EQH-PA:NYE-Equitable Holdings Inc (USD)

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 23.02

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.15M

Analyst Target

N/A
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: 2024-08-31 )

Largest Industry Peers for Insurance - Diversified

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

-3,630.02 (-0.54%)

USD 990.16B
BRK-B Berkshire Hathaway Inc

-3.26 (-0.72%)

USD 990.16B
AIG American International Group I..

-0.07 (-0.10%)

USD 47.12B
ACGLN Arch Capital Group Ltd

-0.22 (-1.07%)

USD 15.30B
ACGLO Arch Capital Group Ltd.

-0.27 (-1.13%)

USD 13.93B
EQH Axa Equitable Holdings Inc

+0.81 (+2.06%)

USD 12.96B
AEG Aegon NV ADR

+0.06 (+1.01%)

USD 9.59B
ATH-PA Athene Holding Ltd

-0.26 (-1.02%)

USD 7.98B
WDH Waterdrop Inc ADR

N/A

USD 0.40B
ATH-PB Athene Holding Ltd

-0.31 (-1.38%)

N/A

ETFs Containing EQH-PA

N/A

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 7.97% 56% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.97% 56% F 56% F
Trailing 12 Months  
Capital Gain 16.03% 63% D 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.03% 63% D 67% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -4.03% N/A N/A 20% F
Dividend Return 0.12% N/A N/A 27% F
Total Return 4.14% N/A N/A 73% C
Risk Return Profile  
Volatility (Standard Deviation) 10.33% N/A N/A 77% C+
Risk Adjusted Return 1.14% N/A N/A 27% F
Market Capitalization N/A N/A N/A N/A N/A

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:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

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