Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Equitable Holdings's Enterprise Value is €7,171 Mil.
Equitable Holdings's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was €-204 Mil. Therefore, Equitable Holdings's EV-to-EBIT ratio for today is -35.23.
EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Equitable Holdings's Enterprise Value is €7,171 Mil.
Equitable Holdings's EBITDA for the trailing twelve months (TTM) ended in Mar. 2026 was €555 Mil. Therefore, Equitable Holdings's EV-to-EBITDA ratio for today is 12.91.
EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Equitable Holdings's Enterprise Value is €7,171 Mil.
Equitable Holdings's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 was €9,741 Mil. Therefore, Equitable Holdings's EV-to-Revenue ratio for today is 0.74.
*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.
Equitable Holdings (XTER:AXJ) Enterprise Value Explanation
When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.
If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.
The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.
For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.
Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.
1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.
Equitable Holdings's current Enterprise Value is €7,171 Mil.
Equitable Holdings's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €-204 Mil.
2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.
Equitable Holdings's current Enterprise Value is €7,171 Mil.
Equitable Holdings's EBITDA for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €555 Mil.
Equitable Holdings's current Enterprise Value is €7,171 Mil.
Equitable Holdings's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €9,741 Mil.
Equitable Holdings's current Enterprise Value is €7,171 Mil.
Equitable Holdings's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €910 Mil.
Equitable Holdings's current Enterprise Value is €7,171 Mil.
Equitable Holdings's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €882 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 Enterprise Value Related Terms
Equitable Holdings Enterprise Value Historical Data
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The historical data trend for Equitable Holdings's Enterprise Value 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: Enterprise Value Comparison
For the Asset Management subindustry, Equitable Holdings's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's Enterprise Value distribution charts can be found below:
* The bar in red indicates where Equitable Holdings's Enterprise Value falls into.
Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
Equitable Holdings's Enterprise Value for the fiscal year that ended in Dec. 2025 is calculated as
* 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 Enterprise Value of €7,171 Mil as of Jun. 25, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Equitable Holdings and its competitors.
Is Equitable Holdings' Enterprise Value too high?
Equitable Holdings' current Enterprise Value is €7,171 Mil. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' Enterprise Value compare to CRBG and IVZ?
Equitable Holdings' Enterprise Value of €7,171 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Equitable Holdings and its competitors. Equitable Holdings's current Enterprise Value is €7,171 Mil. 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 Enterprise Value of €7,171 Mil. The stock's GF Value™ is €37.69, compared to a current price of €32.60 — trading 13.5% below its estimated fair value. The current Enterprise Value is €7,171 Mil. 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 Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Equitable Holdings (XTER:AXJ), the current Enterprise Value is €7,171 Mil as of Jun. 25, 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 13.5% below its estimated GF Value™ of €37.69.
Key valuation signals for XTER:AXJ:
Enterprise Value: €7,171 Mil
GF Value™: €37.69 vs. price of €32.60 (13.5% below fair value)
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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