Equitable Holdings, Inc. (EQH)

NYSE: EQH · USD

$54.7

+0.09 (+0.2%)· Recorded snapshot

Market cap	14.9B
Revenue (ttm)	10.6B
Net income (ttm)	-982M
EPS (ttm)	-$3.44
Shares out	273M
P/E (forward)	6.7x
Dividend	$1.20 (2.21%)
Volume	2,122,620
Beta	1.10

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 10.6B
Net income (ttm): -982M
EPS (ttm): -$3.44
P/E (forward): 6.7x
Market cap: 14.9B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	ซื้อมาก
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	ซื้อมาก
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	ถือ

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E6.7

P25 n/aP50 n/aP75 n/a

Trailing P/En/a

P25 n/aP50 n/aP75 n/a

ROE-25.1

P25 n/aP50 n/aP75 n/a

ROIC-2.6

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All EQH indicators

Market & fundamental data

Available fields

238

Groups with data

Currency

USD

Showing 238 of 238 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001333986
Company name	Equitable Holdings, Inc.
Country	United States
Country code	US
CUSIP number	29452E101
Earnings date	2026-11-02
Earnings time	amc
Employees	8,000
Employees change	0
Employees growth	0%
Enterprise value	$3B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1859
Industry	Asset Management
Is primary listing	Yes
Is SPAC	No
ISIN number	US29452E1010
Last 10-K release date	2026-02-25
Last earnings date	2026-08-04
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$14.9B
Market cap category	Large-Cap
Next earnings date	2026-11-02
Options	Yes
Price	$54.68
Price currency	USD
Sector	Financials
SIC code	6411
Stock price date	2026-10-28
Symbol	EQH
U.S. state	New York
Website	https://ir.equitableholdings.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	8.37x
Average P/E ratio (5Y)	10.84x
Earnings yield	-6.3%
EV/EBITDA	5.93x
EV/FCF	2.19x
EV/Sales	0.27x
FCF / EV yield	45.65%
FCF yield	8.89%
Forward EV/Sales	0.18x
Forward P/E	6.73x
Forward P/S	0.91x
Industry forward P/E	12.81x
Industry P/E	27.36x
P/(FCF - SBC) ratio	14.4x
P/(OCF - SBC) ratio	13.91x
P/B ratio	12.15x
P/FCF ratio	11.25x
P/OCF ratio	10.95x
P/S ratio	1.4x
Price/EBITDA ratio	30.45x
Sector forward P/E	13.61x
Sector P/E	15.68x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	-3.57%
EBITDA margin	4.6%
FCF margin	12.44%
Gross margin	12.77%
Operating margin	-3.57%
Pretax margin	-5.74%
Profit margin	-8.72%
Profit per employee	$-122,750
Revenue per employee	$1.3M
ROA	-0.07%
ROA (5Y)	0.52%
ROCE	-0.12%
ROE	-25.13%
ROE (5Y)	16.29%
ROIC	-2.59%
SBC / revenue	2.72%
Tax / revenue	-0.79%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth years	0
FCF growth	-12.57%
FCF growth (Q)	89.52%
FCF growth (QoQ)	29.18%
Gross profit growth	-61.23%
Gross profit growth 3Y	-26.66%
Gross profit growth 5Y	9.51%
Net income growth years	0
OCF growth	-14.22%
OCF growth (Q)	88.56%
OCF growth (QoQ)	28.86%
OCF growth 3Y	176.78%
Revenue growth	-22.45%
Revenue growth (Q)	-29.81%
Revenue growth (QoQ)	-60.8%
Revenue growth 10Y	-2.05%
Revenue growth 3Y	2.93%
Revenue growth 5Y	1.79%
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-36M
Depreciation and amortization	$867M
EBIT	$-379M
EBITDA	$488M
EPS	$-3.44
FCF per share	$4.84
Financing cash flow	$13.2B
Free cash flow	$1.3B
Free cash flow minus SBC	$1B
Gross profit	$1.4B
Income taxes	$-84M
Investing cash flow	$-12.4B
Net borrowing	$181M
Net cash flow	$2.2B
Net income	$-982M
Operating cash flow minus SBC	$1.1B
Operating income	$-379M
Revenue	$10.6B
Stock-based compensation	$289M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	0.19
Book value per share	$-6.79
Debt / EBITDA	11.75
Debt / equity	5.86
Debt / FCF	5.43
Interest coverage	-1.64
Long-term assets	$280.3B
Long-term liabilities	$306.7B
Net cash (debt)	$12B
Net cash / market cap	80.53%
Net cash growth	26.63%
Net debt / EBITDA	-24.52
Net debt / equity	-9.78
Net debt / FCF	-9.06
Piotroski F-Score	3
Shareholders' equity	$1.2B
Tangible book value	$-7.2B
Tangible book value per share	$-26.32
Total assets	$334.7B
Total cash	$19.1B
Total debt	$7.2B
Total liabilities	$333.4B
WACC	7.76%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.03
Current assets	$54.3B
Current liabilities	$26.8B
Current ratio	2.03
Net working capital	$8.6B
Quick ratio	1.71
Working capital	$27.6B
Working capital turnover	0.5

