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Company Analysis

Equitable Holdings, Inc. EQH

A comprehensive view of key metrics, scores, and financial health for Equitable Holdings, Inc.

Overview of Equitable Holdings, Inc.

EQH NYQ
Financial Services Asset Management Large Cap
Equitable Holdings, Inc. (EQH), is a Large Cap company, in the Asset Management industry, last closed at $37.22, about 0.0% overvalued vs fair value, -28.8% 1Y return, ranked 860/1004 in sector.
$37.22
0.43%
As of March 13, 2026
Previous close • Vol 90d: 34.9%
52-Week Range
Market Cap
$10.66B
Enterprise Value
$-118.23B
Overall Score
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Top Beats
No strong beats yet

Quick Facts

Website https://www.equitableholdings....
HQ New York, NY
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$0
$0
$0
Current: $37.22

Engine Room Money Flow™

Large Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$2.3B
-17.9%%
Interest Expense
$224.0M
Net Interest Income
$-226.0M
0.9%%
Total Revenue
$11.7B
-6.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
1573.1%
Excellent

Net Income / Equity - key bank profitability metric

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.5B
118.3% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Equitable Holdings, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
46
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
35
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 91% Coverage
Trade-Off Triangle Visualization A ternary plot showing EQH's balance between Growth (27.0%), Profitability (28.5%), and Safety (44.6%). Growth 27% Safety 45% Profitability 28%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

37th percentile vs peers
37
Key Signals
Rev Growth YoY -6.2% 43p Revenue CAGR 3Y -2.6% 36p TSR 38.9% 84p EPS Growth YoY -2.23 5p
Strengths
  • Superior capital returns - 2 return metrics above peer median
  • Tsr in top 20% of peers (38.9%, 84th percentile)
  • Roic in top 20% of peers (33.4%, 95th percentile)
  • Current Ratio in top 20% of peers (25.50, 85th percentile)
Risks
  • Eps Growth Yoy in bottom 20% of peers (-2.23)

Profitability

39th percentile vs peers
39
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
62
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Equitable Holdings, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bull
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Fair Value Range Current: $-
$- $- $-
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