NYSE: EQH - Equitable Holdings, Inc.

Yield per half year: +28.78%
Dividend yield: +2.08%
Sector: Financials

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About Equitable Holdings, Inc.

Equitable Holdings, Inc. вместе со своими консолидированными дочерними компаниями работает как диверсифицированная компания, предоставляющая финансовые услуги по всему миру. Компания работает в четырех сегментах: индивидуальный выход на пенсию, выход на пенсию группы, управление инвестициями и исследования, а также решения для защиты. Сегмент индивидуального пенсионного обеспечения предлагает набор продуктов с переменным аннуитетом в первую очередь для состоятельных и состоятельных людей.

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Сегмент группового пенсионного обеспечения предоставляет инвестиционные и пенсионные услуги или продукты с отсрочкой налогообложения для планов, спонсируемых образовательными учреждениями, муниципалитетами и некоммерческими организациями, а также малым и средним бизнесом. Сегмент «Управление инвестициями и исследования» предлагает диверсифицированное управление инвестициями, исследования и сопутствующие решения для различных клиентов через институциональные, розничные и частные каналы управления капиталом; и распространяет свои институциональные исследовательские продукты и решения. Сегмент Protection Solutions предлагает различные продукты с переменным универсальным сроком службы, индексированным универсальным сроком службы и продуктами с ограниченным сроком действия, чтобы помочь состоятельным и состоятельным людям, а также владельцам малого и среднего бизнеса; и набор продуктов страхования жизни, краткосрочной и долгосрочной нетрудоспособности, стоматологических услуг и страхования зрения для малого и среднего бизнеса. Компания ранее называлась AXA Equitable Holdings, Inc. и сменила название на Equitable Holdings, Inc. в январе 2020 года. Equitable Holdings, Inc. была основана в 1859 году и базируется в Нью-Йорке, штат Нью-Йорк.
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IPO date 2018-05-10
ISIN US29452E1010
Industry Financial Services
Sector Financials
Валюта usd
Валюта отчета usd
Див.доход ао 1.77
Дивиденд ао 0.96
Сайт https://www.equitableholdings.com
Цена ао 54.06
Change price per day: 0% (54.06)
Change price per week: +3.15% (52.41)
Change price per month: +1.27% (53.38)
Change price per 3 month: +12.51% (48.05)
Change price per half year: +28.78% (41.98)
Change price per year: +42.38% (37.97)
Change price per 3 year: +70.54% (31.7)
Change price per 5 year: +188.17% (18.76)
Change price per year to date: +20.19% (44.98)
All parameters

