has a current EBITDA Margin % of 27.73%. The stock's GF Value™ is €39.15, compared to a current price of €32.60 — trading 16.7% below its estimated fair value. The current EBITDA Margin % is 27.73%, which is 32% above median its 10-year median of 20.93 and 7.9% below the Asset Management industry median of 30.11. Equitable Holdings' overall GF Score™ is 77/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EBITDA Margin % calculated?
EBITDA Margin % is calculated from a company's financial statements. For Equitable Holdings (XTER:AXJ), the current EBITDA Margin % is 27.73% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Equitable Holdings (XTER:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be undervalued.
The current stock price of €32.60 is trading 16.7% below its estimated GF Value™ of €39.15.
Key valuation signals for XTER:AXJ:
EBITDA Margin %: 27.73% (32% above median its 10-year median of 20.93)
GF Value™: €39.15 vs. price of €32.60 (16.7% below fair value)
Industry Position: 7.9% below the Asset Management median (#476 of 669)
No single metric tells the full story. See the XTER:AXJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
77GF Score
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