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Equitable Holdings, Inc. (EQH) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Equitable Holdings, Inc.

EQHMarket cap $15BPrice $53.5

Country🇺🇸United States

SectorFinancials

Manages retirement savings, life insurance, and investment products for millions of Americans planning their financial futures. It sits on a massive annuities business, making it one of the biggest, quietly powerful players protecting middle-class wealth nationwide.

In Bastion Portfolios?

52W Return+14%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-4%2

Revenue Forecast

Rev CAGR (1y)+33%9

Rev CAGR (3y)+17%9

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+13%7

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin-4%1

Net Income Margin-9%1

Free Cash Flow Margin12%6

Debt

Net Debt/EBITDA-19.610

Efficiency

ROEna–

ROA-0%2

Earnings Stability55

GEAR+AVERAGE57

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)710

P/E Ratio (Forward 3y)610

P/BVna–

EV Multiples

EV/EBITDA Fwd010

EV/EBIT Fwd010

Yield

Free Cash Flow Yieldna–

Dividend Yield2.2%6

Momentum

Short term

1 month return+3%9

3 month return+15%9

YTD return+15%7

Mid term

Price vs 52wHigh97%10

1 year return+10%6

Long term

3 year return+110%8

5 year return+92%7

Risk Shield

Price Risk

Beta1.23

Volatility34%6

Free Cash Flow

Free Cash Flow Margin12%6

Free Cash Flow Yieldna–

Quality

ROCE-0%2

Earnings Stability55

Net Debt/EBITDA-19.610

02Growth

Is it actually growing, and how fast?

EQHEquitable Holdings

Revenue FY25$11.7B

GROWTH RATING↗

STRONG73 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-4%2

Revenue, next 1Y+33%9

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+13%7

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 73% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

After shrinking over the last 3 years, revenue is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

None flagged.

WEAKNESSES

Revenue fell 4%/yr over the last 3 years, behind 80% of companies worldwide.2/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG91 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+15%9

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high97%10

1-year return+10%6

3-year return+110%8

5-year return+92%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +110% over three years and +92% over five, ahead of 70% of the market.

It's up 10% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+15%) and so far this year (+15%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Equitable. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

EQHEquitable Holdings

Revenue FY25$11.7B

GROWTH RATING↗

STRONG73 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-4%2

Revenue, next 1Y+33%9

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+13%7

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 73% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

After shrinking over the last 3 years, revenue is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

None flagged.

WEAKNESSES

Revenue fell 4%/yr over the last 3 years, behind 80% of companies worldwide.2/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG91 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+15%9

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high97%10

1-year return+10%6

3-year return+110%8

5-year return+92%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +110% over three years and +92% over five, ahead of 70% of the market.

It's up 10% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+15%) and so far this year (+15%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Equitable. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community