(EQH) Axa Equitable Holdings - Overview
Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 11.987m USD | Total Return: -18.5% in 12m
Annuities, Life Insurance, Asset Management, Retirement Services
Total Rating 18
Safety 18
Buy Signal -0.40
Asset Management
Industry Rotation: -0.4
Industry Rotation: -0.4
Market Cap:
12.0B
Avg Turnover: 150M
Avg Turnover: 150M
Risk 3d forecast
Volatility29.4%
VaR 5th Pctl5.34%
VaR vs Median10.2%
Reward TTM
Sharpe Ratio-0.62
Rel. Str. IBD19.6
Rel. Str. Peer Group20.8
Character TTM
Beta1.321
Beta Downside1.464
Hurst Exponent0.357
Drawdowns 3y
Max DD35.85%
CAGR/Max DD0.63
CAGR/Mean DD3.12
EPS (Earnings per Share)
EPS CAGR: 5.83%
EPS Trend: 61.8%
EPS Trend: 61.8%
Last SUE: -1.25
Qual. Beats: -1
Qual. Beats: -1
Revenue
Rev. CAGR: -2.72%
Rev. Trend: 3.1%
Rev. Trend: 3.1%
Last SUE: 0.22
Qual. Beats: 0
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Description: EQH Axa Equitable Holdings
Equitable Holdings, Inc. (EQH) is a diversified financial services firm operating across six distinct business segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The company provides variable annuities, tax-deferred retirement plans, investment management, and life insurance products to retail, institutional, and municipal clients. Formerly known as AXA Equitable Holdings, the firm was established in 1859 and maintains its headquarters in New York.
The company utilizes a multi-channel distribution strategy, targeting high-net-worth individuals, non-profit entities, and small-to-medium-sized businesses. This business model relies heavily on fee-based income from assets under management and spread-based income from insurance and annuity products. In the diversified financial services sector, firms like EQH often manage interest rate risk by balancing capital-intensive legacy products with capital-light asset management and advisory services.
For a deeper dive into the companys valuation and fundamental metrics, consider reviewing the latest data on ValueRay.
- Assets under management growth at AllianceBernstein drives fee-based revenue and margins
- Interest rate fluctuations impact spread income and valuation of long-term insurance liabilities
- Sales of structured capital strategies annuities influence individual retirement segment earnings
- Shift toward capital-light products reduces exposure to volatile legacy variable annuity guarantees
- Equity market performance dictates asset management fees and variable annuity account values
Piotroski VR‑10 (Strict)
3.0
| Net Income: -822.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.00 > 0.02 and ΔFCF/TA -0.54 > 1.0 |
| NWC/Revenue: -536.6% < 20% (prev -450.7%; Δ -85.90% < -1%) |
| CFO/TA 0.00 > 3% & CFO 840.0m > Net Income -822.0m |
| Current Ratio: 0.56 > 1.5 & < 3 |
| Outstanding Shares: last quarter (283.8m) vs 12m ago -9.01% < -2% |
| Gross Margin: 63.55% > 18% (prev 0.69%; Δ 6.29k% > 0.5%) |
| Asset Turnover: 3.79% > 50% (prev 4.87%; Δ -1.09% > 0%) |
| Interest Coverage Ratio: -6.88 > 6 (EBITDA TTM 190.0m / Interest Expense TTM 231.0m) |
Altman Z''
-1.22
| A: -0.20 (Total Current Assets 76.19b - Total Current Liabilities 136.94b) / Total Assets 310.38b |
| B: 0.03 (Retained Earnings 8.78b / Total Assets 310.38b) |
| C: -0.01 (EBIT TTM -1.59b / Avg Total Assets 298.87b) |
| D: 0.01 (Book Value of Equity 2.48b / Total Liabilities 308.13b) |
| Altman-Z'' Score: -1.22 = CCC |
Beneish M
-1.66
| DSRI: 2.80 (Receivables 25.17b/11.14b, Revenue 11.32b/14.01b) |
| GMI: 1.08 (GM 63.55% / 68.85%) |
| AQI: 0.93 (AQ_t 0.75 / AQ_t-1 0.81) |
| SGI: 0.81 (Revenue 11.32b / 14.01b) |
| TATA: -0.01 (NI -822.0m - CFO 840.0m) / TA 310.38b) |
| Beneish M-Score: -1.66 (Cap -4..+1) = CCC |
What is the price of EQH shares?
As of May 19, 2026, the stock is trading at USD 42.78 with a total of 4,271,396 shares traded.
