Stock Analysis Report

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Executive Summary

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More Details

Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

Similar Companies

Share Price & News

How has Equitable Holdings's share price performed over time and what events caused price changes?

Latest Share Price and Events

Stable Share Price: EQH is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 5% a week.

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

Market Performance

7 Day Return




US Diversified Financial


US Market

1 Year Return




US Diversified Financial


US Market

Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 35.4% over the past year.

Return vs Market: EQH exceeded the US Market which returned 46.6% over the past year.

Shareholder returns

7 Day4.2%2.8%-4.0%
30 Day17.9%9.9%-4.1%
90 Day18.5%13.7%3.3%
1 Year111.1%105.1%35.5%35.4%49.8%46.6%
3 Yearn/a22.1%21.7%47.8%38.4%
5 Yearn/a85.2%84.3%116.6%92.6%

Long-Term Price Volatility Vs. Market

How volatile is Equitable Holdings's share price compared to the market and industry in the last 5 years?

Simply Wall St News


Is Equitable Holdings undervalued compared to its fair value and its price relative to the market?


Undervalued compared to fair value

Share Price vs. Fair Value

Below Fair Value: EQH ($31.54) is trading below our estimate of fair value ($165.61)

Significantly Below Fair Value: EQH is trading below fair value by more than 20%.

Price To Earnings Ratio

PE vs Industry: EQH is unprofitable, so we can't compare its PE Ratio to the US Diversified Financial industry average.

PE vs Market: EQH is unprofitable, so we can't compare its PE Ratio to the US market.

Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate EQH's PEG Ratio to determine if it is good value.

Price to Book Ratio

PB vs Industry: EQH is overvalued based on its PB Ratio (1x) compared to the US Diversified Financial industry average (0.8x).

Next Steps

Future Growth

How is Equitable Holdings forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?


Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings vs Savings Rate: EQH is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2%).

Earnings vs Market: EQH is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: EQH's is expected to become profitable in the next 3 years.

Revenue vs Market: EQH's revenue (13.4% per year) is forecast to grow faster than the US market (9.9% per year).

High Growth Revenue: EQH's revenue (13.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: EQH's Return on Equity is forecast to be low in 3 years time (18.8%).

Next Steps

Past Performance

How has Equitable Holdings performed over the past 5 years?


Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: EQH is currently unprofitable.

Growing Profit Margin: EQH is currently unprofitable.

Past Earnings Growth Analysis

Earnings Trend: EQH is unprofitable, and losses have increased over the past 5 years at a rate of 2% per year.

Accelerating Growth: Unable to compare EQH's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: EQH is unprofitable, making it difficult to compare its past year earnings growth to the Diversified Financial industry (-23%).

Return on Equity

High ROE: EQH has a negative Return on Equity (-2.02%), as it is currently unprofitable.

Next Steps

Financial Health

How is Equitable Holdings's financial position?

Financial Position Analysis

Short Term Liabilities: EQH's short term assets ($25.4B) exceed its short term liabilities ($18.4B).

Long Term Liabilities: EQH's short term assets ($25.4B) do not cover its long term liabilities ($239.7B).

Debt to Equity History and Analysis

Debt Level: EQH's debt to equity ratio (25.6%) is considered satisfactory.

Reducing Debt: EQH's debt to equity ratio has reduced from 72.2% to 25.6% over the past 5 years.

Debt Coverage: EQH's operating cash flow is negative, therefore debt is not well covered.

Interest Coverage: Insufficient data to determine if EQH's interest payments on its debt are well covered by EBIT.

Balance Sheet

Next Steps


What is Equitable Holdings's current dividend yield, its reliability and sustainability?


Current Dividend Yield

Dividend Yield vs Market

Notable Dividend: EQH's dividend (2.16%) is higher than the bottom 25% of dividend payers in the US market (1.3%).

High Dividend: EQH's dividend (2.16%) is low compared to the top 25% of dividend payers in the US market (3.57%).

Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, EQH has been paying a dividend for less than 10 years.

Growing Dividend: EQH's dividend payments have increased, but the company has only paid a dividend for 3 years.

Current Payout to Shareholders

Dividend Coverage: EQH is paying a dividend but the company is unprofitable.

