EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 41.95

Change

+0.07 (+0.17)%

Market Cap

USD 12.84B

Volume

1.07M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Insurance - Diversified

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

-4,659.98 (-0.69%)

USD 990.16B
BRK-B Berkshire Hathaway Inc

-2.23 (-0.49%)

USD 990.16B
AIG American International Group I..

+1.02 (+1.41%)

USD 46.56B
AEG Aegon NV ADR

+0.01 (+0.17%)

USD 9.89B
ATH-PA Athene Holding Ltd

+0.34 (+1.35%)

USD 7.87B
WDH Waterdrop Inc ADR

-0.01 (-0.95%)

USD 0.40B
ATH-PC Athene Holding Ltd

+0.16 (+0.63%)

N/A
EQH-PA Equitable Holdings Inc

+0.09 (+0.39%)

N/A
EQH-PC Equitable Holdings Inc.

+0.21 (+1.07%)

N/A
ATH-PD Athene Holding Ltd.

+0.07 (+0.36%)

N/A

ETFs Containing EQH

WTV WisdomTree Trust - Wisdom.. 1.06 % 0.00 %

+0.67 (+0.89%)

USD 0.33B
JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

-0.02 (0.89%)

USD 25.41B
BLV Vanguard Long-Term Bond I.. 0.00 % 0.07 %

-0.26 (0.89%)

N/A
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

+0.13 (+0.89%)

N/A
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

+5.25 (+0.89%)

N/A
VCLT Vanguard Long-Term Corpor.. 0.00 % 0.07 %

-0.14 (0.89%)

USD 13.05B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.40 (+0.89%)

N/A
TQSM:CA TD Q U.S. Small-Mid-Cap E.. 0.00 % 0.00 %

+0.16 (+0.89%)

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

-0.04 (0.89%)

USD 7.40B

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 25.98% 81% B- 90% A-
Dividend Return 2.10% 25% F 49% F
Total Return 28.08% 88% B+ 90% A-
Trailing 12 Months  
Capital Gain 47.24% 100% F 93% A
Dividend Return 3.23% 17% F 47% F
Total Return 50.47% 100% F 93% A
Trailing 5 Years  
Capital Gain 103.54% 71% C- 85% B
Dividend Return 18.73% 40% F 65% D
Total Return 122.27% 71% C- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 17.75% 82% B 81% B-
Dividend Return 20.62% 82% B 82% B
Total Return 2.88% 23% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 35.75% 18% F 28% F
Risk Adjusted Return 57.68% 71% C- 77% C+
Market Capitalization 12.84B 63% D 88% 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.

Poor return on equity

The company management has delivered below median return on equity 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