(EQH) Axa Equitable Holdings - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US29452E1010
Stock: Annuities, Insurance, Asset Management, Wealth Management
Total Rating 16
Risk 58
Buy Signal -0.45
| Risk 5d forecast | |
|---|---|
| Volatility | 42.5% |
| Relative Tail Risk | 0.42% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.53 |
| Alpha | -43.60 |
| Character TTM | |
|---|---|
| Beta | 1.307 |
| Beta Downside | 1.817 |
| Drawdowns 3y | |
|---|---|
| Max DD | 29.17% |
| CAGR/Max DD | 0.55 |
EPS (Earnings per Share)
Revenue
Description: EQH Axa Equitable Holdings March 05, 2026
Equitable Holdings, Inc. (EQH) is a diversified financial services company operating globally. It offers a range of products across six segments.
The Individual Retirement segment focuses on variable annuity products for affluent and high-net-worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services to educational institutions, municipalities, non-profits, and small to medium-sized businesses. This sector often involves long-term contractual obligations.
Asset Management provides investment management services to institutional, retail, and private wealth clients. Protection Solutions offers various life insurance products, including VUL, COLI, IUL, and term life, as well as employee benefits such as group life, dental, and disability insurance. Life insurance is a mature market characterized by stable demand.
Wealth Management provides investment advisory accounts, financial planning, and insurance products. The Legacy segment manages capital-intensive fixed-rate guaranteed minimum withdrawal benefit (GMxB) business. Equitable Holdings, Inc. was founded in 1859.
Further research on ValueRay can provide deeper insights into EQHs financial performance and market position.
Piotroski VR‑10 (Strict, 0-10) 2.0
| Net Income: -1.38b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.01 > 0.02 and ΔFCF/TA 0.63 > 1.0 |
| NWC/Revenue: 310.9% < 20% (prev 75.77%; Δ 235.1% < -1%) |
| CFO/TA 0.00 > 3% & CFO 771.0m > Net Income -1.38b |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 25.50 > 1.5 & < 3 |
| Outstanding Shares: last quarter (289.1m) vs 12m ago -8.66% < -2% |
| Gross Margin: 59.16% > 18% (prev 0.64%; Δ 5852 % > 0.5%) |
| Asset Turnover: 3.58% > 50% (prev 4.17%; Δ -0.59% > 0%) |
| Interest Coverage Ratio: -6.07 > 6 (EBITDA TTM -317.0m / Interest Expense TTM 224.0m) |
Altman Z'' 0.77
| A: 0.11 (Total Current Assets 35.57b - Total Current Liabilities 1.40b) / Total Assets 318.31b |
| B: 0.03 (Retained Earnings 8.37b / Total Assets 318.31b) |
| C: -0.00 (EBIT TTM -1.36b / Avg Total Assets 307.09b) |
| D: 0.01 (Book Value of Equity 2.09b / Total Liabilities 316.52b) |
| Altman-Z'' Score: 0.77 = B |
Beneish M
| DSRI: 2.11 (Receivables 22.61b/12.00b, Revenue 10.99b/12.33b) |
| GMI: 1.09 (GM 59.16% / 64.42%) |
| AQI: none (AQ_t none / AQ_t-1 none) |
| SGI: 0.89 (Revenue 10.99b / 12.33b) |
| TATA: -0.01 (NI -1.38b - CFO 771.0m) / TA 318.31b) |
| Beneish M-Score: cannot calculate (missing components) |
What is the price of EQH shares?
As of March 07, 2026, the stock is trading at USD 39.26 with a total of 2,812,360 shares traded.
Over the past week, the price has changed by -1.71%, over one month by -13.16%, over three months by -14.14% and over the past year by -19.40%.
Over the past week, the price has changed by -1.71%, over one month by -13.16%, over three months by -14.14% and over the past year by -19.40%.
