EQUITABLE HOLDINGS INC (EQH) Fundamental Analysis & Valuation

NYSE:EQH • US29452E1010

Current stock price

37.79 USD
+0.17 (+0.45%)
At close:
37.95 USD
+0.16 (+0.42%)
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

  • In the past year EQH was profitable.
  • 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.
  • In multiple years EQH reported negative operating cash flow during the last 5 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

  • EQH has a worse Return On Assets (-0.45%) than 76.00% of its industry peers.
  • With a Return On Invested Capital value of 0.30%, EQH is not doing good in the industry: 65.00% of the companies in the same industry are doing better.
  • The Average Return On Invested Capital over the past 3 years for EQH is significantly below the industry average of 8.06%.
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's Operating Margin of 7.68% is in line compared to the rest of the industry. EQH outperforms 43.00% of its industry peers.
  • In the last couple of years the Operating Margin of EQH has grown nicely.
  • EQH has a better Gross Margin (46.65%) than 69.00% 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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5

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.
  • EQH has a worse debt/assets ratio than last year.
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

  • EQH has an Altman-Z score of 0.22. This is a bad value and indicates that EQH is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 0.22, EQH perfoms like the industry average, outperforming 48.00% of the companies in the same industry.
  • 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 Debt to FCF ratio (36.11) which is in line with its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 36.11
Altman-Z 0.22
ROIC/WACC0.06
WACC5.02%
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.
  • With an excellent Current ratio value of 4.65, EQH belongs to the best of the industry, outperforming 89.00% of the companies in the same industry.
  • EQH has a Quick Ratio of 4.65. This indicates that EQH is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 4.65, EQH belongs to the top of the industry, outperforming 89.00% of the companies in the same industry.
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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3

3. EQH Growth Analysis

3.1 Past

  • The earnings per share for EQH have decreased by -5.87% in the last year.
  • The Earnings Per Share has been growing slightly by 2.45% on average over the past years.
  • 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

  • The Earnings Per Share is expected to grow by 19.30% on average over the next years. This is quite good.
  • 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 Year5.84%
Revenue Next 2Y6.82%
Revenue Next 3Y8.05%
Revenue Next 5Y6.06%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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

  • A Price/Earnings ratio of 6.74 indicates a rather cheap valuation of EQH.
  • Compared to the rest of the industry, the Price/Earnings ratio of EQH indicates a somewhat cheap valuation: EQH is cheaper than 78.00% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.60. EQH is valued rather cheaply when compared to this.
  • The Price/Forward Earnings ratio is 4.92, which indicates a rather cheap valuation of EQH.
  • 84.00% of the companies in the same industry are more expensive than EQH, based on the Price/Forward Earnings ratio.
  • EQH is valuated cheaply when we compare the Price/Forward Earnings ratio to 22.84, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 6.74
Fwd PE 4.92
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 67.00% of the companies are valued more expensively.
  • EQH's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EQH is cheaper than 62.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.58
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)2.75
EPS Next 2Y27.58%
EPS Next 3Y23.9%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. EQH Dividend Analysis

5.1 Amount

  • EQH has a Yearly Dividend Yield of 2.80%. Purely for dividend investing, there may be better candidates out there.
  • The stock price of EQH dropped by -21.22% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • EQH's Dividend Yield is a higher than the industry average which is at 2.13.
  • EQH's Dividend Yield is a higher than the S&P500 average which is at 1.88.
Industry RankSector Rank
Dividend Yield 2.8%

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 (4/2/2026, 8:21:18 PM)

After market: 37.95 +0.16 (+0.42%)

37.79

+0.17 (+0.45%)

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 Change0.37%
Market Cap10.59B
Revenue(TTM)14.14B
Net Income(TTM)-1.44B
Analysts81.11
Price Target62.42 (65.18%)
Short Float %2.89%
Short Ratio2.19
Dividend
Industry RankSector Rank
Dividend Yield 2.8%
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)-1.29%
PT rev (3m)-4.95%
EPS NQ rev (1m)-0.21%
EPS NQ rev (3m)-7%
EPS NY rev (1m)-3.78%
EPS NY rev (3m)-4.34%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.1%
Revenue NY rev (1m)0.2%
Revenue NY rev (3m)-0.9%
Valuation
Industry RankSector Rank
PE 6.74
Fwd PE 4.92
P/S 0.75
P/FCF 15.58
P/OCF 14.84
P/B N/A
P/tB N/A
EV/EBITDA 10.2
EPS(TTM)5.61
EY14.85%
EPS(NY)7.69
Fwd EY20.34%
FCF(TTM)2.43
FCFY6.42%
OCF(TTM)2.55
OCFY6.74%
SpS50.43
BVpS-0.26
TBVpS-19.2
PEG (NY)0.18
PEG (5Y)2.75
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
WACC5.02%
ROIC/WACC0.06
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 Year5.84%
Revenue Next 2Y6.82%
Revenue Next 3Y8.05%
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.


What is the profitability of EQH stock?

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


Can you provide the PE and PB ratios for EQH stock?

The Price/Earnings (PE) ratio for EQUITABLE HOLDINGS INC (EQH) is 6.74 and the Price/Book (PB) ratio is -143.17.


How sustainable is the dividend of EQUITABLE HOLDINGS INC (EQH) stock?

The dividend rating of EQUITABLE HOLDINGS INC (EQH) is 5 / 10 and the dividend payout ratio is -26.02%.