FrançaisEquitable Holdings (EQH): financial analysis & fundamentals
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Valuation & profitability
| Metric | Value | What it means |
|---|---|---|
| P/E (price / earnings) | — | The higher, the more growth the market expects. |
| Forward P/E | 5.6 | On next year's expected earnings. Lower than current P/E = rising earnings. |
| PEG (P/E ÷ growth) | — | Below 1 = cheap given growth; above 2 = expensive. |
| Net margin | -9% | Share of revenue that ends up as profit. |
| Revenue growth | -30% | Pace of revenue growth. |
| Price-to-book | — | Price relative to book value. |
| Market cap | $13.7 B | Total market value of the company. |
| Dividend yield | 2.52% | Annual dividend ~$1.11/share relative to price. |
Income statement (by year)
| Year | Revenue | Net income | Net margin |
|---|---|---|---|
| 2022 | $14.0 B | $1.7 B | 12% |
| 2023 | $10.5 B | $1.2 B | 12% |
| 2024 | $12.4 B | $1.2 B | 10% |
| 2025 | $11.7 B | $-1.4 B | -12% |
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Frequently asked questions
Is Equitable Holdings stock expensive?
Equitable Holdings has a P/E of — (forward P/E 5.6) and a PEG of —. A PEG below 1 is rather cheap given growth, above 2 is expensive. Verdict: valuation to review.
What is Equitable Holdings's net margin?
Equitable Holdings's net margin is about -9% — the share of revenue that ends up as net profit.
What is Equitable Holdings's revenue?
Latest known revenue: $11.7 B for net income of $-1.4 B. The year-by-year breakdown is in the income statement above.
What is Equitable Holdings's market cap?
Equitable Holdings (EQH) has a market cap of about $13.7 B.
Does Equitable Holdings pay a dividend?
Yes: Equitable Holdings pays about $1.11/share per year, i.e. roughly a 2.52% yield at the current price.
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⚠️ Educational information, not investment advice. Data: Yahoo Finance, recomputed by JPI Invest. A stock can be « cheap » for a bad reason.