Bringing the fundamentals into focus…
Back to Equitable Holdings, Inc.
How Equitable Holdings, Inc. stacks up
EQH · against 38 other Financial Services companies of similar size
Valuation
44/ 100
Above the middle of the pack.
Ranked #18 of 39 · scores higher than 55% of peers
Bars: peers in each 10-point band of the valuation score7 peers with a valuation score of 40–49, including EQH · Click a bar to see the companies
Why valuation scores 44?
Weighted metrics compared with all Financial Services companies.A mix: stronger free cash flow yield, but weaker earnings yield than most Financial Services peers.
- lower earnings for the price paid: weaker than 93% of peers. Earnings yield: 3.0% vs peer median 5.7%
- EBITDA yield is close to the peer norm. EBITDA yield: 7.9% vs peer median 6.9%
- more free cash flow for the price paid: stronger than 62% of peers. Free cash flow yield: 8.8% vs peer median 6.1%
Metric by metric
Position: dot = EQH, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | EQH | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 50 reported | -6.0% | 4.7% | 0% | 30% | |
| EBITDA yieldHigher is better · 37 reported | 7.9% | 7.7% | 56% | 50% | |
| Free cash flow yieldHigher is better · 25 reported | 8.8% | 6.1% | 79% | 20% | |
| Book yieldHigher is better · 51 reported | -12.3% | 40.0% | 0% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around EQH| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 226.5B SEK (≈$22.7B) | 98 | 87 | |
| 2 | 9.2B GBP (≈$11.9B) | 86 | 58 | |
| 3 | 15.3B EUR (≈$16.8B) | 82 | 57 | |
| 4 | 13.0B EUR (≈$14.3B) | 75 | 66 | |
| 5 | 22.7B USD | 72 | 64 | |
| 14 | 9.6B USD | 52 | 73 | |
| 15 | 8.9B USD | 46 | 50 | |
| 15 | 15.1B USD | 46 | 49 | |
| 17 | 8.4B USD | 45 | 63 | |
| 18 | 15.1B USD | 44 | 38 | |
| 19 | 13.1B AUD (≈$8.6B) | 43 | 55 | |
| 19 | 11.8B USD | 43 | 51 | |
| 21 | 12.7B USD | 41 | 63 | |
| 22 | 16.4B USD | 39 | 54 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score