Equitable Holdings, Inc. (EQH)

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Equitable Holdings, Inc. (EQH) is down 4.3% since the beginning of the year. At $45 per share, EQH is trading 20.5% below its 52-week high of $57. Investors who bought $1,000 worth of EQH shares 5 years ago would now be looking at an investment worth $1,693.

Equitable Holdings, Inc. (EQH) has returned -4.26% so far this year and -13.46% over the past 12 months.

Based on dividend-adjusted daily data since May 10, 2018, EQH's average daily return is +0.08%, while the average monthly return is +1.49%. At this rate, an investment would double in approximately 3.9 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 -0.24%, beta of 1.41, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since May 10, 2018.

• This stock captured 113.83% of S&P 500 Index gains and 112.88% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.50 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

EQH ranks 25 for risk / return — below 25% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Equitable Holdings, Inc. provided a 2.47% dividend yield over the last twelve months, with an annual payout of $1.11 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 17.75%.

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.