Skip to Content

Equitable Holdings Inc EQH

Morningstar Rating
$41.68 −0.74 (1.74%)
View Full Chart
Unlock our analysis with Morningstar Investor

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 61% premium.
Price
$41.70
Fair Value
$97.54
Uncertainty
High
1-Star Price
$67.96
5-Star Price
$41.26
Economic Moat
Tndfcl
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if EQH is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$42.42
Day Range
$41.6642.71
52-Week Range
$24.6543.53
Bid/Ask
$16.76 / $45.00
Market Cap
$13.56 Bil
Volume/Avg
1.6 Mil / 2.7 Mil

Key Statistics

Price/Earnings (Normalized)
8.20
Price/Sales
1.38
Dividend Yield (Trailing)
2.16%
Dividend Yield (Forward)
2.30%
Total Yield
9.23%

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
8621
CRBG
Price/Earnings (Normalized)
8.2014.508.74
Price/Book Value
29.052.231.54
Price/Sales
1.383.650.88
Price/Cash Flow
4.8613.905.54
Price/Earnings
EQH
8621
CRBG

Financial Strength

Metric
EQH
8621
CRBG
Quick Ratio
Current Ratio
Interest Coverage
7.45387.805.81
Quick Ratio
No chart available

Profitability

Metric
EQH
8621
CRBG
Return on Assets (Normalized)
0.67%7.43%0.30%
Return on Equity (Normalized)
156.62%15.73%10.30%
Return on Invested Capital (Normalized)
18.68%15.47%0.85%
Return on Assets
EQH
8621
CRBG
See how this stock stacks up to its competitors with Morningstar Investor

Insurance - Diversified Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Berkshire Hathaway Inc Class B
BRK.B
LbhzzpbncnZlrpc$933.3 Bil
Berkshire Hathaway Inc Class A
BRK.A
DvcfrgyxyPbsg$933.3 Bil
Allianz SE ADR
ALIZY
GbtqzpvxGrnng$110.3 Bil
AXA SA ADR
AXAHY
PvkkpxzTqq$77.6 Bil
Zurich Insurance Group AG ADR
ZURVY
MsbvsvzrhjQhhdnc$76.6 Bil
American International Group Inc
AIG
WykllshdMwll$49.9 Bil
Sun Life Financial Inc
SLF
ZgfxbhqjcWvnn$28.6 Bil
Aviva PLC ADR
AVVIY
LdphkqchJbhq$16.6 Bil
Aegon Ltd ADR
AEG
KqtqxwmWcwnb$10.8 Bil
Ageas SA/ NV ADR
AGESY
GrjfwSnds$8.7 Bil

Sponsor Center