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Equitable Holdings, Inc. (EQH)
Price$41.98
Favorite Metrics
Price vs S&P 500 (26W)-20.47%
Price vs S&P 500 (4W)5.17%
Market Capitalization$11.81B
Indicated Dividend Yield (Annual)2.57%
All Metrics
P/CF (Annual)16.54x
Book Value / Share (Quarterly)$0.51
P/TBV (Annual)12.18x
Indicated Dividend (Annual)$1.08
Revenue Growth (3Y)4.69%
Cash Flow / Share (Quarterly)$2.40
Payout Ratio (TTM)64.03%
Price vs S&P 500 (YTD)-14.50%
Gross Margin (TTM)46.65%
Net Profit Margin (TTM)-9.76%
EPS (TTM)$-4.61
10-Day Avg Trading Volume4.79M
EPS Excl Extra (TTM)$-4.61
Revenue Growth (5Y)0.00%
EPS (Annual)$-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)$43.98
Revenue Growth QoQ (YoY)-19.63%
ROA (Last FY)-0.43%
Revenue Growth TTM (YoY)-16.64%
EBITD / Share (TTM)$3.63
ROE (5Y Avg)49.93%
Operating Margin (TTM)7.68%
Cash Flow / Share (Annual)$2.40
P/B Ratio79.82x
P/B Ratio (Quarterly)99.23x
Net Income / Employee (Annual)$-0
EV / Revenue (TTM)1.69x
Net Interest Coverage (TTM)0.48x
ROA (TTM)-0.45%
EPS Growth QoQ (YoY)-73.49%
EV / EBITDA (TTM)22.02x
EPS Incl Extra (Annual)$-4.63
Current Ratio (Annual)4.25x
Quick Ratio (Quarterly)4.65x
3-Month Avg Trading Volume3.36M
52-Week Price Return-11.09%
EV / Free Cash Flow (Annual)35.16x
Revenue / Employee (TTM)$2
Tangible BV / Share (Quarterly)$2.30
P/S Ratio (Annual)0.84x
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-16.48%
Quick Ratio (Annual)4.25x
13-Week Price Return-12.02%
Total Debt / Equity (Annual)12.12x
Current Ratio (Quarterly)4.65x
Enterprise Value$23,908.724
Revenue / Share Growth (5Y)8.59%
Asset Turnover (TTM)0.05x
Book Value / Share Growth (5Y)-29.50%
Revenue / Employee (Annual)$2
Pretax Margin (Annual)-8.44%
Cash / Share (Annual)$43.98
3-Month Return Std Dev41.47%
Gross Margin (5Y Avg)53.87%
Net Income / Employee (TTM)$-0
EBITDA CAGR (5Y)4.75%
EBITDA Interim CAGR (5Y)-14.38%
ROE (Last FY)81.79%
Net Interest Coverage (Annual)0.55x
EPS Basic Excl Extra (Annual)$-4.63
P/FCF (TTM)9.91x
Receivables Turnover (TTM)1.11x
EV / Free Cash Flow (TTM)35.16x
Total Debt / Equity (Quarterly)156.20x
EPS Incl Extra (TTM)$-4.61
Receivables Turnover (Annual)0.88x
ROI (TTM)-3.07%
Dividend Growth Rate (5Y)10.32%
P/S Ratio (TTM)0.84x
Pretax Margin (5Y Avg)5.61%
Revenue / Share (Annual)$47.42
Tangible BV / Share (Annual)$3.91
Forward P/E5.83x
Price vs S&P 500 (52W)-40.92%
Year-to-Date Return-11.86%
5-Day Price Return9.15%
EPS Normalized (Annual)$-4.63
ROA (5Y Avg)0.20%
Net Profit Margin (Annual)-9.76%
Month-to-Date Return13.18%
EBITD / Share (Annual)$3.76
Operating Margin (Annual)7.68%
LT Debt / Equity (Annual)10.76x
P/CF (TTM)16.54x
ROI (5Y Avg)3.27%
LT Debt / Equity (Quarterly)87.74x
EPS Basic Excl Extra (TTM)$-4.61
P/TBV (Quarterly)12.62x
Payout Ratio (Annual)29.84%
P/B Ratio (Annual)9.44x
Dividend / Share (TTM)$1.26
Pretax Margin (TTM)-8.44%
Book Value / Share (Annual)$5.05
Price vs S&P 500 (13W)-12.71%
Dividend Yield (TTM)3.17%
Beta1.16x
P/FCF (Annual)17.37x
Revenue / Share (TTM)$49.57
ROE (TTM)-52.70%
52-Week Low$35.20
Analyst Recommendations
Jan 2026
Feb 2026
Mar 2026
Apr 2026
4.00
4.06
4.06
4.06
Industry Peers — Insurance Agents & Brokers(27)
| Symbol | P/B Ratio (Quarterly) | ROE (TTM) | Indicated Dividend Yield (Annual) | Operating Margin (TTM) | Price |
|---|---|---|---|---|---|
EQHEquitable Holdings, Inc. | 99.23x | -52.70% | 2.57% | 7.68% | $41.98 |
MRSHMarsh | 5.86x | 27.69% | 2.06% | 23.06% | $182.57 |
AONAon plc Class A | 8.11x | 45.99% | 1.00% | 32.79% | $335.34 |
AJGArthur J. Gallagher & Co. | 2.85x | 6.50% | 1.25% | 19.03% | $224.08 |
WTWWillis Towers Watson Public Limited Company Ordinary Shares | 3.94x | 20.10% | 1.31% | 23.42% | $295.83 |
BROBrown & Brown, Inc. | 2.17x | 9.72% | 0.98% | 28.30% | $68.82 |
ERIEErie Indemnity Co | 5.85x | 25.30% | 2.39% | 17.55% | $241.27 |
RYANRyan Specialty Holdings, Inc. | 21.02x | 10.43% | 1.35% | 16.18% | $37.37 |
ACTEnact Holdings, Inc. Common Stock | 1.07x | 12.83% | 2.00% | 73.54% | $41.83 |
HGTYHagerty, Inc. | 14.93x | 17.68% | — | 12.36% | $10.53 |
NPNeptune Insurance Holdings Inc. | 1.83x | -2.85% | 5.68% | -1.22% | $26.70 |
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.