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Equitable Holdings, Inc.
EQH: NYSELowest reading is at 0 out of 100. All scores are out of 100.
In Short
About The Company
CEO
Mr. Mark Pearson FCCA
Market Cap
14.69 Billion USD
Sector
Financial Services
Website
https://ir.equitableholdings.comLast Update
27/09/2026, 17:21:17
Description
Equitable Holdings, Inc.
Read More
Strongest readings
- ✔Cashflow and earnings growth is strong (growth score 90 out of 100)
- ✔Debt is low at 0.00 times equity
- ✔Share count has been falling at 2.20% per year
Weakest readings
- ✘Earnings are negative at -1.68 per share
- ✘Financial health is poor (health score 0 out of 100)
- ✘The current price sits above estimated fair value (margin of safety -55.94%)
Key Figures
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
Price / earnings (TTM) | N/A | 19.60x | ||
| ✘ | Margin of safety (DCF) | -55.94% | 17.95% | |
| ✔ | Revenue growth (5y average) | 20.09% | 10.97% | |
| ✔ | Dividend yield (TTM) | 2.16% | 1.85% | |
| ✔ | Share count, per year | -2.20% | 0.00% | |
| ✘ | Return on capital employed | -0.13% | 10.00% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Valuation
not enough dataNot enough of the underlying data is reported to score this section.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
Price / earnings | N/A | 19.60x | ||
| Free cashflow yield | N/A | 4.70% | ||
| Price / earnings growth | N/A | 1.50x | ||
| Price / book | 12.01x | — | ||
| ✘ | Margin of safety | -55.94% | 17.95% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Estimated intrinsic value of 23.72 USD is below the current price of 53.84 USD
Desired Margin Of Safety
0%
▼
Tip: Set your desired Margin Of Safety
Free Cash Flow Type
Annual Cashflow Growth
0%
Discount Rate
0%
Estimated Fair Value: 34.9 USD ✘
Current Price: 53.8 USD
How Does This Work?
Show Advanced Options
This calculator helps investors estimate the Intrinsic Value of a company based on the current value of future cash flows. To use the tool, simply input a desired Margin Of Safety, which is an additional discount applied to the present value of the expected future cash flows. The tool calculates the present value using a discount rate that reflects the risk and time value of money, and provides an estimated fair value for the company based on the selected margin of safety. The calculator defaults to using 5 Year Free Cash Flow Growth % and a discount rate based on the US 10-year treasury bond coupon rate. Use our performance analyser to get a feel for the impact this has on longterm investment returns and find a margin of safety you are comfortable with.
Growth
90 / 100Growing faster than the market on most measures.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✔ | Revenue growth | 20.09% | 10.97% | |
| ✔ | Earnings growth | 86.47% | 14.48% | |
| ✔ | Cashflow growth | 29.18% | 12.35% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Revenue growth has slowed this year (-22.10% against a five year average of 20.09%)
Health
0 / 100Balance sheet is stretched on several measures.
Measured on Leverage and capital, Earnings quality.
| Status | Metric | Value | Reading | Threshold |
|---|---|---|---|---|
| ✔ | Debt / equity | 0.00x | 0.80x | |
| ✘ | Debt / total capital | 1.26x | 1.00x | |
| Equity / assets | -0.23% | — | ||
| ✘ | Interest coverage | -7.80x | 2.50x | |
| Underwriting loss ratio | 162.31% | — |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Dividend
34 / 100Cover is thin on at least one measure.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✔ | Dividend yield | 2.16% | 1.85% | |
| ✔ | Dividend growth | 9.21% | 0.00% | |
| ✔ | Payout ratio (earnings) | -34.23% | 40.00% | |
| Payout ratio (cashflow) | N/A | 65.00% | ||
| ✘ | Worst year, last 5 years | -4.94% | -2.00% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✔Dividend growth has been accelerating recently
- ✘Financial health puts the dividend at risk (health score 0 out of 100)
Management
42 / 100Returns on capital are below the market.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| Return on equity | N/A | 15.00% | ||
| ✘ | Return on capital employed | -0.13% | 10.00% | |
| Return on assets | -0.14% | — | ||
| Free cashflow return on capital | 0.19% | — | ||
| ✔ | Return on capital, 5y change | 0.36% | 0.00% | |
| ✔ | Share count, per year | -2.20% | 0.00% | |
| ✔ | Share count, recent | -1.99% | 0.00% | |
| ✔ | Realized buyback return | 36.68% | 0.00% | |
| Goodwill erosion / equity | N/A | 2.00% | ||
| Price volatility, 5 year | 32.92% | — |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Shares were repurchased while the value score was only 0 out of 100
Analysts
not enough data| Status | Metric | Value | Reading | Neutral |
|---|---|---|---|---|
| Analyst opinion score | N/A | 50 |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Financial History
Annual figures across the full reporting history we hold.
Market Peers
EQH
SEC Filings
Find yearly (10-K), quaterly (10-Q) and disclosure (8-K) report here, on the Securities and Exchange Commission's EDGAR database. If reading through reports isn't your cup of tea, don't worry. We've made it easy for you by summarizing all the important bits.
See 35+ Years Annual ReportsOther Information
Company Name
Equitable Holdings, Inc.
Currency
USD
Beta
1.095
Vol Avg
2866401
Ceo
Mr. Mark Pearson FCCA
Cik
0001333986
Cusip
Exchange
NYSE
Full Time Employees
8000
Industry
Asset Management
Sector
Financial Services
Ipo Date
Address
1345 Avenue Of The Americas
City
New York
State
NY
Country
United States
Zip
10105
Phone
212 554 1234
Analysis Last Updated
27/09/2026, 17:21:17
Financial data compiled from SEC EDGAR filings and Yahoo Finance.