EQUITABLE HOLDINGS INC (EQH) Stock Fundamental Analysis

NYSE:EQH • US29452E1010

44.39 USD
+0.81 (+1.86%)
At close: Feb 13, 2026
44.39 USD
0 (0%)
After Hours: 2/13/2026, 8:05:26 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to EQH. EQH was compared to 96 industry peers in the Financial Services industry. The financial health of EQH is average, but there are quite some concerns on its profitability. A decent growth rate in combination with a cheap valuation! Better keep an eye on EQH.


Dividend Valuation Growth Profitability Health

2

1. Profitability

1.1 Basic Checks

  • EQH had positive earnings in the past year.
  • In the past year EQH had a positive cash flow from operations.
  • The reported net income has been mixed in the past 5 years: EQH reported negative net income in multiple years.
  • EQH had negative operating cash flow in 4 of the past 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

  • With a Return On Assets value of -0.24%, EQH is not doing good in the industry: 75.00% of the companies in the same industry are doing better.
  • EQH has a worse Return On Equity (-520.27%) than 91.67% of its industry peers.
  • EQH has a worse Return On Invested Capital (0.52%) than 63.54% of its industry peers.
Industry RankSector Rank
ROA -0.24%
ROE -520.27%
ROIC 0.52%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
EQH Yearly ROA, ROE, ROICEQH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80 100

1.3 Margins

  • EQH has a Operating Margin (12.18%) which is in line with its industry peers.
  • EQH's Operating Margin has improved in the last couple of years.
  • The Gross Margin of EQH (49.15%) is better than 67.71% of its industry peers.
  • In the last couple of years the Gross Margin of EQH has remained more or less at the same level.
Industry RankSector Rank
OM 12.18%
PM (TTM) N/A
GM 49.15%
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. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), EQH is destroying value.
  • EQH has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
EQH Yearly Shares OutstandingEQH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 50B 100B 150B 200B 250B

2.2 Solvency

  • Based on the Altman-Z score of 0.21, we must say that EQH is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.21, EQH is in line with its industry, outperforming 50.00% of the companies in the same industry.
  • EQH has a debt to FCF ratio of 19.39. This is a negative value and a sign of low solvency as EQH would need 19.39 years to pay back of all of its debts.
  • EQH's Debt to FCF ratio of 19.39 is in line compared to the rest of the industry. EQH outperforms 40.63% of its industry peers.
  • EQH has a Debt/Equity ratio of 104.84. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 104.84, EQH is not doing good in the industry: 93.75% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 104.84
Debt/FCF 19.39
Altman-Z 0.21
ROIC/WACC0.08
WACC6.49%
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 0 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 2.45 indicates that EQH has no problem at all paying its short term obligations.
  • EQH has a better Current ratio (2.45) than 81.25% of its industry peers.
  • EQH has a Quick Ratio of 2.45. This indicates that EQH is financially healthy and has no problem in meeting its short term obligations.
  • EQH has a Quick ratio of 2.45. This is amongst the best in the industry. EQH outperforms 81.25% of its industry peers.
Industry RankSector Rank
Current Ratio 2.45
Quick Ratio 2.45
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 5B 10B 15B 20B

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

4

3. Growth

3.1 Past

  • The earnings per share for EQH have decreased by -5.87% in the last year.
  • EQH shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 2.45% yearly.
  • Looking at the last year, EQH shows a very negative growth in Revenue. The Revenue has decreased by -16.64% in the last year.
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 20.73% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 6.26% on average over the next years.
EPS Next Y42.39%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
EPS Next 5Y20.73%
Revenue Next Year7.57%
Revenue Next 2Y7.79%
Revenue Next 3Y7.84%
Revenue Next 5Y6.26%

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. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 7.91 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 73.96% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.97, EQH is valued rather cheaply.
  • EQH is valuated cheaply with a Price/Forward Earnings ratio of 5.56.
  • Based on the Price/Forward Earnings ratio, EQH is valued cheaply inside the industry as 85.42% of the companies are valued more expensively.
  • EQH is valuated cheaply when we compare the Price/Forward Earnings ratio to 27.96, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 7.91
Fwd PE 5.56
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

  • 81.25% of the companies in the same industry are more expensive than EQH, based on the Enterprise Value to EBITDA ratio.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of EQH indicates a somewhat cheap valuation: EQH is cheaper than 71.88% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 10.55
EV/EBITDA 7.23
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 21.65% in the coming years.
PEG (NY)0.19
PEG (5Y)3.23
EPS Next 2Y30.32%
EPS Next 3Y21.65%

