Stock Scorecard
Stock Summary for Equitable Holdings Inc (EQH) - $38.07 as of 4/25/2024 7:39:26 AM EST
Total Score
14 out of 29
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for EQH
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for EQH
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for EQH
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 |
Bonus Criteria for EQH
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Latest News for for EQH
Financial Details for EQH
Company Overview |
|
|---|---|
| Ticker | EQH |
| Company Name | Equitable Holdings Inc |
| Country | USA |
| Description | Equitable Holdings, Inc. is a globally diversified financial services company. The company is headquartered in New York, New York. |
| Sector Name | FINANCE |
| Industry Name | INSURANCE AGENTS, BROKERS & SERVICE |
| Most Recent Quarter | 12/31/2023 |
| Next Earnings Date | 5/1/2024 |
Stock Price History |
|
| Last Day Price | 38.07 |
| Last Day Price Updated | 4/25/2024 7:39:26 AM EST |
| Last Day Volume | 0 |
| Average Daily Volume | 2,528,837 |
| 52-Week High | 38.44 |
| 52-Week Low | 21.23 |
| Last Price to 52 Week Low | 79.32% |
Valuation Measures |
|
| Trailing PE | 10.71 |
| Industry PE | 40.30 |
| Sector PE | 18.25 |
| 5-Year Average PE | 4.42 |
| Free Cash Flow Ratio | 1.34 |
| Industry Free Cash Flow Ratio | 35.76 |
| Sector Free Cash Flow Ratio | 8.74 |
| Current Ratio Most Recent Quarter | 36.60 |
| Total Cash Per Share | 28.37 |
| Book Value Per Share Most Recent Quarter | 3.26 |
| Price to Book Ratio | 11.00 |
| Industry Price to Book Ratio | 13.10 |
| Sector Price to Book Ratio | 1.71 |
| Price to Sales Ratio Twelve Trailing Months | 1.14 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.81 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.70 |
Share Statistics |
|
| Total Shares Outstanding | 327,616,000 |
| Market Capitalization | 12,472,341,120 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 2/23/2024 |
| Last Dividend Amount | 0.22 |
| Current Dividend Amount | 0.22 |
| Dividend Aristocrat? | False |
| Trailing Annual Dividend Rate | 0.88 |
| Trailing Annual Dividend Yield | 2.36% |
| Forward Annual Dividend Rate | 0.97 |
| Forward Annual Dividend Yield | 2.61% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 2.49% |
| 5-Year Average Dividend Yield | 2.48% |
| 1-Year Dividend Growth Rate Percentage | 10.26% |
| 3-Year Dividend Growth Rate Percentage | 10.06% |
| 5-Year Dividend Growth Rate Percentage | 10.35% |
| All-Time Dividend Growth Rate Percentage | 27.03% |
| Dividend Payout Ratio | 25.29% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 96.10% |
| Annual Earnings Growth | -39.53% |
| Reported EPS 12 Trailing Months | 3.48 |
| Reported EPS Past Year | 0.00 |
| Reported EPS Prior Year | 4.61 |
| Net Income Twelve Trailing Months | 1,302,000,000 |
| Net Income Past Year | 1,302,000,000 |
| Net Income Prior Year | 2,153,000,000 |
| Quarterly Revenue Growth YOY | -1.00% |
| 5-Year Revenue Growth | -2.70% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 9,296,000,000 |
| Total Cash Past Year | 9,296,000,000 |
| Total Cash Prior Year | 4,958,000,000 |
| Net Cash Position Most Recent Quarter | 5,476,000,000 |
| Net Cash Position Past Year | 5,476,000,000 |
| Long Term Debt Past Year | 3,820,000,000 |
| Long Term Debt Prior Year | 3,322,000,000 |
| Total Debt Most Recent Quarter | 3,820,000,000 |
| Equity to Debt Ratio Past Year | 0.41 |
| Equity to Debt Ratio Most Recent Quarter | 0.41 |
| Total Stockholder Equity Past Year | 2,649,000,000 |
| Total Stockholder Equity Prior Year | 1,401,000,000 |
| Total Stockholder Equity Most Recent Quarter | 2,649,000,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.21 |
| MACD Signal | 0.46 |
| 20-Day Bollinger Lower Band | 30.93 |
| 20-Day Bollinger Middle Band | 34.53 |
| 20-Day Bollinger Upper Band | 38.13 |
| Beta | 1.40 |
| RSI | 54.33 |
| 50-Day SMA | 29.90 |
| 200-Day SMA | 27.69 |
System |
|
| Modified | 4/24/2024 11:53:18 PM EST |