Equitable Holdings, Inc. (EQH)

Equitable Holdings Ratios and Metrics

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

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Nov 28, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	13,378	14,780	11,272	10,620	13,272	11,379
Market Cap Growth	-13.20%	31.13%	6.13%	-19.98%	16.63%	-6.15%
Enterprise Value	4,542	13,101	13,365	14,498	15,659	3,481
Last Close Price	46.69	46.18	31.84	26.62	29.63	22.62
PE Ratio	-	12.05	9.22	5.12	7.92	-
Forward PE	6.07	6.75	5.85	5.08	5.26	5.06
PS Ratio	1.16	1.16	1.07	0.81	1.34	1.19
PB Ratio	6.87	4.14	2.19	2.95	0.98	0.66
P/TBV Ratio	-	-	-	-	2.64	1.21
P/FCF Ratio	11.22	7.98	-	-	-	-
P/OCF Ratio	10.55	7.37	-	-	-	-
PEG Ratio	-	0.45	0.45	0.45	0.41	0.84
EV/Sales Ratio	0.37	1.03	1.27	1.10	1.58	0.36
EV/EBITDA Ratio	4.79	3.77	7.80	3.39	2.78	-
EV/EBIT Ratio	36.93	4.93	14.01	3.93	3.03	-
EV/FCF Ratio	3.81	7.07	-	-	-	-
Debt / Equity Ratio	3.31	1.90	1.23	1.63	0.43	0.31
Debt / EBITDA Ratio	5.79	1.86	3.38	1.31	1.02	-
Debt / FCF Ratio	5.40	3.66	-	-	-	-
Asset Turnover	0.04	0.05	0.04	0.05	0.04	0.04
Quick Ratio	1.77	1.10	1.78	2.70	1.43	1.05
Current Ratio	2.10	1.49	2.25	3.20	1.72	1.36
Return on Equity (ROE)	-7.69%	41.78%	37.54%	27.90%	14.05%	-2.13%
Return on Assets (ROA)	0.03%	0.58%	0.22%	0.84%	1.14%	-0.89%
Return on Capital (ROIC)	0.76%	15.22%	5.70%	15.94%	15.37%	-10.83%
Return on Capital Employed (ROCE)	0.00%	1.00%	0.40%	1.50%	1.90%	-1.40%
Earnings Yield	-5.61%	8.84%	11.55%	20.27%	13.22%	-5.69%
FCF Yield	8.91%	12.54%	-2.88%	-3.93%	-2.36%	-1.48%
Dividend Yield	2.31%	2.08%	2.76%	3.00%	2.43%	3.01%
Payout Ratio	-	29.23%	29.26%	17.37%	21.37%	-
Buyback Yield / Dilution	6.90%	7.62%	7.45%	9.80%	6.48%	8.75%
Total Shareholder Return	9.21%	9.70%	10.21%	12.81%	8.91%	11.76%

Updated Nov 4, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q