Stock Scorecard
Stock Summary for Equitable Holdings Inc (EQH) - $52.87 as of 6/2/2025 12:56:11 PM EST
Total Score
15 out of 30
Safety Score
63 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for EQH
| Positive Quarterly and Annual 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 Annual earnings 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 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
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 |
Safety Rating Criteria for EQH (63 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 3 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 2 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 9 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
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 | 3/31/2025 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 52.87 |
| Price 4 Years Ago | 30.16 |
| Last Day Price Updated | 6/2/2025 12:56:11 PM EST |
| Last Day Volume | 3,927,259 |
| Average Daily Volume | 2,247,375 |
| 52-Week High | 55.74 |
| 52-Week Low | 35.88 |
| Last Price to 52 Week Low | 47.35% |
Valuation Measures |
|
| Trailing PE | 14.25 |
| Industry PE | 43.84 |
| Sector PE | 20.59 |
| 5-Year Average PE | 12.99 |
| Free Cash Flow Ratio | 1.97 |
| Industry Free Cash Flow Ratio | 30.28 |
| Sector Free Cash Flow Ratio | 12.65 |
| Current Ratio Most Recent Quarter | 29.99 |
| Total Cash Per Share | 26.86 |
| Book Value Per Share Most Recent Quarter | 2.92 |
| Price to Book Ratio | 18.19 |
| Industry Price to Book Ratio | 11.21 |
| Sector Price to Book Ratio | 2.05 |
| Price to Sales Ratio Twelve Trailing Months | 1.06 |
| Industry Price to Sales Ratio Twelve Trailing Months | 4.64 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.15 |
| Analyst Buy Ratings | 6 |
| Analyst Strong Buy Ratings | 3 |
Share Statistics |
|
| Total Shares Outstanding | 303,895,000 |
| Market Capitalization | 16,066,928,650 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 6/2/2025 |
| Previous Dividend Amount | 0.2400 |
| Current Dividend Amount | 0.2700 |
| Total Years Dividend Increasing | 7 |
| Trailing Annual Dividend Rate | 0.96 |
| Trailing Annual Dividend Yield | 1.82% |
| Forward Annual Dividend Rate | 1.08 |
| Forward Annual Dividend Yield | 2.04% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 2.00% |
| 5-Year Average Dividend Yield | 2.47% |
| 1-Year Dividend Growth Rate Percentage | 14.89% |
| 3-Year Dividend Growth Rate Percentage | 7.19% |
| 5-Year Dividend Growth Rate Percentage | 11.06% |
| All-Time Dividend Growth Rate Percentage | 10.14% |
| Dividend Payout Ratio | 25.88% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -30.80% |
| Annual Earnings Growth | 0.38% |
| Reported EPS 12 Trailing Months | 3.71 |
| Reported EPS Past Year | 1.30 |
| Reported EPS Prior Year | 5.96 |
| Net Income Twelve Trailing Months | 1,256,000,000 |
| Net Income Past Year | 1,307,000,000 |
| Net Income Prior Year | 1,302,000,000 |
| Quarterly Revenue Growth YOY | 105.20% |
| 5-Year Revenue Growth | 5.33% |
| Operating Margin Twelve Trailing Months | 5.00% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 8,164,000,000 |
| Total Cash Past Year | 6,964,000,000 |
| Total Cash Prior Year | 8,239,000,000 |
| Net Cash Position Most Recent Quarter | 1,724,000,000 |
| Net Cash Position Past Year | 1,015,000,000 |
| Long Term Debt Past Year | 5,949,000,000 |
| Long Term Debt Prior Year | 5,379,000,000 |
| Total Debt Most Recent Quarter | 6,440,000,000 |
| Equity to Debt Ratio Past Year | 0.21 |
| Equity to Debt Ratio Most Recent Quarter | 0.27 |
| Total Stockholder Equity Past Year | 1,585,000,000 |
| Total Stockholder Equity Prior Year | 2,649,000,000 |
| Total Stockholder Equity Most Recent Quarter | 2,401,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 701,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 2.31 |
| Free Cash Flow Past Year | 1,853,000,000 |
| Free Cash Flow Prior Year | -325,000,000 |
Options |
|
| Put/Call Ratio | 0.35 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.87 |
| MACD Signal | 0.87 |
| 20-Day Bollinger Lower Band | 46.08 |
| 20-Day Bollinger Middle Band | 51.38 |
| 20-Day Bollinger Upper Band | 56.68 |
| Beta | 1.13 |
| RSI | 57.64 |
| 50-Day SMA | 46.32 |
| 150-Day SMA | 34.78 |
| 200-Day SMA | 33.26 |
System |
|
| Modified | 5/31/2025 6:39:56 PM EST |