Equitable Holdings, Inc.(EQH) Stock Research - Grey Stern Research
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Equitable Holdings, Inc. (EQH) Stock Analysis

$50.23 (1.11%)

EQH Financial Performance


Use the table below to view Equitable Holdings, Inc.'s financial profile. This data is gathers from the latest available financial statements. Annual data is taken from the trailing 12 months of statements. All numbers are reported in US Dollars and so any foreign currencies are converted to USD so comparison's can be done.

Based on Financial Statements from Q2 - 2024

Metric Value Ranking among Peers
Price $49.68 -
52 Week Low $36.46 -
52 Week High $56.00 -
Market Cap $15.2 Billion 4/9
Gross Margin 81% 7/9
Profit Margin 25% 2/9
EBITDA margin 0% 6/9
Q2 - 2024 Revenue $3.6 Billion 4/9
Q2 - 2024 Earnings $899.0 Million 2/9
Q2 - 2024 Free Cash Flow $0 Million 5/9
Trailing 4 Quarters Revenue $12.4 Billion 4/9
Trailing 4 Quarters Earnings $1.9 Billion 3/9
Quarterly Earnings Growth 229% 3/9
Annual Earnings Growth -23% 8/9
Quarterly Revenue Growth 67% 1/9
Annual Revenue Growth -5% 8/9
Cash On Hand $123.4 Billion 1/9
Short Term Debt $0 4/9
Long Term Debt $3.8 Billion 3/9

Equitable Holdings, Inc. Financial Metrics


Financial metrics are a set of useful numbers that can give key performance indicators of a company. The various metrics can include information about profitability, growth, and debt load. When combined and use properly they can tell an analyst a compelling fact-based story of how the company is currently performing. To compare Equitable Holdings, Inc.'s metrics versus it's peers make sure to run our peer analysis tool.

Valuation Metrics

Metric Value Ranking among Peers
PE 7.94 6/9
PS 1.23 7/9
PB 4.27 2/9
PC 0.12 9/9
Liabilities to Equity 184.42 1/9
ROA 0.01 6/9
ROE 1.21 1/9
Current Ratio 1.01 9/9
Quick Ratio 0.42 3/9
Long Term Debt to Equity 2.42 1/9
Debt to Equity 2.42 1/9
Burn Rate -165.50 9/9
Cash to Cap 8.10 1/9
CCR 7/9
EV to EBITDA -1.00 5/9
EV to Revenue -1.00 5/9

Company Details

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

CEO: Mr. Mark Pearson

Website: https://www.equitableholdings.com

Address: 1290 AVENUE OF THE AMERICAS New York City, NEW YORK

Exchange: New York Stock Exchange

Industry: Insurance—Diversified

Equitable Holdings, Inc. Peer Analysis


A useful and more reliable way of seeing the health of a company is to compare it to other companies operating in the same sector. Below is our list of companies which we rank are the closest peers to Equitable Holdings, Inc.. If you feel that peers should be added or removed from this list please contact us. To run an in-depth peer analysis which compares many financial metrics click on the link below.

Stock Ticker Market Cap
American International Group, Inc. AIG $47.4 Billion
Arch Capital Group Ltd. ACGL $34.1 Billion
Old Republic International Corporation ORI $9.2 Billion
Sun Life Financial Inc. SLF $33.4 Billion
Enstar Group Limited ESGR $5.0 Billion
Goosehead Insurance, Inc GSHD $3.7 Billion
International General Insurance Holdings Ltd. IGIC $1.1 Billion
Waterdrop Inc. WDH $47.2 Million
Run Peer Analysis
Income Statement
Balance Sheet
Cash Flow Statement
EQH Income Statements
Quarter Year Revenue Earnings
Q4 2024 $ 3.6 Billion $899.0 Million
Q3 2024 $ 2.9 Billion $478.0 Million
Q2 2024 $ 3.6 Billion $428.0 Million
Q1 2024 $ 2.2 Billion $114.0 Million
Q4 2023 $ 2.2 Billion -$698.0 Million
Q3 2023 $ 3.6 Billion $1.1 Billion
Q2 2023 $ 2.4 Billion $759.0 Million
Q1 2023 $ 2.4 Billion $266.0 Million

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EQH Balance Sheets
Quarter Year Cash & Equivalents Total Assets Total Debt Total Equity
Q4 2024 $123.4 Billion $295.9 Billion $3.8 Billion $1.6 Billion
Q3 2024 $123.8 Billion $299.0 Billion $3.8 Billion $3.2 Billion
Q2 2024 $10.3 Billion $279.0 Billion $3.8 Billion $4.5 Billion
Q1 2024 $10.4 Billion $285.6 Billion $5.4 Billion $4.7 Billion
Q4 2023 $110.4 Billion $276.8 Billion $3.8 Billion $2.6 Billion
Q3 2023 $6.1 Billion $260.3 Billion $5.4 Billion $3.9 Billion
Q2 2023 $7.7 Billion $269.0 Billion $5.3 Billion $3.6 Billion
Q1 2023 $5.0 Billion $261.5 Billion $5.7 Billion $3.8 Billion

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EQH Cash Flow Statements
Quarter Year freeCashFlow capitalExpenditure netChangeInCash
Q3 2024 $655.0 Million -$28.0 Million -$697.0 Million
Q2 2024 $582.0 Million -$36.0 Million -$947.0 Million
Q1 2024 -$32.0 Million -$63.0 Million $2.1 Billion
Q4 2023 -$3.0 Million $0 -$3.1 Million
Q3 2023 $385.0 Million -$25.0 Million -$1.6 Billion
Q2 2023 $322.0 Million -$39.0 Million $2.7 Billion
Q1 2023 -$605.0 Million -$18.0 Million $737.0 Million
Q4 2022 -$171.0 Million -$65.0 Million $142.0 Million

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