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Equitable Group Inc. (EQB.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Equitable Group Inc. (EQB.TO)

Equity · Currency in CAD · Last updated Nov 4, 2024

Company Info

ISINCA2945051027
CUSIP294505102
SectorFinancial Services
IndustryMortgage Finance

Highlights

Market CapCA$4.08B
EPS (TTM)CA$9.31
PE Ratio11.41
PEG Ratio0.27
Total Revenue (TTM)CA$1.46B
Gross Profit (TTM)CA$812.83M
EBITDA (TTM)CA$11.29M
Year RangeCA$70.50 - CA$109.26
Target PriceCA$106.78
Short %1.68%
Short Ratio11.87

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons: EQB.TO vs. SCHD, EQB.TO vs. FFH.TO, EQB.TO vs. ^GSPC, EQB.TO vs. RY.TO, EQB.TO vs. RY, EQB.TO vs. BNS, EQB.TO vs. CM, EQB.TO vs. ENB.TO, EQB.TO vs. BNS.TO, EQB.TO vs. CM.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Equitable Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
24.13%
12.90%
EQB.TO (Equitable Group Inc.)
Benchmark (^GSPC)

Returns By Period

Equitable Group Inc. had a return of 23.63% year-to-date (YTD) and 46.26% in the last 12 months. Over the past 10 years, Equitable Group Inc. had an annualized return of 13.33%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.

PeriodReturnBenchmark
Year-To-Date23.63%20.10%
1 month2.10%-0.39%
6 months24.87%11.72%
1 year46.26%31.44%
5 years (annualized)14.31%13.30%
10 years (annualized)13.33%10.96%

Monthly Returns

The table below presents the monthly returns of EQB.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.84%-6.65%-0.92%-2.17%5.43%6.96%3.36%-1.03%9.83%2.47%23.63%
202316.23%-1.46%-9.73%3.09%9.80%6.65%11.16%-0.03%-2.58%-8.73%11.01%14.71%57.07%
20222.39%7.34%-4.92%-19.64%10.56%-16.18%4.59%-5.27%-11.28%3.96%24.61%-5.17%-15.96%
20212.40%31.14%-6.95%5.71%5.07%-5.09%12.76%2.13%-6.72%8.17%-3.51%-7.36%36.82%
2020-3.66%-15.42%-34.83%17.10%-3.79%9.13%8.60%-0.31%-2.85%13.30%11.77%6.22%-7.64%
201912.80%4.98%-7.54%12.82%-7.83%7.84%27.01%7.18%5.05%9.16%-2.15%-1.38%84.96%
2018-6.13%-8.48%-12.62%7.90%-5.65%8.98%5.78%3.13%6.00%-12.15%15.12%-15.12%-17.31%
2017-1.67%18.42%-1.46%-47.40%36.80%19.15%-7.90%-0.33%2.56%7.14%12.47%5.96%18.26%
20160.95%-10.08%8.58%18.10%-1.05%-5.61%-3.11%9.68%-1.08%-10.23%14.86%-0.38%17.40%
2015-15.64%8.65%-6.11%8.12%4.76%-4.28%-12.26%3.76%0.84%3.15%-3.07%-8.43%-21.58%
2014-5.87%8.83%11.23%4.13%3.77%-2.38%8.93%-1.93%-4.10%4.59%4.62%-3.99%29.37%
201310.20%0.75%4.88%1.53%-5.44%-1.59%11.64%9.10%2.86%8.67%-5.30%9.61%55.47%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of EQB.TO is 87, placing it in the top 13% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of EQB.TO is 8787
Combined Rank
The Sharpe Ratio Rank of EQB.TO is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of EQB.TO is 8686Sortino Ratio Rank
The Omega Ratio Rank of EQB.TO is 8484Omega Ratio Rank
The Calmar Ratio Rank of EQB.TO is 9393Calmar Ratio Rank
The Martin Ratio Rank of EQB.TO is 8484Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Equitable Group Inc. (EQB.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

EQB.TO
Sharpe ratio
The chart of Sharpe ratio for EQB.TO, currently valued at 1.95, compared to the broader market-4.00-2.000.002.004.001.95
Sortino ratio
The chart of Sortino ratio for EQB.TO, currently valued at 2.81, compared to the broader market-4.00-2.000.002.004.002.81
Omega ratio
The chart of Omega ratio for EQB.TO, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for EQB.TO, currently valued at 2.88, compared to the broader market0.002.004.006.002.88
Martin ratio
The chart of Martin ratio for EQB.TO, currently valued at 8.27, compared to the broader market0.0010.0020.0030.008.27
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.88, compared to the broader market-4.00-2.000.002.004.002.88
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.82, compared to the broader market-4.00-2.000.002.004.003.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.002.004.006.003.52
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.62, compared to the broader market0.0010.0020.0030.0018.62

Sharpe Ratio

The current Equitable Group Inc. Sharpe ratio is 1.95. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Equitable Group Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.95
3.26
EQB.TO (Equitable Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Equitable Group Inc. provided a 1.64% dividend yield over the last twelve months, with an annual payout of CA$1.74 per share. The company has been increasing its dividends for 19 consecutive years.

0.00%0.50%1.00%1.50%2.00%CA$0.00CA$0.50CA$1.00CA$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.74CA$1.50CA$1.21CA$0.19CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00

Dividend yield

1.64%1.72%2.13%0.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Equitable Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.00CA$0.00CA$0.42CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.47CA$0.00CA$0.00CA$1.34
2023CA$0.00CA$0.00CA$0.35CA$0.00CA$0.00CA$0.37CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.40CA$1.50
2022CA$0.00CA$0.00CA$0.28CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.31CA$0.00CA$0.00CA$0.33CA$1.21
2021CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.19CA$0.19
2020CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2019CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2018CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2017CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2016CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2015CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2014CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2013CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%1.6%
Equitable Group Inc. has a dividend yield of 1.64%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%8.4%
Equitable Group Inc. has a payout ratio of 8.40%, which is below the market average. This means Equitable Group Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.

-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.01%
-1.52%
EQB.TO (Equitable Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Equitable Group 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 Group Inc. was 95.05%, occurring on Mar 6, 2009. Recovery took 3722 trading sessions.

The current Equitable Group Inc. drawdown is 2.01%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.05%Apr 8, 20041241Mar 6, 20093722Jan 8, 20244963
-18.13%Feb 28, 202464May 29, 202432Jul 15, 202496
-6.04%Jan 31, 202410Feb 13, 20247Feb 23, 202417
-5.65%Jul 24, 202410Aug 7, 202422Sep 9, 202432
-3.35%Jan 11, 20245Jan 17, 20247Jan 26, 202412

Volatility

Volatility Chart

The current Equitable Group Inc. volatility is 4.67%, 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.

0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
4.67%
3.36%
EQB.TO (Equitable Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Equitable Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Valuation

The Valuation section provides an assessment of the market value of Equitable Group Inc. compared to its peers in the Mortgage Finance industry.

PE Ratio
100.0200.0300.0400.0500.011.4
The chart displays the price to earnings (P/E) ratio for EQB.TO in comparison to other companies of the Mortgage Finance industry. Currently, EQB.TO has a PE value of 11.4. This PE ratio falls in the average range for the industry.
PEG Ratio
-1.00.01.02.03.04.00.3
The chart displays the price to earnings to growth (PEG) ratio for EQB.TO in comparison to other companies of the Mortgage Finance industry. Currently, EQB.TO has a PEG value of 0.3. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Equitable Group Inc..

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Income Statement

Income Statement
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Values in undefined except per share items