Equitable Holdings Statistics
Total Valuation
EQH has a market cap or net worth of $15.92 billion. The enterprise value is $13.81 billion.
Important Dates
The last earnings date was Wednesday, February 5, 2025, after market close.
| Earnings Date | Feb 5, 2025 |
| Ex-Dividend Date | Mar 5, 2025 |
Share Statistics
EQH has 309.90 million shares outstanding. The number of shares has decreased by -7.62% in one year.
| Current Share Class | 309.90M |
| Shares Outstanding | 309.90M |
| Shares Change (YoY) | -7.62% |
| Shares Change (QoQ) | -0.53% |
| Owned by Insiders (%) | 0.45% |
| Owned by Institutions (%) | 128.18% |
| Float | 308.10M |
Valuation Ratios
The trailing PE ratio is 13.59 and the forward PE ratio is 7.26.
| PE Ratio | 13.59 |
| Forward PE | 7.26 |
| PS Ratio | 1.33 |
| Forward PS | 0.95 |
| PB Ratio | 204.10 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | 11.25 |
| EV / Sales | 1.11 |
| EV / EBITDA | 4.33 |
| EV / EBIT | 5.91 |
| EV / FCF | n/a |
Financial Position
The company has a current ratio of 26.53, with a Debt / Equity ratio of 1.67.
| Current Ratio | 26.53 |
| Quick Ratio | 25.89 |
| Debt / Equity | 1.67 |
| Debt / EBITDA | 1.86 |
| Debt / FCF | n/a |
| Interest Coverage | 10.34 |
Financial Efficiency
Return on equity (ROE) is 41.78% and return on invested capital (ROIC) is 13.91%.
| Return on Equity (ROE) | 41.78% |
| Return on Assets (ROA) | 0.51% |
| Return on Invested Capital (ROIC) | 13.91% |
| Return on Capital Employed (ROCE) | 0.79% |
| Revenue Per Employee | $1.46M |
| Profits Per Employee | $144,353 |
| Employee Count | 8,500 |
| Asset Turnover | 0.04 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, EQH has paid $288.00 million in taxes.
| Income Tax | 288.00M |
| Effective Tax Rate | 13.64% |
Stock Price Statistics
The stock price has increased by +49.59% in the last 52 weeks. The beta is 1.39, so EQH's price volatility has been higher than the market average.
| Beta (5Y) | 1.39 |
| 52-Week Price Change | +49.59% |
| 50-Day Moving Average | 50.58 |
| 200-Day Moving Average | 44.50 |
| Relative Strength Index (RSI) | 42.11 |
| Average Volume (20 Days) | 3,022,080 |
Short Selling Information
The latest short interest is 5.31 million, so 1.71% of the outstanding shares have been sold short.
| Short Interest | 5.31M |
| Short Previous Month | 4.24M |
| Short % of Shares Out | 1.71% |
| Short % of Float | 1.72% |
| Short Ratio (days to cover) | 2.00 |
Income Statement
In the last 12 months, EQH had revenue of $12.44 billion and earned $1.23 billion in profits. Earnings per share was $3.78.
| Revenue | 12.44B |
| Gross Profit | 4.16B |
| Operating Income | 2.34B |
| Pretax Income | 1.17B |
| Net Income | 1.23B |
| EBITDA | 3.19B |
| EBIT | 2.34B |
| Earnings Per Share (EPS) | $3.78 |
Full Income StatementBalance Sheet
The company has $8.06 billion in cash and $5.95 billion in debt, giving a net cash position of $2.11 billion or $6.81 per share.
| Cash & Cash Equivalents | 8.06B |
| Total Debt | 5.95B |
| Net Cash | 2.11B |
| Net Cash Per Share | $6.81 |
| Equity (Book Value) | 3.57B |
| Book Value Per Share | 0.25 |
| Working Capital | 19.79B |
Full Balance SheetCash Flow
| Operating Cash Flow | n/a |
| Capital Expenditures | n/a |
| Free Cash Flow | n/a |
| FCF Per Share | n/a |
Full Cash Flow StatementMargins
Gross margin is 33.44%, with operating and profit margins of 18.79% and 10.51%.
| Gross Margin | 33.44% |
| Operating Margin | 18.79% |
| Pretax Margin | 16.97% |
| Profit Margin | 10.51% |
| EBITDA Margin | 25.65% |
| EBIT Margin | 18.79% |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of $0.96, which amounts to a dividend yield of 1.87%.
| Dividend Per Share | $0.96 |
| Dividend Yield | 1.87% |
| Dividend Growth (YoY) | 9.09% |
| Years of Dividend Growth | 7 |
| Payout Ratio | 25.40% |
| Buyback Yield | 7.62% |
| Shareholder Yield | 9.49% |
| Earnings Yield | 7.71% |
| FCF Yield | n/a |
Dividend DetailsAnalyst Forecast
The average price target for EQH is $56.58, which is 10.14% higher than the current price. The consensus rating is "Buy".
| Price Target | $56.58 |
| Price Target Difference | 10.14% |
| Analyst Consensus | Buy |
| Analyst Count | 12 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
Stock ForecastsStock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
EQH has an Altman Z-Score of 0.23 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.23 |
| Piotroski F-Score | 5 |