Underestimation

Title Value Grade
P/S 1.11 9
P/BV 2.26 6
P/E 8.97 9
EV/EBITDA 3.27 10
Total: 9

Efficiency

Title Value Grade
ROA, % 0.488 1
ROE, % 49.15 10
Total: 5.33

Dividends

Title Value Grade
Div yield, % 2.08 5.2
DSI 1 10
Total: 6.46

Debt

Title Value Grade
Debt/EBITDA 2.55 5
Total: 5.4

Growth impulse

Title Value Grade
Yield Revenue, % 9.77 2
Yield Ebitda, % -260.16 0
Yield EPS, % -203.73 0
Total: 0.6
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ETFShare, %Profitability for 1 year, %Dividends, %
First Trust Dividend Strength ETF 1.95435 32.41 2.48403
First Trust Rising Dividend Achievers ETF 1.91269 -3.12 2.02034
Nuveen ESG Mid-Cap Growth ETF 1.71321 -10.4 0.39143
T. Rowe Price Equity Income ETF 1.46561 23.87 2.6897
FIS Christian Stock Fund 1.25767 26.02 1.53302
First Trust Financials AlphaDEX Fund 1.18419 1.34 2.58773
WisdomTree U.S. Value Fund 1.0686 34.19 1.98112
First Trust SMID Cap Rising Dividend Achievers ETF 1.04186 33.03 2.39359
Invesco Zacks Multi-Asset Income ETF 1.00321 18.05 5.46366
SPDR S&P Bank ETF 1.00291 4.08 2.93482
LeaderShares AlphaFactor US Core Equity ETF 0.95305 36.48 1.23768
Timothy Plan High Dividend Stock Enhanced ETF 0.94947 19.13 2.67929
Timothy Plan High Dividend Stock ETF 0.94054 21.7 2.67937
Cambria Value & Momentum ETF 0.7449 -1.98 1.4628
Vanguard U.S. Quality Factor ETF 0.7 -10.54 1.62247
Xtrackers S&P MidCap 400 ESG ETF 0.64481 30.94 1.73598
Invesco S&P MidCap 400 Revenue ETF 0.62856 27.44 1.75091
Vident U.S. Equity Strategy ETF 0.61249 -1.91 1.29773
WisdomTree U.S. MidCap Dividend Fund 0.54429 -6.31 2.93788
Invesco BuyBack Achievers™ ETF 0.47472 -4.51 1.59113
Vanguard S&P Mid-Cap 400 Growth ETF 0.47 -15.22 1.26071
SPDR S&P 400 Mid Cap Growth ETF 0.46465 -14.44 1.25693
SPDR S&P Midcap 400 ETF Trust 0.45981 -10.17 1.64338
Pacer Trendpilot US Mid Cap ETF 0.45466 -2.62 1.64594
Vanguard S&P Mid-Cap 400 ETF 0.45 -11.73 1.64344
SPDR S&P 400 Mid Cap Value ETF 0.44261 -6.7 2.06611
Vanguard S&P Mid-Cap 400 Value ETF 0.44 -6.4 2.05186
iShares Russell Mid-Cap Growth ETF 0.41685 -1.97 0.69551
Vanguard Small Cap Value ETF 0.41 -9.08 2.19419
BNY Mellon US Mid Cap Core Equity ETF 0.40667 30.41 1.5641
iShares ESG Screened S&P Mid-Cap ETF 0.38432 -16.07 1.537
Timothy Plan US Large/Mid Cap Core ETF 0.37297 27.7 1.40484
Direxion Daily Mid Cap Bull 3X Shares 0.36299 81.35 1.64688
JPMorgan Corporate Bond Research Enhanced ETF 0.35 6.26 4.16
ProShares Ultra MidCap400 0.347 55.81 1.64562
Syntax Stratified MidCap ETF 0.3304 17.66 1.56212
JPMorgan Market Expansion Enhanced Equity ETF 0.31717 29.85 1.69513
Fidelity Small-Mid Multifactor ETF 0.29599 32.31 1.59943
Schwab US Mid-Cap ETF 0.29232 -9.86 1.59098
John Hancock Multifactor Mid Cap ETF 0.29075 -6.46 1.52586
Nuveen ESG Dividend ETF 0.26935 -6.07 2.95887
RiverNorth Patriot ETF 0.24303 -2.58 2.28129
iShares Morningstar Mid-Cap Value ETF 0.23788 25.44 2.55106
ProShares UltraPro MidCap400 0.23503 82.13 1.64397
Nuveen ESG Mid-Cap Value ETF 0.22893 -8.02 2.22266
Avantis U.S. Large Cap Value ETF 0.22851 27.85 2.05311
VictoryShares US 500 Enhanced Volatility Wtd ETF 0.21434 -3.8 1.74639
VictoryShares US 500 Volatility Wtd ETF 0.21297 -3.06 1.74636
Gotham 1000 Value ETF 0.21243 23.36 1.90434
Vanguard U.S. Multifactor ETF 0.21 -9.94 2.39666
iShares Russell 2500 ETF 0.20714 -13.29 1.58987
SoFi Next 500 ETF 0.20041 29.56 1.43041
ProShares UltraShort Financials 0.19 102.16 5.07
ProShares Short Financials 0.19 186.02 5.21
Avantis Responsible U.S. Equity ETF 0.18725 26.78 1.45257
Vanguard Extended Market ETF 0.18 -7.49 1.34786
Vanguard Ultra-Short Bond ETF 0.17 0.3948 5.00
iShares MSCI USA Equal Weighted ETF 0.16033 27.5 1.80633
Dimensional US High Profitability ETF 0.14928 29.02 1.58353
WisdomTree US Quality Dividend Growth Fund 0.11409 -0.1736 1.942
iShares Russell Midcap ETF 0.11254 -5.15 1.71565
iShares Morningstar Mid-Cap ETF 0.11083 249.32 1.7458
iShares Morningstar Mid-Cap ETF 0.11083 29.74 1.7458
Hartford Longevity Economy ETF 0.11025 25.01 1.53371
iShares MSCI USA Value Factor ETF 0.10724 -7.38 2.97219
iShares MSCI ACWI Low Carbon Target ETF 0.09199 -0.7247 2.05381
Avantis U.S. Equity ETF 0.09121 -4.84 1.59151
SPDR MSCI ACWI Climate Paris Aligned ETF 0.09083 25.32 1.86415
Vanguard Long-Term Corporate Bond ETF 0.09 -3.43 4.94
