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Equitable Holdings, Inc. (EQH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US29452E1010

CUSIP

29452E101

Sector

Financial Services

IPO Date

May 10, 2018

Highlights

Market Cap

$14.59B

EPS (TTM)

-$0.91

Total Revenue (TTM)

$10.99B

Gross Profit (TTM)

$5.36B

EBITDA (TTM)

$1.20B

Year Range

$31.02 - $50.26

Target Price

$54.40

Short %

1.54%

Short Ratio

1.59

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:
EQH vs. PFG EQH vs. SPY EQH vs. NVS EQH vs. APO
Popular comparisons:
EQH vs. PFG EQH vs. SPY EQH vs. NVS EQH vs. APO

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.


100.00%120.00%140.00%160.00%180.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
171.88%
117.80%
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

Returns By Period

Equitable Holdings, Inc. had a return of 43.04% year-to-date (YTD) and 42.23% in the last 12 months.


EQH

YTD

43.04%

1M

0.04%

6M

14.43%

1Y

42.23%

5Y*

16.37%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.83%5.41%11.01%-2.89%12.41%-0.95%6.73%-1.86%-1.15%7.88%6.90%43.04%
202311.74%-1.40%-19.19%2.36%-5.58%11.66%5.63%1.16%-1.42%-6.41%16.38%8.50%19.63%
20222.59%-2.36%-5.36%-6.73%6.20%-14.27%9.05%5.38%-11.43%16.21%4.32%-9.58%-10.17%
2021-3.17%19.33%10.94%4.94%-6.72%-4.09%1.38%1.01%-4.42%13.02%-5.59%4.23%31.00%
2020-3.07%-10.91%-31.97%26.78%5.22%0.94%6.07%4.40%-13.92%17.82%18.92%0.83%6.52%
201911.49%3.13%6.02%12.66%-8.79%1.70%7.56%-6.92%6.69%-2.53%15.27%0.16%53.13%
20185.01%-3.51%6.70%4.97%-6.54%-5.41%-2.36%-15.50%-17.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, EQH is among the top 11% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EQH is 8989
Overall Rank
The Sharpe Ratio Rank of EQH is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of EQH is 8686
Sortino Ratio Rank
The Omega Ratio Rank of EQH is 8585
Omega Ratio Rank
The Calmar Ratio Rank of EQH is 9494
Calmar Ratio Rank
The Martin Ratio Rank of EQH is 9292
Martin 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 Holdings, Inc. (EQH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EQH, currently valued at 1.57, compared to the broader market-4.00-2.000.002.001.572.10
The chart of Sortino ratio for EQH, currently valued at 2.33, compared to the broader market-4.00-2.000.002.004.002.332.80
The chart of Omega ratio for EQH, currently valued at 1.31, compared to the broader market0.501.001.502.001.311.39
The chart of Calmar ratio for EQH, currently valued at 2.80, compared to the broader market0.002.004.006.002.803.09
The chart of Martin ratio for EQH, currently valued at 10.27, compared to the broader market-5.000.005.0010.0015.0020.0025.0010.2713.49
EQH
^GSPC

The current Equitable Holdings, Inc. Sharpe ratio is 1.57. 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 Holdings, 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 Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.57
2.10
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Equitable Holdings, Inc. provided a 2.02% dividend yield over the last twelve months, with an annual payout of $0.94 per share. The company has been increasing its dividends for 5 consecutive years.


1.60%1.80%2.00%2.20%2.40%2.60%2.80%$0.00$0.20$0.40$0.60$0.80201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$0.94$0.86$0.78$0.71$0.66$0.58$0.26

Dividend yield

2.02%2.58%2.72%2.17%2.58%2.34%1.56%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.22$0.00$0.00$0.00$0.24$0.00$0.24$0.00$0.00$0.24$0.00$0.94
2023$0.00$0.20$0.00$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.22$0.00$0.86
2022$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.78
2021$0.00$0.00$0.17$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.71
2020$0.00$0.00$0.15$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.66
2019$0.00$0.00$0.13$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.58
2018$0.13$0.00$0.00$0.13$0.00$0.26

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.0%
Equitable Holdings, Inc. has a dividend yield of 2.02%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%16.4%
Equitable Holdings, Inc. has a payout ratio of 16.43%, which is below the market average. This means Equitable Holdings, 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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.24%
-2.62%
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

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 61.33%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current Equitable Holdings, Inc. drawdown is 7.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.33%Feb 21, 202022Mar 23, 2020172Nov 24, 2020194
-35.07%Feb 11, 2022312May 10, 2023151Dec 14, 2023463
-34.83%Sep 5, 201877Dec 24, 201889May 3, 2019166
-19.6%May 6, 202151Jul 19, 202177Nov 4, 2021128
-15.04%Aug 1, 20243Aug 5, 202448Oct 11, 202451

Volatility

Volatility Chart

The current Equitable Holdings, Inc. volatility is 8.11%, 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%JulyAugustSeptemberOctoberNovemberDecember
8.11%
3.79%
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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