EQUITABLE HOLDINGS INC (AXJ.DE) Fundamental Analysis & Valuation

FRA:AXJ • US29452E1010

Current stock price

34.2 EUR
-0.4 (-1.16%)
Last:

This AXJ.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

2

1. AXJ.DE Profitability Analysis

1.1 Basic Checks

  • AXJ had positive earnings in the past year.
  • AXJ had a positive operating cash flow in the past year.
  • In multiple years AXJ reported negative net income over the last 5 years.
  • In multiple years AXJ reported negative operating cash flow during the last 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

  • With a Return On Assets value of -0.45%, AXJ is not doing good in the industry: 65.52% of the companies in the same industry are doing better.
  • With a Return On Invested Capital value of 0.30%, AXJ is not doing good in the industry: 63.79% of the companies in the same industry are doing better.
  • AXJ had an Average Return On Invested Capital over the past 3 years of 0.96%. This is significantly below the industry average of 9.16%.
Industry RankSector Rank
ROA -0.45%
ROE N/A
ROIC 0.3%
ROA(3y)0.13%
ROA(5y)0.18%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)0.96%
ROIC(5y)0.93%
AXJ.DE Yearly ROA, ROE, ROICAXJ.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500 1K 1.5K

1.3 Margins

  • Looking at the Operating Margin, with a value of 7.68%, AXJ is in line with its industry, outperforming 43.10% of the companies in the same industry.
  • AXJ's Operating Margin has improved in the last couple of years.
  • With a Gross Margin value of 46.65%, AXJ perfoms like the industry average, outperforming 51.72% of the companies in the same industry.
  • AXJ's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 7.68%
PM (TTM) N/A
GM 46.65%
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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4

2. AXJ.DE Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AXJ is destroying value.
  • AXJ has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for AXJ has been reduced compared to 5 years ago.
  • The debt/assets ratio for AXJ is higher compared to a year ago.
AXJ.DE Yearly Shares OutstandingAXJ.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 100B 200B 300B

2.2 Solvency

  • AXJ has an Altman-Z score of 0.22. This is a bad value and indicates that AXJ is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.22, AXJ is doing worse than 68.97% of the companies in the same industry.
  • The Debt to FCF ratio of AXJ is 36.11, which is on the high side as it means it would take AXJ, 36.11 years of fcf income to pay off all of its debts.
  • AXJ has a Debt to FCF ratio of 36.11. This is in the lower half of the industry: AXJ underperforms 62.07% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 36.11
Altman-Z 0.22
ROIC/WACC0.05
WACC5.67%
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 2025 0 5B 10B 15B 20B

2.3 Liquidity

  • A Current Ratio of 4.65 indicates that AXJ has no problem at all paying its short term obligations.
  • AXJ's Current ratio of 4.65 is amongst the best of the industry. AXJ outperforms 84.48% of its industry peers.
  • AXJ has a Quick Ratio of 4.65. This indicates that AXJ is financially healthy and has no problem in meeting its short term obligations.
  • With an excellent Quick ratio value of 4.65, AXJ belongs to the best of the industry, outperforming 84.48% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 4.65
Quick Ratio 4.65
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 2025 10B 20B 30B

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

3

3. AXJ.DE Growth Analysis

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.
  • AXJ shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -16.64%.
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 19.30% on average over the next years. This is quite good.
  • Based on estimates for the next years, AXJ will show a small growth in Revenue. The Revenue will grow by 6.06% on average per year.
EPS Next Y37%
EPS Next 2Y27.58%
EPS Next 3Y23.9%
EPS Next 5Y19.3%
Revenue Next Year5.84%
Revenue Next 2Y6.82%
Revenue Next 3Y8.05%
Revenue Next 5Y6.06%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
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. AXJ.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 7.04, which indicates a rather cheap valuation of AXJ.
  • Compared to the rest of the industry, the Price/Earnings ratio of AXJ indicates a rather cheap valuation: AXJ is cheaper than 84.48% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.54, AXJ is valued rather cheaply.
  • The Price/Forward Earnings ratio is 5.14, which indicates a rather cheap valuation of AXJ.
  • Based on the Price/Forward Earnings ratio, AXJ is valued cheaply inside the industry as 86.21% of the companies are valued more expensively.
  • The average S&P500 Price/Forward Earnings ratio is at 21.68. AXJ is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 7.04
Fwd PE 5.14
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

  • Based on the Enterprise Value to EBITDA ratio, AXJ is valued a bit cheaper than the industry average as 62.07% of the companies are valued more expensively.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of AXJ is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 16.29
EV/EBITDA 10.44
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 23.90% in the coming years.
PEG (NY)0.19
PEG (5Y)2.87
EPS Next 2Y27.58%
EPS Next 3Y23.9%

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

6

5. AXJ.DE Dividend Analysis

5.1 Amount

  • AXJ has a Yearly Dividend Yield of 2.90%. Purely for dividend investing, there may be better candidates out there.
  • AXJ's Dividend Yield is a higher than the industry average which is at 2.39.
  • Compared to an average S&P500 Dividend Yield of 1.82, AXJ pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.9%

5.2 History

  • On average, the dividend of AXJ grows each year by 10.32%, which is quite nice.
Dividend Growth(5Y)10.32%
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

