Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
EQH
HoldHot AirEquitable Holdings, Inc. · Financial Services · United States · $13.7B · Avg Vol: $146M/d
COMPANY DESCRIPTION
Equitable Holdings, Inc. is a leading financial services company offering a diverse range of insurance, annuity, and wealth management products and services in the United States. The company benefits from an established brand, diversified product offerings, a large asset base under management, and an extensive distribution network. Equitable Holdings is a major player in the U.S. retirement and wealth management market, serving both individual and institutional clients.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.6B | 10.5B | 12.4B | 11.7B | -2.7% | 10.6B | 15.5B | 17.2B | 21.6% |
| EPS | 5.49 | 3.49 | 3.82 | -4.83 | -16.6% | -3.29 | — | — | — |
| Shares | 365.1M | 333.9M | 309.9M | 283.4M | -22.4% | 272.8M | — | — | — |
| Debt | 5.2B | 5.6B | 5.9B | 6.6B | 7.8% | 7.2B | — | — | — |
| Equity | 1.4B | 2.6B | 1.6B | -74.0M | 5.7% | — | — | — | — |
| Op CF | -250.0M | -208.0M | 2.0B | 714.0M | -64.4% | 1.4B | — | — | — |
| Inv CF | -7.5B | -4.9B | -15.9B | -11.0B | — | — | — | — | — |
| Fin CF | 7.0B | 9.0B | 12.4B | 15.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of EQH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| EQH | Equitable Holdings, Inc.(you) | $13.7B | 41 | Hold |
| CRBG | Corebridge Financial, Inc. | $14.5B | 44 | Hold |
| OWL | Blue Owl Capital Inc. | $18.8B | 39 | Hold |
| ARCC | Ares Capital Corporation | $14.3B | 53 | Hold |
| HLNE | Hamilton Lane Incorporated | $5.9B | 42 | Hold |
| TPG | TPG Inc. | $21.1B | 52 | Hold |
| PFG | Principal Financial Group, Inc. | $23.9B | 51 | Hold |
| BXSL | Blackstone Secured Lending Fund | $5.8B | 47 | Hold |
| IVZ | Invesco Ltd. | $14.5B | 64 | Hold |
| CVC.AS | CVC Capital Partners plc | $16.6B | 62 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%