EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 45.98

Change

0.00 (0.00)%

Market Cap

USD 14.42B

Volume

2.21M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-19 )

Largest Industry Peers for Insurance - Diversified

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

N/A

USD 1,002.38B
BRK-A Berkshire Hathaway Inc

N/A

USD 1,002.38B
AIG American International Group I..

N/A

USD 50.58B
AEG Aegon NV ADR

N/A

USD 10.41B
ATH-PA Athene Holding Ltd

N/A

USD 7.95B
BNRE Brookfield Reinsurance Ltd.

N/A

USD 6.87B
WDH Waterdrop Inc ADR

N/A

USD 0.45B
ATH-PC Athene Holding Ltd

N/A

N/A
ATH-PD Athene Holding Ltd.

N/A

N/A
EQH-PA Equitable Holdings Inc

N/A

N/A

ETFs Containing EQH

BOUT Innovator ETFs Trust - In.. 3.78 % 0.80 %

N/A

USD 0.01B
WTV WisdomTree Trust - Wisdom.. 1.08 % 0.00 %

N/A

USD 0.38B
JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

N/A

USD 26.27B
VCLT Vanguard Long-Term Corpor.. 0.09 % 0.07 %

N/A

USD 14.43B
BLV Vanguard Long-Term Bond I.. 0.00 % 0.07 %

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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 38.08% 81% B- 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.08% 81% B- 87% B+
Trailing 12 Months  
Capital Gain 70.55% 88% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 70.55% 88% B+ 88% B+
Trailing 5 Years  
Capital Gain 106.10% 57% F 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 106.10% 57% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 19.84% 88% B+ 82% B
Dividend Return 22.68% 82% B 82% B
Total Return 2.85% 31% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 35.84% 24% F 28% F
Risk Adjusted Return 63.29% 65% D 79% B-
Market Capitalization 14.42B 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:

There is nothing we particularly like

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