Equitable Holdings Inc (AXJ.DE)
Company Info
| ISIN | US29452E1010 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | €11.25B |
|---|---|
| EPS (TTM) | €3.27 |
| PE Ratio | 10.40 |
| Total Revenue (TTM) | €8.02B |
| Gross Profit (TTM) | €2.64B |
| EBITDA (TTM) | €702.75M |
| Year Range | €24.23 - €35.40 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Equitable Holdings Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 17.95% |
| 1 month | N/A | 3.13% |
| 6 months | N/A | 9.95% |
| 1 year | N/A | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of AXJ.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.66% | 4.64% | 11.32% | 12.62% | |||||||||
| 2023 | 7.46% | 4.87% | -23.33% | 0.00% | -0.87% | 9.81% | 5.65% | 3.16% | 1.49% | -8.09% | 8.89% | 12.59% | 17.22% |
| 2022 | -1.37% | 2.04% | -2.74% | -0.70% | 1.43% | -12.68% | 8.06% | 11.99% | -7.38% | 13.04% | -3.20% | -10.67% | -5.67% |
| 2021 | -0.00% | 19.42% | 13.78% | 3.60% | -9.10% | -1.54% | 2.34% | 2.18% | -2.26% | 13.08% | -4.19% | 4.29% | 45.49% |
| 2020 | 0.00% | 11.82% | -44.68% | 26.67% | 1.59% | 0.00% | -0.58% | 5.10% | -12.36% | 3.20% | 35.27% | -4.63% | -2.95% |
| 2019 | 17.82% | 3.09% | 8.33% | 11.75% | -5.72% | -3.61% | 12.34% | -6.40% | 9.14% | -5.82% | 17.32% | -2.65% | 64.93% |
| 2018 | 0.83% | -3.68% | 6.32% | 6.19% | -6.62% | -3.08% | -1.72% | -21.34% | -23.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AXJ.DE is 62, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Equitable Holdings Inc (AXJ.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Equitable Holdings Inc granted a 1.19% dividend yield in the last twelve months. The annual payout for that period amounted to €0.40 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | €0.40 | €0.80 | €0.74 | €0.60 | €0.57 | €0.52 | €0.23 |
Dividend yield | 1.19% | 2.62% | 2.74% | 2.06% | 2.79% | 2.36% | 1.65% |
Monthly Dividends
The table displays the monthly dividend distributions for Equitable Holdings Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.20 | €0.00 | €0.00 | €0.20 | ||||||||
| 2023 | €0.00 | €0.19 | €0.00 | €0.00 | €0.00 | €0.21 | €0.00 | €0.20 | €0.00 | €0.00 | €0.20 | €0.00 | €0.80 |
| 2022 | €0.00 | €0.16 | €0.00 | €0.00 | €0.19 | €0.00 | €0.00 | €0.20 | €0.00 | €0.00 | €0.19 | €0.00 | €0.74 |
| 2021 | €0.00 | €0.00 | €0.14 | €0.00 | €0.15 | €0.00 | €0.00 | €0.15 | €0.00 | €0.00 | €0.16 | €0.00 | €0.60 |
| 2020 | €0.00 | €0.00 | €0.13 | €0.00 | €0.15 | €0.00 | €0.00 | €0.14 | €0.00 | €0.00 | €0.14 | €0.00 | €0.57 |
| 2019 | €0.00 | €0.00 | €0.11 | €0.00 | €0.13 | €0.00 | €0.00 | €0.14 | €0.00 | €0.00 | €0.14 | €0.00 | €0.52 |
| 2018 | €0.11 | €0.00 | €0.00 | €0.11 | €0.00 | €0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Equitable Holdings Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Equitable Holdings Inc was 56.85%, occurring on Mar 20, 2020. Recovery took 148 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.85% | Feb 21, 2020 | 8 | Mar 20, 2020 | 148 | Feb 25, 2021 | 156 |
| -33.93% | Nov 2, 2022 | 101 | May 4, 2023 | 137 | Dec 11, 2023 | 238 |
| -30.93% | Sep 5, 2018 | 64 | Dec 27, 2018 | 71 | Apr 15, 2019 | 135 |
| -21.93% | Feb 11, 2022 | 71 | Jun 17, 2022 | 80 | Nov 1, 2022 | 151 |
| -16.13% | May 12, 2021 | 79 | Sep 21, 2021 | 17 | Oct 22, 2021 | 96 |
Volatility
Volatility Chart
The current Equitable Holdings Inc volatility is 11.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Equitable Holdings Inc.
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Income Statement
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