Stock Research: Equitable Holdings

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

Equitable Holdings

NYSE:EQH US29452E1010
18
  • Value
    73
  • Growth
    16
  • Safety
    Safety
    52
  • Combined
    10
  • Sentiment
    12
  • 360° View
    360° View
    18
Unlock
Which ranks are driving this 360° View?
Subscribe to View
Company Description

Equitable Holdings, Inc. is a financial services holding company, which comprised of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. Its Individual Retirement segment provides individual variable annuity products. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Asset Management segment provides diversified investment management and related services to a range of clients globally. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment primarily consists of the capital-intensive fixed-rate GMxB business.

more
Analysis

ANALYSIS: With an Obermatt 360° View of 18 (better than 18% compared with alternatives), overall professional sentiment and financial characteristics for the stock Equitable Holdings are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with half the metrics below and half above average for Equitable Holdings. The consolidated Value Rank has an attractive rank of 52, which means that the share price of Equitable Holdings is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 52% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 73. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 12. Professional investors are more confident in 88% other stocks. The consolidated Growth Rank also has a low rank of 16, which means that the company is below average in terms of growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. 84 of its competitors have better growth. ...read more

more
Index
Diversity USA
SDG 10
SDG 11
SDG 13
SDG 6
SDG 7
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 21-Aug-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
Good Watch Out

Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

Unlock Ranks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Value
52 55 74 71
Growth
16 69 21 71
Safety
Safety
73 64 10 43
Sentiment
12 52 68 31
360° View
360° View
18 18 18 67
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Analyst Opinions
95 77 89 76
Opinions Change
15 31 39 8
Pro Holdings
n/a 49 84 75
Market Pulse
25 27 23 16
Sentiment
12 52 68 31
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Value
52 55 74 71
Growth
16 69 21 71
Safety Safety
73 64 10 43
Combined
10 10 10 10
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
95 93 95 95
Price vs. Earnings (P/E)
51 55 62 62
Price vs. Book (P/B)
28 45 50 28
Dividend Yield
51 42 64 67
Value
52 55 74 71
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Revenue Growth
12 60 45 48
Profit Growth
21 65 26 45
Capital Growth
4 6 3 65
Stock Returns
76 89 67 65
Growth
16 69 21 71
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Leverage
1 3 1 11
Refinancing
86 87 91 85
Liquidity
63 73 37 100
Safety Safety
73 64 10 43

Similar Stocks

Discover high‑ranked alternatives to Equitable Holdings and broaden your portfolio horizons.

Micron

NasdaqGS:MU
Country: USA
Industry: Semiconductors
Size: X-Large
Full Stock Analysis

Meta

NasdaqGS:FB
Country: USA
Industry: Interactive Media & Services
Size: XX-Large
Full Stock Analysis

Alphabet

NasdaqGS:GOOG.L
Country: USA
Industry: Interactive Media & Services
Size: XX-Large
Full Stock Analysis

Lithia Motors

NYSE:LAD
Country: USA
Industry: Automotive Retail
Size: X-Large
Full Stock Analysis

The Obermatt Advantage

Ready to Elevate Your Investing?
Get Started Today

Choose the Obermatt subscription that best fits your needs.