Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments.
It is a $14.4B financial services company. Revenue shrank 22.1% over the last year, and it currently loses money.
- Website
- equitable.com
- Location
- New York, NY
- Employees
- 8 000
- Sector
- Financial Services
- Founded
- 1859
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong valuation; Growth, Profitability, Quality and Moat lag behind.
Valuation75
- P/E vs own history94th pct · 0/25
- FCF yield9.0% · 25/25
- P/S1.0x · 25/25
- EV/EBITDA9.5x · 25/25
Growth18
- Revenue CAGR1.4% · 6/25
- Net income CAGRn/a · 0/25
- EPS CAGR ~5Yn/a · 0/25
- Fwd implied growth5.9% · 12/25
Profitability20
- ROICn/a · 0/25
- ROE-198.2% · 0/25
- Net margin-8.7% · 0/25
- Operating margin17.5% · 20/25
Health53
- Altman Zn/a · 0/25
- Current ratio5.67 · 25/25
- Interest coverage0.5x · 3/25
- Net cash / debtNet cash · 25/25
Quality36
- Piotroski F4/9 · 10/25
- Beneish M-2.37 · 20/25
- FCF conversionn/a · 0/25
- Margin stabilityσ 15.7% · 6/25
Moat13
- ROIC >12% yearsn/a · 0/25
- Median gross margin35.7% · 13/25
- FCF-positive yearsn/a · 0/25
- Worst-year net marginworst -18.1% · 0/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2026AcquisitionEquitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22…
- FY2022FinancialBecame debt-freecash now exceeds total debt
- 2020MilestoneIt changed its name to Equitable Holdings, Inc
- Jan 14, 2020ProductEquitable unveiled its new branding
- Nov 7, 2019IPOAXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144…
- FY2018FinancialFirst recorded profitable year$1.82B net income
- FY2018FinancialRevenue already above $10B$12.1B in first reported year
- FY2018FinancialBest year on record$1.82B net income
- 2004MilestoneThe company officially changed its name to AXA Equitable Life Insurance Company
- Jul 18, 1991AcquisitionAXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake…
- 1905MilestoneJames Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905
- 1859FoundedEquitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (51.9%)
- Net cash position after subtracting debt from cash
Watch-outs
- Revenue shrinking 22.1% year over year
- Not profitable — 8.7% net margin
- Thin interest coverage (0.5×)
- Loss-making in 4 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago-22.1% YoY
- Profitable — makes more than it spends-$926M TTM
- Profit growing — earnings are higher than last year-205.6% YoY
- Generates cash — cash left after running and investing$1.30B TTM
- Debt under control — could handle its obligationsmore cash than debt
- Established company — not a micro-cap — lower blow-up risk$14.4B market cap
- Not printing shares — share count not ballooning — you keep your slice-33.8% shares over ~5y
- Proven track record — years of profitability behind it4/8 profitable years
- Financially stable — balance sheet not near distresshealth score 28/100
- Pays a dividend — returns cash to shareholdersyield 2.58%
- Valuation not extreme — price not wildly above earningsP/E 6.5
Peer comparisonEquitable Holdings, Inc. vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| EQH this company | $14.4B | 6.5 | -22.1% | -8.7% | Strained |
| BRK.A Berkshire Hathaway Inc. | $1.1T | 11.6 | +3.9% | 22.3% | Mixed |
| BRK.B Berkshire Hathaway | $1.1T | 11.6 | +0.0% | 18.0% | Strong |
| JPM JPMorgan Chase & Co. | $886.2B | 13.6 | +13.5% | 32.6% | Strained |
| V VISA Inc. | $723.9B | 31.9 | +14.4% | 50.8% | Solid |
| MA Mastercard Incorporated | $516.4B | 31.7 | +16.0% | 46.3% | Mixed |
| BAC Bank of America Corporation | $380.4B | 11.3 | +15.9% | 27.8% | Mixed |
Head-to-head: EQH vs BRK.A · EQH vs BRK.B · EQH vs JPM
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2018–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/EQH
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of EQH on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $52.92 · market cap $14.4B.