Equitable Holdings, Inc.

NYSE:EQH Stock Report

Market Cap: US$12.2b

Equitable Holdings Past Earnings Performance

Past criteria checks 1/6

Equitable Holdings has been growing earnings at an average annual rate of 11.2%, while the Diversified Financial industry saw earnings growing at 8.1% annually. Revenues have been growing at an average rate of 5.5% per year. Equitable Holdings's return on equity is 31.9%, and it has net margins of 11.6%.

Key information

11.2%

Earnings growth rate

17.2%

EPS growth rate

Diversified Financial Industry Growth6.1%
Revenue growth rate5.5%
Return on equity31.9%
Net Margin11.6%
Next Earnings Update30 Apr 2024

Recent past performance updates

Recent updates

Equitable Holdings, Inc. (NYSE:EQH) Doing What It Can To Lift Shares

Apr 22
Equitable Holdings, Inc. (NYSE:EQH) Doing What It Can To Lift Shares

Investors Holding Back On Equitable Holdings, Inc. (NYSE:EQH)

Dec 18
Investors Holding Back On Equitable Holdings, Inc. (NYSE:EQH)

Equitable Holdings: Improving Business Mix Creates Upside Potential

Dec 08

Equitable Holdings: Undervalued Against Sector Averages With A Great Dividend

Aug 20

Equitable Holdings' (NYSE:EQH) Dividend Will Be Increased To $0.22

May 28
Equitable Holdings' (NYSE:EQH) Dividend Will Be Increased To $0.22

Equitable Holdings declares $0.20 dividend

Feb 15

Equitable Holdings Q4 2022 Earnings Preview

Feb 07

RBC downgrades Equitable Holdings on valuation, macro headwinds

Dec 06

Equitable Holdings Non-GAAP EPS of $1.28 beats by $0.18, revenue of $3.0B misses by $130M

Nov 02

Equitable Holdings acquires Penn Investment Advisors to expand wealth manager unit

Aug 17

Equitable Holdings declares $0.20 dividend

Jul 29

Equitable Holdings unit charged with fraud by US SEC

Jul 18

Equitable Holdings (NYSE:EQH) Is Due To Pay A Dividend Of US$0.18

Feb 20
Equitable Holdings (NYSE:EQH) Is Due To Pay A Dividend Of US$0.18

Equitable Holdings (NYSE:EQH) Has Affirmed Its Dividend Of US$0.18

Nov 23
Equitable Holdings (NYSE:EQH) Has Affirmed Its Dividend Of US$0.18

Revenue & Expenses Breakdown
Beta

How Equitable Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:EQH Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 2310,5161,22200
30 Sep 2311,9081,61400
30 Jun 2311,1131,14400
31 Mar 2313,7201,35200
31 Dec 2213,1362,07300
30 Sep 2214,5162,26500
30 Jun 2214,9472,34300
31 Mar 2214,0751,49900
31 Dec 219,9311,67600
30 Sep 2111,369-2,00300
30 Jun 219,720-3,45100
31 Mar 213,056-7,57700
31 Dec 209,583-70100
30 Sep 2010,789-39000
30 Jun 2011,9682600
31 Mar 2016,4154,38600
31 Dec 197,586-1,76400
30 Sep 199,6971,12000
30 Jun 197,70299800
31 Mar 199,26283100
31 Dec 1812,0691,85500
30 Sep 1811,63236500
30 Jun 1813,35587100
31 Mar 1813,1641,33800
31 Dec 1712,46083400
30 Sep 1710,295-3300
30 Jun 179,644-6600
31 Mar 1710,65415200
31 Dec 1611,7631,25400
31 Dec 1510,04332500
31 Dec 1413,0631,63000

Quality Earnings: EQH has a high level of non-cash earnings.

Growing Profit Margin: EQH's current net profit margins (11.6%) are lower than last year (15.8%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: EQH's earnings have grown by 11.2% per year over the past 5 years.

Accelerating Growth: EQH's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: EQH had negative earnings growth (-41.1%) over the past year, making it difficult to compare to the Diversified Financial industry average (5.8%).


Return on Equity

High ROE: Whilst EQH's Return on Equity (31.85%) is high, this metric is skewed due to their high level of debt.


Return on Assets


Return on Capital Employed


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