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	8.38%
Dividend growth	11.76%
Dividend growth (3Y)	10.72%
Dividend growth (5Y)	10.25%
Dividend growth years	7
Dividend payment date	2026-08-10
Dividend payment years	9
Dividend payout frequency	Quarterly
Dividend per share	$1.20
Dividend yield	2.21%
Ex-dividend date	2026-08-03
FCF payout ratio	24.8%
Last dividend	$0.30
Shareholder yield	10.58%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	$46.85
1D price change	0.16%
1M price change	0.85%
1M total return	0.85%
1W price change	0.52%
1W total return	0.52%
1Y price change	11%
1Y return CAGR	13.99%
1Y total return	13.98%
20-day SMA	$53.54
200-day SMA	$45.78
3M price change	11.75%
3M total return	12.46%
3Y price change	107.57%
3Y return CAGR	30.69%
3Y total return	123.24%
50-day SMA	$52.48
50-day SMA vs 200-day SMA	50over200
52-week high	$55.23
52-week high date	2026-10-06
52-week low	$35.20
52-week low date	2026-03-30
5Y price change	62.04%
5Y return CAGR	12.97%
5Y total return	83.99%
6M price change	30.69%
6M total return	32.48%
All-time high	$56.61
All-time high date	2025-06-30
All-time low	$9.89
All-time low date	2020-03-23
Average true range (ATR)	$1.55
Average volume	2.5M
Beta (1Y)	1.39
Beta (2Y)	1.21
Beta (5Y)	1.1
Change from 52-week high	-1%
Change from 52-week low	55.35%
Change from all-time high	-4.08%
Change from all-time low	449.04%
Change from open	-0.37%
Day's gap	0.53%
Dollar volume	$116.1M
High price	$54.93
Low price	$54.18
Monthly RSI	62.43
Open price	$54.88
Position in 52-week range	66%
Premarket change	0.19%
Premarket close	$54.59
Premarket price	$54.69
Previous close	$54.59
Price vs 150-day SMA	15.9%
Price vs 20-day SMA	1.42%
Price vs 200-day SMA	18.61%
Price vs 50-day SMA	3.46%
Relative volume	0.83
RSI	55.33
Sharpe ratio	0.44
Sharpe ratio (3Y)	0.84
Sharpe ratio (5Y)	0.41
Sortino ratio	0.78
Sortino ratio (3Y)	1.4
Sortino ratio (5Y)	0.75
Volume	2.1M
Weekly RSI	64.49
YTD price change	13.96%
YTD total return	16.32%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	253M
Float percentage	92.65%
Shares change (QoQ)	-1.94%
Shares change (YoY)	-8.38%
Shares held by insiders	0.55%
Shares held by institutions	93.76%
Shares outstanding	273M
Short % of float	2.16%
Short % of shares	2%
Short ratio	1.7 days

Deeper analysis on EQH

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this EQH report

Is a complete EQH research report available?

No complete published report is available for Equitable Holdings, Inc. (EQH) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Equitable Holdings, Inc. (EQH)

Price

Financial snapshot

Fair-value bridge

Latest news · EQH

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All EQH indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on EQH

Frequently asked questions