Stock Research: Equitable Holdings

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Equitable Holdings

NYSE:EQH US29452E1010
18
  • Value
    73
  • Growth
    6
  • Safety
    Safety
    56
  • Combined
    10
  • Sentiment
    18
  • 360° View
    360° View
    18
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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

ANALYSIS: With an Obermatt 360° View of 18 (better than 18% compared with alternatives), overall professional sentiment and financial characteristics for the stock Equitable Holdings are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with half the metrics below and half above average for Equitable Holdings. The consolidated Value Rank has an attractive rank of 56, 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 56% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 73. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 18. Professional investors are more confident in 82% other stocks. The consolidated Growth Rank also has a low rank of 6, which means that the company is below average in terms of growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. 94 of its competitors have better growth. ...read more

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Index
Diversity USA
SDG 10
SDG 11
SDG 13
SDG 6
SDG 7
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: 10-Sep-2025.

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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.

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Metrics Current 2024 2023 2022
Value
56 55 74 71
Growth
6 69 21 71
Safety
Safety
73 64 10 43
Sentiment
18 52 68 31
360° View
360° View
18 18 18 67
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Metrics Current 2024 2023 2022
Analyst Opinions
95 77 89 76
Opinions Change
13 31 39 8
Pro Holdings
n/a 49 84 75
Market Pulse
25 27 23 16
Sentiment
18 52 68 31
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Metrics Current 2024 2023 2022
Value
56 55 74 71
Growth
6 69 21 71
Safety Safety
73 64 10 43
Combined
10 10 10 10
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
93 93 95 95
Price vs. Earnings (P/E)
51 55 62 62
Price vs. Book (P/B)
28 45 50 28
Dividend Yield
51 42 64 67
Value
56 55 74 71
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Metrics Current 2024 2023 2022
Revenue Growth
13 60 45 48
Profit Growth
13 65 26 45
Capital Growth
4 6 3 65
Stock Returns
76 89 67 65
Growth
6 69 21 71
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Metrics Current 2024 2023 2022
Leverage
1 3 1 11
Refinancing
88 87 91 85
Liquidity
63 73 37 100
Safety Safety
73 64 10 43

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