EQH vs. UHS
EQH (Equitable Holdings, Inc.) and UHS (Universal Health Services, Inc.) are both stocks. EQH operates in Insurance - Diversified (Financial Services), while UHS operates in Medical Care Facilities (Healthcare). Over the past 5 years, EQH returned 9.89%/yr vs -1.29%/yr for UHS. At a 0.42 correlation, their price movements are largely independent.
Performance
EQH vs. UHS - Performance Comparison
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Returns By Period
In the year-to-date period, EQH achieves a -6.30% return, which is significantly higher than UHS's -32.68% return.
EQH
- 1D
- 0.94%
- 1M
- 4.14%
- YTD
- -6.30%
- 6M
- -7.48%
- 1Y
- -12.50%
- 3Y*
- 20.47%
- 5Y*
- 9.89%
- 10Y*
- —
UHS
- 1D
- 0.25%
- 1M
- -13.06%
- YTD
- -32.68%
- 6M
- -34.07%
- 1Y
- -14.04%
- 3Y*
- 1.73%
- 5Y*
- -1.29%
- 10Y*
- 1.37%
EQH vs. UHS - 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% |
UHS Universal Health Services, Inc. | -32.68% | 22.02% | 18.19% | 8.83% | 9.37% | -5.16% | -4.00% | 23.62% | -0.37% |
Correlation
The correlation between EQH and UHS is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 10, 2018 | 0.42 |
Over the past year, the correlation between EQH and UHS has dropped to 0.14 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
Fundamentals
EQH:
-$3.67
UHS:
$31.29
EQH:
0.87
UHS:
0.40
EQH:
$11.32B
UHS:
$17.76B
EQH:
$6.96B
UHS:
$12.01B
EQH:
-$759.00M
UHS:
$2.79B
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Return for Risk
EQH vs. UHS — Risk / Return Rank
EQH
UHS
EQH vs. UHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and Universal Health Services, Inc. (UHS). 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 | UHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.93 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.37 | -0.05 |
| Martin ratioReturn relative to average drawdown | -0.82 | -0.89 | +0.07 |
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Drawdowns
EQH vs. UHS - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, roughly equal to the maximum UHS drawdown of -60.27%. Use the drawdown chart below to compare losses from any high point for EQH and UHS.
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Drawdown Indicators
| EQH | UHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -60.27% | -1.06% |
Max Drawdown (1Y)Largest decline over 1 year | -35.85% | -41.52% | +5.67% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -41.52% | +5.67% |
Max Drawdown (5Y)Largest decline over 5 years | -35.85% | -44.90% | +9.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.30% | — |
Current DrawdownCurrent decline from peak | -19.51% | -39.85% | +20.34% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -14.82% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.23% | 17.33% | +0.90% |
Volatility
EQH vs. UHS - Volatility Comparison
Equitable Holdings, Inc. (EQH) has a higher volatility of 9.41% compared to Universal Health Services, Inc. (UHS) at 7.25%. This indicates that EQH's price experiences larger fluctuations and is considered to be riskier than UHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQH | UHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.41% | 7.25% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 25.38% | 25.18% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.86% | 31.46% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.05% | 31.82% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.75% | 34.37% | +4.38% |
Dividends
EQH vs. UHS - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.52%, more than UHS's 0.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UHS Universal Health Services, Inc. | 0.55% | 0.37% | 0.45% | 0.52% | 0.57% | 0.62% | 0.15% | 0.42% | 0.34% | 0.35% | 0.38% | 0.33% |
Financials
EQH vs. UHS - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and Universal Health Services, Inc.. 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. UHS - 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%.
UHS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Universal Health Services, Inc. reported a gross profit of 0.00 and revenue of 4.50B. 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%.
UHS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Universal Health Services, Inc. reported an operating income of 502.86M and revenue of 4.50B, resulting in an operating margin of 11.2%.
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%.
UHS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Universal Health Services, Inc. reported a net income of 348.68M and revenue of 4.50B, resulting in a net margin of 7.8%.
Frequently Asked Questions
EQH and UHS have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EQH has higher volatility (9.41%) compared to UHS (7.25%). In terms of maximum drawdown, EQH dropped -61.33% vs UHS's -60.27%.
EQH currently has the higher Sharpe Ratio (-0.47 vs -0.49), 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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