Equitable Holdings, Inc. (EQH)

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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.

Equitable Holdings, Inc. (EQH) has returned -21.58% so far this year and -27.08% over the past 12 months.

Based on dividend-adjusted daily data since May 10, 2018, EQH's average daily return is +0.07%, while the average monthly return is +1.28%. At this rate, your investment would double in approximately 4.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2020 with a return of +26.8%, while the worst month was Mar 2020 at -32.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EQH closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +28.8%, while the worst single day was Mar 9, 2020 at -18.0%.

Equitable Holdings, Inc. has an annualized alpha of -0.76%, beta of 1.42, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since May 11, 2018.

• This stock participated in 115.40% of S&P 500 Index downside but only 112.76% of its upside — more exposed to losses than it benefited from rallies.

EQH ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and compare them to a chosen benchmark (S&P 500 Index).

Equitable Holdings, Inc. provided a 2.91% dividend yield over the last twelve months, with an annual payout of $1.08 per share. The company has been increasing its dividends for 7 consecutive years.

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.

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.

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 32.63%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Equitable Holdings, Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.