(EQH) Axa Equitable Holdings - Ratings and Ratios
Variable Annuities, Life Insurance, Group Retirement Plans, Asset Management
EQH EPS (Earnings per Share)
EQH Revenue
Description: EQH Axa Equitable Holdings
Equitable Holdings, Inc. (NYSE:EQH) is a diversified financial services company operating globally, with six distinct business segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The companys diverse product offerings cater to various customer needs, including retirement services, investment management, life insurance, and wealth management solutions.
From a financial perspective, EQH has a market capitalization of approximately $15.99 billion USD, indicating a significant presence in the financial services industry. The companys return on equity (ROE) stands at 56.77%, suggesting strong profitability. Additionally, the forward price-to-earnings (P/E) ratio is 7.93, which may indicate that the stock is undervalued relative to its expected earnings growth.
To further evaluate EQHs performance, we can examine key performance indicators (KPIs) such as revenue growth, net income margin, and assets under management (AUM). The companys ability to generate revenue from its diverse business segments, manage its assets effectively, and maintain a strong capital position will be crucial in driving long-term growth. Notably, the Asset Management segments AUM and the Individual Retirement segments variable annuity products are key drivers of EQHs revenue.
From a technical analysis perspective, EQHs stock price is currently at $52.93, with support levels at $51.5, $49.2, $47.2, $45.6, and $44.0. The stocks relative strength index (RSI) and moving averages can provide additional insights into its short-term and long-term trends. However, based on the available data, the stock appears to be consolidating around its 50-day moving average, indicating a potential trading range.
EQH Stock Overview
| Market Cap in USD | 14,947m |
| Sub-Industry | Diversified Financial Services |
| IPO / Inception | 2018-05-10 |
EQH Stock Ratings
| Growth Rating | 75.0% |
| Fundamental | 57.9% |
| Dividend Rating | 67.5% |
| Return 12m vs S&P 500 | 0.24% |
| Analyst Rating | 4.40 of 5 |
EQH Dividends
| Dividend Yield 12m | 2.06% |
| Yield on Cost 5y | 5.70% |
| Annual Growth 5y | 9.24% |
| Payout Consistency | 100.0% |
| Payout Ratio | 18.6% |
EQH Growth Ratios
| Growth Correlation 3m | -10.6% |
| Growth Correlation 12m | 60.5% |
| Growth Correlation 5y | 72.8% |
| CAGR 5y | 23.19% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.77 |
| CAGR/Mean DD 3y (Pain Ratio) | 3.18 |
| Sharpe Ratio 12m | 0.52 |
| Alpha | 0.01 |
| Beta | 1.094 |
| Volatility | 34.09% |
| Current Volume | 3141.6k |
| Average Volume 20d | 2648.5k |
| Stop Loss | 47.9 (-3.4%) |
| Signal | 0.21 |
Piotroski VR‑10 (Strict, 0-10) 2.5
| Net Income (479.0m TTM) > 0 and > 6% of Revenue (6% = 818.1m TTM) |
| FCFTA 0.00 (>2.0%) and ΔFCFTA 0.13pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 972.8% (prev 213.8%; Δ 759.0pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.00 (>3.0%) and CFO 1.29b > Net Income 479.0m (YES >=105%, WARN >=100%) |
| Net Debt (-132.42b) to EBITDA (1.86b) ratio: -71.16 <= 3.0 (WARN <= 3.5) |
| Current Ratio 33.23 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (303.2m) change vs 12m ago -7.36% (target <= -2.0% for YES) |
| Gross Margin 25.50% (prev 43.38%; Δ -17.88pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 4.62% (prev 4.01%; Δ 0.61pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 4.47 (EBITDA TTM 1.86b / Interest Expense TTM 223.0m) >= 6 (WARN >= 3) |
Altman Z'' 3.01
| (A) 0.44 = (Total Current Assets 136.75b - Total Current Liabilities 4.12b) / Total Assets 303.09b |
| (B) 0.03 = Retained Earnings (Balance) 9.87b / Total Assets 303.09b |
| (C) 0.00 = EBIT TTM 997.0m / Avg Total Assets 295.43b |
| (D) 0.01 = Book Value of Equity 2.44b / Total Liabilities 300.12b |
| Total Rating: 3.01 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 57.92
| 1. Piotroski 2.50pt = -2.50 |
| 2. FCF Yield -1.04% = -0.52 |
| 3. FCF Margin 8.96% = 2.24 |
| 4. Debt/Equity 3.77 = -1.79 |
| 5. Debt/Ebitda -71.16 = 2.50 |
| 6. ROIC - WACC (= 3.34)% = 4.18 |
| 7. RoE 22.93% = 1.91 |
| 8. Rev. Trend 44.56% = 3.34 |
| 9. EPS Trend -28.82% = -1.44 |
What is the price of EQH shares?