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?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 60.4 | 53.9% |
| Analysts Target Price | 60.4 | 53.9% |
EQH Fundamental Data Overview March 05, 2026
P/E Forward = 4.817
P/S = 0.9647
P/B = 164.1395
Revenue TTM = 10.99b USD
EBIT TTM = -1.36b USD
EBITDA TTM = -317.0m USD
Long Term Debt = 6.36b USD (from longTermDebt, two quarters ago)
Short Term Debt = 132.0m USD (from shortTermDebt, last quarter)
Debt = 4.57b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -128.89b USD (from netDebt column, last quarter)
Enterprise Value = -117.64b USD (11.26b + Debt 4.57b - CCE 133.47b)
Interest Coverage Ratio = -6.07 (Ebit TTM -1.36b / Interest Expense TTM 224.0m)
EV/FCF = -29.52x (Enterprise Value -117.64b / FCF TTM 3.98b)
FCF Yield = -3.39% (FCF TTM 3.98b / Enterprise Value -117.64b)
FCF Margin = 36.25% (FCF TTM 3.98b / Revenue TTM 10.99b)
Net Margin = -12.55% (Net Income TTM -1.38b / Revenue TTM 10.99b)
Gross Margin = 59.16% ((Revenue TTM 10.99b - Cost of Revenue TTM 4.49b) / Revenue TTM)
Gross Margin QoQ = 88.07% (prev -16.97%)
Tobins Q-Ratio = -0.37 (set to none) (Enterprise Value -117.64b / Total Assets 318.31b)
Interest Expense / Debt = 1.03% (Interest Expense 47.0m / Debt 4.57b)
Taxrate = 9.59% (33.0m / 344.0m)
NOPAT = -1.23b (EBIT -1.36b * (1 - 9.59%)) [loss with tax shield]
Current Ratio = 25.50 (Total Current Assets 35.57b / Total Current Liabilities 1.40b)
Debt / Equity = -61.78 (negative equity) (Debt 4.57b / totalStockholderEquity, last quarter -74.0m)
Debt / EBITDA = 406.6 (negative EBITDA) (Net Debt -128.89b / EBITDA -317.0m)
Debt / FCF = -32.34 (Net Debt -128.89b / FCF TTM 3.98b)
Total Stockholder Equity = 906.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.45% (Net Income -1.38b / Total Assets 318.31b)
RoE = -152.3% (Net Income TTM -1.38b / Total Stockholder Equity 906.0m)
RoCE = -18.71% (EBIT -1.36b / Capital Employed (Equity 906.0m + L.T.Debt 6.36b))
RoIC = -18.91% (negative operating profit) (NOPAT -1.23b / Invested Capital 6.50b)
WACC = 7.90% (E(11.26b)/V(15.83b) * Re(10.73%) + D(4.57b)/V(15.83b) * Rd(1.03%) * (1-Tc(0.10)))
Discount Rate = 10.73% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -7.41%
[DCF] Terminal Value 70.69% ; FCFF base≈3.13b ; Y1≈2.06b ; Y5≈938.1m
[DCF] Fair Price = 520.9 (EV 18.68b - Net Debt -128.89b = Equity 147.57b / Shares 283.3m; r=7.90% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: 48.40 | EPS CAGR: 7.12% | SUE: 0.0 | # QB: 0
Revenue Correlation: -15.63 | Revenue CAGR: 1.09% | SUE: -0.91 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.84 | Chg7d=+0.008 | Chg30d=-0.066 | Revisions Net=-5 | Analysts=9
EPS current Year (2026-12-31): EPS=7.52 | Chg7d=-0.004 | Chg30d=-0.317 | Revisions Net=-8 | Growth EPS=+33.4% | Growth Revenue=+41.0%
EPS next Year (2027-12-31): EPS=9.00 | Chg7d=-0.061 | Chg30d=-0.310 | Revisions Net=-6 | Growth EPS=+19.7% | Growth Revenue=+7.5%
