Equitable Holdings
Market Cap
US$13.2b
Last Updated
2021/08/01 22:34 UTC
Data Sources
Company Financials +
Executive Summary
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
Exceptional 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 not significantly more volatile than the rest 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
5.0%
EQH
0.1%
US Diversified Financial
-0.4%
US Market
1 Year Return
50.9%
EQH
42.3%
US Diversified Financial
35.9%
US Market
Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 42.3% over the past year.
Return vs Market: EQH exceeded the US Market which returned 35.9% over the past year.
Shareholder returns
| EQH | Industry | Market | |
|---|---|---|---|
| 7 Day | 5.0% | 0.1% | -0.4% |
| 30 Day | 0.2% | -0.3% | -0.3% |
| 90 Day | -10.7% | -0.7% | 3.1% |
| 1 Year | 54.9%50.9% | 42.4%42.3% | 38.0%35.9% |
| 3 Year | 52.6%40.6% | 37.4%36.9% | 62.9%52.7% |
| 5 Year | n/a | 91.7%91.2% | 121.3%96.9% |
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
2 weeks ago | Simply Wall St
Have Insiders Sold Equitable Holdings, Inc. (NYSE:EQH) Shares Recently?2 months ago | Simply Wall St
Equitable Holdings (NYSE:EQH) Has Announced That It Will Be Increasing Its Dividend To US$0.182 months ago | Simply Wall St
We Wouldn't Be Too Quick To Buy Equitable Holdings, Inc. (NYSE:EQH) Before It Goes Ex-DividendValuation
Is Equitable Holdings undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: EQH ($30.87) is trading below our estimate of fair value ($152.3)
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 (1.4x) compared to the US Diversified Financial industry average (1x).
Future Growth
How is Equitable Holdings forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
114.2%
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 (21.9% per year) is forecast to grow faster than the US market (9.2% per year).
High Growth Revenue: EQH's revenue (21.9% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: EQH's Return on Equity is forecast to be high in 3 years time (29.9%)
Past Performance
How has Equitable Holdings performed over the past 5 years?
-46.8%
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 46.8% 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 (64.1%).
Return on Equity
High ROE: EQH has a negative Return on Equity (-57.83%), as it is currently unprofitable.
Financial Health
How is Equitable Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: EQH's short term assets ($24.6B) exceed its short term liabilities ($15.9B).
Long Term Liabilities: EQH's short term assets ($24.6B) do not cover its long term liabilities ($248.5B).
Debt to Equity History and Analysis
Debt Level: EQH's debt to equity ratio (28.1%) is considered satisfactory.
Reducing Debt: EQH's debt to equity ratio has reduced from 67.4% to 28.1% over the past 5 years.
Debt Coverage: EQH's debt is not well covered by operating cash flow (14.2%).
Interest Coverage: Insufficient data to determine if EQH's interest payments on its debt are well covered by EBIT.
Balance Sheet
Dividend
What is Equitable Holdings's current dividend yield, its reliability and sustainability?
2.33%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: EQH's dividend (2.33%) is higher than the bottom 25% of dividend payers in the US market (1.31%).
High Dividend: EQH's dividend (2.33%) is low compared to the top 25% of dividend payers in the US market (3.55%).
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 (12.3% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.4yrs
Average management tenure
CEO
Mark Pearson (63 yo)
no data
Tenure
US$14,874,954
Compensation
Mr. Mark Pearson serves as Director at AllianceBernstein L.P. since February 2011. He is currently President and Chief Executive Officer of Equitable Holdings, which comprises Equitable Financial Life Insu...
CEO Compensation Analysis
Compensation vs Market: Mark's total compensation ($USD14.87M) is above average for companies of similar size in the US market ($USD11.20M).
Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.
Leadership Team
Experienced Management: EQH's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.
Board Members
Experienced Board: EQH's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: EQH insiders have only sold shares 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$13.221b
- Shares outstanding: 428.27m
- Website: https://www.equitableholdings.com
Number of Employees
Location
- Equitable Holdings, Inc.
- 1290 Avenue Of The Americas
- New York
- New York
- 10104
- United States
Listings
Biography
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
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/08/01 22:34 |
| End of Day Share Price | 2021/07/30 00:00 |
| Earnings | 2021/03/31 |
| Annual Earnings | 2020/12/31 |
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.