Equitable Holdings Inc (EQH)
Valor JustoFundamental
22
Precio
$51.27
Capitalización Bursátil
$14.27B
Parte 1 · Cuánto vale la empresa
Resumen
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
Brighthouse's Shield Level annuities compete head-on with Equitable's Structured Capital Strategies in the registered index-linked annuity segment, sold to the same advisor-guided retirement clients.
Prudential's FlexGuard index-linked annuities and its individual life business target the same U.S. retirement and protection customers, while PGIM competes with AllianceBernstein for institutional asset management mandates.
Jackson and Equitable are the two largest sellers of variable and registered index-linked annuities in the United States, competing for the same retirement savers through the same independent and broker-dealer advisor channels.
Lincoln sells the same combination of variable annuities, index-linked annuities, individual life insurance and workplace retirement plans to U.S. households and small employers that Equitable serves.
Voya is a direct rival in workplace retirement plans, especially the K-12 public school 403(b) and small-business plan markets where Equitable's group retirement business earns most of its fees.
Allianz Life is one of the top issuers of registered index-linked and fixed indexed annuities in the United States, selling through the same independent advisor networks Equitable relies on.
Balance y Liquidez
Ingresos
$10.62B
Últimos 12 meses (hasta 30/6/2026)
Beneficio Neto
$-926M
Últimos 12 meses (hasta 30/6/2026)
Flujo de Caja Libre
-
Patrimonio Neto Total
$-74M
Pasivo Total
$316.20B
Ratio de Liquidez
2.13
Cobertura de Intereses
-
Deuda/EBITDA
7.87
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$65.12
Precio Actual
$51.27
Margen de Seguridad
+21.3%
Rango de Valor Justo
$61.41 - $68.83
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
-
ROE
1864.9%
Ratio P/B
-
P/FCF
-
Margen Bruto
-
ROIC
-
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
-
WACC
8.3%
ROIC − WACC
-
Criterios de Análisis Fundamental
Superado (4)
- Price CAGR 15.68%
- Low reliance on intangibles
- Analyst Consensus 89% Buy
- Share Dilution -17.6%
Fallido (9)
- EPS shows upward trend
- Debt/EBITDA
- Return on Tangible Assets
- DCF valuation (Unknown)
- ROE -198.2%
- Revenue Growth 5Y 0.0%
- Earnings Surprise avg -2.6%
- Net Margin Trend -8.7% vs 3.5%
- Piotroski F-Score 3/9
No disponible (14)
- ROIC NaN%
- Gross Margin NaN%
- P/FCF NaN
- P/B Ratio NaN
- Dividend Payout NaN%
- Debt/Equity ratio
- Operating Margin NaN%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-Score
Preocupaciones financieras graves
Calidad de los Beneficios
Baja calidad: investigue la contabilidad
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Mark Pearson FCCA | President, CEO & Director | 67 |
| Mr. Robin Matthew Raju | Senior Executive VP & CFO | 43 |
| Mr. Jeffrey Joy Hurd J.D. | Senior Executive VP & COO | 58 |
| Mr. Seth Perry Bernstein | Head of Asset Management | 64 |
| Mr. Nicholas Burritt Lane | President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions | 51 |
Riesgo de Auditoría
6
Riesgo del Consejo
1
Riesgo de Compensación
1
Riesgo de Derechos del Accionista
2
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-02-25
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-08-06
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-09-25
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for EQH, sourced from Markets Gazette.
- 3/27/2026NEUTRALDeal Dispatch: Estée Lauder Considers Merger, KKR Buys Nothing Bundt Cakes, Amazon Acquires Fauna Robotics
Corebridge Financial has agreed to acquire Equitable Holdings in a $22 billion deal, a significant move in the financial services sector. This transaction is part of a broader trend of consolidation, with other notable deals including Abbott's acquisition of Exact Sciences and Estée Lauder reportedly considering a merger. While the specifics of the Equitable Holdings deal are still unfolding, such large-scale M&A activity often signals strategic realignments and potential shifts in market leadership. Investors will be closely watching the integration process and any subsequent impact on shareholder value for both acquiring and acquired entities.
via Markets Gazette