Bringing the fundamentals into focus…
Back to Equitable Holdings, Inc.
How Equitable Holdings, Inc. stacks up
EQH · against 268 other Financial Services companies
Valuation
44/ 100
Below the middle of the pack.
Ranked #150 of 269 · scores higher than 44% of peers
Bars: peers in each 10-point band of the valuation score27 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 · 410 reported | -6.0% | 5.6% | 7% | 30% | |
| EBITDA yieldHigher is better · 206 reported | 7.9% | 6.8% | 58% | 50% | |
| Free cash flow yieldHigher is better · 183 reported | 8.8% | 6.1% | 62% | 20% | |
| Book yieldHigher is better · 401 reported | -12.3% | 83.1% | 1% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around EQH| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 82M USD | 99 | 78 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 145 | 15.1B USD | 46 | 49 | |
| 148 | 8.4B USD | 45 |
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