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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 22.54

Change

-0.12 (-0.53)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
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.

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Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Insurance - Diversified

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

+2,001.00 (+0.28%)

USD 999.73B
BRK-B Berkshire Hathaway Inc

+1.92 (+0.41%)

USD 999.72B
AIG American International Group I..

+0.54 (+0.71%)

USD 47.26B
EQH Axa Equitable Holdings Inc

-0.32 (-0.67%)

USD 15.79B
AEG Aegon NV ADR

+0.02 (+0.31%)

USD 10.43B
ATH-PA Athene Holding Ltd

+0.14 (+0.56%)

USD 7.86B
BNRE Brookfield Reinsurance Ltd.

N/A

USD 6.87B
WDH Waterdrop Inc ADR

-0.02 (-1.75%)

USD 0.41B
ATH-PB Athene Holding Ltd

+0.19 (+0.87%)

N/A
EQH-PC Equitable Holdings Inc.

-0.07 (-0.37%)

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 5.72% 19% F 48% F
Dividend Return 4.62% 42% F 68% D+
Total Return 10.34% 25% F 50% F
Trailing 12 Months  
Capital Gain 11.75% 38% F 51% F
Dividend Return 6.51% 58% F 74% C
Total Return 18.26% 38% F 54% F
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 -2.95% 25% F 20% F
Dividend Return 1.35% 38% F 29% F
Total Return 4.31% 83% B 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 11.63% 81% B- 76% C+
Risk Adjusted Return 11.63% 31% F 29% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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 earnings

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

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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