Equitable Holdings Inc EQH

Morningstar Rating

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.

Price vs Fair Value

EQH is trading at a 288% premium.
Price
$41.77
Fair Value
$11.70
Uncertainty
High
1-Star Price
$94.48
5-Star Price
$67.43
Economic Moat
Jmmqyz
Capital Allocation

News

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

Key Statistics

Price/Earnings (Normalized)
7.86
Price/Sales
1.22
Dividend Yield (Trailing)
2.19%
Dividend Yield (Forward)
2.29%
Total Yield
9.56%

Company Profile

Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, the Investment Management and Research segment consists of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Mid Value
Total Number of Employees
8,500

Comparables

Valuation

Metric
EQH
ABL
BHF
Price/Earnings (Normalized)
7.8611.742.62
Price/Book Value
164.522.770.65
Price/Sales
1.226.410.74
Price/Cash Flow
5.0669.229.54
Price/Earnings
EQH
ABL
BHF

Financial Strength

Metric
EQH
ABL
BHF
Quick Ratio
1.82
Current Ratio
1.84
Interest Coverage
7.870.78−6.74
Quick Ratio
EQH
ABL
BHF

Profitability

Metric
EQH
ABL
BHF
Return on Assets (Normalized)
0.68%8.96%0.33%
Return on Equity (Normalized)
252.83%17.19%17.14%
Return on Invested Capital (Normalized)
19.93%13.07%7.62%
Return on Assets
EQH
ABL
BHF

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