Equitable Holdings (XTER:AXJ) ROCE %: % (As of Mar. 2026)


XTER:AXJ Equitable Holdings Inc XTER:AXJ
77 GF Score
Price €32.60
GF Value €39.15
! 5 Warning Signs
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What is Equitable Holdings ROCE %?

Equitable Holdings XTER:AXJ 77 ROCE % is % as of Mar. 2026. GuruFocus rates XTER:AXJ with a GF Score™ of 77/100 and a GF Value™ of €39.15. The stock has 5 warning signs investors should review.

ROCE % does not apply to banks and insurance companies.

XTER:AXJ
77GF Score
Equitable Holdings Inc XTER:AXJ
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of % mean?
Equitable Holdings (XTER:AXJ) has a ROCE % of % as of Mar. 2026.
Is Equitable Holdings' ROCE % too high?
Equitable Holdings' current ROCE % is %. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' ROCE % compare to CRBG and IVZ?
Equitable Holdings' ROCE % of % can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current ROCE % 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 (XTER:AXJ) has a current ROCE % of %. The stock's GF Value™ is €39.15, compared to a current price of €32.60 — trading 16.7% below its estimated fair value. The current ROCE % is %. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Equitable Holdings (XTER:AXJ), the current ROCE % 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 (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 16.7% below its estimated GF Value™ of €39.15.

Key valuation signals for XTER:AXJ:

  • ROCE %: %
  • GF Value™: €39.15 vs. price of €32.60 (16.7% below fair value)
  • GF Score™: 77/100 with 5 warning signs

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 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.
77GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€32.60
Price
€39.15
GF Value