EQUITABLE HOLDINGS INC (EQH) Fundamental Analysis & Valuation

NYSE:EQH • US29452E1010

Current stock price

41.47 USD
-0.37 (-0.88%)
At close:
41.47 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

  • With a Return On Assets value of -0.45%, EQH is not doing good in the industry: 75.00% of the companies in the same industry are doing better.
  • Looking at the Return On Invested Capital, with a value of 0.30%, EQH is doing worse than 65.00% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for EQH is significantly below the industry average of 7.97%.
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

  • Looking at the Operating Margin, with a value of 7.68%, EQH is in line with its industry, outperforming 44.00% of the companies in the same industry.
  • In the last couple of years the Operating Margin of EQH has grown nicely.
  • The Gross Margin of EQH (46.65%) is better than 68.00% 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

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), EQH is destroying value.
  • Compared to 1 year ago, EQH has less shares outstanding
  • EQH has less shares outstanding than it did 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's Altman-Z score of 0.22 is in line compared to the rest of the industry. EQH outperforms 48.00% of 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 Debt to FCF ratio of 36.11. This is comparable to the rest of the industry: EQH outperforms 44.00% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 36.11
Altman-Z 0.22
ROIC/WACC0.08
WACC3.92%
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 better Current ratio (4.65) than 90.00% of its industry peers.
  • 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.
  • With an excellent Quick ratio value of 4.65, EQH belongs to the best of the industry, outperforming 90.00% 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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4

3. EQH Growth Analysis

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.
  • EQH shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -16.64%.
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

  • EQH is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 22.48% yearly.
  • EQH is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.96% yearly.
EPS Next Y35.64%
EPS Next 2Y26.98%
EPS Next 3Y24.06%
EPS Next 5Y22.48%
Revenue Next Year5.43%
Revenue Next 2Y6.44%
Revenue Next 3Y7.52%
Revenue Next 5Y5.96%

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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
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
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

  • The Price/Earnings ratio is 7.39, which indicates a rather cheap valuation of EQH.
  • Based on the Price/Earnings ratio, EQH is valued a bit cheaper than 77.00% of the companies in the same industry.
  • EQH's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.54.
  • Based on the Price/Forward Earnings ratio of 5.45, the valuation of EQH can be described as very cheap.
  • EQH's Price/Forward Earnings ratio is rather cheap when compared to the industry. EQH is cheaper than 84.00% of the companies in the same industry.
  • EQH's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 21.68.
Industry RankSector Rank
PE 7.39
Fwd PE 5.45
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 66.00% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, EQH is valued a bit cheaper than the industry average as 63.00% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 17.16
EV/EBITDA 10.74
EQH Per share dataEQH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • The 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 24.06% in the coming years.
PEG (NY)0.21
PEG (5Y)3.01
EPS Next 2Y26.98%
EPS Next 3Y24.06%

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5

5. EQH Dividend Analysis

5.1 Amount

  • EQH has a Yearly Dividend Yield of 2.60%. Purely for dividend investing, there may be better candidates out there.
  • EQH's Dividend Yield is a higher than the industry average which is at 1.81.
  • Compared to an average S&P500 Dividend Yield of 1.82, EQH pays a bit more dividend than the S&P500 average.
Industry RankSector Rank
Dividend Yield 2.6%

5.2 History

  • On average, the dividend of EQH grows each year by 10.32%, which is quite nice.
  • EQH has been paying a dividend for over 5 years, so it has already some track record.
  • The dividend of EQH decreased recently.
Dividend Growth(5Y)10.32%
Div Incr Years1
Div Non Decr Years1
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.
  • EQH's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP-26.02%
EPS Next 2Y26.98%
EPS Next 3Y24.06%
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 (4/29/2026, 8:10:25 PM)

After market: 41.47 0 (0%)

41.47

-0.37 (-0.88%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Industry Strength40.99
Industry Growth55.28
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners102.35%
Inst Owner Change-0.29%
Ins Owners0.57%
Ins Owner Change0.34%
Market Cap11.67B
Revenue(TTM)14.14B
Net Income(TTM)-1.44B
Analysts81.11
Price Target61.11 (47.36%)
Short Float %2.45%
Short Ratio1.73
Dividend
Industry RankSector Rank
Dividend Yield 2.6%
Yearly Dividend1.26
Dividend Growth(5Y)10.32%
DP-26.02%
Div Incr Years1
Div Non Decr Years1
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)-3.37%
PT rev (3m)-5.8%
EPS NQ rev (1m)-4.48%
EPS NQ rev (3m)-10.46%
EPS NY rev (1m)-0.99%
EPS NY rev (3m)-5.21%
Revenue NQ rev (1m)-0.94%
Revenue NQ rev (3m)-2.42%
Revenue NY rev (1m)-0.39%
Revenue NY rev (3m)-1.99%
Valuation
Industry RankSector Rank
PE 7.39
Fwd PE 5.45
P/S 0.83
P/FCF 17.16
P/OCF 16.34
P/B N/A
P/tB N/A
EV/EBITDA 10.74
EPS(TTM)5.61
EY13.53%
EPS(NY)7.61
Fwd EY18.35%
FCF(TTM)2.42
FCFY5.83%
OCF(TTM)2.54
OCFY6.12%
SpS50.24
BVpS-0.26
TBVpS-19.13
PEG (NY)0.21
PEG (5Y)3.01
Graham Number0 (-100%)
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
WACC3.92%
ROIC/WACC0.08
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 Y35.64%
EPS Next 2Y26.98%
EPS Next 3Y24.06%
EPS Next 5Y22.48%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-7.87%
Revenue Next Year5.43%
Revenue Next 2Y6.44%
Revenue Next 3Y7.52%
Revenue Next 5Y5.96%
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 5 / 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 7.39 and the Price/Book (PB) ratio is -157.69.


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%.