Over the past week, the price has changed by -2.71%, over one month by -6.98%, over three months by -6.66% and over the past year by +14.98%.
Is Axa Equitable Holdings a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EQH is around 52.48 USD . This means that EQH is currently overvalued and has a potential downside of 5.83%.
Is EQH a buy, sell or hold?
- Strong Buy: 6
- Buy: 2
- Hold: 2
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the EQH price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 64.8 | 30.7% |
| Analysts Target Price | 64.8 | 30.7% |
| ValueRay Target Price | 58.3 | 17.5% |
Last update: 2025-10-11 03:48
EQH Fundamental Data Overview
P/E Trailing = 38.9844
P/E Forward = 5.8173
P/S = 1.0707
P/B = 164.1395
Beta = 1.094
Revenue TTM = 13.63b USD
EBIT TTM = 997.0m USD
EBITDA TTM = 1.86b USD
Long Term Debt = 6.80b USD (from longTermDebt, last quarter)
Short Term Debt = 238.0m USD (from shortTermDebt, last fiscal year)
Debt = 4.33b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -132.42b USD (from netDebt column, last quarter)
Enterprise Value = -117.48b USD (14.95b + Debt 4.33b - CCE 136.75b)
Interest Coverage Ratio = 4.47 (Ebit TTM 997.0m / Interest Expense TTM 223.0m)
FCF Yield = -1.04% (FCF TTM 1.22b / Enterprise Value -117.48b)
FCF Margin = 8.96% (FCF TTM 1.22b / Revenue TTM 13.63b)
Net Margin = 3.51% (Net Income TTM 479.0m / Revenue TTM 13.63b)
Gross Margin = 25.50% ((Revenue TTM 13.63b - Cost of Revenue TTM 10.16b) / Revenue TTM)
Gross Margin QoQ = 33.62% (prev 18.14%)
Tobins Q-Ratio = -0.39 (set to none) (Enterprise Value -117.48b / Total Assets 303.09b)
Interest Expense / Debt = 1.41% (Interest Expense 61.0m / Debt 4.33b)
Taxrate = 22.04% (-80.0m / -363.0m)
NOPAT = 777.3m (EBIT 997.0m * (1 - 22.04%))
Current Ratio = 33.23 (Total Current Assets 136.75b / Total Current Liabilities 4.12b)
Debt / Equity = 3.77 (Debt 4.33b / totalStockholderEquity, last quarter 1.15b)
Debt / EBITDA = -71.16 (Net Debt -132.42b / EBITDA 1.86b)
Debt / FCF = -108.4 (out of range, set to none) (Net Debt -132.42b / FCF TTM 1.22b)
Total Stockholder Equity = 2.09b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.16% (Net Income 479.0m / Total Assets 303.09b)
RoE = 22.93% (Net Income TTM 479.0m / Total Stockholder Equity 2.09b)
RoCE = 11.21% (EBIT 997.0m / Capital Employed (Equity 2.09b + L.T.Debt 6.80b))
RoIC = 11.38% (NOPAT 777.3m / Invested Capital 6.83b)
WACC = 8.04% (E(14.95b)/V(19.28b) * Re(10.05%) + D(4.33b)/V(19.28b) * Rd(1.41%) * (1-Tc(0.22)))
Discount Rate = 10.05% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -5.18%
[DCF Debug] Terminal Value 61.97% ; FCFE base≈1.05b ; Y1≈686.7m ; Y5≈314.1m
Fair Price DCF = 15.31 (DCF Value 4.59b / Shares Outstanding 299.5m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: -28.82 | EPS CAGR: -56.69% | SUE: -4.0 | # QB: 0
Revenue Correlation: 44.56 | Revenue CAGR: -8.43% | SUE: -0.38 | # QB: 0
Additional Sources for EQH Stock
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