Equitable Holdings (FRA:AXJ) ROC (Joel Greenblatt) %: % (As of Mar. 2026)


FRA:AXJ Equitable Holdings Inc FRA:AXJ
75 GF Score
Price €40.58
GF Value €46.91
! 5 Warning Signs
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What is Equitable Holdings ROC (Joel Greenblatt) %?

Equitable Holdings FRA:AXJ -0.78% 75 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates FRA:AXJ with a GF Score™ of 75/100 and a GF Value™ of €46.91. The stock has 5 warning signs investors should review. Among 629 Asset Management companies, Equitable Holdings ranks worse than 158982.35% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

FRA:AXJ
75GF Score
Equitable Holdings Inc FRA:AXJ
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Equitable Holdings (FRA:AXJ) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Equitable Holdings and its competitors. According to the industry distribution chart, Equitable Holdings ranks #999999 out of 629 companies in the Asset Management industry.
Is Equitable Holdings' ROC (Joel Greenblatt) % too high?
Equitable Holdings' current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Equitable Holdings ranks #999999 out of 629 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Equitable Holdings has a GF Score™ of 75/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' ROC (Joel Greenblatt) % compare to PSLV and IVZ?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #999999 out of 629 companies for ROC (Joel Greenblatt) %. This places Equitable Holdings in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.35. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.35, based on 629 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Equitable Holdings and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current ROC (Joel Greenblatt) % is %. 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 (FRA:AXJ) has a current ROC (Joel Greenblatt) % of %. The stock's GF Value™ is €46.91, compared to a current price of €40.58 — trading 13.5% below its estimated fair value. The current ROC (Joel Greenblatt) % is %. Equitable Holdings' overall GF Score™ is 75/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Equitable Holdings (FRA:AXJ), the current ROC (Joel Greenblatt) % is % 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 (FRA:AXJ) Overvalued in 2026?

Based on GuruFocus' analysis, Equitable Holdings stock appears to be undervalued. The current stock price of €40.58 is trading 13.5% below its estimated GF Value™ of €46.91.

Key valuation signals for FRA:AXJ:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: €46.91 vs. price of €40.58 (13.5% below fair value)
  • GF Score™: 75/100 with 5 warning signs

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 Business Description

Address 1345 Avenue of the Americas, New York, NY, USA, 10105
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.
75GF Score

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€40.58
Price
€46.91
GF Value