EQT Holdings Ltd EQT
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- A$30.54
- Day Range
- A$30.15–30.79
- 52-Week Range
- A$24.11–35.85
- Bid/Ask
- A$30.15 / A$31.00
- Market Cap
- A$805.41 Mil
- Volume/Avg
- 8,483 / 30,074
Key Statistics
- Price/Earnings (Normalized)
- 21.25
- Price/Sales
- 4.63
- Dividend Yield (Trailing)
- 3.45%
- Dividend Yield (Forward)
- 3.52%
- Total Yield
- 3.45%
Company Profile
EQT Holdings Ltd is an independent trustee and executor company. The company's operating segment includes Trustee & Wealth Services, Corporate & Superannuation Trustee Services - Australia, and Corporate Trustee Services - Europe. It generates maximum revenue from Trustee and Wealth Services. The Trustee & wealth Services segment provides a range of private client, philanthropic and superannuation services including estate planning and management; charitable, compensation, community and personal trust services, wealth management and advice. It has a presence in Australia, the United Kingdom, and Ireland.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- 264
- Website
- https://www.eqt.com.au
Comparables
Valuation
Metric
|
EQT
|
LIO
|
FID
|
---|---|---|---|
Price/Earnings (Normalized) | 21.25 | 5.91 | 15.26 |
Price/Book Value | 2.00 | 2.02 | 4.95 |
Price/Sales | 4.63 | 1.75 | 3.35 |
Price/Cash Flow | 20.62 | 12.26 | 13.91 |
Price/Earnings
EQT
LIO
FID
Financial Strength
Metric
|
EQT
|
LIO
|
FID
|
---|---|---|---|
Quick Ratio | — | 1.38 | — |
Current Ratio | — | 1.42 | — |
Interest Coverage | — | −27.60 | — |
Quick Ratio
EQT
LIO
FID
Profitability
Metric
|
EQT
|
LIO
|
FID
|
---|---|---|---|
Return on Assets (Normalized) | 7.21% | 9.68% | 25.36% |
Return on Equity (Normalized) | 9.35% | 22.46% | 33.75% |
Return on Invested Capital (Normalized) | — | 21.57% | — |
Return on Assets
EQT
LIO
FID
Asset Management Industry Comparables
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
BlackRock Inc
BLK
| Btjlgjvnd | Rsq | $140.9 Bil | |||
KKR & Co Inc Ordinary Shares
KKR
| Rzdfgynyy | Dkqttjh | $116.2 Bil | |||
Blackstone Inc
BX
| Kvclhzlzp | Kyvzsfq | $115.8 Bil | |||
Ameriprise Financial Inc
AMP
| Dqqtnyt | Bbzzjw | $47.1 Bil | |||
Raymond James Financial Inc
RJF
| Jgvzdwsw | Ytvpsrj | $25.7 Bil | |||
State Street Corp
STT
| Klfnzsgv | Gyk | $25.7 Bil | |||
T. Rowe Price Group Inc
TROW
| Nmbqgfnyns | Nglstc | $23.7 Bil | |||
Northern Trust Corp
NTRS
| Ktqrcgcp | Qhxy | $17.9 Bil | |||
The Carlyle Group Inc
CG
| Qblvtvyzx | Zwzjv | $16.0 Bil | |||
Franklin Resources Inc
BEN
| Qmchmbgp | Mvxrd | $10.2 Bil |