EQH:NYE-AXA Equitable Holdings, Inc

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 22.51

Change

+0.05 (+0.22)%

Market Cap

USD 11.03B

Volume

3.36M

Analyst Target

USD 25.42
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2019-07-15 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

+6,039.99 (+0.99%)

USD 875.60B
BRK-B Berkshire Hathaway Inc

+3.70 (+0.91%)

USD 875.60B
AIG American International Group I..

+0.73 (+0.98%)

USD 50.03B
SLF Sun Life Financial Inc.

+0.46 (+0.90%)

USD 31.28B
AEG Aegon NV ADR

+0.20 (+3.41%)

USD 10.51B
ORI Old Republic International Cor..

+0.45 (+1.51%)

USD 8.08B
ATH-PA Athene Holding Ltd

-0.06 (-0.26%)

USD 7.36B
FIHL Fidelis Insurance Holdings Lim..

-0.03 (-0.16%)

USD 1.50B
WDH Waterdrop Inc ADR

-0.03 (-2.46%)

USD 0.47B
ATH-PB Athene Holding Ltd

+0.13 (+0.64%)

N/A

ETFs Containing EQH

RDVI 2.07 % 0.00 %

N/A

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

+0.76 (+0%)

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

N/A

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 %

+0.04 (+0%)

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

+0.55 (+0%)

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

+0.04 (+0%)

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

+6.13 (+0%)

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

+0.13 (+0%)

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

+0.20 (+0%)

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

+0.06 (+0%)

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

+0.09 (+0%)

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

+0.11 (+0%)

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

+0.09 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.36% 85% B 89% A-
Dividend Return 1.68% 56% F 53% F
Total Return 37.04% 85% B 89% A-
Trailing 12 Months  
Capital Gain 6.99% 77% C+ 73% C
Dividend Return 2.57% 56% F 50% F
Total Return 9.55% 77% C+ 72% C
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 -0.10% 37% F 41% F
Dividend Return 0.13% 26% F 34% F
Total Return 0.23% 8% B- 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 0.85% 100% F 100% F
Risk Adjusted Return 15.71% 32% F 44% F
Market Capitalization 11.03B 59% D- 85% B

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 capital utilization

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

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.

Superior Earnings Growth

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

Superior Revenue Growth

This stock has shown top quartile revenue 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.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

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.

Negative cashflow

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

Negative free cash flow

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