EQH vs. NVS
Compare and contrast key facts about Equitable Holdings, Inc. (EQH) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQH or NVS.
Key characteristics
| EQH | NVS | |
|---|---|---|
| YTD Return | 22.10% | 5.74% |
| 1Y Return | 70.02% | 11.93% |
| 3Y Return (Ann) | 9.91% | 11.89% |
| 5Y Return (Ann) | 16.78% | 9.75% |
| Sharpe Ratio | 2.70 | 0.73 |
| Daily Std Dev | 24.85% | 17.08% |
| Max Drawdown | -61.33% | -41.72% |
| Current Drawdown | -0.81% | -1.57% |
Fundamentals
| EQH | NVS | |
|---|---|---|
| Market Cap | $13.25B | $210.24B |
| EPS | $3.33 | $4.40 |
| PE Ratio | 12.23 | 23.31 |
| PEG Ratio | 3.33 | 5.09 |
| Revenue (TTM) | $10.39B | $47.73B |
| Gross Profit (TTM) | $5.41B | $36.74B |
| EBITDA (TTM) | $2.43B | $18.94B |
Correlation
The correlation between EQH and NVS is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EQH vs. NVS - Performance Comparison
In the year-to-date period, EQH achieves a 22.10% return, which is significantly higher than NVS's 5.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EQH vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and Novartis AG (NVS). 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.
Dividends
EQH vs. NVS - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.18%, less than NVS's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 2.18% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVS Novartis AG | 3.67% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
Drawdowns
EQH vs. NVS - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for EQH and NVS. For additional features, visit the drawdowns tool.
Volatility
EQH vs. NVS - Volatility Comparison
Equitable Holdings, Inc. (EQH) has a higher volatility of 6.69% compared to Novartis AG (NVS) at 3.91%. This indicates that EQH's price experiences larger fluctuations and is considered to be riskier than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EQH vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and Novartis AG. 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