(EQH) Axa Equitable Holdings - Overview
Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 10.634m USD | Total Return: -13.9% in 12m
Annuities, Insurance, Asset Management, Wealth Management
Total Rating 20
Safety 68
Buy Signal -0.35
Asset Management
Industry Rotation: +5.5
Industry Rotation: +5.5
Market Cap:
10.6B
Avg Turnover: 138M USD
Avg Turnover: 138M USD
ATR:
4.30%
Peers RS (IBD): 12.5
Peers RS (IBD): 12.5
Risk 5d forecast
Volatility39.1%
Rel. Tail Risk0.06%
Reward TTM
Sharpe Ratio-0.41
Alpha-53.24
Character TTM
Beta1.298
Beta Downside1.770
Drawdowns 3y
Max DD35.85%
CAGR/Max DD0.50
EPS (Earnings per Share)
EPS CAGR: -47.29%
EPS Trend: -17.1%
EPS Trend: -17.1%
Last SUE: -4.00
Qual. Beats: 0
Qual. Beats: 0
Revenue
Rev. CAGR: 1.09%
Rev. Trend: -15.6%
Rev. Trend: -15.6%
Last SUE: -0.91
Qual. Beats: 0
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Description: EQH Axa Equitable Holdings
Equitable Holdings, Inc. (EQH) is a diversified financial services company operating globally. It offers a range of products across six segments.
The Individual Retirement segment focuses on variable annuity products for affluent and high-net-worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services to educational institutions, municipalities, non-profits, and small to medium-sized businesses. This sector often involves long-term contractual obligations.
Asset Management provides investment management services to institutional, retail, and private wealth clients. Protection Solutions offers various life insurance products, including VUL, COLI, IUL, and term life, as well as employee benefits such as group life, dental, and disability insurance. Life insurance is a mature market characterized by stable demand.
Wealth Management provides investment advisory accounts, financial planning, and insurance products. The Legacy segment manages capital-intensive fixed-rate guaranteed minimum withdrawal benefit (GMxB) business. Equitable Holdings, Inc. was founded in 1859.
Further research on ValueRay can provide deeper insights into EQHs financial performance and market position.
- Variable annuity sales drive Individual Retirement segment revenue
- Investment management fees impact Asset Management segment
- Interest rate fluctuations affect fixed-income portfolio returns
- Regulatory changes in insurance and annuities create compliance costs
- Equity market performance influences investment income
Piotroski VR‑10 (Strict)
2.0
| Net Income: -1.38b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.00 > 0.02 and ΔFCF/TA -0.39 > 1.0 |
| NWC/Revenue: 310.9% < 20% (prev 75.77%; Δ 235.1% < -1%) |
| CFO/TA 0.00 > 3% & CFO 771.0m > Net Income -1.38b |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 25.50 > 1.5 & < 3 |
| Outstanding Shares: last quarter (289.1m) vs 12m ago -8.66% < -2% |
| Gross Margin: 59.16% > 18% (prev 0.64%; Δ 5.85k% > 0.5%) |
| Asset Turnover: 3.58% > 50% (prev 4.17%; Δ -0.59% > 0%) |
| Interest Coverage Ratio: -6.07 > 6 (EBITDA TTM -317.0m / Interest Expense TTM 224.0m) |
Altman Z''
0.77
| A: 0.11 (Total Current Assets 35.57b - Total Current Liabilities 1.40b) / Total Assets 318.31b |
| B: 0.03 (Retained Earnings 8.37b / Total Assets 318.31b) |
| C: -0.00 (EBIT TTM -1.36b / Avg Total Assets 307.09b) |
| D: 0.01 (Book Value of Equity 2.09b / Total Liabilities 316.52b) |
| Altman-Z'' Score: 0.77 = B |
What is the price of EQH shares?
As of April 08, 2026, the stock is trading at USD 37.75 with a total of 4,598,969 shares traded.
Over the past week, the price has changed by +1.72%, over one month by -4.28%, over three months by -20.38% and over the past year by -13.86%.
Over the past week, the price has changed by +1.72%, over one month by -4.28%, over three months by -20.38% and over the past year by -13.86%.
Is EQH a buy, sell or hold?
