Equitable Holdings, Inc. (EQH)

Price$40.53

Value ScoreC

Growth ScoreD

Momentum ScoreC

Favorite Metrics

Price vs S&P 500 (26W)-21.52%

Price vs S&P 500 (4W)-6.92%

VGM Score51.29

Market Capitalization$11.41B

Indicated Dividend Yield (Annual)2.90%

All Metrics

P/CF (Annual)15.98x

Book Value / Share (Quarterly)$0.97

P/TBV (Annual)12.18x

Indicated Dividend (Annual)$1.20

Revenue Growth (3Y)4.69%

Cash Flow / Share (Quarterly)$3.63

Payout Ratio (TTM)21.53%

Price vs S&P 500 (YTD)-24.16%

Gross Margin (TTM)48.97%

Net Profit Margin (TTM)-5.73%

EPS (TTM)$-2.63

10-Day Avg Trading Volume5.98M

EPS Excl Extra (TTM)$-2.63

Revenue Growth (5Y)0.00%

EPS (Annual)$-4.63

Dividend / Share (Annual)$1.26

ROI (Annual)6.24%

Gross Margin (Annual)46.65%

Net Profit Margin (5Y Avg)3.63%

Cash / Share (Quarterly)$35.18

Revenue Growth QoQ (YoY)7.09%

ROA (Last FY)-0.43%

Revenue Growth TTM (YoY)-6.52%

EBITD / Share (TTM)$6.93

ROE (5Y Avg)49.93%

Operating Margin (TTM)14.10%

Cash Flow / Share (Annual)$2.40

P/B Ratio41.79x

P/B Ratio (Quarterly)38.27x

Net Income / Employee (Annual)$-172,500

EV / Revenue (TTM)1.81x

Net Interest Coverage (TTM)0.48x

ROA (TTM)-0.26%

EPS Growth QoQ (YoY)983.27%

EV / EBITDA (TTM)12.83x

EPS Incl Extra (Annual)$-4.63

Current Ratio (Annual)4.25x

Quick Ratio (Quarterly)4.65x

3-Month Avg Trading Volume4.10M

52-Week Price Return-22.72%

EV / Free Cash Flow (Annual)38.21x

Revenue / Employee (TTM)$1,794,600

Tangible BV / Share (Quarterly)$2.30

P/S Ratio (Annual)0.81x

Asset Turnover (Annual)0.04x

52-Week High$56.61

Operating Margin (5Y Avg)19.32%

EPS Excl Extra (Annual)$-4.63

CapEx CAGR (5Y)-20.49%

Tangible BV CAGR (5Y)-38.22%

26-Week Price Return-5.59%

Quick Ratio (Annual)4.25x

13-Week Price Return-1.36%

Total Debt / Equity (Annual)12.12x

Current Ratio (Quarterly)4.65x

Enterprise Value$25.98B

Revenue / Share Growth (5Y)8.59%

Asset Turnover (TTM)0.05x

Book Value / Share Growth (5Y)-29.50%

Revenue / Employee (Annual)$1,767,100

Pretax Margin (Annual)-8.44%

Cash / Share (Annual)$43.98

3-Month Return Std Dev37.61%

Gross Margin (5Y Avg)53.87%

Net Income / Employee (TTM)$-102,700

EBITDA CAGR (5Y)4.75%

EBITDA Interim CAGR (5Y)-14.59%

ROE (Last FY)81.79%

Net Interest Coverage (Annual)0.55x

EPS Basic Excl Extra (Annual)$-4.63

P/FCF (TTM)9.84x

Receivables Turnover (TTM)1.11x

EV / Free Cash Flow (TTM)25.42x

Total Debt / Equity (Quarterly)89.65x

EPS Incl Extra (TTM)$-2.63

Receivables Turnover (Annual)0.88x

ROI (TTM)-4.30%

Dividend Growth Rate (5Y)10.32%

P/S Ratio (TTM)0.79x

Pretax Margin (5Y Avg)5.61%

Revenue / Share (Annual)$47.42

Tangible BV / Share (Annual)$3.91

Forward P/E5.35x

Price vs S&P 500 (52W)-50.93%

Year-to-Date Return-13.22%

5-Day Price Return-2.89%

EPS Normalized (Annual)$-4.63

ROA (5Y Avg)0.20%

Net Profit Margin (Annual)-9.76%

Month-to-Date Return-2.01%

EBITD / Share (Annual)$3.76

Operating Margin (Annual)7.68%

LT Debt / Equity (Annual)10.76x

P/CF (TTM)10.82x

ROI (5Y Avg)3.27%

LT Debt / Equity (Quarterly)78.33x

EPS Basic Excl Extra (TTM)$-2.63

P/TBV (Quarterly)12.62x

Payout Ratio (Annual)29.84%

P/B Ratio (Annual)9.44x

Dividend / Share (TTM)$1.28

Pretax Margin (TTM)-3.34%

Book Value / Share (Annual)$5.05

Price vs S&P 500 (13W)-11.11%

Dividend Yield (TTM)3.30%

Beta1.12x

P/FCF (Annual)16.78x

Revenue / Share (TTM)$50.59

ROE (TTM)-198.15%

52-Week Low$35.20

vGradeC

gGradeD

mGradeC

vgmGradeC

Show chart for

Earnings Surprise History

Q1 261.62est. 1.63

Analyst Recommendations

Feb 2026

Mar 2026

Apr 2026

May 2026

4.06

4.17

Industry Peers — Insurance Agents & Brokers(33)

Symbol	Value Score	Growth Score	Momentum Score	Price
EQHEquitable Holdings, Inc.	C	D	C	$40.53
MRSHMarsh	C	C	C	$162.55
AONAon plc Class A	D	C	C	$320.41
AJGArthur J. Gallagher & Co.	D	C	C	$206.10
WTWWillis Towers Watson Public Limited Company Ordinary Shares	C	C	C	$257.04
BROBrown & Brown, Inc.	C	B	D	$56.98
ERIEErie Indemnity Co	C	C	D	$211.61
RYANRyan Specialty Holdings, Inc.	D	B	D	$33.11
ACTEnact Holdings, Inc. Common Stock	C	D	B	$41.09
NPNeptune Insurance Holdings Inc.	C	C	B	$26.25
HGTYHagerty, Inc.	D	C	C	$10.29

About

Equitable Holdings is a diversified financial services company with three main segments: Retirement (annuities and institutional savings products), Asset Management (global investment management), and Wealth Management (advisory, planning, and insurance products). The company generates revenue primarily through management fees, investment income, and insurance premiums, with the Retirement segment representing its largest revenue source.