Valuation dashboard for Equitable Holdings, Inc. (EQH) with P/E N/A, P/B -18.66, EV/EBITDA 2.83 and dividend yield 2.17%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals.
Analysis Summary
Equitable Holdings, Inc. reported revenue of $11.66B in the most recent fiscal year, growing at a 5-year CAGR of -1.2%.
Trailing-twelve-month margins: gross margin 72.7%, operating margin -5.7%, net margin -8.7%.
At the current price of $54.00, EQH has negative trailing earnings (P/E not meaningful) and an ROE of 8.46%. Market capitalisation stands at $14.7B, placing it among large-cap names.
Balance sheet quality for EQH: current ratio of 0.6. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| Price / Book | -18.66 |
| EV / EBITDA | 2.83 |
| Dividend Yield | 2.17% |
Valuation Models
| DCF Fair Value | $199.76 |
| vs Current Price | +269.9% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| EQH | Equitable Holdings, Inc. | $14.4B | 8.5% | ||
| BNT | Brookfield Wealth Solutions Ltd. | $12.0B | 77.11 | 0.76 | 4.4% |
| PFG | $24.0B | 15.93 | 2.02 | 10.0% | |
| EWBC | East West Bancorp, Inc. | $17.3B | 12.14 | 1.88 | 14.9% |
| ERIE | Erie Indemnity Company | $10.2B | 20.14 | 4.14 | 24.5% |
| MET | MetLife, Inc. | $60.8B | 18.12 | 2.25 | 11.9% |
| EG | Everest Group, Ltd. | $14.6B | 7.84 | 0.96 | 12.4% |
| FNF | Fidelity National Financial, Inc. | $10.6B | 13.63 | 1.41 | 8.1% |
Price
| Price | $54.00 |
| Market Cap | $14.7B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | 845.66% |
| Return on Invested Capital | -0.16% |
| Return on Assets | -0.28% |
| Gross Margin | 72.67% |
| Operating Margin | -5.75% |
| Net Margin | -8.72% |
Related companies: AEG · BNT · EG · ERIE · EWBC · FNF · MET
Explore sector: Financial Services · Asset Management
More sections of EQH: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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