Equitable Holdings, Inc. (EQH) Stock Analysis
Market Closed
Sector: Financial Services · Industry: Insurance Agents, Brokers & Service
AnalystsStrong Buy18 analystsWhat's happening with EQH
Price History
5-Year Weekly Candlestick Chart
Profile
profitability, growth and earnings quality lag behind.
How is each axis scored?
- Valuation55/100 · Moderate
- P/E vs own history (n/a)10/25
- FCF yield (n/a)10/25
- P/S (1.3x)25/25
- EV/EBIT (n/a)10/25
- Growth6/100 · Weak
- Revenue CAGR (1.4%)6/25
- Net income CAGR (n/a)0/25
- EPS CAGR 5Y (n/a)0/25
- Fwd implied growth (n/a)0/25
- Profitability0/100 · Weak
- ROIC (n/a)0/25
- ROE (-301.1%)0/25
- Net margin (-7.3%)0/25
- Operating margin (-4.2%)0/25
- Financial Health56/100 · Moderate
- Altman Z (0.09)3/25
- Current ratio (2.13)25/25
- Interest coverage (0.5x)3/25
- Net cash / debt (Net cash)25/25
- Quality42/100 · Weak
- Piotroski F (4/9)10/25
- Beneish M (-2.37)20/25
- FCF conversion (n/a)0/25
- Margin stability (σ 14.6%)12/25
About Equitable Holdings, Inc.
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. Show more
The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
Headquarters: NEW YORK, NY · Employees: 8,000 · Website ↗
Insider Transactions
Recent SEC Form 4 filings
- SellOpen market sale · filed 2026-08-11-2200 sh2026-08-11
- BuyGrant / award · filed 2026-08-11+1.4K sh2026-08-10
- BuyGrant / award · filed 2026-08-11+320 sh2026-08-10
- BuyGrant / award · filed 2026-08-11+48 sh2026-08-10
- BuyGrant / award · filed 2026-08-11+272 sh2026-08-10
+3 more recent filings
Key Metrics
Financial snapshot — pillar inputs plus per-share and market context
Valuation
55CP/E (TTM)—
Price / TTM EPS (own statements)
P/FCF9.8xA
Grade A: CheapPrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield10.2%A
Grade A: ValueTTM FCF / Market Cap
P/S (TTM)1.26xA
Grade A: CheapPrice / TTM Revenue (own statements) — vs own 5Y history: 0.6x–2.0x · 74th pct
EV/EBITDA9.4xA
Grade A: CheapEnterprise value / EBITDA (Finnhub) — capital-structure neutral
EV/Sales1.6xA
Grade A: CheapEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E6.0xA
Grade A: CheapPrice / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio52.16xD
Grade D: Very expensivePrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio0.32A
Grade A: CheapFinnhub PEG — their P/E basis ÷ expected EPS growth. Suppressed when their P/E diverges >2× from our TTM P/E (different basis)
Dividend Yield2.61%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio29.8%A
Grade A: SafeDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
0EROIC—
NOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE-301.1%D
Grade D: WeakReturn on Equity. Neg. equity = heavy buybacks
ROA-0.3%D
Grade D: WeakReturn on Assets (Finnhub) — Net Income / Total Assets; how efficiently assets produce profit
Net Margin-7.3%D
Grade D: LowNet Income / Revenue
Operating Margin-4.2%D
Grade D: LowTTM EBIT / TTM Revenue
Gross Margin46.6%C
Grade C: AverageGross Profit / Revenue
FCF Margin—
FCF / Revenue
True FCF Margin—
TTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Financial Health
56CAltman Z-Score0.09D
Grade D: DistressBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio2.13xA
Grade A: HighCurrent Assets/Liabilities
Quick Ratio2.13xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage0.5xD
Grade D: RiskyEBIT/Interest. >10 Strong
Debt Repayment—
Years to repay net debt via FCF
Net Debt/EBIT12.6xD
Grade D: HighLeverage. <2x Low, >4x High
Debt/Equity14.05xD
Grade D: HighDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt2.58xA
Grade A: CoveredCash covers how much of total debt. >1 = could repay all debt from cash
Growth
6ERevenue CAGR1.4%D
Grade D: LowCompound annual revenue growth (up to 5Y depending on data availability)
Net Income CAGR—
Compound annual net income growth (up to 5Y depending on data availability)
EPS CAGR (5Y)—
Compound annual EPS growth over up to 5Y of per-share earnings (own statements). Null when either endpoint EPS ≤ 0
Implied EPS Growth—
Implied 1Y EPS growth from forward P/E vs our TTM EPS. Sparse — only where forward estimates exist
Dilution (5Y)-34.6%A
Grade A: BuybacksShare count change over 5Y
SBC / Net Income—
Stock-based comp/Net income. >30% = dilution risk
SBC / Revenue—
TTM stock-based comp / TTM Revenue
Quality
4/8 Loss Years42D+Piotroski F-Score4/9C
Grade C: AverageFinancial strength 0–9. >7 Strong
Beneish M-Score-2.37A
Grade A: SafeEarnings manipulation risk. < -2.22 Safe
FCF Conversion—
FCF / Net Income
Margin Stability14.6%C
Grade C: AverageEBIT margin std deviation. Lower = stable
Capex / Revenue—
TTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.04xD
Grade D: LowRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
More metrics — Per Share, Balance Sheet, MarketHide additional metrics
Per Share
EPS (TTM)—
TTM net income per share (Finnhub fallback)
Cash / Share$43.98
Cash & short-term investments per share (Finnhub)
Book Value / Share$5.05
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt$3.84B
Total debt obligations (short + long term)
Cash & Equiv.$9.90B
Cash and short-term investments
Net Debt$-6.07BA
Grade A: Net CashTotal Debt minus Cash. Negative = Net Cash position
Total Equity$273.00M
Shareholders' equity (book value)
Asset / Liability1.01xC
Grade C: AdequateTotal Assets / Total Liabilities
Market
Market Cap$14.24B
Current Market Capitalization
Beta1.09B
Grade B: MarketPrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
Takeaway
Neutral
How grades work: each metric is graded A–D against fixed thresholds (tap a row for the meaning). Card grades map the pillar score to A+–E — a card grade is that pillar's own score, not an average of the rows shown.