Axa Equitable Holdings has received a consensus analysts rating of 4.40.
Therefore, it is recommended to buy EQH.
- StrongBuy: 6
- Buy: 2
- Hold: 2
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the EQH price?
| Analysts Target Price | 60.9 | 61.4% |
Axa Equitable Holdings (EQH) - Fundamental Data Overview
as of 05 April 2026
P/E Forward = 4.5851 P/S = 0.9112
P/B = 164.1395
Revenue TTM = 10.99b USD
EBIT TTM = -1.36b USD
EBITDA TTM = -317.0m USD
Long Term Debt = 6.54b USD (from longTermDebt, last quarter)
Short Term Debt = 25.0m USD (from shortTermDebt, last quarter)
Debt = 6.56b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -46.17b USD (recalculated: Debt 6.56b - CCE 52.73b)
Enterprise Value = 10.63b USD (floored to Market Cap, CCE > MCap+Debt)
Interest Coverage Ratio = -6.07 (Ebit TTM -1.36b / Interest Expense TTM 224.0m)
EV/FCF = 14.43x (Enterprise Value 10.63b / FCF TTM 737.0m)
FCF Yield = 6.93% (FCF TTM 737.0m / Enterprise Value 10.63b)
FCF Margin = 6.70% (FCF TTM 737.0m / Revenue TTM 10.99b)
Net Margin = -12.55% (Net Income TTM -1.38b / Revenue TTM 10.99b)
Gross Margin = 59.16% ((Revenue TTM 10.99b - Cost of Revenue TTM 4.49b) / Revenue TTM)
Gross Margin QoQ = 88.07% (prev -16.97%)
Tobins Q-Ratio = 0.03 (Enterprise Value 10.63b / Total Assets 318.31b)
Interest Expense / Debt = 0.72% (Interest Expense 47.0m / Debt 6.56b)
Taxrate = 9.59% (33.0m / 344.0m)
NOPAT = -1.23b (EBIT -1.36b * (1 - 9.59%)) [loss with tax shield]
Current Ratio = 25.50 (Total Current Assets 35.57b / Total Current Liabilities 1.40b)
Debt / Equity = -88.68 (negative equity) (Debt 6.56b / totalStockholderEquity, last quarter -74.0m)
Debt / EBITDA = 145.6 (negative EBITDA) (Net Debt -46.17b / EBITDA -317.0m)
Debt / FCF = -62.65 (Net Debt -46.17b / FCF TTM 737.0m)
Total Stockholder Equity = 906.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.45% (Net Income -1.38b / Total Assets 318.31b)
RoE = -152.3% (Net Income TTM -1.38b / Total Stockholder Equity 906.0m)
RoCE = -18.27% (EBIT -1.36b / Capital Employed (Equity 906.0m + L.T.Debt 6.54b))
RoIC = -19.73% (negative operating profit) (NOPAT -1.23b / Invested Capital 6.23b)
WACC = 6.77% (E(10.63b)/V(17.20b) * Re(10.55%) + D(6.56b)/V(17.20b) * Rd(0.72%) * (1-Tc(0.10)))
Discount Rate = 10.55% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -7.99%
[DCF] Terminal Value 76.70% ; FCFF base≈1.18b ; Y1≈777.0m ; Y5≈355.3m
[DCF] Fair Price = 196.5 (EV 9.12b - Net Debt -46.17b = Equity 55.29b / Shares 281.4m; r=6.77% [WACC]; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: -17.11 | EPS CAGR: -47.29% | SUE: -4.0 | # QB: 0
Revenue Correlation: -15.63 | Revenue CAGR: 1.09% | SUE: -0.91 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.83 | Chg7d=-0.009 | Chg30d=-0.011 | Revisions Net=+0 | Analysts=11
EPS current Year (2026-12-31): EPS=7.43 | Chg7d=-0.083 | Chg30d=-0.089 | Revisions Net=+0 | Growth EPS=+31.7% | Growth Revenue=+41.8%
EPS next Year (2027-12-31): EPS=8.93 | Chg7d=-0.042 | Chg30d=-0.107 | Revisions Net=-2 | Growth EPS=+20.2% | Growth Revenue=+7.5%
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