Equitable Holdings, Inc. EQH
Composite 37/100; the shares have moved about 35% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 6/100 — a strong mark against it.
Momentum ranks 77/100 — a strong point in its favour. Income ranks 61/100 — a slight point in its favour.
Growth ranks 6/100 — a strong mark against it. Quality ranks 13/100 — a strong mark against it. Valuation ranks 45/100 — a slight mark against it.
What the company does Equitable Holdings (EQH) is a diversified financial services firm offering retirement, asset management, protection solutions, and wealth management products globally, with a focus on affluent and high-net-worth individuals.
Key financials EQH’s profitability metrics are weak: ROE -13.5%, ROA -0.1%, and ROCE -0.1%. Margins are mixed (gross 13.2%, operating 22.4%, net -7.3%), while revenue declined -7.6% but EPS surged 1244.3%. Leverage is high (debt/equity 3.21), and liquidity is solid (current ratio 2.34).
Stock health Momentum is mixed: +18.73% over 3m, +7.52% over 6m, but -3.01% over 12m. The stock is -9.71% below its 52-week high, with RSI(14) at 59.80. Sideravia scores EQH poorly on quality (18.9) but fair on valuation (62.3) and income (59.6).
Price vs fair value EQH trades at a **discount of 24.42% versus the analyst 12-month target of 60.82**. - Analysts expect earnings growth, per Zacks’ July 28 headline. - Recent coverage highlights EQH’s cash position and mixed fundamentals (StockStory, July 31). - Peer earnings beats (MKL, PFG) contrast with EQH’s lagging metrics.
Looking forward Forward P/E of 4.59 suggests deep value, but weak quality scores and high leverage temper appeal. Dividend yield is 1.7% with a 76.7% payout ratio, signaling limited reinvestment capacity.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.