EQUITABLE HOLDINGS INC (AXJ.DE) Stock Fundamental Analysis

FRA:AXJ • US29452E1010

37.4 EUR
-0.4 (-1.06%)
Last: Feb 20, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to AXJ. AXJ was compared to 56 industry peers in the Financial Services industry. The financial health of AXJ is average, but there are quite some concerns on its profitability. AXJ may be a bit undervalued, certainly considering the very reasonable score on growth


Dividend Valuation Growth Profitability Health

2

1. Profitability

1.1 Basic Checks

  • AXJ had positive earnings in the past year.
  • AXJ had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: AXJ reported negative net income in multiple years.
  • AXJ had negative operating cash flow in 4 of the past 5 years.
AXJ.DE Yearly Net Income VS EBIT VS OCF VS FCFAXJ.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B

1.2 Ratios

  • AXJ has a worse Return On Assets (-0.24%) than 64.29% of its industry peers.
  • With a Return On Equity value of -520.27%, AXJ is not doing good in the industry: 83.93% of the companies in the same industry are doing better.
  • AXJ has a Return On Invested Capital of 0.52%. This is in the lower half of the industry: AXJ underperforms 64.29% of its industry peers.
Industry RankSector Rank
ROA -0.24%
ROE -520.27%
ROIC 0.52%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
AXJ.DE Yearly ROA, ROE, ROICAXJ.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80 100

1.3 Margins

  • AXJ has a Operating Margin (12.18%) which is in line with its industry peers.
  • AXJ's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 49.15%, AXJ is in line with its industry, outperforming 53.57% of the companies in the same industry.
  • In the last couple of years the Gross Margin of AXJ has remained more or less at the same level.
Industry RankSector Rank
OM 12.18%
PM (TTM) N/A
GM 49.15%
OM growth 3Y-2.78%
OM growth 5Y5.55%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.2%
GM growth 5Y1.12%
AXJ.DE Yearly Profit, Operating, Gross MarginsAXJ.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AXJ is destroying value.
  • There is no outstanding debt for AXJ. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
AXJ.DE Yearly Shares OutstandingAXJ.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M
AXJ.DE Yearly Total Debt VS Total AssetsAXJ.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B 150B 200B 250B

2.2 Solvency

  • Based on the Altman-Z score of 0.21, we must say that AXJ is in the distress zone and has some risk of bankruptcy.
  • AXJ has a worse Altman-Z score (0.21) than 64.29% of its industry peers.
  • AXJ has a debt to FCF ratio of 19.39. This is a negative value and a sign of low solvency as AXJ would need 19.39 years to pay back of all of its debts.
  • AXJ has a Debt to FCF ratio (19.39) which is in line with its industry peers.
  • AXJ has a Debt/Equity ratio of 104.84. This is a high value indicating a heavy dependency on external financing.
  • AXJ has a worse Debt to Equity ratio (104.84) than 83.93% of its industry peers.
Industry RankSector Rank
Debt/Equity 104.84
Debt/FCF 19.39
Altman-Z 0.21
ROIC/WACC0.09
WACC6.13%
AXJ.DE Yearly LT Debt VS Equity VS FCFAXJ.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5B 10B 15B

2.3 Liquidity

  • AXJ has a Current Ratio of 2.45. This indicates that AXJ is financially healthy and has no problem in meeting its short term obligations.
  • AXJ has a Current ratio of 2.45. This is amongst the best in the industry. AXJ outperforms 82.14% of its industry peers.
  • A Quick Ratio of 2.45 indicates that AXJ has no problem at all paying its short term obligations.
  • Looking at the Quick ratio, with a value of 2.45, AXJ belongs to the top of the industry, outperforming 82.14% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.45
Quick Ratio 2.45
AXJ.DE Yearly Current Assets VS Current LiabilitesAXJ.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B 20B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • AXJ shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.87%.
  • The Earnings Per Share has been growing slightly by 2.45% on average over the past years.
  • The Revenue for AXJ has decreased by -16.64% in the past year. This is quite bad
EPS 1Y (TTM)-5.87%
EPS 3Y3.5%
EPS 5Y2.45%
EPS Q2Q%10.19%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-28.89%

3.2 Future

  • The Earnings Per Share is expected to grow by 20.73% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 6.26% on average over the next years.
EPS Next Y42.39%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
EPS Next 5Y20.73%
Revenue Next Year5.64%
Revenue Next 2Y6.62%
Revenue Next 3Y7.92%
Revenue Next 5Y6.26%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
AXJ.DE Yearly Revenue VS EstimatesAXJ.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B 20B
AXJ.DE Yearly EPS VS EstimatesAXJ.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6 8 10

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8

4. Valuation

4.1 Price/Earnings Ratio

  • AXJ is valuated cheaply with a Price/Earnings ratio of 7.84.
  • Compared to the rest of the industry, the Price/Earnings ratio of AXJ indicates a rather cheap valuation: AXJ is cheaper than 82.14% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of AXJ to the average of the S&P500 Index (26.99), we can say AXJ is valued rather cheaply.
  • The Price/Forward Earnings ratio is 5.51, which indicates a rather cheap valuation of AXJ.
  • AXJ's Price/Forward Earnings ratio is rather cheap when compared to the industry. AXJ is cheaper than 83.93% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.02, AXJ is valued rather cheaply.
Industry RankSector Rank
PE 7.84
Fwd PE 5.51
AXJ.DE Price Earnings VS Forward Price EarningsAXJ.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • AXJ's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. AXJ is cheaper than 67.86% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of AXJ indicates a somewhat cheap valuation: AXJ is cheaper than 71.43% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 10.46
EV/EBITDA 7.19
AXJ.DE Per share dataAXJ.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as AXJ's earnings are expected to grow with 21.65% in the coming years.
PEG (NY)0.18
PEG (5Y)3.2
EPS Next 2Y30.32%
EPS Next 3Y21.65%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 2.44%, AXJ has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.21, AXJ pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.81, AXJ pays a bit more dividend than the S&P500 average.
Industry RankSector Rank
Dividend Yield 2.44%

