EQUITABLE HOLDINGS INC (AXJ.DE) Stock Fundamental Analysis
Europe - Frankfurt Stock Exchange - FRA:AXJ - US29452E1010 - Common Stock
40.6 EUR
-1.8 (-4.25%)
Taking everything into account, AXJ scores 4 out of 10 in our fundamental rating. AXJ was compared to 58 industry peers in the Financial Services industry. AXJ scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. AXJ has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
- AXJ had positive earnings in the past year.
- In the past year AXJ had a positive cash flow from operations.
- In multiple years AXJ reported negative net income over the last 5 years.
- In the past 5 years AXJ reported 4 times negative operating cash flow.
1.2 Ratios
- AXJ has a worse Return On Assets (-0.24%) than 67.24% of its industry peers.
- AXJ's Return On Equity of -520.27% is on the low side compared to the rest of the industry. AXJ is outperformed by 84.48% of its industry peers.
- AXJ's Return On Invested Capital of 0.52% is on the low side compared to the rest of the industry. AXJ is outperformed by 67.24% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for AXJ is significantly below the industry average of 8.80%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -0.24% | ||
| ROE | -520.27% | ||
| ROIC | 0.52% |
ROA(3y)0.51%
ROA(5y)0.22%
ROE(3y)81.75%
ROE(5y)47.25%
ROIC(3y)0.99%
ROIC(5y)0.93%
1.3 Margins
- AXJ has a Operating Margin (12.18%) which is in line with its industry peers.
- In the last couple of years the Operating Margin of AXJ has grown nicely.
- AXJ has a Gross Margin (49.15%) which is comparable to the rest of the industry.
- In the last couple of years the Gross Margin of AXJ has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 12.18% | ||
| PM (TTM) | N/A | ||
| GM | 49.15% |
OM growth 3Y-0.53%
OM growth 5Y12.57%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.39%
GM growth 5Y3.29%
2. Health
2.1 Basic Checks
- AXJ has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- Compared to 1 year ago, AXJ has less shares outstanding
- The number of shares outstanding for AXJ has been reduced compared to 5 years ago.
- Compared to 1 year ago, AXJ has an improved debt to assets ratio.
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's Altman-Z score of 0.21 is on the low side compared to the rest of the industry. AXJ is outperformed by 70.69% 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.
- The Debt to FCF ratio of AXJ (19.39) is worse than 63.79% of 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's Debt to Equity ratio of 104.84 is on the low side compared to the rest of the industry. AXJ is outperformed by 84.48% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 104.84 | ||
| Debt/FCF | 19.39 | ||
| Altman-Z | 0.21 |
ROIC/WACC0.08
WACC6.23%
2.3 Liquidity
- A Current Ratio of 2.45 indicates that AXJ has no problem at all paying its short term obligations.
- AXJ's Current ratio of 2.45 is fine compared to the rest of the industry. AXJ outperforms 77.59% of its industry peers.
- AXJ has a Quick Ratio of 2.45. This indicates that AXJ is financially healthy and has no problem in meeting its short term obligations.
- AXJ has a better Quick ratio (2.45) than 81.03% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.45 | ||
| Quick Ratio | 2.45 |
3. Growth
3.1 Past
- AXJ shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -4.72%.
- The Earnings Per Share has been growing slightly by 4.12% on average over the past years.
- The Revenue has decreased by -4.25% in the past year.
- AXJ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.47% yearly.
EPS 1Y (TTM)-4.72%
EPS 3Y-3.05%
EPS 5Y4.12%
EPS Q2Q%-3.27%
Revenue 1Y (TTM)-4.25%
Revenue growth 3Y3.04%
Revenue growth 5Y4.47%
Sales Q2Q%-29.1%
3.2 Future
- The Earnings Per Share is expected to grow by 14.10% on average over the next years. This is quite good.
- AXJ is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.07% yearly.
EPS Next Y-4.14%
EPS Next 2Y16.11%
EPS Next 3Y16.96%
EPS Next 5Y14.1%
Revenue Next Year0.68%
Revenue Next 2Y3.83%
Revenue Next 3Y5.3%
Revenue Next 5Y6.07%
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.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 8.68, the valuation of AXJ can be described as very reasonable.
- Compared to the rest of the industry, the Price/Earnings ratio of AXJ indicates a somewhat cheap valuation: AXJ is cheaper than 79.31% of the companies listed in the same industry.
- AXJ is valuated cheaply when we compare the Price/Earnings ratio to 27.54, which is the current average of the S&P500 Index.
- A Price/Forward Earnings ratio of 5.89 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 87.93% of the companies in the same industry.
