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Stock Research: Equitable Holdings

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Equitable Holdings

NYQ:EQH US29452E1010
61
  • Value
    77
  • Growth
    51
  • Safety
    Safety
    9
  • Combined
    36
  • Sentiment
    95
  • 360° View
    360° View
    61
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Company Description

Equitable Holdings, Inc. is a financial services holding company, which comprised of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. Its Individual Retirement segment provides individual variable annuity products. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Asset Management segment provides diversified investment management and related services to a range of clients globally. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment primarily consists of the capital-intensive fixed-rate GMxB business.

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ANALYSIS: With an Obermatt 360° View of 61 (better than 61% compared with alternatives), overall professional sentiment and financial characteristics for the stock Equitable Holdings are above average. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Equitable Holdings. The consolidated Value Rank has an attractive rank of 77, which means that the share price of Equitable Holdings is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 77% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 51, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 95. But the company’s financing is risky with a Safety rank of 9. This means 91% of comparable companies have a safer financing structure than Equitable Holdings. ...read more

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Strongest Rank Price vs. Book (P/B)
Weakest Rank Sentiment
Country USA
Industry Other Financial Services
Size X-Large
Website equitable.com
Index
S&P MIDCAP
Equitable Holdings stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Mar-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
77 55 74 71
Growth
51 69 21 71
Safety
Safety
9 64 10 43
Sentiment
95 52 68 31
360° View
360° View
61 18 18 67
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Metrics Current 2025 2024 2023
Analyst Opinions
81 77 89 76
Opinions Change
50 31 39 8
Pro Holdings
n/a 49 84 75
Market Pulse
59 27 23 16
Sentiment
95 52 68 31
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Metrics Current 2025 2024 2023
Value
77 55 74 71
Growth
51 69 21 71
Safety Safety
9 64 10 43
Combined
36 10 10 10
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
90 55 62 62
Price vs. Earnings (P/E)
84 93 95 95
Price vs. Book (P/B)
5 45 50 28
Dividend Yield
75 42 64 67
Value
77 55 74 71
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Metrics Current 2025 2024 2023
Revenue Growth
93 60 45 48
Profit Growth
82 65 26 45
Capital Growth
16 6 3 65
Stock Returns
17 89 67 65
Growth
51 69 21 71
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Metrics Current 2025 2024 2023
Leverage
5 3 1 11
Refinancing
89 87 91 85
Liquidity
18 73 37 100
Safety Safety
9 64 10 43

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Frequently Asked
Questions

This is a high-quality, high-growth stock with positive sentiment. However, the financing is on the riskier side. It is best for a growth-focused investor willing to accept higher financial risk for potentially higher shareholder returns.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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