EQUITABLE HOLDINGS INC (EQH) Stock Fundamental Analysis

NYSE:EQH • US29452E1010

45.25 USD
+0.86 (+1.94%)
At close: Feb 17, 2026
45.25 USD
0 (0%)
After Hours: 2/17/2026, 8:11:55 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall EQH gets a fundamental rating of 4 out of 10. We evaluated EQH against 97 industry peers in the Financial Services industry. While EQH seems to be doing ok healthwise, there are quite some concerns on its profitability. EQH 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

  • EQH had positive earnings in the past year.
  • EQH had a positive operating cash flow in the past year.
  • In multiple years EQH reported negative net income over the last 5 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 2025 0 2B 4B

1.2 Ratios

  • EQH has a worse Return On Assets (-0.24%) than 75.26% of its industry peers.
  • The Return On Equity of EQH (-520.27%) is worse than 91.75% of its industry peers.
  • EQH's Return On Invested Capital of 0.52% is on the low side compared to the rest of the industry. EQH is outperformed by 62.89% 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
EQH Yearly ROA, ROE, ROICEQH 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

  • The Operating Margin of EQH (12.18%) is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of EQH has grown nicely.
  • EQH's Gross Margin of 49.15% is fine compared to the rest of the industry. EQH outperforms 68.04% of its industry peers.
  • In the last couple of years the Gross Margin of EQH 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%
EQH Yearly Profit, Operating, Gross MarginsEQH 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. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so 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

  • Based on the Altman-Z score of 0.21, we must say that EQH is in the distress zone and 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 49.48% of the companies in the same industry.
  • The Debt to FCF ratio of EQH is 19.39, which is on the high side as it means it would take EQH, 19.39 years of fcf income to pay off all of its debts.
  • EQH has a Debt to FCF ratio (19.39) which is in line with its industry peers.
  • EQH has a Debt/Equity ratio of 104.84. This is a high value indicating a heavy dependency on external financing.
  • EQH has a worse Debt to Equity ratio (104.84) than 93.81% of its industry peers.
Industry RankSector Rank
Debt/Equity 104.84
Debt/FCF 19.39
Altman-Z 0.21
ROIC/WACC0.08
WACC6.32%
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's Current ratio of 2.45 is amongst the best of 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.
  • EQH has a better Quick ratio (2.45) than 80.41% of its industry peers.
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

4

3. Growth

3.1 Past

  • The earnings per share for EQH have decreased by -5.87% in the last year.
  • The Earnings Per Share has been growing slightly by 2.45% on average over the past years.
  • Looking at the last year, EQH shows a very negative growth in Revenue. The Revenue has decreased by -16.64% in the last year.
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%-7.87%

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
  • EQH is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.26% yearly.
EPS Next Y42.39%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
EPS Next 5Y20.73%
Revenue Next Year7.57%
Revenue Next 2Y7.79%
Revenue Next 3Y7.84%
Revenue Next 5Y6.26%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • 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.
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 2029 5B 10B 15B 20B
EQH Yearly EPS VS EstimatesEQH 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

  • A Price/Earnings ratio of 8.07 indicates a reasonable valuation of EQH.
  • Based on the Price/Earnings ratio, EQH is valued a bit cheaper than 74.23% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of EQH to the average of the S&P500 Index (27.16), we can say EQH is valued rather cheaply.
  • The Price/Forward Earnings ratio is 5.66, which indicates a rather cheap valuation of EQH.
  • 85.57% of the companies in the same industry are more expensive than EQH, based on the Price/Forward Earnings ratio.
  • EQH is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.10, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 8.07
Fwd PE 5.66
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

  • Based on the Enterprise Value to EBITDA ratio, EQH is valued cheaper than 81.44% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, EQH is valued a bit cheaper than 72.16% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.75
EV/EBITDA 7.32
EQH Per share dataEQH 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 EQH's earnings are expected to grow with 21.65% in the coming years.
PEG (NY)0.19
PEG (5Y)3.29
EPS Next 2Y30.32%
EPS Next 3Y21.65%

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

6

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 6.54%, EQH is a good candidate for dividend investing.
  • EQH's Dividend Yield is rather good when compared to the industry average which is at 2.23. EQH pays more dividend than 90.72% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, EQH pays a better dividend.
Industry RankSector Rank
Dividend Yield 6.54%

5.2 History

  • The dividend of EQH is nicely growing with an annual growth rate of 15.63%!
  • 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

  • The earnings of EQH are negative and hence is the payout ratio. EQH will probably not be able to sustain this dividend level.
  • The dividend of EQH is growing, but earnings are growing more, so the dividend growth is sustainable.
DP-50.13%
EPS Next 2Y30.32%
EPS Next 3Y21.65%
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 2025 0 1B -1B

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EQUITABLE HOLDINGS INC

NYSE:EQH (2/17/2026, 8:11:55 PM)

After market: 45.25 0 (0%)

45.25

+0.86 (+1.94%)

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-3.42%
Ins Owners0.47%
Ins Owner Change0.12%
Market Cap12.82B
Revenue(TTM)14.14B
Net Income(TTM)-770.00M
Analysts81.11
Price Target64.26 (42.01%)
Short Float %2.52%
Short Ratio2.65
Dividend
Industry RankSector Rank
Dividend Yield 6.54%
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)-2.15%
PT rev (3m)-3.08%
EPS NQ rev (1m)-1.1%
EPS NQ rev (3m)-2.7%
EPS NY rev (1m)-0.58%
EPS NY rev (3m)-1.91%
Revenue NQ rev (1m)-0.68%
Revenue NQ rev (3m)10.57%
Revenue NY rev (1m)0%
Revenue NY rev (3m)10.1%
Valuation
Industry RankSector Rank
PE 8.07
Fwd PE 5.66
P/S 0.85
P/FCF 10.75
P/OCF 10.11
P/B 86.62
P/tB N/A
EV/EBITDA 7.32
EPS(TTM)5.61
EY12.4%
EPS(NY)7.99
Fwd EY17.65%
FCF(TTM)4.21
FCFY9.3%
OCF(TTM)4.48
OCFY9.89%
SpS53.15
BVpS0.52
TBVpS-18.28
PEG (NY)0.19
PEG (5Y)3.29
Graham Number8.12
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
WACC6.32%
ROIC/WACC0.08
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%-7.87%
Revenue Next Year7.57%
Revenue Next 2Y7.79%
Revenue Next 3Y7.84%
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 / 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 2 / 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 8.07 and the Price/Book (PB) ratio is 86.62.


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 42.39% in the next year.