Performance of EQH Axa Equitable Holdings | 72.8% in 12m
Compare EQH with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Axa Equitable Holdings with its related Sector/Index XLF
Performance Duell EQH vs XLF
| TimeFrame | EQH | XLF |
|---|---|---|
| 1 Day | 0.76% | 0.22% |
| 1 Week | 4.47% | -0.66% |
| 1 Month | 2.53% | -1.53% |
| 3 Months | 18.8% | 5.04% |
| 6 Months | 41.4% | 21.09% |
| 12 Months | 72.8% | 30.82% |
| YTD | 17.1% | 7.79% |
| Rel. Perf. 1m | 0.41 | |
| Rel. Perf. 3m | 0.42 | |
| Rel. Perf. 6m | 1.74 | |
| Rel. Perf. 12m | 2.40 |
Is Axa Equitable Holdings a good stock to buy?
Probably not. Based on ValueRay Fundamental Analyses, Axa Equitable Holdings (NYSE:EQH) is currently (May 2024)
not a good stock to buy. It has a ValueRay Fundamental Rating of -48.30 and therefor a somewhat negative outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQH as of May 2024 is 40.18. This means that EQH is currently overvalued and has a potential downside of 4.26% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQH as of May 2024 is 40.18. This means that EQH is currently overvalued and has a potential downside of 4.26% (Sold with Premium).
Is EQH a buy, sell or hold?
- Strong Buy: 6
- Buy: 1
- Hold: 4
- Sell: 0
- Strong Sell: 0
Values above 0%: EQH is performing better - Values below 0%: EQH is underperforming
Compare EQH with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.87% | 2.88% | 22.93% | 44.81% |
| US NASDAQ 100 | QQQ | 3.43% | 2.50% | 22.51% | 34.18% |
| US Dow Jones Industrial 30 | DIA | 3.30% | 2.28% | 26.78% | 53.85% |
| German DAX 40 | DBXD | 5.36% | 4.82% | 23.13% | 58.98% |
| UK FTSE 100 | ISFU | 2.81% | 0.19% | 27.03% | 62.49% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.96% | -1.02% | 38.19% | 83.61% |
| Hongkong Hang Seng | HSI | -1.29% | -6.29% | 42.60% | 87.42% |
| Japan Nikkei 225 | EXX7 | 2.12% | 6.89% | 27.78% | 53.46% |
| India NIFTY 50 | INDA | 3.69% | 0.28% | 21.97% | 44.80% |
| Brasil Bovespa | EWZ | 2.03% | 1.84% | 36.52% | 48.94% |
EQH Axa Equitable Holdings vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.35% | 4.34% | 22.06% | 32.31% |
| Consumer Discretionary | XLY | 3.33% | 2.50% | 29.92% | 48.56% |
| Consumer Staples | XLP | 4.09% | 0.28% | 29.37% | 70.71% |
| Energy | XLE | 7.78% | 7.14% | 32.71% | 50.23% |
| Financial | XLF | 5.13% | 4.06% | 20.31% | 42.02% |
| Health Care | XLV | 3.85% | 3.32% | 29.97% | 64.73% |
| Industrial | XLI | 4.38% | 3.48% | 19.53% | 45.50% |
| Materials | XLB | 4.46% | 5.15% | 26.56% | 56.21% |
| Real Estate | XLRE | 2.93% | 5.44% | 34.11% | 68.85% |
| Technology | XLK | 3.11% | 3.29% | 23.02% | 34.44% |
| Utilities | XLU | 1.12% | -2.76% | 28.85% | 69.67% |
| Aerospace & Defense | XAR | 1.99% | 0.75% | 25.83% | 47.29% |
| Biotech | XBI | -3.30% | 1.98% | 15.46% | 65.67% |
| Homebuilder | XHB | 3.02% | 4.28% | 5.06% | 20.35% |
| Retail | XRT | 4.20% | 3.90% | 22.35% | 47.49% |
Does Axa Equitable Holdings outperform its market, is EQH a Sector Leader?
Yes, over the last 12 months Axa Equitable Holdings (EQH) made 72.84%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.82%.
Over the last 3 months EQH made 18.76%, while XLF made 5.04%.
Yes, over the last 12 months Axa Equitable Holdings (EQH) made 72.84%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.82%.
Over the last 3 months EQH made 18.76%, while XLF made 5.04%.
| Period | EQH | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.53% | -1.53% | -0.35% |
| 3 Months | 18.76% | 5.04% | 4.13% |
| 12 Months | 72.84% | 30.82% | 28.03% |