EQH vs. CSL
EQH (Equitable Holdings, Inc.) and CSL (Carlisle Companies Incorporated) are both stocks. EQH operates in Insurance - Diversified (Financial Services), while CSL operates in Building Products & Equipment (Industrials). Over the past 5 years, EQH returned 9.89%/yr vs 13.87%/yr for CSL. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
EQH vs. CSL - Performance Comparison
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Returns By Period
In the year-to-date period, EQH achieves a -6.30% return, which is significantly lower than CSL's 8.12% return.
EQH
- 1D
- 0.94%
- 1M
- 4.14%
- YTD
- -6.30%
- 6M
- -7.48%
- 1Y
- -12.50%
- 3Y*
- 20.47%
- 5Y*
- 9.89%
- 10Y*
- —
CSL
- 1D
- 0.82%
- 1M
- 4.26%
- YTD
- 8.12%
- 6M
- 4.47%
- 1Y
- -2.49%
- 3Y*
- 14.36%
- 5Y*
- 13.87%
- 10Y*
- 14.57%
EQH vs. CSL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | -6.30% | 3.17% | 45.04% | 19.63% | -10.17% | 31.00% | 6.52% | 53.13% | -14.75% |
CSL Carlisle Companies Incorporated | 8.12% | -12.26% | 19.14% | 34.26% | -4.08% | 60.64% | -1.96% | 63.10% | -4.15% |
Correlation
The correlation between EQH and CSL is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 10, 2018 | 0.53 |
The correlation between EQH and CSL shifts across timeframes, from 0.39 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EQH:
-$3.67
CSL:
$17.08
EQH:
0.87
CSL:
2.93
EQH:
$11.32B
CSL:
$4.98B
EQH:
$6.96B
CSL:
$1.41B
EQH:
-$759.00M
CSL:
$1.17B
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Return for Risk
EQH vs. CSL — Risk / Return Rank
EQH
CSL
EQH vs. CSL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and Carlisle Companies Incorporated (CSL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EQH | CSL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.01 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.16 | -0.26 |
| Martin ratioReturn relative to average drawdown | -0.82 | -0.27 | -0.55 |
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Drawdowns
EQH vs. CSL - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, smaller than the maximum CSL drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for EQH and CSL.
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Drawdown Indicators
| EQH | CSL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -64.56% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -35.85% | -31.67% | -4.18% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -37.72% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -35.85% | -37.72% | +1.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.68% | — |
Current DrawdownCurrent decline from peak | -19.51% | -27.08% | +7.57% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -12.32% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.23% | 18.90% | -0.67% |
Volatility
EQH vs. CSL - Volatility Comparison
The current volatility for Equitable Holdings, Inc. (EQH) is 9.41%, while Carlisle Companies Incorporated (CSL) has a volatility of 10.87%. This indicates that EQH experiences smaller price fluctuations and is considered to be less risky than CSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQH | CSL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.41% | 10.87% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 25.38% | 24.85% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.86% | 36.22% | -4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.05% | 30.81% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.75% | 29.68% | +9.07% |
Dividends
EQH vs. CSL - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.52%, more than CSL's 1.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 1.28% | 1.31% | 1.00% | 1.02% | 1.09% | 0.86% | 1.31% | 1.11% | 1.53% | 1.27% | 1.18% | 1.24% |
EQH Equitable Holdings, Inc. | 2.52% | 2.20% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% |
Financials
EQH vs. CSL - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and Carlisle Companies Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EQH vs. CSL - Profitability Comparison
EQH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equitable Holdings, Inc. reported a gross profit of 3.61B and revenue of 4.23B. Therefore, the gross margin over that period was 85.2%.
CSL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carlisle Companies Incorporated reported a gross profit of 0.00 and revenue of 1.05B. Therefore, the gross margin over that period was 0.0%.
EQH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equitable Holdings, Inc. reported an operating income of 0.00 and revenue of 4.23B, resulting in an operating margin of 0.0%.
CSL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carlisle Companies Incorporated reported an operating income of 180.30M and revenue of 1.05B, resulting in an operating margin of 17.1%.
EQH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equitable Holdings, Inc. reported a net income of 621.00M and revenue of 4.23B, resulting in a net margin of 14.7%.
CSL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carlisle Companies Incorporated reported a net income of 127.70M and revenue of 1.05B, resulting in a net margin of 12.1%.
Frequently Asked Questions
EQH and CSL have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSL has higher volatility (10.87%) compared to EQH (9.41%). In terms of maximum drawdown, EQH dropped -61.33% vs CSL's -64.56%.
CSL currently has the higher Sharpe Ratio (-0.14 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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