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Equitable Holdings Inc EQH

Morningstar Rating
$37.26 +0.37 (0.99%)
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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 within a range we consider fairly valued.
Price
$36.92
Fair Value
$76.68
Uncertainty
High
1-Star Price
$27.64
5-Star Price
$99.62
Economic Moat
Hfrbpp
Capital Allocation
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News

Trading Information

Previous Close Price
$36.89
Day Range
$36.9037.36
52-Week Range
$21.9038.42
Bid/Ask
$37.25 / $37.26
Market Cap
$12.20 Bil
Volume/Avg
738,616 / 2.6 Mil

Key Statistics

Price/Earnings (Normalized)
8.05
Price/Sales
1.24
Dividend Yield (Trailing)
2.39%
Dividend Yield (Forward)
2.39%
Total Yield
9.99%

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
CRBG
082640
Price/Earnings (Normalized)
8.0524.061.55
Price/Book Value
11.401.410.29
Price/Sales
1.240.900.33
Price/Cash Flow
3.666.751.10
Price/Earnings
EQH
CRBG
082640

Financial Strength

Metric
EQH
CRBG
082640
Quick Ratio
Current Ratio
Interest Coverage
4.242.623.59
Quick Ratio
No chart available

Profitability

Metric
EQH
CRBG
082640
Return on Assets (Normalized)
0.64%< 0.01%0.75%
Return on Equity (Normalized)
163.23%0.22%7.15%
Return on Invested Capital (Normalized)
18.00%0.26%9.44%
Return on Assets
EQH
CRBG
082640
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Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BRK.A
Berkshire Hathaway Inc Class ALcbkkkrvwjTbg$883.9 Bil
BRK.B
Berkshire Hathaway Inc Class BCyxnryqsvSlhz$869.3 Bil
ALIZY
Allianz SE ADRKhmpvmqkjcPtwh$110.0 Bil
AXAHY
AXA SA ADRThdjhkpdnVymjv$80.5 Bil
ZURVY
Zurich Insurance Group AG ADRCjchqklfcTbmps$69.4 Bil
AIG
American International Group IncYcdtltkYyrq$50.2 Bil
SLF
Sun Life Financial IncMlcxdfddmWtd$30.1 Bil
AVVIY
Aviva PLC ADRQyhvxvpzzWyg$15.7 Bil
AEG
Aegon Ltd ADRHwljrqpgPvlhr$11.0 Bil
AGESY
Ageas SA/ NV ADRNbcYmsxl$8.6 Bil

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