More info and screens

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

6

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 6.54%, EQH is a good candidate for dividend investing.
  • EQH's Dividend Yield is rather good when compared to the industry average which is at 2.21. EQH pays more dividend than 90.63% of the companies in the same industry.
  • EQH's Dividend Yield is rather good when compared to the S&P500 average which is at 1.84.
Industry RankSector Rank
Dividend Yield 6.54%

5.2 History

  • The dividend of EQH is nicely growing with an annual growth rate of 15.63%!
  • EQH has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)15.63%
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 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • EQH has negative earnings and hence a negative payout ratio. The dividend may be in danger.
  • The dividend of EQH is growing, but earnings are growing more, so the dividend growth is sustainable.
DP-50.13%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
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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EQUITABLE HOLDINGS INC

NYSE:EQH (2/13/2026, 8:05:26 PM)

After market: 44.39 0 (0%)

44.39

+0.81 (+1.86%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-04
Earnings (Next)04-27
Inst Owners102.57%
Inst Owner Change-5.79%
Ins Owners0.47%
Ins Owner Change-0.35%
Market Cap12.58B
Revenue(TTM)14.14B
Net Income(TTM)-770.00M
Analysts81.11
Price Target64.26 (44.76%)
Short Float %2.7%
Short Ratio2.93
Dividend
Industry RankSector Rank
Dividend Yield 6.54%
Yearly Dividend1.19
Dividend Growth(5Y)15.63%
DP-50.13%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-12.21%
Min EPS beat(2)-15.26%
Max EPS beat(2)-9.16%
EPS beat(4)0
Avg EPS beat(4)-10.23%
Min EPS beat(4)-15.26%
Max EPS beat(4)-3.88%
EPS beat(8)3
Avg EPS beat(8)-2.6%
EPS beat(12)3
Avg EPS beat(12)-5.84%
EPS beat(16)6
Avg EPS beat(16)-3.92%
Revenue beat(2)0
Avg Revenue beat(2)-33.36%
Min Revenue beat(2)-40.44%
Max Revenue beat(2)-26.28%
Revenue beat(4)1
Avg Revenue beat(4)-16.29%
Min Revenue beat(4)-40.44%
Max Revenue beat(4)12.88%
Revenue beat(8)1
Avg Revenue beat(8)-21.51%
Revenue beat(12)3
Avg Revenue beat(12)-17.79%
Revenue beat(16)5
Avg Revenue beat(16)-15.64%
PT rev (1m)-2.15%
PT rev (3m)-3.08%
EPS NQ rev (1m)-1.1%
EPS NQ rev (3m)-2.7%
EPS NY rev (1m)-0.58%
EPS NY rev (3m)-1.91%
Revenue NQ rev (1m)-0.68%
Revenue NQ rev (3m)10.57%
Revenue NY rev (1m)0%
Revenue NY rev (3m)10.1%
Valuation
Industry RankSector Rank
PE 7.91
Fwd PE 5.56
P/S 0.84
P/FCF 10.55
P/OCF 9.92
P/B 84.97
P/tB N/A
EV/EBITDA 7.23
EPS(TTM)5.61
EY12.64%
EPS(NY)7.99
Fwd EY17.99%
FCF(TTM)4.21
FCFY9.48%
OCF(TTM)4.48
OCFY10.08%
SpS53.15
BVpS0.52
TBVpS-18.28
PEG (NY)0.19
PEG (5Y)3.23
Graham Number8.12
Profitability
Industry RankSector Rank
ROA -0.24%
ROE -520.27%
ROCE 0.61%
ROIC 0.52%
ROICexc 0.55%
ROICexgc 1.16%
OM 12.18%
PM (TTM) N/A
GM 49.15%
FCFM 7.92%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
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 Turnover0.05
Health
Industry RankSector Rank
Debt/Equity 104.84
Debt/FCF 19.39
Debt/EBITDA 5.73
Cap/Depr 8.72%
Cap/Sales 0.5%
Interest Coverage 250
Cash Conversion 46.86%
Profit Quality N/A
Current Ratio 2.45
Quick Ratio 2.45
Altman-Z 0.21
F-Score4
WACC6.49%
ROIC/WACC0.08
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
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 Y42.39%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
EPS Next 5Y20.73%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-7.87%
Revenue Next Year7.57%
Revenue Next 2Y7.79%
Revenue Next 3Y7.84%
Revenue Next 5Y6.26%
EBIT growth 1Y-52.73%
EBIT growth 3Y1.78%
EBIT growth 5Y5.55%
EBIT Next Year25.84%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y13.31%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y4.45%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITABLE HOLDINGS INC / EQH 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 2 / 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 7.91 and the Price/Book (PB) ratio is 84.97.


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 42.39% in the next year.