Equitable Holdings EQH
United StatesFinancial Services · Asset ManagementUSD
62.91 USD (+18.2%)
11 analysts
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Equitable Holdings is a diversified financial company operating in life insurance, wealth management, and asset management, offering protection and savings products to individuals and institutions.
Key points
from its scores- ✕Weak growth0.0
- ✕Fragile balance sheet0.5
- ✕Little competitive advantage0.8
AI analysis
bottom line, main risk, context and newsDeteriorated fundamentals and lack of growth do not compensate for the seemingly cheap multiple.
Equitable Holdings shows weak fundamentals: negative ROE (-25.13%), negative operating and net margins (-26.36% and -8.72%), and a -29.80% decline in revenue. The forward P/E of 5.91 looks attractive, but the quality of the business is poor and growth is negative, suggesting the value is not justified by its fundamentals.
The main risk is the persistence of negative margins and ROE, indicating deep operational problems and potential shareholder value erosion.
Context and risks
Equitable's asset management and insurance business is subject to moderate regulatory scrutiny in the U.S., with a reference governance risk of -0.6. Although there are no specific lawsuits or investigations in the news, the nature of the financial sector and active supervision justify a prudent adjustment.
Is Equitable Holdings stock cheap or expensive?
at the analysis date| Multiple | Company | Sector | Difference |
|---|---|---|---|
| EV / EBITDA | 11.6 | 10.1 | +15% |
| Price / sales | 1.4 | 3.5 | −60% |
Sector: median of the 351 Financial Services companies analysed. In bold, the multiples used for the comparison.
Valuation score: 5.0 out of 10 (median for Financial Services: 5.2).
Average analyst target: 62.91 USD, +18.2% versus the price.
Classic formulas with standard assumptions (5.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Financial Services medianValuation
- Forward P/E
- 5.9
- EV / EBITDA
- 11.6
- Price / book
- −7.8
- Price / sales
- 1.4
- Market cap
- 14.5B USD
- Enterprise value
- 5.6B USD
Profitability
- ROE
- −25.1%
- ROA
- −0.1%
- Gross margin
- 12.8%
- Operating margin
- −26.4%
- Net margin
- −8.7%
- Free cash flow
- −8.8B USD
- FCF yield
- −60.8%
- Cash conversion
- −1,808%
Solvency
- Total debt
- 7.2B USD
- Net debt
- −12.0B USD
- Cash
- 19.1B USD
- EBITDA
- 488.0M USD
- Net debt / EBITDA
- −24.52
- Debt / equity
- 586.10
- Current ratio
- 2.03
- Quick ratio
- 1.71
Growth
- Revenue growth
- −29.8%
- EPS (TTM)
- −3.37 USD
- EPS (forward)
- 9.01 USD
Dividend
- Dividend yield
- 2.1%
- Payout
- 84.6%
Risk and market
- Beta
- 1.09
- Analyst consensus
- Strong buy (11)
- Target price
- 62.91 USD
- 52-week range
- 35.20 – 55.23
Recent news
All EQH news →Compare it with its sector
All 351 in Financial Services →Frequently asked questions about Equitable Holdings
Is Equitable Holdings stock cheap or expensive?
Valuation score: 5.0 out of 10 (median for Financial Services: 5.2). Average analyst target: 62.91 USD, +18.2% versus the price. This is not investment advice.
What score does Equitable Holdings get on MeridIAn Screener?
It scores 3.2 out of 10, rank 2,058 of 2,130 (better than 3% of the companies analysed). Its strongest category is Momentum (6.3) and its weakest, Growth (0.0). Analysis of 08/10/2026.
How much is Equitable Holdings worth on the stock market?
Its market capitalisation is 14.5B USD.
Does Equitable Holdings pay a dividend?
Yes: its dividend yield is 2.14% and it pays out 85% of its earnings.
How has Equitable Holdings stock performed over the last year?
It has risen 13.0% over the last year, excluding dividends. Over the last 52 weeks it has traded between 35.20 and 55.23 USD. Past performance does not guarantee future results.
What do analysts think of Equitable Holdings?
11 analysts cover it; their average recommendation is “Strong buy” and their average target is 62.91 USD (+18.2% versus the price). It is an estimate, not market data.