Future Payout to Shareholders

Future Dividend Coverage: EQH's dividends in 3 years are forecast to be thoroughly covered by earnings (12.5% payout ratio).

Next Steps


How experienced are the management team and are they aligned to shareholders interests?


Average management tenure


Mark Pearson (62 yo)

no data




Mr. Mark Pearson serves as Director at AllianceBernstein L.P. since February 2011. He is currently President and Chief Executive Officer of Equitable Holdings, which comprises Equitable Financial Life Insu...

CEO Compensation Analysis

Compensation vs Market: Mark's total compensation ($USD11.25M) is about average for companies of similar size in the US market ($USD10.58M).

Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.

Leadership Team

Mark Pearson
Presidentno dataUS$11.25m0.11%
$ 14.5m
Anders Malmstrom
Senior EVP & CFO9.17yrsUS$4.59m0.032%
$ 4.3m
Jeffrey Hurd
Senior EVP & COO3.17yrsUS$5.33m0.029%
$ 3.9m
Nicholas Lane
Senior EVP & Head of Retirementno dataUS$5.31m0.021%
$ 2.8m
Seth Bernstein
Senior EVP3.83yrsUS$9.44m0.010%
$ 1.4m
William Eckert
Senior VP2.58yrsno data0.0037%
$ 499.8k
Jessica Baehr
Head of Investor Relationsno datano datano data
Dave Hattem
Senior EVP9.17yrsUS$4.35m0.017%
$ 2.2m
Constance Weaver
Chief Marketing Officer0.67yrno datano data
Robin Raju
Head of Individual Retirement0.92yrno datano data
Stephanie Withers
Chief Auditor1.42yrsno datano data
Kermitt Brooks
Senior Executive Vice Presidentno datano data0.0035%
$ 471.7k


Average Tenure


Average Age

Experienced Management: EQH's management team is considered experienced (2.9 years average tenure).

Board Members

Mark Pearson
Presidentno dataUS$11.25m0.11%
$ 14.5m
Joan Lamm-Tennant
Independent Director1.17yrsno data0.0021%
$ 277.9k
Ramon de Oliveira-Cezar
Independent Chairman of the Board2yrsUS$766.07k0.011%
$ 1.5m
Charles Gerald Stonehill
Independent Director2.92yrsUS$541.54k0.0052%
$ 690.8k
Kristi Matus
Independent Director2yrsUS$508.04k0.0043%
$ 573.3k
Bertram Scott
Independent Director2yrsUS$260.04k0.0049%
$ 660.1k
Francis Hondal
Independent Director0.50yrno datano data
George Stansfield
$ 430.3k
Daniel Kaye
Independent Director2.92yrsUS$579.92k0.0095%
$ 1.3m


Average Tenure


Average Age

Experienced Board: EQH's board of directors are not considered experienced ( 2 years average tenure), which suggests a new board.


Who are the major shareholders and have insiders been buying or selling?

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Company Information

Equitable Holdings, Inc.'s company bio, employee growth, exchange listings and data sources

Key Information

  • Name: Equitable Holdings, Inc.
  • Ticker: EQH
  • Exchange: NYSE
  • Founded: 1859
  • Industry: Other Diversified Financial Services
  • Sector: Diversified Financials
  • Market Cap: US$13.363b
  • Shares outstanding: 435.54m
  • Website: https://www.equitableholdings.com

Number of Employees


  • Equitable Holdings, Inc.
  • 1290 Avenue Of The Americas
  • New York
  • New York
  • 10104
  • United States


TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
EQHNYSE (New York Stock Exchange)YesCommon StockUSUSDMay 2018
AXJDB (Deutsche Boerse AG)YesCommon StockDEEURMay 2018
AXJXTRA (XETRA Trading Platform)YesCommon StockDEEURMay 2018
EQH.PRANYSE (New York Stock Exchange)5.25% DPRP PFD AUSUSDNov 2019
EQH.PRCNYSE (New York Stock Exchange)4.300% DEP PFD CUSUSDJan 2021


Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Gro...

Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/03/09 00:11
End of Day Share Price2021/03/08 00:00
Annual Earnings2020/12/31

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.