5.2 History

  • The dividend of AXJ is nicely growing with an annual growth rate of 15.63%!
Dividend Growth(5Y)15.63%
Div Incr Years0
Div Non Decr Years0
AXJ.DE Yearly Dividends per shareAXJ.DE Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8

5.3 Sustainability

  • The earnings of AXJ are negative and hence is the payout ratio. AXJ will probably not be able to sustain this dividend level.
  • AXJ's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP-50.13%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
AXJ.DE Yearly Income VS Free CF VS DividendAXJ.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B

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EQUITABLE HOLDINGS INC

FRA:AXJ (2/20/2026, 7:00:00 PM)

37.4

-0.4 (-1.06%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-04
Earnings (Next)04-27
Inst Owners102.57%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner ChangeN/A
Market Cap10.60B
Revenue(TTM)14.14B
Net Income(TTM)-770.00M
Analysts81.11
Price Target54.71 (46.28%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 2.44%
Yearly Dividend1.01
Dividend Growth(5Y)15.63%
DP-50.13%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-12.21%
Min EPS beat(2)-15.26%
Max EPS beat(2)-9.16%
EPS beat(4)0
Avg EPS beat(4)-10.23%
Min EPS beat(4)-15.26%
Max EPS beat(4)-3.88%
EPS beat(8)3
Avg EPS beat(8)-2.6%
EPS beat(12)3
Avg EPS beat(12)-5.84%
EPS beat(16)6
Avg EPS beat(16)-3.92%
Revenue beat(2)0
Avg Revenue beat(2)-33.36%
Min Revenue beat(2)-40.44%
Max Revenue beat(2)-26.28%
Revenue beat(4)1
Avg Revenue beat(4)-18.81%
Min Revenue beat(4)-40.44%
Max Revenue beat(4)14.89%
Revenue beat(8)2
Avg Revenue beat(8)-7.23%
Revenue beat(12)5
Avg Revenue beat(12)-2.61%
Revenue beat(16)7
Avg Revenue beat(16)-4.26%
PT rev (1m)-3.87%
PT rev (3m)43.97%
EPS NQ rev (1m)-1.03%
EPS NQ rev (3m)-8.55%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-3.28%
Revenue NQ rev (1m)-0.68%
Revenue NQ rev (3m)-3.22%
Revenue NY rev (1m)-1.8%
Revenue NY rev (3m)-1.88%
Valuation
Industry RankSector Rank
PE 7.84
Fwd PE 5.51
P/S 0.83
P/FCF 10.46
P/OCF 9.83
P/B 84.24
P/tB N/A
EV/EBITDA 7.19
EPS(TTM)4.77
EY12.75%
EPS(NY)6.79
Fwd EY18.15%
FCF(TTM)3.58
FCFY9.56%
OCF(TTM)3.8
OCFY10.17%
SpS45.17
BVpS0.44
TBVpS-15.54
PEG (NY)0.18
PEG (5Y)3.2
Graham Number6.9
Profitability
Industry RankSector Rank
ROA -0.24%
ROE -520.27%
ROCE 0.61%
ROIC 0.52%
ROICexc 0.55%
ROICexgc 1.16%
OM 12.18%
PM (TTM) N/A
GM 49.15%
FCFM 7.92%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y-2.78%
OM growth 5Y5.55%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.2%
GM growth 5Y1.12%
F-Score4
Asset Turnover0.05
Health
Industry RankSector Rank
Debt/Equity 104.84
Debt/FCF 19.39
Debt/EBITDA 5.73
Cap/Depr 8.72%
Cap/Sales 0.5%
Interest Coverage 250
Cash Conversion 46.86%
Profit Quality N/A
Current Ratio 2.45
Quick Ratio 2.45
Altman-Z 0.21
F-Score4
WACC6.13%
ROIC/WACC0.09
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-5.87%
EPS 3Y3.5%
EPS 5Y2.45%
EPS Q2Q%10.19%
EPS Next Y42.39%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
EPS Next 5Y20.73%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-28.89%
Revenue Next Year5.64%
Revenue Next 2Y6.62%
Revenue Next 3Y7.92%
Revenue Next 5Y6.26%
EBIT growth 1Y-52.73%
EBIT growth 3Y1.78%
EBIT growth 5Y5.55%
EBIT Next Year25.84%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y13.31%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y4.45%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITABLE HOLDINGS INC / AXJ.DE FAQ

What is the ChartMill fundamental rating of EQUITABLE HOLDINGS INC (AXJ.DE) stock?

ChartMill assigns a fundamental rating of 4 / 10 to AXJ.DE.


Can you provide the valuation status for EQUITABLE HOLDINGS INC?

ChartMill assigns a valuation rating of 8 / 10 to EQUITABLE HOLDINGS INC (AXJ.DE). This can be considered as Undervalued.


How profitable is EQUITABLE HOLDINGS INC (AXJ.DE) stock?

EQUITABLE HOLDINGS INC (AXJ.DE) has a profitability rating of 2 / 10.


Can you provide the PE and PB ratios for AXJ stock?

The Price/Earnings (PE) ratio for EQUITABLE HOLDINGS INC (AXJ.DE) is 7.84 and the Price/Book (PB) ratio is 84.24.


Can you provide the dividend sustainability for AXJ stock?

The dividend rating of EQUITABLE HOLDINGS INC (AXJ.DE) is 5 / 10 and the dividend payout ratio is -50.13%.