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	Feb 21, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	15,920	14,780	11,272	10,620	13,272	11,379
Market Cap Growth	31.13%	31.13%	6.13%	-19.98%	16.63%	-6.15%
Enterprise Value	13,810	13,101	13,365	14,498	15,659	3,481
Last Close Price	51.37	47.17	32.52	27.19	30.27	23.10
PE Ratio	13.59	12.05	9.22	5.12	7.92	-
Forward PE	7.26	6.75	5.85	5.08	5.26	5.06
PS Ratio	1.33	1.19	1.07	0.81	1.34	1.19
PB Ratio	204.10	4.14	2.19	2.95	0.98	0.66
P/TBV Ratio	-	-	-	-	2.64	1.21
PEG Ratio	0.34	0.34	0.34	0.34	0.40	0.84
EV/Sales Ratio	1.11	1.05	1.27	1.10	1.58	0.36
EV/EBITDA Ratio	4.33	4.11	7.80	3.39	2.78	-
EV/EBIT Ratio	5.91	5.61	14.01	3.93	3.03	-
Debt / Equity Ratio	1.67	1.67	1.23	1.63	0.43	0.31
Debt / EBITDA Ratio	1.86	1.86	3.38	1.31	1.02	-
Asset Turnover	0.04	0.04	0.04	0.05	0.03	0.04
Quick Ratio	25.89	25.89	1.76	2.70	1.43	1.05
Current Ratio	26.53	26.53	2.22	3.20	1.72	1.36
Return on Equity (ROE)	41.78%	41.78%	37.54%	27.90%	14.05%	-2.13%
Return on Assets (ROA)	0.51%	0.51%	0.23%	0.85%	1.14%	-0.89%
Return on Capital (ROIC)	13.91%	13.91%	5.70%	15.94%	15.37%	-10.83%
Return on Capital Employed (ROCE)	0.79%	0.79%	0.36%	1.50%	1.88%	-
Earnings Yield	7.71%	8.84%	11.55%	20.27%	13.22%	-5.69%
FCF Yield	-	-2.88%	-3.93%	-2.36%	-1.48%
Dividend Yield	1.87%	2.04%	2.71%	2.94%	2.38%	2.94%
Payout Ratio	25.40%	-	29.26%	17.37%	21.37%	-
Buyback Yield / Dilution	7.62%	7.62%	7.45%	9.81%	6.48%	8.75%
Total Shareholder Return	9.49%	9.66%	10.16%	12.75%	8.86%	11.70%

Source: S&P Capital IQ. Standard template. Financial Sources.