Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, the Investment Management and Research segment consists of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.

Financial Strength

4/10

Name	Current	Vs Industry
Cash-To-Debt	1.72
Equity-to-Asset	0.01
Debt-to-Equity	1.73
Debt-to-EBITDA	4.63
Interest Coverage	1.42
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.36	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

8/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	2.8
	3-Year EBITDA Growth Rate	38.1
	3-Year EPS without NRI Growth Rate	-2.7
	3-Year FCF Growth Rate	-35.3
	3-Year Book Growth Rate	-53.5
	Future 3-5Y EPS without NRI Growth Rate	21.8
	Future 3-5Y Total Revenue Growth Rate	18.92

Momentum Rank

9/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	58.37
	9-Day RSI	52.59
	14-Day RSI	51.55
	6-1 Month Momentum %	15.81
	12-1 Month Momentum %	43.43

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	2
	Dividend Payout Ratio	0.16
	3-Year Dividend Growth Rate	9.2
	Forward Dividend Yield %	2.04
	5-Year Yield-on-Cost %	5.3
	3-Year Average Share Buyback Ratio	8.8
	Shareholder Yield %	7.89

Profitability Rank

6/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	-2.64
	FCF Margin %	9.58
	ROE %	-12.96
	ROA %	-0.1
	ROIC %	0.28
	Years of Profitability over Past 10-Year	8

GF Value Rank

9/10

	Name	Current	Vs Industry		Vs History
	Forward PE Ratio	6.47
	PE Ratio without NRI	8.23
	Shiller PE Ratio	22.71
	PS Ratio	1.39
	PB Ratio	8.94
	Price-to-Free-Cash-Flow	14.2
	Price-to-Operating-Cash-Flow	12.35
	EV-to-EBIT	46.46
	EV-to-EBITDA	12.66
	EV-to-Revenue	1.39
	EV-to-Forward-Revenue	0.71
	EV-to-FCF	14.49
	Price-to-Projected-FCF	4.64
	Earnings Yield (Greenblatt) %	2.15
	FCF Yield %	7.14

Financials (Next Earnings Date:2025-02-07 Est.)

Annual Quarterly TTM

EQH's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with NYSE:EQH

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Equitable Holdings Inc Executives

Details

GF Value: $55.36

EQH

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with EQH. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	10,986
	EPS (TTM) ($)	-1.09
	Beta	1.09
	Volatility %	19.27
	14-Day RSI	51.55
	14-Day ATR ($)	1.230869
	20-Day SMA ($)	47.1405
	12-1 Month Momentum %	43.43
	52-Week Range ($)	31.76 - 50.51
	Shares Outstanding (Mil)	313.34

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Equitable Holdings Inc Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Equitable Holdings Inc Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

Equitable Holdings Inc Frequently Asked Questions

What is Equitable Holdings Inc(EQH)'s stock price today?

The current price of EQH is $47.30. The 52 week high of EQH is $50.51 and 52 week low is $31.76.

When is next earnings date of Equitable Holdings Inc(EQH)?

The next earnings date of Equitable Holdings Inc(EQH) is 2025-02-07 Est..

Does Equitable Holdings Inc(EQH) pay dividends? If so, how much?

The Dividend Yield % of Equitable Holdings Inc(EQH) is 2% (As of Today), Highest Dividend Payout Ratio of Equitable Holdings Inc(EQH) was 0.19. The lowest was 0.07. And the median was 0.13. The Forward Dividend Yield % of Equitable Holdings Inc(EQH) is 2.04%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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