EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 38.01

Change

+0.04 (+0.11)%

Market Cap

USD 12.00B

Volume

1.64M

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: 2024-03-28 )

Largest Industry Peers for Insurance - Diversified

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

N/A

USD 869.26B
BRK-B Berkshire Hathaway Inc

N/A

USD 869.26B
AIG American International Group I..

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USD 50.24B
SLF Sun Life Financial Inc.

N/A

USD 31.28B
AEG Aegon NV ADR

N/A

USD 10.94B
ORI Old Republic International Cor..

N/A

USD 8.08B
ATH-PA Athene Holding Ltd

N/A

USD 7.29B
FIHL Fidelis Insurance Holdings Lim..

N/A

USD 2.29B
WDH Waterdrop Inc ADR

N/A

USD 0.47B
ATH-PB Athene Holding Ltd

N/A

N/A

ETFs Containing EQH

RDVY First Trust Rising Divide.. 2.14 % 0.50 %

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USD 10.27B
RDVI 2.07 % 0.00 %

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AGED:SW iShares Ageing Population.. 0.62 % 0.00 %

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JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

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USD 22.73B
VCLT Vanguard Long-Term Corpor.. 0.09 % 0.07 %

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USD 8.28B
BLV Vanguard Long-Term Bond I.. 0.04 % 0.07 %

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USD 5.47B
FSF:CA First Asset Global Financ.. 0.00 % 1.11 %

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CAD 1.01B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

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USD 0.50B
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

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USD 0.50B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

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USD 0.02B
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

N/A

USD 0.50B
TQSM:CA TD Q U.S. Small-Mid-Cap E.. 0.00 % 0.00 %

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CAD 0.19B
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

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USD 6.34B
2B77:F iShares Ageing Population.. 0.00 % 0.00 %

N/A

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 14.14% 72% C 84% B
Dividend Return 0.66% 15% F 39% F
Total Return 14.80% 72% C 85% B
Trailing 12 Months  
Capital Gain 53.89% 88% B+ 91% A-
Dividend Return 3.56% 38% F 54% F
Total Return 57.45% 88% B+ 91% A-
Trailing 5 Years  
Capital Gain 88.73% 71% C- 83% B
Dividend Return 18.27% 40% F 67% D+
Total Return 107.00% 71% C- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 10.97% 80% B- 75% C
Dividend Return 13.81% 67% D+ 77% C+
Total Return 2.84% 17% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 34.83% 27% F 31% F
Risk Adjusted Return 39.65% 73% C 66% D+
Market Capitalization 12.00B 58% F 85% 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 return on equity

The company management has delivered better return on equity 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.

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

Low Dividend Growth

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