Equitable Holdings Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Feb '26 Feb 6, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Market Capitalization	12,896	13,653	14,780	11,272	10,620	13,272
Market Cap Growth	-22.43%	-7.62%	31.13%	6.13%	-19.98%	16.63%
Enterprise Value	5,424	7,685	13,101	13,365	14,498	15,659
Last Close Price	45.52	47.65	46.18	31.84	26.62	29.63
PE Ratio	-	-	12.05	9.22	5.12	7.92
Forward PE	6.01	6.25	6.75	5.85	5.08	5.26
PS Ratio	1.16	1.17	1.16	1.07	0.81	1.34
PB Ratio	7.21	7.64	4.14	2.19	2.95	0.98
P/TBV Ratio	-	-	-	-	-	2.64
P/FCF Ratio	-	-	7.98	-	-	-
P/OCF Ratio	-	-	7.37	-	-	-
PEG Ratio	0.36	0.36	0.36	0.36	0.34	0.41
EV/Sales Ratio	0.46	0.66	1.03	1.27	1.10	1.58
EV/EBITDA Ratio	-	-	3.77	7.80	3.39	2.78
EV/EBIT Ratio	-	-	4.93	14.01	3.93	3.03
EV/FCF Ratio	-	-	7.07	-	-	-
Debt / Equity Ratio	3.67	3.67	1.90	1.23	1.63	0.43
Debt / EBITDA Ratio	-	-	1.86	3.38	1.31	1.02
Debt / FCF Ratio	-	-	3.66	-	-	-
Asset Turnover	0.04	0.04	0.05	0.04	0.05	0.04
Quick Ratio	28.12	28.12	1.10	1.78	2.70	1.43
Current Ratio	28.47	28.47	1.49	2.25	3.20	1.72
Return on Equity (ROE)	-38.72%	-38.72%	41.78%	37.54%	27.90%	14.05%
Return on Assets (ROA)	-0.20%	-0.20%	0.58%	0.22%	0.84%	1.14%
Return on Invested Capital (ROIC)	-	-	108.62%	29.08%	32.54%	35.10%
Return on Capital Employed (ROCE)	-0.30%	-0.30%	1.00%	0.40%	1.50%	1.90%
Earnings Yield	-11.17%	-10.11%	8.84%	11.55%	20.27%	13.22%
FCF Yield	-	-	12.54%	-2.88%	-3.93%	-2.36%
Dividend Yield	2.37%	-	2.08%	2.76%	3.00%	2.43%
Payout Ratio	-	-	29.23%	29.26%	17.37%	21.37%
Buyback Yield / Dilution	8.22%	8.22%	7.62%	7.45%	9.80%	6.48%
Total Shareholder Return	10.71%	8.22%	9.70%	10.21%	12.81%	8.91%

Updated Dec 31, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q