EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 55.68

Change

+0.16 (+0.29)%

Market Cap

USD 16.63B

Volume

2.22M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-19 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

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USD 207.93B
BLK BlackRock Inc

+3.04 (+0.31%)

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KKR KKR & Co LP

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USD 137.14B
APO Apollo Global Management LLC C..

-3.48 (-2.17%)

USD 96.74B
BN Brookfield Corp

-0.49 (-0.81%)

USD 92.48B
ARES Ares Management LP

-7.05 (-3.78%)

USD 58.28B
AMP Ameriprise Financial Inc

-8.43 (-1.53%)

USD 52.27B
OWL Blue Owl Capital Inc

-0.89 (-3.71%)

USD 36.99B
RJF Raymond James Financial Inc.

-4.51 (-2.83%)

USD 32.75B
BAM Brookfield Asset Management In..

-0.39 (-0.64%)

USD 25.19B

ETFs Containing EQH

RDVY First Trust Rising Divide.. 2.21 % 0.50 %

-0.58 (-0.42%)

USD 13.96B
WTV WisdomTree Trust - Wisdom.. 1.23 % 0.00 %

-0.37 (-0.42%)

USD 0.70B
JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

N/A

USD 28.80B
VCLT Vanguard Long-Term Corpor.. 0.09 % 0.07 %

+0.26 (+-0.42%)

USD 13.79B
BLV Vanguard Long-Term Bond I.. 0.00 % 0.07 %

+0.23 (+-0.42%)

N/A
CVY Invesco Zacks Multi-Asset.. 0.00 % 0.65 %

N/A

USD 0.12B
SDVY First Trust SMID Cap Risi.. 0.00 % 0.60 %

-0.39 (-0.42%)

USD 8.30B
BOUT Innovator ETFs Trust - In.. 0.00 % 0.80 %

-0.56 (-0.42%)

USD 0.01B
XMMO Invesco S&P MidCap Moment.. 0.00 % 0.39 %

-2.36 (-0.42%)

USD 4.68B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

N/A

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

-7.25 (-0.42%)

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

+0.24 (+-0.42%)

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

+0.03 (+-0.42%)

USD 7.74B
PAMC Pacer Lunt MidCap Multi-F.. 0.00 % 0.00 %

-0.47 (-0.42%)

USD 0.07B
MIDE DBX ETF Trust - Xtrackers.. 0.00 % 0.00 %

-0.24 (-0.42%)

USD 7.60M

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.04% 98% N/A 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.04% 98% N/A 94% A
Trailing 12 Months  
Capital Gain 63.28% 99% N/A 94% A
Dividend Return 2.05% 5% F 34% F
Total Return 65.34% 99% N/A 94% A
Trailing 5 Years  
Capital Gain 108.54% 97% N/A 87% B+
Dividend Return 13.90% 5% F 46% F
Total Return 122.43% 97% N/A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 24.28% 96% N/A 84% B
Dividend Return 27.06% 95% A 84% B
Total Return 2.78% 27% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 36.87% 13% F 27% F
Risk Adjusted Return 73.41% 89% A- 82% B
Market Capitalization 16.63B 94% A 90% 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 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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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 Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector