Equitable Holdings Inc
F:AXJ
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Equitable Holdings Inc
F:AXJ
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US |
Intrinsic Value
The intrinsic value of 
Equitable Holdings Inc (AXJ) under the Base Case is 51.5 EUR per share.
Compared with the current market price of 48.51 EUR, the stock appears
Undervalued by 6% .
The intrinsic value is calculated using the DCF method.
Do our valuations actually work? See backtest results .
Cheap or expensive for this stock?
This block shows whether today’s valuation is cheap or expensive compared with the stock’s own history, and what happened after similar valuations in the past.
We compare the gap between the stock’s price and our estimated value over time.
- Undervalued can still be historically expensive. The stock may trade below our estimated value, but usually offer an even bigger discount.
- Overvalued can still be historically cheap. The stock may trade above our estimated value, but usually carry an even higher premium.
Market expectations can differ from our model, which may not fully capture everything affecting the price. That is why some stocks regularly trade above our estimated value and others below it.
The scale and chart show how today’s valuation compares with the past. The cards summarize past returns and waiting times until the stock stopped being cheap or expensive. This can happen because the price changed, our estimated value changed, or both.
Only completed periods are included. These are past results, not forecasts. The usual historical range does not necessarily mean fair value.
Fundamental Analysis
What Equitable Does
Equitable Holdings is a financial services company best known for helping people save for retirement, invest money, and protect income and assets. Its main businesses include retirement products for employers and individuals, wealth management services, and life insurance and related protection products. It sells these through financial advisers, workplace retirement plans, and other distribution partners, rather than through a consumer-facing retail brand.
- Headquarters
- United States of America US
- Employees
- 8 000
- IPO date
- May 10, 2018
Equitable Holdings has no economic moat
Many insurers, retirement-plan providers and investment firms offer alternatives to Equitable, and the company says rivals can copy its products and pressure its fees. Its name and size do not prevent customers from choosing competitors or make these markets uneconomic for other providers.
Read the full moat analysis
Revenue & Expenses Breakdown
Equitable Holdings Inc
Earnings Waterfall
Equitable Holdings Inc
The intrinsic value for Equitable Holdings Inc (AXJ) under the Base Case is 51.5 EUR.
Compared with the current market price of 48.51 EUR, the stock appears Undervalued by 6% .