Equitable Holdings, Inc. (EQH)

Equitable Holdings Ratios and Metrics

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

Fiscal Year	Current	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Nov 21, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	14,664	11,272	10,620	13,272	11,379	12,126
Market Cap Growth	35.07%	6.13%	-19.98%	16.63%	-6.15%	37.96%
Enterprise Value	12,963	13,365	14,498	15,659	3,481	6,307
Last Close Price	46.73	32.68	27.32	30.42	23.22	21.80
PE Ratio	-	9.22	5.12	7.92	-	-
Forward PE	6.70	5.85	5.08	5.26	5.06	5.29
PS Ratio	1.42	1.07	0.81	1.34	1.19	1.60
PB Ratio	8.89	2.19	2.95	0.98	0.66	0.79
P/TBV Ratio	-	-	-	2.64	1.21	1.57
P/OCF Ratio	12.10	-	-	-	-	-
PEG Ratio	0.45	0.45	0.45	0.42	0.47	0.58
EV/Sales Ratio	1.20	1.27	1.10	1.58	0.36	0.83
EV/EBITDA Ratio	13.62	7.80	3.39	2.78	-	-
EV/EBIT Ratio	100.49	14.01	3.93	3.03	-	-
Debt / Equity Ratio	0.92	1.23	1.63	0.43	0.31	0.32
Debt / EBITDA Ratio	5.13	3.38	1.31	1.02	-	-
Asset Turnover	0.04	0.04	0.05	0.03	0.04	0.03
Quick Ratio	1.37	1.76	2.70	1.43	1.05	1.31
Current Ratio	1.68	2.22	3.20	1.72	1.36	1.64
Return on Equity (ROE)	4.33%	37.54%	27.90%	14.05%	-2.13%	-9.46%
Return on Assets (ROA)	0.03%	0.23%	0.85%	1.14%	-0.89%	-1.03%
Return on Capital (ROIC)	0.76%	5.70%	15.94%	15.37%	-10.83%	-11.65%
Earnings Yield	-2.52%	11.55%	20.27%	13.22%	-5.69%	-14.55%
FCF Yield	7.16%	-2.88%	-3.93%	-2.36%	-1.48%	-2.55%
Dividend Yield	2.05%	2.69%	2.93%	2.37%	2.93%	2.66%
Payout Ratio	0.00%	29.26%	17.37%	21.37%	-	-
Buyback Yield / Dilution	8.95%	7.45%	9.81%	6.48%	8.75%	11.30%
Total Shareholder Return	11.01%	10.14%	12.73%	8.85%	11.68%	13.96%

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