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Equitable Holdings (EQH)
NYSE:EQH

Equitable Holdings (EQH) Stock Statistics & Valuation Metrics

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Total Valuation

Equitable Holdings has a market cap or net worth of $10.43B. The enterprise value is $4.76B.
Market Cap$10.43B
Enterprise Value$4.76B

Share Statistics

Equitable Holdings has 280,347,840 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding280,347,840
Owned by Insiders0.48%
Owned by Institutions13.96%

Financial Efficiency

Equitable Holdings’s return on equity (ROE) is 18.65 and return on invested capital (ROIC) is -0.33%.
Return on Equity (ROE)18.65
Return on Assets (ROA)>-0.01
Return on Invested Capital (ROIC)-0.33%
Return on Capital Employed (ROCE)>-0.01
Revenue Per Employee1.46M
Profits Per Employee-172.50K
Employee Count8,000
Asset Turnover0.04
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Equitable Holdings is 15.8. Equitable Holdings’s PEG ratio is 0.05.
PE Ratio15.8
PS Ratio1.22
PB Ratio-191.95
Price to Fair Value-191.95
Price to FCF20.92
Price to Operating Cash Flow13.78
PEG Ratio0.05

Income Statement

In the last 12 months, Equitable Holdings had revenue of 11.66B and earned -1.38B in profits. Earnings per share was -4.83.
Revenue11.66B
Gross Profit9.23B
Operating Income-1.19B
Pretax Income-1.19B
Net Income-1.38B
EBITDA-969.00M
Earnings Per Share (EPS)-4.83

Cash Flow

In the last 12 months, operating cash flow was 771.00M and capital expenditures -34.00M, giving a free cash flow of 737.00M billion.
Operating Cash Flow771.00M
Free Cash Flow737.00M
Free Cash Flow per Share2.63

Dividends & Yields

Equitable Holdings pays an annual dividend of $0.27, resulting in a dividend yield of 2.15%
Dividend Per Share$0.27
Dividend Yield2.15%
Payout Ratio19.27%
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta1.16
52-Week Price Change-27.10%
50-Day Moving Average43.97
200-Day Moving Average48.54
Relative Strength Index (RSI)29.88
Average Volume (3m)3.39M

Important Dates

Equitable Holdings upcoming earnings date is May 5, 2026, After Close (Confirmed).
Last Earnings DateFeb 4, 2026
Next Earnings DateMay 5, 2026
Ex-Dividend Date

Financial Position

Equitable Holdings as a current ratio of 25.50, with Debt / Equity ratio of -8867.57%
Current Ratio25.50
Quick Ratio25.50
Debt to Market Cap0.46
Net Debt to EBITDA6.09
Interest Coverage Ratio-5.33

Taxes

In the past 12 months, Equitable Holdings has paid -156.00M in taxes.
Income Tax-156.00M
Effective Tax Rate0.13

Enterprise Valuation

Equitable Holdings EV to EBITDA ratio is -8.57, with an EV/FCF ratio of 12.23.
EV to Sales0.71
EV to EBITDA-8.57
EV to Free Cash Flow12.23
EV to Operating Cash Flow11.65

Balance Sheet

Equitable Holdings has $52.73B in cash and marketable securities with $6.56B in debt, giving a net cash position of $46.17B billion.
Cash & Marketable Securities$52.73B
Total Debt$6.56B
Net Cash$46.17B
Net Cash Per Share$164.69
Tangible Book Value Per Share-$11.81

Margins

Gross margin is 59.16%, with operating margin of -10.23%, and net profit margin of -11.83%.
Gross Margin59.16%
Operating Margin-10.23%
Pretax Margin-10.23%
Net Profit Margin-11.83%
EBITDA Margin-8.31%
EBIT Margin-8.31%

Analyst Forecast

The average price target for Equitable Holdings is $59.57, which is 11.43% higher than the current price. The consensus rating is Strong Buy
Price Target$59.57
Price Target Upside60.05% Upside
Analyst ConsensusStrong Buy
Analyst Count7
Revenue Growth Forecast7.70%
EPS Growth Forecast-155.12%

Scores

Smart Score8
AI Score