EQUITABLE HOLDINGS INC (EQH) Fundamental Analysis & Valuation

NYSE:EQH • US29452E1010

Current stock price

37.24 USD
-0.6 (-1.59%)
At close:
37.24 USD
0 (0%)
After Hours:

This EQH fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. EQH Profitability Analysis

1.1 Basic Checks

  • EQH had positive earnings in the past year.
  • EQH had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: EQH reported negative net income in multiple years.
  • The reported operating cash flow has been mixed in the past 5 years: EQH reported negative operating cash flow in multiple years.
EQH Yearly Net Income VS EBIT VS OCF VS FCFEQH Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B

1.2 Ratios

  • Looking at the Return On Assets, with a value of -0.45%, EQH is doing worse than 77.55% of the companies in the same industry.
  • The Return On Invested Capital of EQH (0.30%) is worse than 65.31% of its industry peers.
  • EQH had an Average Return On Invested Capital over the past 3 years of 0.96%. This is significantly below the industry average of 8.22%.
Industry RankSector Rank
ROA -0.45%
ROE N/A
ROIC 0.3%
ROA(3y)0.13%
ROA(5y)0.18%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)0.96%
ROIC(5y)0.93%
EQH Yearly ROA, ROE, ROICEQH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500 1K 1.5K

1.3 Margins

  • EQH has a Operating Margin (7.68%) which is in line with its industry peers.
  • EQH's Operating Margin has improved in the last couple of years.
  • EQH has a Gross Margin of 46.65%. This is in the better half of the industry: EQH outperforms 68.37% of its industry peers.
  • EQH's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 7.68%
PM (TTM) N/A
GM 46.65%
OM growth 3Y-2.78%
OM growth 5Y5.55%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.2%
GM growth 5Y1.12%
EQH Yearly Profit, Operating, Gross MarginsEQH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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4

2. EQH Health Analysis

2.1 Basic Checks

  • EQH has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • EQH has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for EQH has been reduced compared to 5 years ago.
  • The debt/assets ratio for EQH is higher compared to a year ago.
EQH Yearly Shares OutstandingEQH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M
EQH Yearly Total Debt VS Total AssetsEQH Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100B 200B 300B

2.2 Solvency

  • Based on the Altman-Z score of 0.22, we must say that EQH is in the distress zone and has some risk of bankruptcy.
  • EQH has a Altman-Z score (0.22) which is in line with its industry peers.
  • The Debt to FCF ratio of EQH is 36.11, which is on the high side as it means it would take EQH, 36.11 years of fcf income to pay off all of its debts.
  • EQH has a worse Debt to FCF ratio (36.11) than 63.27% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 36.11
Altman-Z 0.22
ROIC/WACC0.05
WACC5.71%
EQH Yearly LT Debt VS Equity VS FCFEQH Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B 20B

2.3 Liquidity

  • A Current Ratio of 4.65 indicates that EQH has no problem at all paying its short term obligations.
  • EQH has a Current ratio of 4.65. This is amongst the best in the industry. EQH outperforms 88.78% of its industry peers.
  • A Quick Ratio of 4.65 indicates that EQH has no problem at all paying its short term obligations.
  • The Quick ratio of EQH (4.65) is better than 88.78% of its industry peers.
Industry RankSector Rank
Current Ratio 4.65
Quick Ratio 4.65
EQH Yearly Current Assets VS Current LiabilitesEQH Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. EQH Growth Analysis

3.1 Past

  • EQH shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.87%.
  • Measured over the past 5 years, EQH shows a small growth in Earnings Per Share. The EPS has been growing by 2.45% on average per year.
  • The Revenue for EQH has decreased by -16.64% in the past year. This is quite bad
EPS 1Y (TTM)-5.87%
EPS 3Y3.5%
EPS 5Y2.45%
EPS Q2Q%10.19%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-7.87%

