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Equitable Holdings, Inc. (EQH)
:EQH
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Equitable Holdings (EQH) Stock Statistics & Valuation Metrics

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Total Valuation

Equitable Holdings has a market cap or net worth of $15.82B. The enterprise value is $14.68B.
Market Cap$15.82B
Enterprise Value$14.68B

Share Statistics

Equitable Holdings has 301,661,740 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding301,661,740
Owned by Insiders0.50%
Owned by Institutions0.64%

Financial Efficiency

Equitable Holdings’s return on equity (ROE) is 0.82 and return on invested capital (ROIC) is 2.48%.
Return on Equity (ROE)0.82
Return on Assets (ROA)<0.01
Return on Invested Capital (ROIC)2.48%
Return on Capital Employed (ROCE)<0.01
Revenue Per Employee1.55M
Profits Per Employee227.88K
Employee Count8,000
Asset Turnover0.04
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of {name} is {pe}. {name}’s PEG ratio is {priceToEarningsGrowthRatio}.
PE Ratio14.3
PS Ratio0.00
PB Ratio6.92
Price to Fair Value9.56
Price to FCF8.07
Price to Operating Cash Flow7.79
PEG Ratio-3.66

Income Statement

In the last 12 months, Equitable Holdings had revenue of 12.44B and earned 1.31B in profits. Earnings per share was 3.82.
Revenue12.44B
Gross Profit10.00B
Operating Income2.34B
Pretax Income2.11B
Net Income1.31B
EBITDA3.20B
Earnings Per Share (EPS)3.82

Cash Flow

In the last 12 months, operating cash flow was 2.13B and capital expenditures -100.00M, giving a free cash flow of 2.03B billion.
Operating Cash Flow2.13B
Free Cash Flow2.03B
Free Cash Flow per Share6.74

Dividends & Yields

Equitable Holdings pays an annual dividend of $0.987, resulting in a dividend yield of 1.89%
Dividend Per Share$0.987
Dividend Yield1.89%
Payout Ratio16.98%
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta1.09
52-Week Price Change27.78%
50-Day Moving Average53.49
200-Day Moving Average49.92
Relative Strength Index (RSI)48.05
Average Volume (3m)2.57M

Important Dates

Equitable Holdings upcoming earnings date is Aug 5, 2025, After Close (Confirmed).
Last Earnings DateApr 29, 2025
Next Earnings DateAug 5, 2025
Ex-Dividend DateJun 02, 2025

Financial Position

Equitable Holdings as a current ratio of 20.32, with Debt / Equity ratio of 268.22%
Current Ratio20.32
Quick Ratio20.32
Debt to Market Cap0.25
Net Debt to EBITDA-0.32
Interest Coverage Ratio10.34

Taxes

In the past 12 months, Equitable Holdings has paid 288.00M in taxes.
Income Tax288.00M
Effective Tax Rate0.14

Enterprise Valuation

Equitable Holdings EV to EBITDA ratio is 4.42, with an EV/FCF ratio of 7.63.
EV to Sales1.14
EV to EBITDA4.42
EV to Free Cash Flow7.63
EV to Operating Cash Flow7.05

Balance Sheet

Equitable Holdings has $34.16B in cash and marketable securities with $6.44B in debt, giving a net cash position of -$27.72B billion.
Cash & Marketable Securities$34.16B
Total Debt$6.44B
Net Cash-$27.72B
Net Cash Per Share-$91.88
Tangible Book Value Per Share$11.11

Margins

Gross margin is 69.45%, with operating margin of 18.79%, and net profit margin of 10.51%.
Gross Margin69.45%
Operating Margin18.79%
Pretax Margin16.97%
Net Profit Margin10.51%
EBITDA Margin25.71%
EBIT Margin18.79%

Analyst Forecast

The average price target for Equitable Holdings is $68.13, which is 11.43% higher than the current price. The consensus rating is Strong Buy
Price Target$68.13
Price Target Upside29.92% Upside
Analyst ConsensusStrong Buy
Analyst Count9
Revenue Growth Forecast12.41%
EPS Growth Forecast14.76%

Scores

Smart Score7
AI Score66.5
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