[Analyst] Revisions Ratio: -1.00 (0 Up / 5 Down within 30d for Next Quarter)
P/S = 0.9647
P/B = 164.1395
Revenue TTM = 10.99b USD
EBIT TTM = -1.36b USD
EBITDA TTM = -317.0m USD
Long Term Debt = 6.36b USD (from longTermDebt, two quarters ago)
Short Term Debt = 132.0m USD (from shortTermDebt, last quarter)
Debt = 4.57b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -128.89b USD (from netDebt column, last quarter)
Enterprise Value = -117.64b USD (11.26b + Debt 4.57b - CCE 133.47b)
Interest Coverage Ratio = -6.07 (Ebit TTM -1.36b / Interest Expense TTM 224.0m)
EV/FCF = -29.52x (Enterprise Value -117.64b / FCF TTM 3.98b)
FCF Yield = -3.39% (FCF TTM 3.98b / Enterprise Value -117.64b)
FCF Margin = 36.25% (FCF TTM 3.98b / Revenue TTM 10.99b)
Net Margin = -12.55% (Net Income TTM -1.38b / Revenue TTM 10.99b)
Gross Margin = 59.16% ((Revenue TTM 10.99b - Cost of Revenue TTM 4.49b) / Revenue TTM)
Gross Margin QoQ = 88.07% (prev -16.97%)
Tobins Q-Ratio = -0.37 (set to none) (Enterprise Value -117.64b / Total Assets 318.31b)
Interest Expense / Debt = 1.03% (Interest Expense 47.0m / Debt 4.57b)
Taxrate = 9.59% (33.0m / 344.0m)
NOPAT = -1.23b (EBIT -1.36b * (1 - 9.59%)) [loss with tax shield]
Current Ratio = 25.50 (Total Current Assets 35.57b / Total Current Liabilities 1.40b)
Debt / Equity = -61.78 (negative equity) (Debt 4.57b / totalStockholderEquity, last quarter -74.0m)
Debt / EBITDA = 406.6 (negative EBITDA) (Net Debt -128.89b / EBITDA -317.0m)
Debt / FCF = -32.34 (Net Debt -128.89b / FCF TTM 3.98b)
Total Stockholder Equity = 906.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.45% (Net Income -1.38b / Total Assets 318.31b)
RoE = -152.3% (Net Income TTM -1.38b / Total Stockholder Equity 906.0m)
RoCE = -18.71% (EBIT -1.36b / Capital Employed (Equity 906.0m + L.T.Debt 6.36b))
RoIC = -18.91% (negative operating profit) (NOPAT -1.23b / Invested Capital 6.50b)
WACC = 7.90% (E(11.26b)/V(15.83b) * Re(10.73%) + D(4.57b)/V(15.83b) * Rd(1.03%) * (1-Tc(0.10)))
Discount Rate = 10.73% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -7.41%
[DCF] Terminal Value 70.69% ; FCFF base≈3.13b ; Y1≈2.06b ; Y5≈938.1m
[DCF] Fair Price = 520.9 (EV 18.68b - Net Debt -128.89b = Equity 147.57b / Shares 283.3m; r=7.90% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: 48.40 | EPS CAGR: 7.12% | SUE: 0.0 | # QB: 0
Revenue Correlation: -15.63 | Revenue CAGR: 1.09% | SUE: -0.91 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.84 | Chg7d=+0.008 | Chg30d=-0.066 | Revisions Net=-5 | Analysts=9
EPS current Year (2026-12-31): EPS=7.52 | Chg7d=-0.004 | Chg30d=-0.317 | Revisions Net=-8 | Growth EPS=+33.4% | Growth Revenue=+41.0%
EPS next Year (2027-12-31): EPS=9.00 | Chg7d=-0.061 | Chg30d=-0.310 | Revisions Net=-6 | Growth EPS=+19.7% | Growth Revenue=+7.5%
[Analyst] Revisions Ratio: -1.00 (0 Up / 5 Down within 30d for Next Quarter)