Equitable Holdings Inc (EQH)
Valor JustoFundamental
22
Preço
$51.27
Capitalização de Mercado
$14.27B
Parte 1 · Quanto vale a empresa
Visão Geral
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 setembro 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.
Balanço & Liquidez
Receita
$10.62B
Últimos 12 meses (até 30/06/2026)
Resultado Líquido
$-926M
Últimos 12 meses (até 30/06/2026)
Fluxo de Caixa Livre
-
Capital Próprio Total
$-74M
Passivo Total
$316.20B
Rácio de Liquidez
2.13
Cobertura de Juros
-
Dívida/EBITDA
7.87
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Quanto pesa a dívida
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$65.12
Preço Atual
$51.27
Margem de Segurança
+21.3%
Intervalo de Valor Justo
$61.41 - $68.83
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
-
ROE
1864.9%
Rácio P/B
-
P/FCF
-
Margem Bruta
-
ROIC
-
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
-
WACC
8.3%
ROIC − WACC
-
Critérios de Análise Fundamental
Aprovado (4)
- Price CAGR 15.68%
- Low reliance on intangibles
- Analyst Consensus 89% Buy
- Share Dilution -17.6%
Reprovado (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
Indisponível (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
Preocupações financeiras graves
Qualidade dos Resultados
Baixa qualidade: investigar a contabilidade
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| 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 |
Risco de Auditoria
6
Risco do Conselho
1
Risco de Remuneração
1
Risco dos Direitos dos Acionistas
2
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Documentos
- Ver documento
Relatório anual (10-K)
Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.
Arquivado em 2026-02-25
- Ver documento
Relatório trimestral (10-Q)
Uma atualização sobre o desempenho financeiro dos últimos três meses.
Arquivado em 2026-08-06
- Ver documento
Relatório de fato relevante (8-K)
Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.
Arquivado em 2026-09-25
via SEC EDGAR
Histórico 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