EQH:NYE-AXA Equitable Holdings Inc.

EQUITY | Insurance | New York Stock Exchange

Last Closing

USD 20.79

Change

-0.48 (-2.26)%

Market Cap

USD 10.21B

Volume

2.25M

Analyst Target

USD 25.42
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-17 )

Largest Industry Peers for Insurance

Symbol Name Price(Change) Market Cap
AFGE American Financial Group AFGE

+0.29 (+1.56%)

USD 9.87B
MHLA Maiden Holdings Ltd

+0.01 (+0.06%)

USD 1.37B

ETFs Containing EQH

RDVI 2.07 % 0.00 %

N/A

N/A
KBE SPDR® S&P Bank ETF 1.59 % 0.35 %

+0.47 (+0%)

USD 1.32B
AGED:SW iShares Ageing Population.. 0.62 % 0.00 %

+0.15 (+0%)

N/A
JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

+0.02 (+0%)

USD 22.73B
BLV Vanguard Long-Term Bond I.. 0.04 % 0.07 %

+0.06 (+0%)

USD 5.47B
FSF:CA First Asset Global Financ.. 0.00 % 1.11 %

N/A

CAD 1.01B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

+0.13 (+0%)

USD 0.50B
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

+5.63 (+0%)

USD 0.50B
VCLT Vanguard Long-Term Corpor.. 0.00 % 0.07 %

+0.17 (+0%)

USD 7.80B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.22 (+0%)

USD 0.02B
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

+0.08 (+0%)

USD 0.50B
TQSM:CA TD Q U.S. Small-Mid-Cap E.. 0.00 % 0.00 %

+0.18 (+0%)

CAD 0.19B
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

+0.09 (+0%)

USD 6.34B
2B77:F iShares Ageing Population.. 0.00 % 0.00 %

+0.05 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.02% 75% C 87% B+
Dividend Return 1.68% 50% F 54% F
Total Return 26.70% 75% C 87% B+
Trailing 12 Months  
Capital Gain -1.56% 53% F 52% F
Dividend Return 2.56% 44% F 43% F
Total Return 0.99% 58% F 50% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -0.09% 37% F 43% F
Dividend Return 0.10% 26% F 25% F
Total Return 0.19% 8% B- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 0.81% 100% F 99% N/A
Risk Adjusted Return 12.56% 32% F 31% F
Market Capitalization 10.21B 71% C- 87% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 4.66 83% 70%
Price/Book Ratio 0.89 72% 75%
Price / Cash Flow Ratio 90.39 17% 1%
Price/Free Cash Flow Ratio 50.71 22% 9%
Management Effectiveness  
Return on Equity 13.29% 89% 71%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.77% 67% 32%
Debt to Equity Ratio 37.00% 39% 73%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.