Equitable Holdings, Inc. (EQH)

NYQ – Real Time Price. Currency in USD

51.41

+0.06 (0.12%)

Market open: Aug 12, 2026, 11:30 AM EDT

51.95

+0.60 (1.17%)

Previous after-hours: Aug 11, 2026, 7:46 PM EDT

Stock details

Previous close: 51.35$
Day's range: 50.08 - 51.52$
52-week range: 35.2 - 55.24$
Volume: 4 708 805
Average volume: 3 828 160
Beta: 1.42
EPS (TTM): -3.28
PE ratio (TTM): N/A
Forward P/E: 7.16
Market cap: 14 020 354 857
Shares outstanding: 273 035 148
Dividend yield: $2.16 (2.16%)
Next earnings date: 2026-11-04
Sector: Financials
Industry: Asset Management

About the company

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge ... read more

CEO: Mark Pearson
Country: United States
IPO Date
Employees: 8000
Fiscal Year End: January - December
Website: https://ir.equitableholding...

Revenue Breakdown

Retirement / 53.18%

Asset Management / 39.01%

Corporate and Other / 28.12%

News

No Data

There are no news for this stock.

Chart: EQH

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Overall Score

4.7 / 1047%

Octagon View

Strength & Weakness

Company's cash reserves $17.4B significantly exceed its total debt $3.8B, ensuring strong financial flexibility

Total current assets $0.0 are just enough to cover Total current liabilities $0.0, indicating tight liquidity

Debt-to-equity ratio (3.1) far exceeds the industry average, reflecting over-leverage

The company has no interest-bearing debt, showcasing excellent financial strength

The company generates positive free cash flow $510.0M, supporting its financial health

Financial Strength

NAME	RATIO	INDUSTRY	SCORE
Current ratio	11.62	12.21	10
Quick ratio	N/A	11.82	1.0
Debt to Equity	N/A	0.39	1.0
Debt to Assets	0.01	0.22	9.0
Interest coverage	N/A	25.93	10
Weighted average score			6.2

Debt to Assets

Financial

Values in USD
(B=Billions, M=Millions, K=Thousands)

Values in USD (B=Billions, M=Millions, K=Thousands)

METRIC	2022	2023	2024	2025	TTM
Total Revenue	13.92B	12.34B	14.37B	12.08B	11.77B
Gross Profit	N/A	N/A	N/A	N/A	N/A
Operating Income	3.19B	966M	2.30B	-969M	-384M
Net Income	2.15B	1.30B	1.28B	-1.38B	-926M
EBITDA	N/A	N/A	N/A	N/A	N/A

Current Ratio

Revenue & Net Income

Cashflow

Margin Ratios

Profitability

NAME	RATIO	INDUSTRY	SCORE
Gross margin %	N/A	93.31	1.0
Operating margin %	-16.43	0.75	1.0
Net margin %	-17.04	52.23	1.0
EBITDA margin %	N/A	58.00	1.0
Cash flow margin %	19.56	33.88	9.0
Weighted average score			2.6

Net Margin

Effectiveness

NAME	RATIO	INDUSTRY	SCORE
ROA	-0.32	5.10	1.0
ROE	-198.57	9.10	1.0
ROIC	-19.02	5.83	1.0
ROCE	N/A	22.13	1.0
Weighted average score			1.0

Estimated EPS vs Actual EPS

Forecast

NAME	REVENUE GROWTH	EPS GROWTH	SCORE
Current quarter	158.87	28.26	10
Next quarter	17.63	13.5	8.5
Current year	0	26.82	5.5
Next year	10.51	25.49	8.5
Weighted average score			8.1

Analyst Rating

Growth

NAME	REVENUE	NET INCOME	EPS	FCF	SCORE
Q/Q	-31.9	-172.94	4.94	49.12	4.0
Y/Y	-10.4	-29.79	54.55	1033.33	5.5
3y average	-3.6	-82.99	4.89	17.22	3.8
5y average	0.85	74.74	4.75	-42.61	4.3
Weighted average score					4.4

Revenue Growth Rate vs. Industry

Valuation

NAME	RATIO	INDUSTRY	SCORE
P/E	39.04	19.94	3.2
PEG (5yr expected)	N/A	0.67	1.0
P/S	1.42	9.34	7.6
P/B	164.14	1.28	1.0
Weighted average score			3.2

