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.
Correlation
The correlation between EQH and NVS is 0.37, 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
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Key characteristics
EQH:
0.90
NVS:
0.64
EQH:
1.42
NVS:
1.04
EQH:
1.21
NVS:
1.14
EQH:
1.60
NVS:
0.69
EQH:
5.34
NVS:
1.48
EQH:
6.20%
NVS:
9.24%
EQH:
36.31%
NVS:
19.61%
EQH:
-61.33%
NVS:
-41.72%
EQH:
-7.36%
NVS:
-6.85%
Fundamentals
EQH:
$15.60B
NVS:
$214.69B
EQH:
$3.71
NVS:
$6.38
EQH:
13.84
NVS:
17.04
EQH:
1.03
NVS:
4.10
EQH:
17.31
NVS:
5.67
EQH:
$14.78B
NVS:
$52.86B
EQH:
$10.94B
NVS:
$39.86B
EQH:
$2.88B
NVS:
$21.88B
Returns By Period
In the year-to-date period, EQH achieves a 9.35% return, which is significantly lower than NVS's 15.73% return.
EQH
9.35%
12.10%
9.45%
31.72%
27.91%
N/A
NVS
15.73%
5.13%
5.79%
10.30%
10.23%
6.50%
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Risk-Adjusted Performance
EQH vs. NVS — Risk-Adjusted Performance Rank
EQH
NVS
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.
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Dividends
EQH vs. NVS - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 1.87%, less than NVS's 3.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 1.87% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% |
NVS Novartis AG | 3.67% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
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.
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Volatility
EQH vs. NVS - Volatility Comparison
Equitable Holdings, Inc. (EQH) has a higher volatility of 11.88% compared to Novartis AG (NVS) at 6.90%. 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.
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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
EQH vs. NVS - Profitability Comparison
EQH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported a gross profit of 3.98B and revenue of 4.58B. Therefore, the gross margin over that period was 86.9%.
NVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Novartis AG reported a gross profit of 10.39B and revenue of 13.62B. Therefore, the gross margin over that period was 76.3%.
EQH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported an operating income of 229.00M and revenue of 4.58B, resulting in an operating margin of 5.0%.
NVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Novartis AG reported an operating income of 4.66B and revenue of 13.62B, resulting in an operating margin of 34.2%.
EQH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported a net income of 63.00M and revenue of 4.58B, resulting in a net margin of 1.4%.
NVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Novartis AG reported a net income of 3.61B and revenue of 13.62B, resulting in a net margin of 26.5%.