Over the past week, the price has changed by +4.37%, over one month by +2.74%, over three months by -5.43% and over the past year by -18.47%.
Over the past week, the price has changed by +4.37%, over one month by +2.74%, over three months by -5.43% and over the past year by -18.47%.
Is EQH a buy, sell or hold?
Axa Equitable Holdings has received a consensus analysts rating of 4.40.
Therefore, it is recommended to buy EQH.
- StrongBuy: 6
- Buy: 2
- Hold: 2
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the EQH price?
| Analysts Target Price | 57.9 | 35.4% |
Axa Equitable Holdings (EQH) - Fundamental Data Overview
as of 19 May 2026
P/E Forward = 4.5851 P/S = 1.0586
P/B = 164.1395
Revenue TTM = 11.32b USD
EBIT TTM = -1.59b USD
EBITDA TTM = 190.0m USD
Long Term Debt = 6.93b USD (from longTermDebt, last quarter)
Short Term Debt = 25.0m USD (from shortTermDebt, last fiscal year)
Debt = 6.93b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -43.45b USD (recalculated: Debt 6.93b - CCE 50.38b)
Enterprise Value = 11.99b USD (floored to Market Cap, CCE > MCap+Debt)
Interest Coverage Ratio = -6.88 (Ebit TTM -1.59b / Interest Expense TTM 231.0m)
EV/FCF = 14.85x (Enterprise Value 11.99b / FCF TTM 807.0m)
FCF Yield = 6.73% (FCF TTM 807.0m / Enterprise Value 11.99b)
FCF Margin = 7.13% (FCF TTM 807.0m / Revenue TTM 11.32b)
Net Margin = -7.26% (Net Income TTM -822.0m / Revenue TTM 11.32b)
Gross Margin = 63.55% ((Revenue TTM 11.32b - Cost of Revenue TTM 4.13b) / Revenue TTM)
Gross Margin QoQ = 90.69% (prev 88.07%)
Tobins Q-Ratio = 0.04 (Enterprise Value 11.99b / Total Assets 310.38b)
Interest Expense / Debt = 0.90% (Interest Expense 62.0m / Debt 6.93b)
Taxrate = 17.59% (156.0m / 887.0m)
NOPAT = -1.31b (EBIT -1.59b * (1 - 17.59%)) [loss with tax shield]
Current Ratio = 0.56 (Total Current Assets 76.19b / Total Current Liabilities 136.94b)
Debt / Equity = 25.37 (Debt 6.93b / totalStockholderEquity, last quarter 273.0m)
Debt / EBITDA = -228.7 (out of range, set to none) (Net Debt -43.45b / EBITDA 190.0m)
Debt / FCF = -53.84 (Net Debt -43.45b / FCF TTM 807.0m)
Total Stockholder Equity = 374.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.28% (Net Income -822.0m / Total Assets 310.38b)
RoE = -219.8% (Net Income TTM -822.0m / Total Stockholder Equity 374.0m)
RoCE = -21.76% (EBIT -1.59b / Capital Employed (Equity 374.0m + L.T.Debt 6.93b))
RoIC = -22.08% (negative operating profit) (NOPAT -1.31b / Invested Capital 5.93b)
WACC = 7.01% (E(11.99b)/V(18.91b) * Re(10.63%) + D(6.93b)/V(18.91b) * Rd(0.90%) * (1-Tc(0.18)))
Discount Rate = 10.63% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -98.88 | Cagr: -7.38%
[DCF] Terminal Value 75.50% ; FCFF base≈1.41b ; Y1≈923.2m ; Y5≈422.2m
[DCF] Fair Price = 190.7 (EV 10.25b - Net Debt -43.45b = Equity 53.69b / Shares 281.5m; r=7.01% [WACC]; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 61.77 | EPS CAGR: 5.83% | SUE: -1.25 | # QB: -1
Revenue Correlation: 3.06 | Revenue CAGR: -2.72% | SUE: 0.22 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.69 | Chg30d=-4.57% | Revisions=-40% | Analysts=12
EPS next Quarter (2026-09-30): EPS=1.83 | Chg30d=-2.72% | Revisions=-40% | Analysts=11
EPS current Year (2026-12-31): EPS=7.07 | Chg30d=-1.95% | Revisions=-57% | GrowthEPS=+25.4% | GrowthRev=+33.5%
EPS next Year (2027-12-31): EPS=8.80 | Chg30d=-0.60% | Revisions=-29% | GrowthEPS=+24.5% | GrowthRev=+10.2%
[Analyst] Revisions Ratio: -57%