Stock Scorecard
Stock Summary for Equitable Holdings Inc (EQH) - $46.60 as of 11/20/2024 4:01:28 PM EST
Total Score
10 out of 30
Currently on the following lists
None
Tim's Recommendation
Avoid
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 | |
| 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 (50 out of 90)
| Stock Price Rating (Max of 10) | 8 |
| Historical Stock Price Rating (Max of 10) | 7 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 4 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 4 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 0 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 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 | 9/30/2024 |
| Next Earnings Date | 2/4/2025 |
Stock Price History |
|
| Last Day Price | 46.60 |
| Price 4 Years Ago | 23.24 |
| Last Day Price Updated | 11/20/2024 4:01:28 PM EST |
| Last Day Volume | 1,649,546 |
| Average Daily Volume | 2,480,926 |
| 52-Week High | 50.51 |
| 52-Week Low | 28.33 |
| Last Price to 52 Week Low | 64.49% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 50.72 |
| Sector PE | 21.40 |
| 5-Year Average PE | 6.28 |
| Free Cash Flow Ratio | 1.24 |
| Industry Free Cash Flow Ratio | 56.41 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 4.21 |
| Total Cash Per Share | 37.64 |
| Book Value Per Share Most Recent Quarter | 5.25 |
| Price to Book Ratio | 8.90 |
| Industry Price to Book Ratio | 10.62 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 1.35 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.28 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 4 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 313,337,000 |
| Market Capitalization | 14,601,504,200 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 11/26/2024 |
| Last Dividend Amount | 0.24 |
| Current Dividend Amount | 0.24 |
| Total Years Dividend Increasing | 6 |
| Trailing Annual Dividend Rate | 1.16 |
| Trailing Annual Dividend Yield | 2.49% |
| Forward Annual Dividend Rate | 1.28 |
| Forward Annual Dividend Yield | 2.75% |
| 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 | -127.47% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -40.30% |
| Annual Earnings Growth | -39.53% |
| Reported EPS 12 Trailing Months | -0.91 |
| Reported EPS Past Year | 4.39 |
| Reported EPS Prior Year | 4.61 |
| Net Income Twelve Trailing Months | -290,000,000 |
| Net Income Past Year | 1,302,000,000 |
| Net Income Prior Year | 2,153,000,000 |
| Quarterly Revenue Growth YOY | -25.00% |
| 5-Year Revenue Growth | -2.70% |
| Operating Margin Twelve Trailing Months | -0.03 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 11,794,000,000 |
| Total Cash Past Year | 9,296,000,000 |
| Total Cash Prior Year | 4,958,000,000 |
| Net Cash Position Most Recent Quarter | 7,963,000,000 |
| 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 | 3,831,000,000 |
| Equity to Debt Ratio Past Year | 0.41 |
| Equity to Debt Ratio Most Recent Quarter | 0.46 |
| Total Stockholder Equity Past Year | 2,649,000,000 |
| Total Stockholder Equity Prior Year | 1,401,000,000 |
| Total Stockholder Equity Most Recent Quarter | 3,220,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 981,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 3.13 |
| Free Cash Flow Past Year | -325,000,000 |
| Free Cash Flow Prior Year | -417,000,000 |
Options |
|
| Put/Call Ratio | 0.09 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 1.17 |
| MACD Signal | 1.21 |
| 20-Day Bollinger Lower Band | 37.54 |
| 20-Day Bollinger Middle Band | 42.87 |
| 20-Day Bollinger Upper Band | 48.20 |
| Beta | 1.40 |
| RSI | 56.13 |
| 50-Day SMA | 38.51 |
| 150-Day SMA | 31.14 |
| 200-Day SMA | 30.57 |
System |
|
| Modified | 11/21/2024 12:09:26 AM EST |