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	May '26 May 27, 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 Cap	11,649	13,502	14,618	11,118	10,478	12,830
Market Cap Growth	-28.93%	-7.63%	31.48%	6.11%	-18.33%	13.75%
Enterprise Value	7,027	16,432	18,108	15,189	14,235	16,436
Last Close Price	41.38	47.65	47.17	33.30	28.70	32.79
PE Ratio	-	-	12.78	9.74	5.26	8.24
Forward PE	5.62	6.25	6.75	5.85	5.08	5.26
PEG Ratio	0.43	0.45	0.45	0.45	0.45	0.41
PS Ratio	1.03	1.16	1.18	1.06	0.83	1.69
PB Ratio	5.18	-182.46	9.34	4.20	7.48	1.11
P/TBV Ratio	44.42	-191.95	9.79	4.42	7.78	1.20
P/FCF Ratio	11.40	19.86	7.89	-	-	-
P/OCF Ratio	11.04	18.91	7.29	-	-	-
EV/Sales Ratio	0.62	1.41	1.46	1.45	1.13	2.16
EV/EBITDA Ratio	11.63	-	5.71	8.62	3.72	4.87
EV/EBIT Ratio	-	-	7.87	16.12	4.46	5.76
EV/FCF Ratio	6.88	24.16	9.77	-	-	-
Asset Turnover	0.04	0.04	0.04	0.04	0.05	0.03
Return on Equity (ROE)	-27.42%	-42.42%	45.99%	43.14%	29.49%	14.34%
Return on Assets (ROA)	-0.60%	-0.27%	0.70%	0.81%	0.94%	0.84%
Return on Invested Capital (ROIC)	-0.61%	-0.28%	0.70%	0.82%	0.95%	0.85%
Return on Capital Employed (ROCE)	-0.63%	-0.32%	0.80%	0.36%	1.17%	1.01%
Earnings Yield	-	-	7.82%	10.27%	19.02%	12.14%
FCF Yield	8.77%	5.04%	12.68%	-	-	-
Dividend Yield	2.61%	2.21%	1.99%	2.58%	2.71%	2.16%
Payout Ratio	-	-22.75%	23.59%	23.46%	13.66%	16.87%
Buyback Yield / Dilution	8.80%	8.22%	7.62%	7.45%	9.81%	6.48%
Total Shareholder Return	11.41%	10.43%	9.62%	10.03%	12.52%	8.65%

Updated May 7, 2026. Data Source: Fiscal.ai. Insurance template. Financial Sources.

SEC Filings: 10-K · 10-Q