3.2 Future

  • Based on estimates for the next years, EQH will show a quite strong growth in Earnings Per Share. The EPS will grow by 19.30% on average per year.
  • EQH is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.06% yearly.
EPS Next Y37%
EPS Next 2Y27.58%
EPS Next 3Y23.9%
EPS Next 5Y19.3%
Revenue Next Year5.64%
Revenue Next 2Y6.62%
Revenue Next 3Y7.92%
Revenue Next 5Y6.06%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
EQH Yearly Revenue VS EstimatesEQH Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B 20B
EQH Yearly EPS VS EstimatesEQH Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6 8 10

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8

4. EQH Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 6.64, the valuation of EQH can be described as very cheap.
  • 80.61% of the companies in the same industry are more expensive than EQH, based on the Price/Earnings ratio.
  • Compared to an average S&P500 Price/Earnings ratio of 25.79, EQH is valued rather cheaply.
  • A Price/Forward Earnings ratio of 4.85 indicates a rather cheap valuation of EQH.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of EQH indicates a rather cheap valuation: EQH is cheaper than 85.71% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 23.80. EQH is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 6.64
Fwd PE 4.85
EQH Price Earnings VS Forward Price EarningsEQH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, EQH is valued a bit cheaper than the industry average as 66.33% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, EQH is valued a bit cheaper than the industry average as 62.24% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 15.35
EV/EBITDA 10.2
EQH Per share dataEQH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • EQH's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as EQH's earnings are expected to grow with 23.90% in the coming years.
PEG (NY)0.18
PEG (5Y)2.71
EPS Next 2Y27.58%
EPS Next 3Y23.9%

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5

5. EQH Dividend Analysis

5.1 Amount

  • EQH has a Yearly Dividend Yield of 2.91%.
  • In the last 3 months the price of EQH has falen by -21.20%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • EQH's Dividend Yield is a higher than the industry average which is at 2.61.
  • Compared to an average S&P500 Dividend Yield of 1.91, EQH pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.91%

5.2 History

  • The dividend of EQH is nicely growing with an annual growth rate of 10.32%!
  • EQH has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)10.32%
Div Incr Years0
Div Non Decr Years0
EQH Yearly Dividends per shareEQH Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • The earnings of EQH are negative and hence is the payout ratio. EQH will probably not be able to sustain this dividend level.
  • The dividend of EQH is growing, but earnings are growing more, so the dividend growth is sustainable.
DP-26.02%
EPS Next 2Y27.58%
EPS Next 3Y23.9%
EQH Yearly Income VS Free CF VS DividendEQH Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B

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EQH Fundamentals: All Metrics, Ratios and Statistics

EQUITABLE HOLDINGS INC

NYSE:EQH (3/19/2026, 4:47:06 PM)

After market: 37.24 0 (0%)

