Equitable Holdings Statistics
Total Valuation
EQH has a market cap or net worth of $14.18 billion. The enterprise value is $2.22 billion.
| Market Cap | 14.18B |
| Enterprise Value | 2.22B |
Important Dates
The next confirmed earnings date is Monday, November 2, 2026, after market close.
| Earnings Date | Nov 2, 2026 |
| Ex-Dividend Date | Aug 3, 2026 |
Share Statistics
EQH has 273.04 million shares outstanding. The number of shares has decreased by -8.38% in one year.
| Current Share Class | 273.04M |
| Shares Outstanding | 273.04M |
| Shares Change (YoY) | -8.38% |
| Shares Change (QoQ) | -1.94% |
| Owned by Insiders (%) | 0.55% |
| Owned by Institutions (%) | 93.99% |
| Float | 252.96M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 6.42 |
| PS Ratio | 1.33 |
| Forward PS | 0.85 |
| PB Ratio | 11.51 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 10.66 |
| P/OCF Ratio | 10.38 |
| PEG Ratio | 0.45 |
Enterprise Valuation
The stock's EV/EBITDA ratio is 4.33, with an EV/FCF ratio of 1.60.
| EV / Earnings | n/a |
| EV / Sales | 0.20 |
| EV / EBITDA | 4.33 |
| EV / EBIT | n/a |
| EV / FCF | 1.60 |
Financial Position
The company has a current ratio of 2.03, with a Debt / Equity ratio of 5.86.
| Current Ratio | 2.03 |
| Quick Ratio | 1.71 |
| Debt / Equity | 5.86 |
| Debt / EBITDA | 11.75 |
| Debt / FCF | 5.43 |
| Interest Coverage | -1.64 |
Financial Efficiency
Return on equity (ROE) is -25.13% and return on invested capital (ROIC) is -2.59%.
| Return on Equity (ROE) | -25.13% |
| Return on Assets (ROA) | -0.07% |
| Return on Invested Capital (ROIC) | -2.59% |
| Return on Capital Employed (ROCE) | -0.12% |
| Weighted Average Cost of Capital (WACC) | 7.67% |
| Revenue Per Employee | $1.33M |
| Profits Per Employee | -$122,750 |
| Employee Count | 8,000 |
| Asset Turnover | 0.03 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -84.00M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has increased by +2.30% in the last 52 weeks. The beta is 1.09, so EQH's price volatility has been similar to the market average.
| Beta (5Y) | 1.09 |
| 52-Week Price Change | +2.30% |
| 50-Day Moving Average | 51.17 |
| 200-Day Moving Average | 45.27 |
| Relative Strength Index (RSI) | 49.19 |
| Average Volume (20 Days) | 3,206,178 |
Short Selling Information
The latest short interest is 2,597, so 0.00% of the outstanding shares have been sold short.
| Short Interest | 2,597 |
| Short Previous Month | 28,293 |
| Short % of Shares Out | 0.00% |
| Short % of Float | 0.00% |
| Short Ratio (days to cover) | n/a |
Income Statement
In the last 12 months, EQH had revenue of $10.62 billion and -$982.00 million in losses. Loss per share was -$3.44.
| Revenue | 10.62B |
| Gross Profit | 1.36B |
| Operating Income | -379.00M |
| Pretax Income | -610.00M |
| Net Income | -982.00M |
| EBITDA | 488.00M |
| EBIT | -379.00M |
| Loss Per Share | -$3.44 |
Balance Sheet
The company has $19.13 billion in cash and $7.17 billion in debt, with a net cash position of $11.97 billion or $43.82 per share.
| Cash & Cash Equivalents | 19.13B |
| Total Debt | 7.17B |
| Net Cash | 11.97B |
| Net Cash Per Share | $43.82 |
| Equity (Book Value) | 1.22B |
| Book Value Per Share | -6.79 |
| Working Capital | 27.56B |
Cash Flow
In the last 12 months, operating cash flow was $1.36 billion and capital expenditures -$36.00 million, giving a free cash flow of $1.32 billion.
| Operating Cash Flow | 1.36B |
| Capital Expenditures | -36.00M |
| Depreciation & Amortization | 867.00M |
| Net Borrowing | 181.00M |
| Free Cash Flow | 1.32B |
| FCF Per Share | $4.84 |
Margins
Gross margin is 12.77%, with operating and profit margins of -3.57% and -8.72%.
| Gross Margin | 12.77% |
| Operating Margin | -3.57% |
| Pretax Margin | -5.74% |
| Profit Margin | -8.72% |
| EBITDA Margin | 4.60% |
| EBIT Margin | -3.57% |
| FCF Margin | 12.44% |
Dividends & Yields
This stock pays an annual dividend of $1.20, which amounts to a dividend yield of 2.31%.
| Dividend Per Share | $1.20 |
| Dividend Yield | 2.31% |
| Dividend Growth (YoY) | 11.76% |
| Years of Dividend Growth | 7 |
| Payout Ratio | n/a |
| FCF Payout Ratio | 24.80% |
| Buyback Yield | 8.38% |
| Shareholder Yield | 10.72% |
| Earnings Yield | -6.97% |
| FCF Yield | 9.38% |
Analyst Forecast
The average price target for EQH is $62.09, which is 19.52% higher than the current price. The consensus rating is "Strong Buy".
| Price Target | $62.09 |
| Price Target Difference | 19.52% |
| Analyst Consensus | Strong Buy |
| Analyst Count | 12 |
| Revenue Growth Forecast (3Y) | 17.01% |
| EPS Growth Forecast (3Y) | 23.42% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | n/a |
| Lynch Upside | n/a |
| Graham Number | n/a |
| Graham Upside | n/a |
Stock 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 0.19 and a Piotroski F-Score of 3. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.19 |
| Piotroski F-Score | 3 |