EQUITABLE HOLDINGS INC (EQH) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:EQH • US29452E1010

45.545 USD
+2.15 (+4.94%)
Last: Feb 6, 2026, 03:58 PM
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to EQH. EQH was compared to 97 industry peers in the Financial Services industry. EQH scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. EQH is valued quite cheap, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year EQH was profitable.
  • EQH had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: EQH reported negative net income in multiple years.
  • In the past 5 years EQH reported 4 times negative operating cash flow.
EQH Yearly Net Income VS EBIT VS OCF VS FCFEQH 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 0 2B 4B

1.2 Ratios

  • EQH has a worse Return On Assets (-0.24%) than 74.23% of its industry peers.
  • The Return On Equity of EQH (-520.27%) is worse than 91.75% of its industry peers.
  • EQH has a Return On Invested Capital of 0.52%. This is in the lower half of the industry: EQH underperforms 62.89% of its industry peers.
  • EQH had an Average Return On Invested Capital over the past 3 years of 0.99%. This is significantly below the industry average of 8.54%.
Industry RankSector 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%
EQH Yearly ROA, ROE, ROICEQH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60 80 100

1.3 Margins

  • Looking at the Operating Margin, with a value of 12.18%, EQH is in line with its industry, outperforming 46.39% of the companies in the same industry.
  • In the last couple of years the Operating Margin of EQH has grown nicely.
  • EQH has a better Gross Margin (49.15%) than 67.01% of its industry peers.
  • In the last couple of years the Gross Margin of EQH has grown nicely.
Industry RankSector 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%
EQH Yearly Profit, Operating, Gross MarginsEQH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60

More info and screens

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4

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), EQH is destroying value.
  • There is no outstanding debt for EQH. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
EQH Yearly Shares OutstandingEQH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M
EQH Yearly Total Debt VS Total AssetsEQH 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

  • EQH has an Altman-Z score of 0.21. This is a bad value and indicates that EQH is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.21, EQH is in line with its industry, outperforming 47.42% of the companies in the same industry.
  • EQH has a debt to FCF ratio of 19.39. This is a negative value and a sign of low solvency as EQH would need 19.39 years to pay back of all of its debts.
  • EQH's Debt to FCF ratio of 19.39 is in line compared to the rest of the industry. EQH outperforms 41.24% of its industry peers.
  • A Debt/Equity ratio of 104.84 is on the high side and indicates that EQH has dependencies on debt financing.
  • EQH has a Debt to Equity ratio of 104.84. This is amonst the worse of the industry: EQH underperforms 93.81% of its industry peers.
Industry RankSector Rank
Debt/Equity 104.84
Debt/FCF 19.39
Altman-Z 0.21
ROIC/WACC0.08
WACC6.33%
EQH Yearly LT Debt VS Equity VS FCFEQH 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

  • EQH has a Current Ratio of 2.45. This indicates that EQH is financially healthy and has no problem in meeting its short term obligations.
  • EQH has a Current ratio of 2.45. This is amongst the best in the industry. EQH outperforms 80.41% of its industry peers.
  • EQH has a Quick Ratio of 2.45. This indicates that EQH is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 2.45, EQH belongs to the top of the industry, outperforming 81.44% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.45
Quick Ratio 2.45
EQH Yearly Current Assets VS Current LiabilitesEQH 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

3

3. Growth

3.1 Past

  • EQH shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.37%.
  • Measured over the past 5 years, EQH shows a small growth in Earnings Per Share. The EPS has been growing by 2.56% on average per year.
EPS 1Y (TTM)-5.37%
EPS 3Y3.68%
EPS 5Y2.56%
EPS Q2Q%12.1%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%3.31%

3.2 Future

  • Based on estimates for the next years, EQH will show a very strong growth in Earnings Per Share. The EPS will grow by 21.44% on average per year.
  • The Revenue is expected to grow by 7.84% on average over the next years.
EPS Next Y41.63%
EPS Next 2Y29.97%
EPS Next 3Y21.44%
EPS Next 5YN/A
Revenue Next Year7.57%
Revenue Next 2Y7.79%
Revenue Next 3Y7.84%
Revenue Next 5YN/A

3.3 Evolution

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

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Find the best growth stocksShow best growing peers

