Equitable HoldingsXTER:AXJ 77 Pretax Margin % is 20.97% as of Mar. 2026, which is 54% above its 10-year median of 13.60. GuruFocus rates XTER:AXJ with a GF Score™ of 77/100 and a GF Value™ of €37.69. The stock has 5 warning signs investors should review. Among 1,580 Asset Management companies, Equitable Holdings ranks worse than 85.76% on this metric.
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Equitable Holdings Pretax Margin % Related Terms
Equitable Holdings Pretax Margin % Historical Data
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The historical data trend for Equitable Holdings's Pretax 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: Pretax Margin % Comparison
For the Asset Management subindustry, Equitable Holdings's Pretax Margin %, along with its competitors' market caps and Pretax 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Equitable Holdings's Pretax 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 Pretax Margin % of 20.97% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Equitable Holdings and its competitors. This is 54% above median its historical median of 13.60. According to the industry distribution chart, Equitable Holdings ranks #1355 out of 1580 companies in the Asset Management industry, placing it in the top 85.8%.
Is Equitable Holdings' Pretax Margin % too high?
Equitable Holdings' current Pretax Margin % of 20.97% is 54% above median its 10-year median of 13.60. The Asset Management industry median Pretax Margin % is 89.48. Equitable Holdings' value of 20.97% is 76.6% below this industry median. Based on the distribution chart, Equitable Holdings ranks #1355 out of 1580 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' Pretax Margin % compare to CRBG and IVZ?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #1355 out of 1580 companies for Pretax Margin %. This places Equitable Holdings in the lower half of its industry. The industry median Pretax Margin % is 89.48. Equitable Holdings' value of 20.97% is 76.6% below this benchmark. While the company's 10-year median is 13.60 vs. the industry median of 89.48, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,580 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Equitable Holdings's current Pretax Margin % of 20.97% is 76.6% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Equitable Holdings and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current Pretax Margin % is 20.97%, which is 54% above median its own 10-year median of 13.60. 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 Pretax Margin % of 20.97%. 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 Pretax Margin % is 20.97%, which is 54% above median its 10-year median of 13.60 and 76.6% below the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Equitable Holdings (XTER:AXJ), the current Pretax Margin % is 20.97% 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 13.5% below its estimated GF Value™ of €37.69.
Key valuation signals for XTER:AXJ:
Pretax Margin %: 20.97% (54% above median its 10-year median of 13.60)
GF Value™: €37.69 vs. price of €32.60 (13.5% below fair value)
Industry Position: 76.6% below the Asset Management median (#1355 of 1580)
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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