- AXJ is valuated cheaply when we compare the Price/Forward Earnings ratio to 24.31, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.68 | ||
| Fwd PE | 5.89 |
4.2 Price Multiples
- AXJ's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. AXJ is cheaper than 68.97% of the companies in the same industry.
- AXJ's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. AXJ is cheaper than 70.69% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.37 | ||
| EV/EBITDA | 7.59 |
4.3 Compensation for Growth
- A more expensive valuation may be justified as AXJ's earnings are expected to grow with 16.96% in the coming years.
PEG (NY)N/A
PEG (5Y)2.1
EPS Next 2Y16.11%
EPS Next 3Y16.96%
5. Dividend
5.1 Amount
- AXJ has a Yearly Dividend Yield of 2.25%. 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 1.97.
- AXJ's Dividend Yield is comparable with the S&P500 average which is at 1.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.25% |
5.2 History
- On average, the dividend of AXJ grows each year by 15.63%, which is quite nice.
Dividend Growth(5Y)15.63%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
- AXJ has negative earnings and hence a negative payout ratio. The dividend may be in danger.
- AXJ's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP-50.13%
EPS Next 2Y16.11%
EPS Next 3Y16.96%
FRA:AXJ (1/13/2026, 7:00:00 PM)
40.6
-1.8 (-4.25%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-04 2025-11-04/amc
Earnings (Next)02-04 2026-02-04/amc
Inst Owners102.57%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner ChangeN/A
Market Cap11.63B
Revenue(TTM)15.06B
Net Income(TTM)-770.00M
Analysts80
Price Target56.91 (40.17%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.25% |
Yearly Dividend1.02
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)0%
PT rev (3m)49.77%
EPS NQ rev (1m)-0.27%
EPS NQ rev (3m)-7.39%
EPS NY rev (1m)-0.09%
EPS NY rev (3m)-20.62%
Revenue NQ rev (1m)0.83%
Revenue NQ rev (3m)-4%
Revenue NY rev (1m)-1.01%
Revenue NY rev (3m)-3.83%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.68 | ||
| Fwd PE | 5.89 | ||
| P/S | 0.9 | ||
| P/FCF | 11.37 | ||
| P/OCF | 10.69 | ||
| P/B | 91.58 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.59 |
EPS(TTM)4.68
EY11.53%
EPS(NY)6.9
Fwd EY16.98%
FCF(TTM)3.57
FCFY8.79%
OCF(TTM)3.8
OCFY9.36%
SpS45.11
BVpS0.44
TBVpS-15.51
PEG (NY)N/A
PEG (5Y)2.1
Graham Number6.83
Profitability
| Industry Rank | Sector 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)0.51%
ROA(5y)0.22%
ROE(3y)81.75%
ROE(5y)47.25%
ROIC(3y)0.99%
ROIC(5y)0.93%
ROICexc(3y)1.01%
ROICexc(5y)0.95%
ROICexgc(3y)2.3%
ROICexgc(5y)2.17%
ROCE(3y)1.15%
ROCE(5y)1.08%
ROICexgc growth 3Y0.46%
ROICexgc growth 5Y11.98%
ROICexc growth 3Y2.18%
ROICexc growth 5Y13.84%
OM growth 3Y-0.53%
OM growth 5Y12.57%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.39%
GM growth 5Y3.29%
F-Score4
Asset Turnover0.05
Health
| Industry Rank | Sector 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
WACC6.23%
ROIC/WACC0.08
Cap/Depr(3y)17.57%
Cap/Depr(5y)16.59%
Cap/Sales(3y)1.02%
Cap/Sales(5y)0.92%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-4.72%
EPS 3Y-3.05%
EPS 5Y4.12%
EPS Q2Q%-3.27%
EPS Next Y-4.14%
EPS Next 2Y16.11%
EPS Next 3Y16.96%
EPS Next 5Y14.1%
Revenue 1Y (TTM)-4.25%
Revenue growth 3Y3.04%
Revenue growth 5Y4.47%
Sales Q2Q%-29.1%
Revenue Next Year0.68%
Revenue Next 2Y3.83%
Revenue Next 3Y5.3%
Revenue Next 5Y6.07%
EBIT growth 1Y-52.73%
EBIT growth 3Y2.49%
EBIT growth 5Y17.6%
EBIT Next Year1.82%
EBIT Next 3Y12.06%
EBIT Next 5YN/A
FCF growth 1Y336.98%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y456.18%
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 6 / 10 to EQUITABLE HOLDINGS INC (AXJ.DE). This can be considered as Fairly Valued.
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 8.68 and the Price/Book (PB) ratio is 91.58.
Can you provide the dividend sustainability for AXJ stock?
The dividend rating of EQUITABLE HOLDINGS INC (AXJ.DE) is 3 / 10 and the dividend payout ratio is -50.13%.