EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 41.36

Change

-0.01 (-0.02)%

Market Cap

USD 12.83B

Volume

1.78M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related services to various clients through institutional. The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Insurance - Diversified

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

+1,608.99 (+0.23%)

USD 964.81B
BRK-B Berkshire Hathaway Inc

-0.08 (-0.02%)

USD 964.81B
AIG American International Group I..

-0.30 (-0.41%)

USD 47.39B
AEG Aegon NV ADR

+0.06 (+1.00%)

USD 9.81B
ATH-PA Athene Holding Ltd

-0.10 (-0.40%)

USD 7.87B
BNRE Brookfield Reinsurance Ltd.

-0.15 (-0.30%)

USD 6.87B
WDH Waterdrop Inc ADR

N/A

USD 0.40B
ATH-PC Athene Holding Ltd

-0.03 (-0.12%)

N/A
EQH-PA Equitable Holdings Inc

-0.07 (-0.30%)

N/A
EQH-PC Equitable Holdings Inc.

-0.04 (-0.20%)

N/A

ETFs Containing EQH

TQSM:CA TD Q U.S. Small-Mid-Cap E.. 1.91 % 0.00 %

+0.04 (+0.09%)

CAD 0.19B
WTV WisdomTree Trust - Wisdom.. 1.06 % 0.00 %

+0.07 (+0.09%)

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

-0.03 (0.09%)

USD 25.59B
VCLT Vanguard Long-Term Corpor.. 0.09 % 0.07 %

-0.52 (0.09%)

USD 13.64B
BLV Vanguard Long-Term Bond I.. 0.00 % 0.07 %

-0.64 (0.09%)

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

-0.05 (0.09%)

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

-5.00 (0.09%)

N/A
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.08 (+0.09%)

N/A
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

-0.12 (0.09%)

USD 7.47B

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 24.20% 81% B- 88% B+
Dividend Return 2.10% 25% F 45% F
Total Return 26.31% 75% C 88% B+
Trailing 12 Months  
Capital Gain 42.33% 100% F 90% A-
Dividend Return 3.17% 25% F 47% F
Total Return 45.49% 100% F 90% A-
Trailing 5 Years  
Capital Gain 82.85% 71% C- 83% B
Dividend Return 17.06% 50% F 61% D-
Total Return 99.91% 71% C- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 18.35% 76% C+ 82% B
Dividend Return 21.22% 88% B+ 82% B
Total Return 2.88% 31% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 35.80% 18% F 27% F
Risk Adjusted Return 59.29% 82% B 77% C+
Market Capitalization 12.83B 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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