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Equitable Holdings Inc
NYSE:EQH

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Equitable Holdings Inc Logo
Equitable Holdings Inc
NYSE:EQH
Watchlist
Price: 37.97 USD 1.36%
Updated: Mar 28, 2024

Intrinsic Value

Equitable Holdings, Inc. engages in the provision of financial services. [ Read More ]

The intrinsic value of one EQH stock under the Base Case scenario is 257.78 USD. Compared to the current market price of 37.97 USD, Equitable Holdings Inc is Undervalued by 85%.

Key Points:
EQH Intrinsic Value
Base Case
257.78 USD
Undervaluation 85%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation Backtest
Equitable Holdings Inc

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Fundamental Analysis

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of Equitable Holdings Inc's business.

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does Equitable Holdings Inc face in the near future?

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of Equitable Holdings Inc.

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Financials

Balance Sheet Decomposition
Equitable Holdings Inc

Current Assets 17.3B
Cash & Short-Term Investments 6.1B
Receivables 10.3B
Other Current Assets 928m
Non-Current Assets 242.9B
Long-Term Investments 93.1B
Intangibles 5.4B
Other Non-Current Assets 144.4B
Current Liabilities 13.2B
Short-Term Debt 1.5B
Other Current Liabilities 11.7B
Non-Current Liabilities 245.4B
Long-Term Debt 11.3B
Other Non-Current Liabilities 234.1B
Efficiency

Earnings Waterfall
Equitable Holdings Inc

Revenue
14.7B USD
Cost of Revenue
-6.5B USD
Gross Profit
8.2B USD
Operating Expenses
-4.9B USD
Operating Income
3.4B USD
Other Expenses
-2.1B USD
Net Income
1.2B USD

Free Cash Flow Analysis
Equitable Holdings Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
History
Components
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What is Free Cash Flow?
Fundamental Scores

EQH Profitability Score
Profitability Due Diligence

Equitable Holdings Inc's profitability score is 53/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Exceptional ROE
ROE is Increasing
Positive Operating Income
53/100
Profitability
Score

Equitable Holdings Inc's profitability score is 53/100. The higher the profitability score, the more profitable the company is.

EQH Solvency Score
Solvency Due Diligence

Equitable Holdings Inc's solvency score is 35/100. The higher the solvency score, the more solvent the company is.

Short-Term Solvency
Long-Term Solvency
Positive Net Debt
High D/E
35/100
Solvency
Score

Equitable Holdings Inc's solvency score is 35/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

EQH Price Targets Summary
Equitable Holdings Inc

Wall Street analysts forecast EQH stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for EQH is 40.46 USD with a low forecast of 31.31 USD and a high forecast of 45.15 USD.

Lowest
Price Target
31.31 USD
18% Downside
Average
Price Target
40.46 USD
7% Upside
Highest
Price Target
45.15 USD
19% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

Ownership

EQH Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
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Shareholder Return

EQH Price
Equitable Holdings Inc

1M 1M
+11%
6M 6M
+35%
1Y 1Y
+60%
3Y 3Y
+26%
5Y 5Y
+111%
10Y 10Y
+112%
Annual Price Range
37.97
52w Low
22.82
52w High
37.97
Price Metrics
Average Annual Return 13.81%
Standard Deviation of Annual Returns 22.56%
Max Drawdown -61%
Shares Statistics
Market Capitalization 13B USD
Shares Outstanding 329 711 008
Percentage of Shares Shorted 1.89%

EQH Return Decomposition
Main factors of price return

What is price return decomposition?

EQH News

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Company Profile

Equitable Holdings Inc Logo
Equitable Holdings Inc

Country

United States of America

Industry

Financial Services

Market Cap

13B USD

Dividend Yield

2.32%

Description

Equitable Holdings, Inc. engages in the provision of financial services. The company is headquartered in New York City, New York and currently employs 7,800 full-time employees. The company went IPO on 2018-05-10. The firm operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment is a provider of variable annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income by allowing them to invest in various markets through underlying investment options. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment is a provider of diversified investment management, research and related services to a range of clients globally. The Protection Solutions segment focuses on its life insurance products.

Contact

NEW YORK
New York City
1290 Avenue of the Americas
+12125541234.0
https://equitable.com/

IPO

2018-05-10

Employees

7 800

Officers

President, CEO & Director
Mr. Mark Pearson
Senior EVP & CFO
Mr. Robin Matthew Raju
Senior EVP & COO
Mr. Jeffrey Joy Hurd J.D.
President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions
Mr. Nicholas Burritt Lane
President & CEO of AllianceBernstein Corporation
Mr. Seth Perry Bernstein
Senior VP, Chief Accounting Officer & Controller
Mr. William James Eckert IV
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Head of Investor Relations
Mr. Erik James Bass C.F.A.
Senior EVP, Chief Legal Officer & Corporate Secretary
Mr. Jose Ramon Gonzalez Esq.
Chief Marketing Officer
Ms. Constance K. Weaver
Chief Auditor
Ms. Stephanie Withers
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See Also

Discover More
What is the Intrinsic Value of one EQH stock?

The intrinsic value of one EQH stock under the Base Case scenario is 257.78 USD.

Is EQH stock undervalued or overvalued?

Compared to the current market price of 37.97 USD, Equitable Holdings Inc is Undervalued by 85%.