Stock EQH EQUITABLE HOLDINGS, INC.
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Financials Equitable Holdings, Inc.

Equities

EQH

US29452E1010

Diversified Investment Services

Market Closed - Nyse
Other stock markets
 04:00:02 2024-04-26 pm EDT 		5-day change 1st Jan Change
36.89 USD -0.65% Intraday chart for Equitable Holdings, Inc. +0.90% +10.78%
Apr. 15 Morgan Stanley Adjusts Equitable Holdings' Price Target to $41 From $39, Keeps Overweight Rating MT
Apr. 11 Wells Fargo Raises Price Target on Equitable to $46 From $43, Keeps Overweight Rating MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 12,126 11,379 13,272 10,620 11,272 12,086 - -
Enterprise Value (EV) 1 10,737 4,075 11,071 8,898 6,239 12,086 12,086 12,086
P/E ratio -7.06 x -16.4 x -26.4 x 6.39 x 9.57 x 6.72 x 5.6 x 4.67 x
Yield 2.34% 2.66% 2.17% 2.72% 2.58% 2.53% 2.7% 2.91%
Capitalization / Revenue 0.9 x 0.84 x 0.91 x 0.76 x 1.07 x 0.78 x 0.74 x 0.7 x
EV / Revenue 0.9 x 0.84 x 0.91 x 0.76 x 1.07 x 0.78 x 0.74 x 0.7 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - 10.1 x - -
FCF Yield - - - - - 9.93% - -
Price to Book 0.85 x 0.79 x 1.29 x 110 x 10.2 x 6.84 x 4.47 x 3.55 x
Nbr of stocks (in thousands) 489,330 444,684 404,769 370,042 338,487 327,616 - -
Reference price 2 24.78 25.59 32.79 28.70 33.30 36.89 36.89 36.89
Announcement Date 2/26/20 2/23/21 2/10/22 2/8/23 2/6/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 13,450 13,513 14,508 14,017 10,528 15,509 16,438 17,201
EBITDA - - - - - - - -
EBIT 1 3,496 3,336 4,190 2,990 2,676 3,095 3,306 3,349
Operating Margin 25.99% 24.69% 28.88% 21.33% 25.42% 19.96% 20.11% 19.47%
Earnings before Tax (EBT) - - - - 738 - - -
Net income 1 -1,733 -648 -518 1,705 1,222 1,793 1,971 2,202
Net margin -12.88% -4.8% -3.57% 12.16% 11.61% 11.56% 11.99% 12.8%
EPS 2 -3.510 -1.560 -1.240 4.490 3.480 5.490 6.588 7.893
Free Cash Flow 1 - - - - - 1,200 - -
FCF margin - - - - - 7.74% - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - 66.93% - -
Dividend per Share 2 0.5800 0.6800 0.7100 0.7800 0.8600 0.9331 0.9973 1.073
Announcement Date 2/26/20 2/23/21 2/10/22 2/8/23 2/6/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 3,615 3,669 3,944 5,168 3,009 1,896 3,270 3,336 3,624 2,170 3,719 3,802 3,861 3,952 4,035
EBITDA - - - - - - - - - - - - - - -
EBIT 1 1,165 1,016 834 764 747 680 604 656 660 756 701 769 778 834 -
Operating Margin 32.23% 27.69% 21.15% 14.78% 24.83% 35.86% 18.47% 19.66% 18.21% 34.84% 18.85% 20.23% 20.15% 21.1% -
Earnings before Tax (EBT) - - - - - -921 -459 539 1,475 -817 - - - - -
Net income 1 658 228 559 1,702 259 -815 163 733 1,050 -724 418.3 476.7 484 501 511
Net margin 18.2% 6.21% 14.17% 32.93% 8.61% -42.99% 4.98% 21.97% 28.97% -33.36% 11.25% 12.54% 12.54% 12.68% 12.67%
EPS 2 1.590 0.5600 1.430 4.470 0.6900 -2.210 0.4500 2.060 3.020 -2.150 1.174 1.353 1.454 1.517 1.640
Dividend per Share 2 0.1800 0.1800 0.1800 0.2000 0.2000 0.2000 0.2000 0.2200 0.2200 0.2000 0.2203 0.2417 0.2417 0.2417 0.2467
Announcement Date 11/3/21 2/10/22 5/9/22 8/3/22 11/2/22 2/8/23 5/3/23 8/2/23 10/31/23 2/6/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt - - - - - - - -
Net Cash position 1,389 7,304 2,201 1,722 5,033 - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 - - - - - 1,200 - -
ROE (net income / shareholders' equity) 17.5% 15.9% 20.9% 25.9% 19.1% 21.6% 21.8% 21%
ROA (Net income/ Total Assets) 1.02% 0.88% 1% - - - - -
Assets 1 -170,135 -73,888 -52,045 - - - - -
Book Value Per Share 2 29.20 32.50 25.50 0.2600 3.260 5.390 8.240 10.40
Cash Flow per Share - -0.1400 -1.810 -2.240 - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 2/26/20 2/23/21 2/10/22 2/8/23 2/6/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Equitable Holdings, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
36.89 USD
Average target price
40.8 USD
Spread / Average Target
+10.60%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Diversified Investment Services
  1. Stock Market
  2. Equities
  3. EQH Stock
  4. Financials Equitable Holdings, Inc.