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Equitable Holdings, Inc.

EQH

$51.53 ▼ -0.62 (-1.18%) at close

11 Visible periods

35 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Fair

Moderately Bearish

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Analytical Summary

Equitable Holdings, Inc. faces fundamental challenges with weakness in Profit Margin (%) and Operating Margin (%). On the positive side, Debt to Equity remains strong. Investors should exercise caution and monitor for improvement in key metrics.

Market Cap $15.4B

Dividend Yield 2.04%

Revenue Growth -6.1% ↘

Op. Margin -10.2% ↘

ROIC None

FCF / Share None

Trailing P/E —

Price / Book —

FCF Yield —

Debt / Equity -52.16

info Valuation on last close. End-of-day price, Aug 7, 2026.

11-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$11.66B

↓ -6.1% —

Net Income Profit after all expenses

$-1.38B

↓ -207.8% —

Operating Margin Operating profit as % of sales

-10.2%

↓ -161.2% 15th

Long-Term Debt Long-term obligations

$3.83B

— +0.1% —

trending_up

Bullish Indicators

Debt to EquityDebt to Equity is in the top quartile (lower is better)

warning

Bearish Risks

Operating Margin (%)Operating Margin (%) is in the bottom quartile
Profit Margin (%)Profit Margin (%) is in the bottom quartile

Health Breakdown

Profitability ↓

Financial Health

100

Dividend History

Dividend / share · sourced from SEC filings

$1.05 Latest / share

+11.7% YoY

+34.8% 8-yr CAGR

FY 2015

FY 2016

FY 2017

$0.13

FY 2018

$0.58

FY 2019

$0.66

FY 2020

$0.71

FY 2021

$0.78

FY 2022

$0.86

FY 2023

$0.94

FY 2024

$1.05

FY 2025

Financial view

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📈 Is growth accelerating? 6 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Revenue Growth YoY (%)	-6.1% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-202%)	18.0% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+200%)	-16.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-379%)	14.6% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+143%)	-11.1% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-285%)	29.1% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+384%)	-20.4% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-439%)	-3.1% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-151%)	5.9% Fair Fair Year-over-year change in total revenue Optimal: > 10% vs Sector: At sector avg	—	—
EPS Growth YoY (%)	N/M	7.2% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	-36.4% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	N/M	20.5% Good ↓ Good Declining Year-over-year change in earnings per share Optimal: > 10%	56.3% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	N/M	119.5% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	-33.5% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—
Net Income Growth YoY (%)	N/M	-1.7% Weak ↑ Weak Improving Year-over-year change in net income	-39.5% Weak ↓ Weak Declining Year-over-year change in net income	N/M	32.3% Excellent ↓ Excellent Declining Year-over-year change in net income	63.3% Excellent ↑ Excellent Improving Year-over-year change in net income	N/M	118.2% Excellent Excellent Year-over-year change in net income	-33.5% Weak Weak Year-over-year change in net income	—	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	-2.7% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	4.0% Caution ↑ Caution Improving Compound annual revenue growth over 3 years	-5.3% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	9.5% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	-3.0% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-0.1% Weak Weak Compound annual revenue growth over 3 years	-6.5% Weak Weak Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	-1.2% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	5.3% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	-2.7% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	0.3% Weak Weak Compound annual revenue growth over 5 years	-1.3% Weak Weak Compound annual revenue growth over 5 years	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Operating Margin (%) (%)	-10.2% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-141%)	16.7% Fair ↑ Fair Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-33%)	7.0% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-72%)	23.7% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-5%)	-1.5% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-106%)	-8.8% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-135%)	—	—	—	—	—
Effective Tax Rate (%) (%)	13.1% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	13.5% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-122.6% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.0% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	85.8% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	68.1% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—	—
Profit Margin (%) (%)	-11.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-154%)	10.3% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-53%)	12.4% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-44%)	17.0% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-23%)	-4.0% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-118%)	-5.2% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-124%)	-18.3% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-183%)	15.1% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-32%)	6.7% Caution Caution Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-70%)	10.7% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-52%)	—
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	-0.4% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.4% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.5% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.9% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-0.2% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-0.2% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-0.7% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.8% Weak Weak Operating profit relative to total assets Optimal: > 10%	0.4% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	—	81.8% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+582%)	49.2% Excellent → Excellent Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+310%)	153.7% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+1181%)	-3.8% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-132%)	-4.2% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-135%)	-13.1% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-209%)	13.1% Fair Fair Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+9%)	6.2% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-48%)	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Debt to Equity (x)	-52.16x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-4447%)	2.45x Weak ↑ Weak Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+104%)	1.54x Weak ↑ Weak Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+28%)	2.91x Weak ↑ Weak Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+143%)	0.34x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-72%)	0.00x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-100%)	0.00x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-100%)	0.04x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-97%)	0.14x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-88%)	—	—
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Revenue per Share (USD)	$39.13	$38.68	$30.07	$33.49	$26.44	$27.56	$19.49	$21.71	$22.21	$20.97	—
Basic EPS, GAAP (USD)	$-4.83	$3.74	$3.49	$5.49	$-1.24	$-1.56	$-3.57	$3.27	$1.49	$2.24	—
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	$1.05	$0.94	$0.86	$0.78	$0.71	$0.66	$0.58	$0.13	—	—	—
Book Value per Share (USD)	$-0.26	$5.05	$7.93	$3.84	$29.44	$35.34	$29.02	$26.22	$23.92	—	—
Tangible Book Value per Share (USD)	$-0.26	$5.05	$7.93	$3.84	$29.44	$35.34	$29.02	$17.58	$15.78	—	—
Basic Weighted Avg Shares (shares)	298.10M	321.20M	350.10M	377.60M	417.40M	450.40M	493.60M	556.40M	561.00M	561.00M	—
Dividend Payout Ratio (%)	-21.7% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	25.1% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	24.6% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	14.2% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-57.3% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	-42.3% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	-16.2% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	4.0% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—	—	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Working Capital (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
LT Debt (USD)	$3.83B	$3.83B	$3.82B	$3.32B	$3.84B	—	—	—	—	—	—
Total Equity (USD)	$-74.00M	$1.56B	$2.65B	$1.40B	$11.52B	$15.58B	$13.46B	$13.87B	$13.42B	—	—

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Sales/Revenue/Turnover (USD)	$11.66B	$12.43B	$10.53B	$12.64B	$11.04B	$12.41B	$9.62B	$12.08B	$12.46B	$11.76B	—
Depreciation Expense (USD)	—	—	—	—	—	—	$675.00M	—	—	—	—
Net Income, GAAP (USD)	$-1.38B	$1.28B	$1.30B	$2.15B	$-439.00M	$-648.00M	$-1.76B	$1.82B	$834.00M	$1.25B	—
Operating Cash Flow (USD)	$714.00M	$2.01B	$-208.00M	$-250.00M	$-756.00M	$-61.00M	$-216.00M	$61.00M	$-243.00M	$-236.00M	—

🏛️ Sector-Specific 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗
Premiums Earned (USD)	$1.05B	$1.17B	$1.10B	$994.00M	$960.00M	$997.00M	$1.15B	$1.09B	$1.12B	$1.08B	—
Loss Ratio (%) (%)	229.0%	230.0%	249.5%	273.2%	335.2%	534.2%	382.3%	266.5%	388.4%	308.6%	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 11 years · 39 quarters

Equitable Holdings, Inc.

Analytical Summary

11-Year Financial Trajectory

Bullish Indicators

Bearish Risks

Health Breakdown

Dividend History

Statement lens

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