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EV-to-OCF is calculated as enterprise value divided by its cash flow from operations. As of today, Equitable Holdings's Enterprise Value is €6,439 Mil.
Equitable Holdings's Cash Flow from Operations for the trailing twelve months (TTM) ended in Jun. 2026 was €1,173 Mil. Therefore, Equitable Holdings's EV-to-OCF for today is 5.49.
The historical rank and industry rank for Equitable Holdings's EV-to-OCF or its related term are showing as below:
STU:AXJ'
s EV-to-OCF Range Over the Past 10 Years
Min: -595.27 Med: -7.95 Max: 222.01
Current: 5.48
During the past 12 years, the highest EV-to-OCF of Equitable Holdings was 222.01. The lowest was -595.27. And the median was -7.95.
STU:AXJ's EV-to-OCF is ranked better than 51.5% of 1501
companies
in the Asset Management industry
Industry Median: 5.95
vs STU:AXJ: 5.48
EV-to-OCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.
EV-to-OCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.
Equitable Holdings's PE Ratio (TTM) for today is calculated as:
Equitable Holdings's share price for today is €45.53.
Equitable Holdings's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €-2.817.
* 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.
Enterprise Value is used because it is a more complete measure in reflecting how much an investor pays when buying a company. Cash Flow from Operations is an important financial metric because it represents the cash generated from operating activities at a company's disposal. Companies with a low EV-to-OCF ratio, combined with a strong balance sheet are generally considered as undervalued.
Equitable Holdings EV-to-OCF Related Terms
Equitable Holdings EV-to-OCF Historical Data
* Premium members only.
The historical data trend for Equitable Holdings's EV-to-OCF 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.
For the Asset Management subindustry, Equitable Holdings's EV-to-OCF, along with its competitors' market caps and EV-to-OCF 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 EV-to-OCF vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's EV-to-OCF distribution charts can be found below:
* The bar in red indicates where Equitable Holdings's EV-to-OCF falls into.
Equitable Holdings's current Enterprise Value is €6,439 Mil.
Equitable Holdings's Cash Flow from Operations for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €1,173 Mil.
* 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 (STU:AXJ) has a EV-to-OCF of 5.49 as of Aug. 11, 2026. According to the industry distribution chart, Equitable Holdings ranks #728 out of 1501 companies in the Asset Management industry, placing it in the top 48.5%.
Is Equitable Holdings' EV-to-OCF too high?
Equitable Holdings' current EV-to-OCF is 5.49. The Asset Management industry median EV-to-OCF is 5.95. Equitable Holdings' value of 5.49 is 7.7% below this industry median. Based on the distribution chart, Equitable Holdings ranks #728 out of 1501 companies in the Asset Management industry, which is above the industry midpoint. Overall, Equitable Holdings has a GF Score™ of 73/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' EV-to-OCF compare to IVZ and ARCC?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #728 out of 1501 companies for EV-to-OCF. This puts Equitable Holdings in the upper half of its industry. The industry median EV-to-OCF is 5.95. Equitable Holdings' value of 5.49 is 7.7% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EV-to-OCF for an Asset Management company?
The median EV-to-OCF among Asset Management companies is 5.95, based on 1,501 companies in the industry. Companies in the top quartile (top 25%) have a EV-to-OCF significantly above this median, while those in the bottom quartile fall well below. However, EV-to-OCF should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Equitable Holdings's current EV-to-OCF of 5.49 is 7.7% 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 EV-to-OCF mean?
A high EV-to-OCF can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median EV-to-OCF is 5.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current EV-to-OCF is 5.49. 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 (STU:AXJ) has a current EV-to-OCF of 5.49. The stock's GF Value™ is €45.50, compared to a current price of €45.53 — trading 0.1% above its estimated fair value. The current EV-to-OCF is 5.49 and 7.7% below the Asset Management industry median of 5.95. Equitable Holdings' overall GF Score™ is 73/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EV-to-OCF calculated?
EV-to-OCF is calculated from a company's financial statements. For Equitable Holdings (STU:AXJ), the current EV-to-OCF is 5.49 as of Aug. 11, 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 (STU:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be overvalued.
The current stock price of €45.53 is trading 0.1% above its estimated GF Value™ of €45.50.
Key valuation signals for STU:AXJ:
EV-to-OCF: 5.49
GF Value™: €45.50 vs. price of €45.53 (0.1% above fair value)
Industry Position: 7.7% below the Asset Management median (#728 of 1501)
No single metric tells the full story. See the STU: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.
73GF Score
Get the complete analysis for STU:AXJ
EV-to-OCF is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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