DCF Model

DCF Model Period5 years

Discount rate9%

Perpetual growth rate3%

Revenue 5 year CAGR4.64%

FCF 5 year CAGR4

Fair value75.82$

Stock price51.17$

Dividend

NAME	CURRENT	INDUSTRY	SCORE
Dividend yield	2.06	2.06	7.0
Payout ratio	13.57	13.57	3.0
5-year dividend growth rate	9.73	9.73	9.0
Years of dividend increase	2.00	2.00	3.0
Weighted average score			5.5

Fair Value

$75.82

UndervaluedStock priceOvervalued

$51.17

Economic Moat

NAME	SCALE	SCORE
Market share	Medium	6.0
Intangible assets	Medium	7.0
Switching costs	Wide	8.0
Network effect	Narrow	2.0
Economies of scale	Wide	8.0
Weighted average score		6.2

About the company

CEO

Mark Pearson

Country

United States

IPO Date

Employees

8000

Fiscal Year End

January - December

Website

https://ir.equitableholding...

NAME

RATIO

INDUSTRY

5Y TREND

SCORE

Current ratio

11.62

12.21

Quick ratio

N/A

11.82

1.0

Debt to Equity

N/A

0.39

1.0

Debt to Assets

0.01

0.22

9.0

Interest coverage

N/A

25.93

Weighted average score

6.2

METRIC

2022

2023

2024

2025

TTM

Total Revenue

13.92B

12.34B

14.37B

12.08B

11.77B

Gross Profit

N/A

Operating Income

3.19B

966M

2.30B

-969M

-384M

Net Income

2.15B

1.30B

1.28B

-1.38B

-926M

EBITDA

N/A

NAME

RATIO

INDUSTRY

5Y TREND

SCORE

Gross margin %

N/A

93.31

1.0

Operating margin %

-16.43

0.75

1.0

Net margin %

-17.04

52.23

1.0

EBITDA margin %

N/A

58.00

1.0

Cash flow margin %

19.56

33.88

9.0

Weighted average score

2.6

NAME

RATIO

INDUSTRY

5Y TREND

SCORE

ROA

-0.32

5.10

1.0

ROE

-198.57

9.10

1.0

ROIC

-19.02

5.83

1.0

ROCE

N/A

22.13

1.0

Weighted average score

1.0

NAME

REVENUE GROWTH

EPS GROWTH

SCORE

Current quarter

158.87

28.26

Next quarter

17.63

13.5

8.5

Current year

26.82

5.5

Next year

10.51

25.49

8.5

Weighted average score

8.1

NAME

REVENUE

NET INCOME

EPS

FCF

SCORE

Q/Q

-31.9

-172.94

4.94

49.12

4.0

Y/Y

-10.4

-29.79

54.55

1033.33

5.5

3y average

-3.6

-82.99

4.89

17.22

3.8

5y average

0.85

74.74

4.75

-42.61

4.3

Weighted average score

4.4

NAME

RATIO

INDUSTRY

5Q TREND

SCORE

P/E

39.04

19.94

3.2

PEG (5yr expected)

N/A

0.67

1.0

P/S

1.42

9.34

7.6

P/B

164.14

1.28

1.0

Weighted average score

3.2

NAME

CURRENT

INDUSTRY

SCORE

Dividend yield

2.06

7.0

Payout ratio

13.57

3.0

5-year dividend growth rate

9.73

9.0

Years of dividend increase

2.00

3.0

Weighted average score

5.5

NAME

SCALE

SCORE

Market share

Medium

6.0

Intangible assets

Medium

7.0

Switching costs

Wide

8.0

Network effect

Narrow

2.0

Economies of scale

Wide

8.0

Weighted average score

6.2

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Equitable Holdings, Inc. (EQH)

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Equitable Holdings, Inc. (EQH)

Stock details

About the company

Revenue Breakdown

News

Chart: EQH

Overall Score

Octagon View

Strength & Weakness

Financial Strength

Debt to Assets

Financial

Current Ratio

Revenue & Net Income

Cashflow

Margin Ratios

Profitability

Net Margin

Effectiveness

Estimated EPS vs Actual EPS

Forecast

Analyst Rating

Growth

Revenue Growth Rate vs. Industry

Valuation

DCF Model

Dividend

Fair Value

$75.82

$51.17

Economic Moat

Stock details

About the company

Revenue Breakdown

News

Chart: EQH

Overall Score

Octagon View

Strength & Weakness

Financial Strength

Debt to Assets

Financial

Current Ratio

Revenue & Net Income

Cashflow

Margin Ratios

Profitability

Net Margin

Effectiveness

Estimated EPS vs Actual EPS

Forecast

Analyst Rating

Growth

Revenue Growth Rate vs. Industry

Valuation

DCF Model

Dividend

Fair Value

$75.82

$51.17

Economic Moat