EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 40.74

Change

+0.34 (+0.84)%

Market Cap

USD 13.09B

Volume

2.55M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-B Berkshire Hathaway Inc

-0.38 (-0.09%)

USD 892.61B
BRK-A Berkshire Hathaway Inc

-600.00 (-0.10%)

USD 892.61B
AIG American International Group I..

-0.69 (-0.93%)

USD 49.18B
SLF Sun Life Financial Inc.

+0.09 (+0.19%)

USD 28.14B
ACGLN Arch Capital Group Ltd

-0.36 (-1.83%)

USD 15.30B
ACGLO Arch Capital Group Ltd.

-0.34 (-1.52%)

USD 12.87B
AEG Aegon NV ADR

-0.10 (-1.60%)

USD 10.99B
ORI Old Republic International Cor..

-0.23 (-0.77%)

USD 8.52B
ATH-PA Athene Holding Ltd

-0.38 (-1.57%)

USD 7.58B
FIHL Fidelis Insurance Holdings Lim..

-0.39 (-2.46%)

USD 1.84B

ETFs Containing EQH

RDVI 2.32 % 0.00 %

N/A

N/A
RDVY First Trust Rising Divide.. 2.27 % 0.50 %

-0.49 (0%)

USD 10.55B
FTDS First Trust Dividend Stre.. 2.19 % 0.00 %

-0.46 (0%)

USD 0.02B
SDVD 1.15 % 0.00 %

N/A

N/A
WTV WisdomTree Trust - Wisdom.. 1.04 % 0.00 %

-0.52 (0%)

USD 0.31B
2B77:F iShares Ageing Population.. 0.72 % 0.00 %

-0.02 (0%)

N/A
AGED:SW iShares Ageing Population.. 0.67 % 0.00 %

-0.10 (0%)

N/A
JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

+0.01 (+0%)

USD 23.40B
VCLT Vanguard Long-Term Corpor.. 0.09 % 0.07 %

+0.18 (+0%)

USD 9.69B
BLV Vanguard Long-Term Bond I.. 0.00 % 0.07 %

+0.35 (+0%)

USD 5.67B
CVY Invesco Zacks Multi-Asset.. 0.00 % 0.65 %

-0.24 (0%)

USD 0.12B
FSF:CA First Asset Global Financ.. 0.00 % 1.11 %

-0.30 (0%)

CAD 1.01B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

-0.05 (0%)

USD 0.47B
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

+0.38 (+0%)

USD 0.47B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.16 (+0%)

USD 0.02B
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

-0.01 (0%)

USD 0.50B
TQSM:CA TD Q U.S. Small-Mid-Cap E.. 0.00 % 0.00 %

-0.33 (0%)

CAD 0.19B
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

-0.01 (0%)

USD 6.58B

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.34% 88% B+ 90% A-
Dividend Return 0.66% 18% F 32% F
Total Return 23.00% 88% B+ 90% A-
Trailing 12 Months  
Capital Gain 61.80% 100% F 94% A
Dividend Return 3.49% 27% F 50% F
Total Return 65.29% 100% F 94% A
Trailing 5 Years  
Capital Gain 94.28% 71% C- 83% B
Dividend Return 17.55% 40% F 64% D
Total Return 111.83% 100% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 14.05% 81% B- 78% C+
Dividend Return 16.92% 75% C 79% B-
Total Return 2.88% 25% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 34.97% 25% F 30% F
Risk Adjusted Return 48.37% 63% D 71% C-
Market Capitalization 13.09B 60% D- 86% B+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.