8

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 8.08, the valuation of EQH can be described as reasonable.
  • Based on the Price/Earnings ratio, EQH is valued a bit cheaper than the industry average as 79.38% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 27.67. EQH is valued rather cheaply when compared to this.
  • EQH is valuated cheaply with a Price/Forward Earnings ratio of 5.70.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of EQH indicates a rather cheap valuation: EQH is cheaper than 87.63% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.20. EQH is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 8.08
Fwd PE 5.7
EQH Price Earnings VS Forward Price EarningsEQH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • EQH's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. EQH is cheaper than 81.44% of the companies in the same industry.
  • EQH's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EQH is cheaper than 72.16% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.95
EV/EBITDA 7.18
EQH Per share dataEQH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • EQH's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • EQH's earnings are expected to grow with 21.44% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.19
PEG (5Y)3.15
EPS Next 2Y29.97%
EPS Next 3Y21.44%

More info and screens

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

5

5. Dividend

5.1 Amount

  • EQH has a Yearly Dividend Yield of 2.41%.
  • EQH's Dividend Yield is a higher than the industry average which is at 1.99.
  • EQH's Dividend Yield is a higher than the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.41%

5.2 History

  • On average, the dividend of EQH grows each year by 15.63%, which is quite nice.
  • EQH has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)15.63%
Div Incr Years0
Div Non Decr Years0
EQH Yearly Dividends per shareEQH Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • EQH has negative earnings and hence a negative payout ratio. The dividend may be in danger.
  • The dividend of EQH is growing, but earnings are growing more, so the dividend growth is sustainable.
DP-50.13%
EPS Next 2Y29.97%
EPS Next 3Y21.44%
EQH Yearly Income VS Free CF VS DividendEQH Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1B -1B

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EQUITABLE HOLDINGS INC

NYSE:EQH (2/6/2026, 3:58:08 PM)

45.545

+2.15 (+4.94%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-04
Earnings (Next)04-27
Inst Owners102.57%
Inst Owner Change-6.06%
Ins Owners0.47%
Ins Owner Change-0.35%
Market Cap13.05B
Revenue(TTM)N/A
Net Income(TTM)-770.00M
Analysts80
Price Target64.26 (41.09%)
Short Float %2.7%
Short Ratio2.93
Dividend
Industry RankSector Rank
Dividend Yield 2.41%
Yearly Dividend1.19
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)-16.29%
Min Revenue beat(4)-40.44%
Max Revenue beat(4)12.88%
Revenue beat(8)1
Avg Revenue beat(8)-21.51%
Revenue beat(12)3
Avg Revenue beat(12)-17.79%
Revenue beat(16)5
Avg Revenue beat(16)-15.64%
PT rev (1m)-1.22%
PT rev (3m)-2.15%
EPS NQ rev (1m)-0.89%
EPS NQ rev (3m)-2.71%
EPS NY rev (1m)-0.12%
EPS NY rev (3m)-3.21%
Revenue NQ rev (1m)0.82%
Revenue NQ rev (3m)10.57%
Revenue NY rev (1m)0.27%
Revenue NY rev (3m)4.31%
Valuation
Industry RankSector Rank
PE 8.08
Fwd PE 5.7
P/S 0.87
P/FCF 10.95
P/OCF 10.29
P/B 88.18
P/tB N/A
EV/EBITDA 7.18
EPS(TTM)5.64
EY12.38%
EPS(NY)7.99
Fwd EY17.54%
FCF(TTM)4.16
FCFY9.13%
OCF(TTM)4.43
OCFY9.72%
SpS52.55
BVpS0.52
TBVpS-18.07
PEG (NY)0.19
PEG (5Y)3.15
Graham Number8.1
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)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 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
WACC6.33%
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)-5.37%
EPS 3Y3.68%
EPS 5Y2.56%
EPS Q2Q%12.1%
EPS Next Y41.63%
EPS Next 2Y29.97%
EPS Next 3Y21.44%
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%3.31%
Revenue Next Year7.57%
Revenue Next 2Y7.79%
Revenue Next 3Y7.84%
Revenue Next 5YN/A
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 / EQH FAQ

Can you provide the ChartMill fundamental rating for EQUITABLE HOLDINGS INC?

ChartMill assigns a fundamental rating of 4 / 10 to EQH.


Can you provide the valuation status for EQUITABLE HOLDINGS INC?

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


Can you provide the profitability details for EQUITABLE HOLDINGS INC?

EQUITABLE HOLDINGS INC (EQH) has a profitability rating of 3 / 10.


What are the PE and PB ratios of EQUITABLE HOLDINGS INC (EQH) stock?

The Price/Earnings (PE) ratio for EQUITABLE HOLDINGS INC (EQH) is 8.08 and the Price/Book (PB) ratio is 88.18.


Can you provide the expected EPS growth for EQH stock?

The Earnings per Share (EPS) of EQUITABLE HOLDINGS INC (EQH) is expected to grow by 41.63% in the next year.