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Stock Research: Equitable Holdings

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Equitable Holdings

NYQ:EQH US29452E1010
32
  • Value
    73
  • Growth
    47
  • Safety
    Safety
    6
  • Combined
    19
  • Sentiment
    79
  • 360° View
    360° View
    32
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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 32 (better than 32% compared with alternatives), overall professional sentiment and financial characteristics for the stock Equitable Holdings are below the industry 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 73, 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 that the stock price is lower than for 73% of alternative stocks in the same industry. The consolidated Sentiment Rank has a good rank of 79, which means that professional investors are more optimistic about the stock than for 79% of alternative investment opportunities. But the consolidated Growth Rank has a low rank of 47, which means that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. The consolidated Safety Rank has a riskier rank of 6, meaning the company has a riskier financing structure than 94 comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Strongest Rank Price vs. Book (P/B)
Weakest Rank Revenue Growth
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: 26-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
73 55 74 71
Growth
47 69 21 71
Safety
Safety
6 64 10 43
Sentiment
79 52 68 31
360° View
360° View
32 18 18 67
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Metrics Current 2025 2024 2023
Analyst Opinions
79 77 89 76
Opinions Change
50 31 39 8
Pro Holdings
n/a 49 84 75
Market Pulse
27 27 23 16
Sentiment
79 52 68 31
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Metrics Current 2025 2024 2023
Value
73 55 74 71
Growth
47 69 21 71
Safety Safety
6 64 10 43
Combined
19 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)
77 93 95 95
Price vs. Book (P/B)
5 45 50 28
Dividend Yield
75 42 64 67
Value
73 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
10 6 3 65
Stock Returns
19 89 67 65
Growth
47 69 21 71
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Metrics Current 2025 2024 2023
Leverage
5 3 1 11
Refinancing
87 87 91 85
Liquidity
16 73 37 100
Safety Safety
6 64 10 43

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Frequently Asked
Questions

With good value and positive sentiment, but low growth and risky financing, this combination is generally dangerous as debt requires growth to sustain it. Only investors with a strong belief in future growth potential and a high-risk tolerance should consider this stock.

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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