First Trust Active Factor Mid Cap ETF 0.08982 39.15 1.88793
T. Rowe Price U.S. Equity Research ETF 0.08607 33.32 1.24191
Franklin Systematic Style Premia ETF 0.08377 6.87 2.05576
Vanguard U.S. Value Factor ETF 0.08 -14.68 2.96943
John Hancock Multifactor Large Cap ETF 0.07638 -3.39 1.59539
Columbia Research Enhanced Core ETF 0.07578 33.58 1.60295
Dimensional U.S. Core Equity 2 ETF 0.07387 30.76 1.47098
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.07017 30.62 2.01786
SPDR S&P 1500 Value Tilt ETF 0.06729 27.15 2.3833
Invesco Russell 1000 Equal Weight ETF 0.06261 -5.51 2.1901
iShares Core Dividend Growth ETF 0.05786 0.7782 2.42719
Schwab U.S. Large-Cap Value ETF 0.05358 -1.46 2.38078
iShares MSCI KLD 400 Social ETF 0.05318 -3.4 1.48375
Xtrackers MSCI USA ESG Leaders Equity ETF 0.05156 -2.35 1.38205
Invesco FTSE RAFI US 1000 ETF 0.05094 -1.49 2.3733
iShares ESG MSCI USA Leaders ETF 0.05019 -3.06 1.38463
Vanguard Russell 1000 Growth ETF 0.05 1.6 0.68737
Vanguard ESG U.S. Corporate Bond ETF 0.05 -0.2424 4.08
Humankind US Stock ETF 0.04997 18.81 1.99919
iShares Morningstar Value ETF 0.04937 25.44 2.17567
iShares Morningstar Large-Cap Value ETF 0.04937 61.02 2.17567
iShares Russell 1000 Growth ETF 0.04901 1.82 0.68889
Schwab Fundamental U.S. Large Company ETF 0.04657 -1.58 2.21151
SPDR Russell 1000 Momentum Focus ETF 0.04577 27.71 1.54958
Schwab Fundamental U.S. Broad Market Index ETF 0.04416 -57.77 2.19075
SPDR S&P 1500 Momentum Tilt ETF 0.04312 38.25 1.12176
PIMCO RAFI ESG U.S. ETF 0.04309 22.85 2.34728
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.04306 32.31 1.46271
Xtrackers Russell US Multifactor ETF 0.04301 31.57 1.63409
Vanguard Long-Term Bond ETF 0.04 -1.95 4.89
Dimensional US Core Equity Market ETF 0.03648 30.98 1.40618
Vanguard Russell 3000 ETF 0.03 31.87 1.43817
Vanguard ESG U.S. Stock ETF 0.03 -5.69 1.26927
Vanguard Russell 1000 ETF 0.03 -0.5186 1.43539
FlexShares Morningstar US Market Factor Tilt Index Fund 0.02798 -2.14 1.69572
Invesco MSCI USA ETF 0.02776 -4.27 1.43215
iShares Genomics Immunology and Healthcare ETF 0.02759 -70.08 1.54385
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.02682 33 1.42661
JPMorgan BetaBuilders U.S. Equity ETF 0.02575 -1.41 1.42604
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.02571 0.2045 1.46083
iShares Russell 3000 ETF 0.025 0.0303 1.43482
Schwab U.S. Large-Cap ETF 0.02484 -0.1867 1.42733
Xtrackers MSCI Kokusai Equity ETF 0.02474 -3.82 1.971
Schwab 1000 Index ETF 0.02414 -1.08 1.42441
Dimensional U.S. Equity ETF 0.02381 31.53 1.3557
iShares Dow Jones U.S. ETF 0.02374 0.1813 1.41797
Columbia U.S. ESG Equity Income ETF 0.02362 -99.18 1.44131
iShares Morningstar U.S. Equity ETF 0.02329 31.96 1.41244
iShares Morningstar Large-Cap ETF 0.02329 257.57 1.41244
Schwab U.S. Broad Market ETF 0.02307 -0.4495 1.43354
Schwab 1-5 Year Corporate Bond ETF 0.02 -48.42 3.48
iShares Core Dividend ETF 0.01887 -1.78 3.10166
iShares MSCI ACWI ETF 0.01856 -19.68 2.10908
iShares MSCI Kokusai ETF 0.01513 25.89 1.97357
Virtus Newfleet ABS/MBS ETF 0.01 3.46 4.28
Vanguard Short-Term Bond ETF 0.01 2.39 3.02
Vanguard Intermediate-Term Bond ETF 0.01 2.31 3.45
Vanguard Intermediate-Term Corporate Bond ETF 0.01 1.54 4.17
SPDR MSCI World StrategicFactors ETF 0.00983 21.44 2.3827
First Trust Active Factor Large Cap ETF 0.00021 35.7 1.67411
Schwab U.S. Aggregate Bond ETF 0 1.28 3.65
0.2814.412.07



Head Job title Payment Year of birth
Mr. Mark Pearson President, CEO & Director 1958 (67 years)
Mr. Robin Matthew Raju Senior EVP & CFO 1982 (43 years)
Mr. Jeffrey Joy Hurd J.D. Senior EVP & COO 1967 (58 years)
Mr. Nicholas Burritt Lane President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions 1974 (51 year)
Mr. Seth Perry Bernstein President & CEO of AllianceBernstein Corporation 1961 (64 years)
Mr. William James Eckert IV Senior VP, Chief Accounting Officer & Controller 1963 (62 years)
Mr. Erik James Bass C.F.A. Head of Investor Relations
Mr. Jose Ramon Gonzalez Esq. Senior EVP, Chief Legal Officer & Corporate Secretary 1967 (58 years)
Ms. Constance K. Weaver Chief Marketing Officer 1952 (73 years)
Ms. Yun Zhang Chief Risk Officer

Address: United States, New York. NY, 1290 Avenue Of The Americas - open in Google maps, open in Yandex maps
Website: https://www.equitableholdings.com