Equitable Holdings Inc (EQH)
Fair ValueFundamental
22
मूल्य
$51.34
मार्केट कैप
$14.27B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
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.
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Direct competitors
Who this company fights with for the same customers
Generated on 18 सितंबर 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.
बैलेंस शीट और तरलता
राजस्व
$10.62B
पिछले 12 महीने (30/6/2026 तक)
शुद्ध आय
$-926M
पिछले 12 महीने (30/6/2026 तक)
Free Cash Flow
-
कुल इक्विटी
$-74M
कुल देनदारियाँ
$316.20B
Current Ratio
2.13
Interest Coverage
-
Debt/EBITDA
7.87
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$65.12
वर्तमान मूल्य
$51.34
Margin of Safety
+21.2%
Fair Value सीमा
$61.41 - $68.83
इस्तेमाल किए गए valuation methods के बीच का फैलाव, कोई सांख्यिकीय रूप से calibrated confidence interval नहीं।
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
-
ROE
1864.9%
P/B Ratio
-
P/FCF
-
Gross Margin
-
ROIC
-
लाभप्रदता Radar
मूल्य सृजन (प्रतिस्पर्धी बढ़त)
ROIC
-
WACC
8.3%
ROIC − WACC
-
Fundamental विश्लेषण मानदंड
पास (4)
- Price CAGR 15.68%
- Low reliance on intangibles
- Analyst Consensus 89% Buy
- Share Dilution -17.6%
फेल (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
अनुपलब्ध (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
गंभीर वित्तीय चिंताएं
Earnings गुणवत्ता
निम्न गुणवत्ता: accounting की जांच करें
शेयर Dilution
शेयर वापस खरीद रही है। शेयरधारक अनुकूल
संस्थागत होल्डिंग
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| 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 |
Audit जोखिम
6
बोर्ड जोखिम
1
मुआवजा जोखिम
1
शेयरधारक अधिकार जोखिम
2
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
दस्तावेज़
- दस्तावेज़ देखें
वार्षिक रिपोर्ट (10-K)
कंपनी के कारोबार, वित्तीय नतीजों और जोखिमों का वार्षिक सिंहावलोकन।
दाखिल तिथि: 2026-02-25
- दस्तावेज़ देखें
तिमाही रिपोर्ट (10-Q)
पिछले तीन महीनों के वित्तीय प्रदर्शन का अपडेट।
दाखिल तिथि: 2026-08-06
- दस्तावेज़ देखें
विशेष रिपोर्ट (8-K)
किसी बड़ी घटना, जैसे नेतृत्व में बदलाव या बड़ी घोषणा, की सूचना।
दाखिल तिथि: 2026-09-25
via SEC EDGAR
आय का इतिहास
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