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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Equitable Holdings has the Financial Strength Rank of 4.
GuruFocus Financial Strength Rank measures how strong a company's financial situation is. It is rated on a scale of 1 to 10 and is based on these factors:
1. The debt burden that the company has as measured by its Interest Coverage (current year). The higher, the better.
2. Debt to revenue ratio. The lower, the better.
3. Altman Z-Score.
4. Other debt related ratios.
A higher score indicates a stronger financial position, with companies rated 7 or above considered financially stable and unlikely to face distress. Conversely, a score of 3 or below suggests potential financial difficulties, indicating a higher risk of distress.
Equitable Holdings did not have earnings to cover the interest expense.
Equitable Holdings's debt to revenue ratio for the quarter that ended in Jun. 2026 was 1.05.
Altman Z-Score does not apply to banks and insurance companies.
The rank is rated on a scale of 1 to 10. A higher score indicates a stronger financial position, with companies rated 7 or above considered financially stable and unlikely to face distress. Conversely, a score of 3 or below suggests potential financial difficulties, indicating a higher risk of distress.
Equitable Holdings has the Financial Strength Rank of 4.
Equitable Holdings Financial Strength Related Terms
Interest Coverage is a ratio that determines how easily a company can pay interest expenses on outstanding debt. It is calculated by dividing a company's Operating Income (EBIT) by its Interest Expense:
Z-Score model is an accurate forecaster of failure up to two years prior to distress. It can be considered the assessment of the distress of industrial corporations.
The zones of discrimination were as such:
When Z-Score is less than 1.81, it is in Distress Zones.
When Z-Score is greater than 2.99, it is in Safe Zones.
When Z-Score is between 1.81 and 2.99, it is in Grey Zones.
Altman Z-Score does not apply to banks and insurance companies.
* 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 (FRA:AXJ) has a Financial Strength of 4 as of Jun. 2026. The financial strength rank measures the strength of a company's balance sheet based on revenue and debt. View historical data on Equitable Holdings and its competitors. This is near median its historical median of 4.00. Over the past decade, Equitable Holdings' Financial Strength has ranged from 3.00 to 6.00.
Is Equitable Holdings' Financial Strength too high?
Equitable Holdings' current Financial Strength of 4 is near median its 10-year median of 4.00. Over the past 10 years, this metric has ranged from a low of 3.00 to a high of 6.00. Overall, Equitable Holdings has a GF Score™ of 81/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' Financial Strength compare to IVZ and ARCC?
Equitable Holdings' Financial Strength of 4 can be compared against companies in the Asset Management industry. Historically, Equitable Holdings' own Financial Strength has ranged from 3.00 to 6.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Financial Strength for an Asset Management company?
A good Financial Strength depends on the Asset Management industry context. However, Financial Strength 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 Financial Strength mean?
A high Financial Strength can signal that a stock is expensive relative to its fundamentals. The financial strength rank measures the strength of a company's balance sheet based on revenue and debt. View historical data on Equitable Holdings and its competitors. Equitable Holdings's current Financial Strength is 4, which is near median its own 10-year median of 4.00. 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?
Based on GuruFocus' analysis, Equitable Holdings (FRA:AXJ) is currently considered Fairly Valued. The stock's GF Value™ is €44.70, compared to a current price of €45.26 — trading 1.3% above its estimated fair value. The current Financial Strength is 4, which is near median its 10-year median of 4.00. Equitable Holdings' overall GF Score™ is 81/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Financial Strength calculated?
Financial Strength is calculated from a company's financial statements. For Equitable Holdings (FRA:AXJ), the current Financial Strength is 4 as of Jun. 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 (FRA:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be overvalued.
The current stock price of €45.26 is trading 1.3% above its estimated GF Value™ of €44.70.
GuruFocus considers Equitable Holdings to be Fairly Valued.
Key valuation signals for FRA:AXJ:
Financial Strength: 4 (near median its 10-year median of 4.00)
GF Value™: €44.70 vs. price of €45.26 (1.3% above fair value)
No single metric tells the full story. See the FRA: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.
81GF Score
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