  • AXJ has negative earnings and hence a negative payout ratio. The dividend may be in danger.
  • AXJ's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP-26.02%
EPS Next 2Y27.58%
EPS Next 3Y23.9%
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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AXJ.DE Fundamentals: All Metrics, Ratios and Statistics

EQUITABLE HOLDINGS INC

FRA:AXJ (3/10/2026, 7:00:00 PM)

34.2

-0.4 (-1.16%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Industry Strength40.99
Industry Growth55.28
Earnings (Last)02-04
Earnings (Next)04-27
Inst Owners102%
Inst Owner ChangeN/A
Ins Owners0.53%
Ins Owner ChangeN/A
Market Cap9.59B
Revenue(TTM)14.14B
Net Income(TTM)-1.44B
Analysts81.11
Price Target54.71 (59.97%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 2.9%
Yearly Dividend1.09
Dividend Growth(5Y)10.32%
DP-26.02%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-5.79%
Min EPS beat(2)-9.16%
Max EPS beat(2)-2.42%
EPS beat(4)0
Avg EPS beat(4)-9.87%
Min EPS beat(4)-15.26%
Max EPS beat(4)-2.42%
EPS beat(8)2
Avg EPS beat(8)-4.62%
EPS beat(12)3
Avg EPS beat(12)-4.97%
EPS beat(16)5
Avg EPS beat(16)-4.12%
Revenue beat(2)0
Avg Revenue beat(2)-22.06%
Min Revenue beat(2)-26.28%
Max Revenue beat(2)-17.83%
Revenue beat(4)0
Avg Revenue beat(4)-26.99%
Min Revenue beat(4)-40.44%
Max Revenue beat(4)-17.83%
Revenue beat(8)2
Avg Revenue beat(8)-9.08%
Revenue beat(12)4
Avg Revenue beat(12)-4.22%
Revenue beat(16)6
Avg Revenue beat(16)-5.79%
PT rev (1m)0%
PT rev (3m)-3.87%
EPS NQ rev (1m)-0.21%
EPS NQ rev (3m)-6.26%
EPS NY rev (1m)-3.78%
EPS NY rev (3m)-4.34%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)2.05%
Revenue NY rev (1m)0.2%
Revenue NY rev (3m)0.04%
Valuation
Industry RankSector Rank
PE 7.04
Fwd PE 5.14
P/S 0.78
P/FCF 16.29
P/OCF 15.52
P/B N/A
P/tB N/A
EV/EBITDA 10.44
EPS(TTM)4.86
EY14.21%
EPS(NY)6.65
Fwd EY19.45%
FCF(TTM)2.1
FCFY6.14%
OCF(TTM)2.2
OCFY6.44%
SpS43.64
BVpS-0.23
TBVpS-16.62
PEG (NY)0.19
PEG (5Y)2.87
Graham Number0 (-100%)
Profitability
Industry RankSector Rank
ROA -0.45%
ROE N/A
ROCE 0.35%
ROIC 0.3%
ROICexc 0.31%
ROICexgc 0.63%
OM 7.68%
PM (TTM) N/A
GM 46.65%
FCFM 4.81%
ROA(3y)0.13%
ROA(5y)0.18%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)0.96%
ROIC(5y)0.93%
ROICexc(3y)0.99%
ROICexc(5y)0.95%
ROICexgc(3y)2.2%
ROICexgc(5y)2.16%
ROCE(3y)1.11%
ROCE(5y)1.08%
ROICexgc growth 3Y-10.93%
ROICexgc growth 5Y-0.75%
ROICexc growth 3Y-6.14%
ROICexc growth 5Y2.24%
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 Turnover0.04
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 36.11
Debt/EBITDA 12.54
Cap/Depr 3.9%
Cap/Sales 0.24%
Interest Coverage 3.71
Cash Conversion 36.47%
Profit Quality N/A
Current Ratio 4.65
Quick Ratio 4.65
Altman-Z 0.22
F-Score4
WACC5.67%
ROIC/WACC0.05
Cap/Depr(3y)12.03%
Cap/Depr(5y)16.15%
Cap/Sales(3y)0.65%
Cap/Sales(5y)0.81%
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 Y37%
EPS Next 2Y27.58%
EPS Next 3Y23.9%
EPS Next 5Y19.3%
Revenue 1Y (TTM)-16.64%
Revenue growth 3Y4.69%
Revenue growth 5Y0%
Sales Q2Q%-28.89%
Revenue Next Year5.84%
Revenue Next 2Y6.82%
Revenue Next 3Y8.05%
Revenue Next 5Y6.06%
EBIT growth 1Y-77.78%
EBIT growth 3Y1.78%
EBIT growth 5Y5.55%
EBIT Next Year25.84%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-63.3%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-64.41%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITABLE HOLDINGS INC / AXJ.DE Fundamental Analysis 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.


Can you provide the profitability details for EQUITABLE HOLDINGS INC?

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


How financially healthy is EQUITABLE HOLDINGS INC?

The financial health rating of EQUITABLE HOLDINGS INC (AXJ.DE) is 4 / 10.


Can you provide the dividend sustainability for AXJ stock?

The dividend rating of EQUITABLE HOLDINGS INC (AXJ.DE) is 6 / 10 and the dividend payout ratio is -26.02%.