Financials as of Mar 2026 · Ratio snapshot Sep 23, 2026
Key Insights: Equitable Holdings, Inc. (EQH)
Composite verdict for Equitable Holdings, Inc.: Neutral. Piotroski F-Score of 4/9 indicates mixed fundamentals for Equitable Holdings, Inc.. Altman Z-Score of 0.09 is below the 1.81 distress threshold — an elevated financial-risk flag. Beneish M-Score of -2.37 suggests a low likelihood of earnings manipulation.
- Interest coverage of 0.5× leaves little room for earnings shocks.
- Equitable Holdings, Inc. posted a net loss in 4 of 8 available completed fiscal years (2018–2025).
- The stock currently yields 2.6% in dividends.
See how EQH ranks on the Capex Tracker — top 50 capital spenders compared.
Recent Market Moves
See all EQH moves →| Date | Session | Price | Move | Z-Score |
|---|---|---|---|---|
| Sep 22 | After-hours | 52.20 | -3.10% | -2.40 |
Frequently Asked Questions about EQH
Is EQH stock a buy right now?
PreMarketPrice's quantitative model rates Equitable Holdings, Inc.'s financial health at 56/100 — Neutral. This is a data-driven snapshot of fundamentals, not investment advice.
Is EQH stock overvalued?
Equitable Holdings, Inc. trades at a trailing P/E of n/a and our valuation score rates it 55/100 (higher = cheaper vs. its own history). See the Valuation History and Key Metrics sections for forward P/E, EV/EBITDA and PEG context.
When does Equitable Holdings, Inc. report earnings?
No confirmed earnings date is currently scheduled for EQH. The Earnings section lists recent reports and updates as dates are announced.
What sector does Equitable Holdings, Inc. operate in?
Equitable Holdings, Inc. operates in the Financial Services sector, within the Insurance Agents, Brokers & Service industry. The Related Stocks section lists sector peers for comparison.
What does Equitable Holdings, Inc. do?
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments.
About Equitable Holdings, Inc. (EQH) Stock
Equitable Holdings, Inc. (EQH) is a US-listed stock operating in the Financial Services sector, specifically the Insurance Agents, Brokers & Service industry. Real-time pricing data for Equitable Holdings, Inc. is available on this page with a market capitalization of $14.2 billion. The financial health score for EQH is 56/100, which indicates moderate financial strength based on profitability, leverage, liquidity, and growth metrics. This page provides real-time pre-market pricing, earnings calendar, financial health analysis, and valuation metrics for EQH stock.
EQH Stock Analysis & Key Metrics
On PreMarketPrice, you can track Equitable Holdings, Inc. (EQH) across multiple dimensions:
- Pre-market price & movement: Real-time EQH stock price with percentage change, updated continuously during pre-market and regular trading hours.
- Valuation & P/E history: Historical P/E, P/S, and P/B ratios for EQH with trend analysis and normalized valuation multiples.
- Financial statements: Revenue, net income, assets, liabilities, and equity for Equitable Holdings, Inc. across multiple reporting periods.
- Financial health score: A composite score of 56/100 based on Altman Z-Score, Piotroski F-Score, profitability, and leverage metrics for EQH.
- Sector peers: Compare EQH against 10 other financial services stocks on key financial metrics.
Is EQH a Good Stock to Buy?
This page provides data-driven analysis to help you evaluate Equitable Holdings, Inc. (EQH) as an investment. The financial health score of 56/100 suggests moderate financial fundamentals. Valuation metrics show whether the stock is trading above or below its historical average.However, this is not financial advice — always do your own research before investing.
Data on this page is sourced from real-time market feeds, Polygon.io, and Finnhub.Equitable Holdings, Inc. (EQH) trades on NYSE. Pre-market trading occurs 4:00 AM – 9:30 AM ET. Regular market hours are 9:30 AM – 4:00 PM ET.