37.24

-0.6 (-1.59%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-04
Earnings (Next)04-27
Inst Owners102%
Inst Owner Change-2.55%
Ins Owners0.53%
Ins Owner Change0.32%
Market Cap10.44B
Revenue(TTM)14.14B
Net Income(TTM)-1.44B
Analysts81.11
Price Target63.24 (69.82%)
Short Float %2.42%
Short Ratio2.12
Dividend
Industry RankSector Rank
Dividend Yield 2.91%
Yearly Dividend1.26
Dividend Growth(5Y)10.32%
DP-26.02%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-04
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-5.79%
Min EPS beat(2)-9.16%
Max EPS beat(2)-2.42%
EPS beat(4)0
Avg EPS beat(4)-9.87%
Min EPS beat(4)-15.26%
Max EPS beat(4)-2.42%
EPS beat(8)2
Avg EPS beat(8)-4.62%
EPS beat(12)3
Avg EPS beat(12)-4.97%
EPS beat(16)5
Avg EPS beat(16)-4.12%
Revenue beat(2)0
Avg Revenue beat(2)-22.06%
Min Revenue beat(2)-26.28%
Max Revenue beat(2)-17.83%
Revenue beat(4)1
Avg Revenue beat(4)-17.92%
Min Revenue beat(4)-40.44%
Max Revenue beat(4)12.88%
Revenue beat(8)1
Avg Revenue beat(8)-18.84%
Revenue beat(12)2
Avg Revenue beat(12)-19.4%
Revenue beat(16)4
Avg Revenue beat(16)-17.17%
PT rev (1m)-1.59%
PT rev (3m)-3.5%
EPS NQ rev (1m)-1.62%
EPS NQ rev (3m)-6.26%
EPS NY rev (1m)-3.78%
EPS NY rev (3m)-4.34%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)2.05%
Revenue NY rev (1m)-1.8%
Revenue NY rev (3m)-0.16%
Valuation
Industry RankSector Rank
PE 6.64
Fwd PE 4.85
P/S 0.74
P/FCF 15.35
P/OCF 14.62
P/B N/A
P/tB N/A
EV/EBITDA 10.2
EPS(TTM)5.61
EY15.06%
EPS(NY)7.69
Fwd EY20.64%
FCF(TTM)2.43
FCFY6.51%
OCF(TTM)2.55
OCFY6.84%
SpS50.43
BVpS-0.26
TBVpS-19.2
PEG (NY)0.18
PEG (5Y)2.71
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA -0.45%
ROE N/A
ROCE 0.35%
ROIC 0.3%
ROICexc 0.31%
ROICexgc 0.63%
OM 7.68%
PM (TTM) N/A
GM 46.65%
FCFM 4.81%
ROA(3y)0.13%
ROA(5y)0.18%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)0.96%
ROIC(5y)0.93%
ROICexc(3y)0.99%
ROICexc(5y)0.95%
ROICexgc(3y)2.2%
ROICexgc(5y)2.16%
ROCE(3y)1.11%
ROCE(5y)1.08%
ROICexgc growth 3Y-10.93%
ROICexgc growth 5Y-0.75%
ROICexc growth 3Y-6.14%
ROICexc growth 5Y2.24%
OM growth 3Y-2.78%
OM growth 5Y5.55%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.2%
GM growth 5Y1.12%
F-Score4
Asset Turnover0.04
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 36.11
Debt/EBITDA 12.54
Cap/Depr 3.9%
Cap/Sales 0.24%
Interest Coverage 3.71
Cash Conversion 36.47%
Profit Quality N/A
Current Ratio 4.65
Quick Ratio 4.65
Altman-Z 0.22
F-Score4
WACC5.71%
ROIC/WACC0.05
Cap/Depr(3y)12.03%
Cap/Depr(5y)16.15%
Cap/Sales(3y)0.65%
Cap/Sales(5y)0.81%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-5.87%
EPS 3Y3.5%
EPS 5Y2.45%
EPS Q2Q%10.19%
EPS Next Y37%
EPS Next 2Y27.58%
EPS Next 3Y23.9%
EPS Next 5Y19.3%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-7.87%
Revenue Next Year5.64%
Revenue Next 2Y6.62%
Revenue Next 3Y7.92%
Revenue Next 5Y6.06%
EBIT growth 1Y-77.78%
EBIT growth 3Y1.78%
EBIT growth 5Y5.55%
EBIT Next Year25.84%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-63.3%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-64.41%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITABLE HOLDINGS INC / EQH Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for EQUITABLE HOLDINGS INC?

ChartMill assigns a fundamental rating of 4 / 10 to EQH.


Can you provide the valuation status for EQUITABLE HOLDINGS INC?

ChartMill assigns a valuation rating of 8 / 10 to EQUITABLE HOLDINGS INC (EQH). This can be considered as Undervalued.


Can you provide the profitability details for EQUITABLE HOLDINGS INC?

EQUITABLE HOLDINGS INC (EQH) has a profitability rating of 3 / 10.


What are the PE and PB ratios of EQUITABLE HOLDINGS INC (EQH) stock?

The Price/Earnings (PE) ratio for EQUITABLE HOLDINGS INC (EQH) is 6.64 and the Price/Book (PB) ratio is -141.08.


Can you provide the expected EPS growth for EQH stock?

The Earnings per Share (EPS) of EQUITABLE HOLDINGS INC (EQH) is expected to grow by 37% in the next year.