Equitable Holdings, Inc. (EQH)
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No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $bn | 12 | 8 | 13 | 11 | 12 | 12 | 11 | 15 |
| Operating profit | $bn | -1 | -1 | ||||||
| Net profit | $bn | -1 | 2 | 2 | 1 | 1 | -1 | -1 | 2 |
| EPS reported | $ | -4.83 | -3.30 | ||||||
| Operating cashflow per share | $ | 2.39 | 5.14 | ||||||
| Capex per share | $ | 0.11 | 0.13 | ||||||
| FCF per share | $ | 2.28 | 5.01 | ||||||
| Free cash flow | $bn | 1 | 1 | ||||||
| Net debt | $bn | -46 | -55 | ||||||
| Book value equity | $bn | -0 | - | ||||||
| Book value per share | $ | -0.25 | 4.39 | ||||||
| Number of shares | m | 298.1 | 278.3 | ||||||
| DPS (TTM paid) | $ | 1.05 | 1.14 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | - | - | ||||||
| P/B LTM | x | -191.95 | -18.82 | ||||||
| P/S LTM | x | 1.22 | 1.34 | ||||||
| P/FCF LTM | x | 20.92 | 10.18 | ||||||
| EV/EBITDA LTM | x | -85.61 | 16.84 | ||||||
| EV/Sales LTM | x | 0.71 | 0.11 | ||||||
| Earnings Yield LTM | % | -9.72% | -6.27% | ||||||
| FCF Yield | % | +4.78% | +9.82% | ||||||
| Quality | |||||||||
| ROE | % | +1864.9% | +845.66% | ||||||
| ROIC | % | -0.58% | -0.29% | ||||||
| Operating margin | % | -10.23% | -5.75% | ||||||
| Gross margin | % | +79.14% | +72.67% | ||||||
| FCF/Sales | % | +5.82% | +13.14% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | - | - | ||||||
| Sales Growth YoY | % | -6.21% | -14.65% | ||||||
| Net Income Growth YoY | % | - | - | ||||||
| FCF Growth | % | -54.28% | -6.06% | ||||||
| Operating Profit Growth | % | - | - | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +2.64% | +2.15% | ||||||
| Dividend Growth | % | +11.70% | +21.28% | ||||||
| Payout Ratio | % | -26.04% | -39.16% | ||||||
| FCF/Debt | x | 0.10 | 0.36 | ||||||
| Net Debt/EBITDA | x | 60.82 | -27.07 | ||||||
| EBIT/Net interest | x | -5.33 | -2.70 | ||||||
| Net debt/market cap | % | +46.20% | +26.49% | ||||||
| Net debt/Equity | x | 623.92 | - | ||||||
| Gross debt/equity | x | -88.68 | - | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Equitable Holdings, Inc. (EQH)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.
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