Equitable Holdings, Inc.

NYSE:EQH Stock Report

Market Cap: US$15.1b

Equitable Holdings Valuation

Is EQH undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of EQH when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: EQH ($47.35) is trading above our estimate of fair value ($44.51)

Significantly Below Fair Value: EQH is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for EQH?

Key metric: As EQH is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for EQH. This is calculated by dividing EQH's market cap by their current revenue.
What is EQH's PS Ratio?
PS Ratio1.4x
SalesUS$10.79b
Market CapUS$15.11b

Price to Sales Ratio vs Peers

How does EQH's PS Ratio compare to its peers?

The above table shows the PS ratio for EQH vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1.9x
CRBG Corebridge Financial
1.1x12.2%US$18.4b
VOYA Voya Financial
1x3.3%US$8.0b
JXN Jackson Financial
1.8x13.4%US$7.4b
ALRS Alerus Financial
3.4x22.6%US$558.5m
EQH Equitable Holdings
1.4x13.1%US$15.1b

Price-To-Sales vs Peers: EQH is good value based on its Price-To-Sales Ratio (1.4x) compared to the peer average (1.9x).

Price to Sales Ratio vs Industry

How does EQH's PS Ratio compare vs other companies in the US Diversified Financial Industry?

17 CompaniesPrice / SalesEstimated GrowthMarket Cap
RKT Rocket Companies
0.5x23.3%US$28.98b
FNMA Federal National Mortgage Association
0.5x0.1%US$17.96b
UWMC UWM Holdings
0.4x9.5%US$10.40b
FMCC Federal Home Loan Mortgage
0.4x-2.9%US$9.99b
EQH 1.4xIndustry Avg. 2.8xNo. of Companies17PS0246810+
17 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: EQH is good value based on its Price-To-Sales Ratio (1.4x) compared to the US Diversified Financial industry average (2.8x).

Price to Sales Ratio vs Fair Ratio

What is EQH's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

EQH PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio1.4x
Fair PS Ratio2.6x

Price-To-Sales vs Fair Ratio: EQH is good value based on its Price-To-Sales Ratio (1.4x) compared to the estimated Fair Price-To-Sales Ratio (2.6x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst EQH forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$47.35
US$53.30
+12.6%
10.9%US$61.00US$45.00n/a10
Nov ’25US$45.13
US$48.90
+8.4%
9.8%US$60.00US$43.00n/a10
Oct ’25US$41.71
US$48.09
+15.3%
9.8%US$59.00US$43.00n/a11
Sep ’25US$42.52
US$47.00
+10.5%
7.1%US$53.00US$43.00n/a10
Aug ’25US$42.00
US$47.00
+11.9%
8.1%US$53.00US$42.00n/a10
Jul ’25US$40.82
US$43.40
+6.3%
8.3%US$51.00US$36.00n/a10
Jun ’25US$41.49
US$42.60
+2.7%
6.7%US$46.00US$36.00n/a10
May ’25US$38.61
US$42.30
+9.6%
7.3%US$46.00US$36.00n/a10
Apr ’25US$37.44
US$39.60
+5.8%
9.3%US$45.00US$31.00n/a10
Mar ’25US$33.73
US$39.30
+16.5%
8.5%US$43.00US$31.00n/a10
Feb ’25US$32.39
US$38.55
+19.0%
9.3%US$43.00US$31.00n/a11
Jan ’25US$33.30
US$36.36
+9.2%
7.6%US$41.00US$31.00n/a11
Dec ’24US$31.26
US$35.17
+12.5%
10.6%US$41.00US$28.00US$48.2312
Nov ’24US$25.21
US$35.92
+42.5%
9.1%US$41.00US$31.00US$45.1312
Oct ’24US$28.39
US$37.18
+31.0%
9.0%US$42.00US$32.00US$41.7111
Sep ’24US$29.19
US$36.91
+26.4%
10.4%US$42.00US$29.00US$42.5211
Aug ’24US$28.95
US$36.64
+26.6%
11.2%US$43.00US$29.00US$42.0011
Jul ’24US$27.16
US$36.27
+33.6%
11.5%US$43.00US$29.00US$40.8211
Jun ’24US$24.95
US$35.08
+40.6%
15.5%US$43.00US$25.00US$41.4912
May ’24US$26.07
US$36.00
+38.1%
14.4%US$43.00US$26.00US$38.6113
Apr ’24US$25.39
US$38.23
+50.6%
15.3%US$48.00US$26.00US$37.4413
Mar ’24US$32.31
US$38.62
+19.5%
12.7%US$48.00US$33.00US$33.7313
Feb ’24US$32.28
US$38.54
+19.4%
12.8%US$48.00US$33.00US$32.3913
Jan ’24US$28.70
US$38.54
+34.3%
13.2%US$51.00US$33.00US$33.3013
Dec ’23US$31.89
US$38.77
+21.6%
12.6%US$51.00US$34.00US$31.2613

Analyst Forecast: Target price is less than 20% higher than the current share price.

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