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Financial ServicesNYQUSD

Equitable Holdings, Inc.

$0012345678900123456789.0012345678900123456789+8.2%
52w low (est.) $38.48$62.46 52w high (est.)
Market data
Market cap
USD12.91B
52-week range
USD35.20 – USD55.24
Beta (vs market)
1.09
Sector
Financial Services
Data quality
92/100
Valuation
Forward P/E
5.3x
Dividend yield
2.32%
Quality & efficiency
Moat score
10/100
Return on equity
-13.5%
Profit margin
-7.3%
Debt / equity
3.21
Growth & analysts
Revenue growth (YoY)
-7.6%
Analyst target
USD60.82
Target upside
+24.1%
Analysts covering
11

About Equitable Holdings, Inc.

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Valuation

ValueGrowthProfitHealthIncome13QUALITY
Overall Rating
32
Reduce
Reduce

Derived from filed metrics · High confidence (92% of the inputs available)

Moat Score10
DCF Intrinsic Value
Not covered by our valuation model yet.

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
USD12.91B
P/E Ratio
N/A
Dividend Yield
2.32%
Revenue Growth
-7.6%
Profit Margin
-7.3%
ROE
-13.5%
Debt / Equity
3.21
Beta
1.09
vs Financial Services sector:Moat 10 vs 0Yield 2.32% vs 0.0%

Statistics

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