EQH Equitable Holdings Inc
$53.18
▼ 0.6%Updated Oct 16, 2:25 PM ET
Report Card
EQH at a glance — five pillars scored 0–100 from real filed financials.
How the 0–100 rating is calculatedOverall: Weak · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
Price — Past Year
▼ Down 15.4% in the year to Jul 6, 2026
Key Metrics
Market Cap
$12.45B
P/E
—
Forward P/E (est.)
—
ROE
-198.2%
Revenue Growth
-6.5%
EPS Growth
—
Profit Margin
-5.7%
FCF Yield
—
Debt / Equity
12.12x
ROIC
—
Interest Coverage
—
Current Ratio
—
Dividend Yield
2.6%
Implied Growth (rev. DCF)
—
Rating Score
0/100
Business Overview
Equitable Holdings Inc (EQH) is a large-cap NYSE-listed company in the Financial Services industry, within the Financials sector, with a market value around $12.45B.
In its latest reported year it generated about $11.66B in revenue and posted a net loss of $1.38B.
Our model rates EQH Weak (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Technical Analysis (Educational)
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what EQH's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. EQH trades near $53.18, above its 50-day average ($42.70) and 200-day average ($44.54). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 69 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.
Volatility — ATR. Average True Range is the typical daily move. EQH's is $1.18 (~2.2% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. In the month to Jul 6, 2026, EQH found buyers near $39.72 (support) and sellers near $47.17 (resistance); its 52-week range then was $35.19–$56.42. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 0.3× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. The indicators were last computed on Jul 6, 2026; the price is current.
Revenue Growth
4Y CAGR
11.3%
Revenue moved from $11.76B in 2016 to $11.66B in 2025, a -0.1% compound annual growth rate. The most recent year declined 6.5% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?
Profitability
Gross Margin
49.0%
Operating Margin
14.1%
Net Margin
-11.8%
ROE
-198.2%
Equitable Holdings Inc keeps about -5.7% of each sales dollar as net profit, with a 49.0% gross margin and 14.1% operating margin. Return on equity is -198.2%. The company is currently unprofitable on a net basis.
Debt Analysis
Total Debt
$3.84B
Net Debt
-$13.34B
Net cash position
Net Debt / EBITDA
—
Debt / Equity
12.12x
Leverage: debt-to-equity is 12.1x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $3.84B of total debt against $17.18B of cash.
Cash Flow Analysis
Operating CF
$714.00M
Free Cash Flow
$714.00M
FCF Margin
6.1%
In the latest year Equitable Holdings Inc produced about $714.00M of operating cash flow and $714.00M of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
Dividend Safety
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
What to look for in a dividend stockThe dividend is being paid, but coverage or consistency is thinner than an income investor should rely on without a closer look.
Dividend yield
2.6%
Per share (latest FY)
$1.05
Total paid (latest FY)
$314.00M
History on record
9 years
dividend uses 44% of free cash flow
total dividends increased 3 years in a row
payout was cut at least once in the last 9 years
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
Valuation Analysis
P/E
—
P/S
0.88x
P/B
9.44x
EV / EBITDA
—
EQH trades at n/a trailing earnings, 0.9x sales, and 9.4x book value. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.
Metrics vs. Sector Range
Where EQH sits versus the Financials companies we cover.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in our coverage that have fundamentals data — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
Sector Peer Comparison
How EQH stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
Among the 141 rated Financials companies we cover, EQH ranks #141 by our overall rating.
P/E vs sector
—
median 14.9x
ROE vs sector
-198.2%
median 13.6%
Growth vs sector
-6.5%
median 15.9%
Sector rank
#141
of 141 rated
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size, preferring ones with full data. Sector medians and rank use the 141 rated companies among the 289 Financials stocks we cover. Educational, not a recommendation.
5-Year Projection Model
Project revenue → earnings → price. Edit the assumptions to build your own case.
What drives this projection, and its limits2030 scenario price range (Base Case)
$20.80 – $34.66
vs. $53.18 today · implied CAGR -17% – -8%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $12.01B | $12.38B | $12.75B | $13.13B | $13.52B |
| Net income | $360.45M | $371.26M | $382.40M | $393.87M | $405.69M |
| EPS | $1.54 | $1.59 | $1.63 | $1.68 | $1.73 |
| Share price (low) | $18.48 | $19.03 | $19.60 | $20.19 | $20.80 |
| Share price (high) | $30.79 | $31.72 | $32.67 | $33.65 | $34.66 |
| CAGR (low–high) | -65% / -42% | -40% / -23% | -28% / -15% | -22% / -11% | -17% / -8% |
Educational scenario model, not a forecast or investment advice. It starts from the latest annual revenue in SEC filings. By default, growth is trailing revenue growth (held between 3% and 45% a year), the net margin is the latest one (held between 3% and 50%, so a loss-making company is modeled with a small profit), and the Base case P/E runs from 60% to 100% of today's. Carrying recent growth forward five years can miss badly in either direction. Outputs are only as good as the assumptions. Growth, margin or P/E data is missing for this stock, so some starting values above are placeholders rather than measurements.
Bull Case
The case for EQH:
- Pays a 2.6% dividend on top of any price gains.
Bear Case
The case against EQH:
- Revenue growth is slow/negative (-6.5%), limiting the upside engine.
- Thin net margins (-5.7%) leave little room for error.
- Elevated leverage (debt/equity 12.1x) adds financial risk.
- Our model's overall read is Weak (0/100).
Key Risks
Balance-sheet risk — debt/equity of 12.1x magnifies the impact of higher rates or weaker earnings.
Growth risk — sluggish revenue (-6.5%) leaves little margin for execution missteps.
Margin risk — thin profitability (-5.7%) is vulnerable to cost or pricing pressure.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
Investment Thesis
On balance, the fundamentals screen weakly: Equitable Holdings Inc is a large-cap financials business with shrinking revenue, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Weak (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Latest SEC Filings
EQH's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen. How to read a 10-K
EQH — frequently asked questions
Is EQH a good stock to buy?
We don't give buy or sell advice. Our model rates Equitable Holdings Inc Weak (0/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.
What is EQH's rating on The Stocks School?
Equitable Holdings Inc currently scores 0/100 (Weak) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.
How our ratings work →Where does EQH's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from Equitable Holdings Inc's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for EQH calculated?
It's a scenario model. It starts from the latest annual revenue and net margin in SEC filings, grows revenue at an assumed rate (trailing revenue growth by default), and applies a P/E range built around today's multiple to show the resulting share-price range. When a stock has no growth or P/E data, the starting values are placeholders. It's a tool for thinking, not a prediction.
Is this EQH analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell EQH. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.