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AXJ logo

Equitable Holdings DB:AXJ Stock Report

Last Price

€46.80

Market Cap

€15.0b

7D

4.5%

1Y

57.0%

Updated

07 Jan, 2025

Data

Company Financials +

AXJ Stock Overview

Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More details

AXJ fundamental analysis
Snowflake Score
Valuation4/6
Future Growth5/6
Past Performance0/6
Financial Health4/6
Dividends2/6

My Notes

Capture your thoughts, links and company narrative

Equitable Holdings, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Equitable Holdings
Historical stock prices
Current Share PriceUS$46.80
52 Week HighUS$46.80
52 Week LowUS$29.20
Beta1.38
1 Month Change5.41%
3 Month Change21.88%
1 Year Change57.05%
3 Year Change51.95%
5 Year Change100.00%
Change since IPO182.27%

Recent News & Updates

Recent updates

Shareholder Returns

AXJDE Diversified FinancialDE Market
7D4.5%3.8%2.0%
1Y57.0%-7.9%9.6%

Return vs Industry: AXJ exceeded the German Diversified Financial industry which returned -6.2% over the past year.

Return vs Market: AXJ exceeded the German Market which returned 9.1% over the past year.

Price Volatility

Is AXJ's price volatile compared to industry and market?
AXJ volatility
AXJ Average Weekly Movement4.7%
Diversified Financial Industry Average Movement3.8%
Market Average Movement4.9%
10% most volatile stocks in DE Market11.7%
10% least volatile stocks in DE Market2.4%

Stable Share Price: AXJ has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: AXJ's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
185910,700Mark Pearsonwww.equitableholdings.com

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals.

Equitable Holdings, Inc. Fundamentals Summary

How do Equitable Holdings's earnings and revenue compare to its market cap?
AXJ fundamental statistics
Market cap€14.96b
Earnings (TTM)-€357.57m
Revenue (TTM)€10.42b

1.4x

P/S Ratio

-41.6x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AXJ income statement (TTM)
RevenueUS$10.79b
Cost of RevenueUS$4.15b
Gross ProfitUS$2.00b
Other ExpensesUS$2.37b
Earnings-US$370.00m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)-1.18
Gross Margin18.51%
Net Profit Margin-3.43%
Debt/Equity Ratio92.0%

How did AXJ perform over the long term?

See historical performance and comparison

Dividends

2.0%

Current Dividend Yield

-83%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/07 23:41
End of Day Share Price 2025/01/07 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Equitable Holdings, Inc. is covered by 18 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tracy Dolin-BenguiguiBarclays
Alex ScottBarclays
Tracy Dolin-BenguiguiBarclays