QualityDipStocks / Finance · Specialty Insurers
Equitable EQH
Outside our quality screen, so we don’t track its dips. It’s 2% below its 52-week high.
Outside our quality screen. No fair value estimate for now: there isn’t enough data.
- Fair value est.
- n/a
- Market Value
- $52.58price +2%
- Off 52-wk high
- −2%
- Risk vs market
- Above marketbeta 1.16
2 bullish · 5 bearish See why
Key levels
Every level vs today’s $53.85
- 52-wk lowlowest close, 1 year$35.34−34.4%
- Market Valueavg paid since Aug 4$52.58−2.4%
- PriceFri Oct 30 close$53.85you are here
- 52-wk highhighest close, 1 year$55.04+2.2%
Fair value estimate
No estimate for EQH: negative common equity; a book-based model does not apply. We’d rather show nothing than a made-up number.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 30 to Oct 30, 252 sessions). Beta = how much EQH moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Swings more than the market, and its own price swings are 2.6× the S&P 500’s.
- Beta vs S&P 500
- 1.16
- Volatility
- 33% vs 13% SPY
- Correlation SPY
- 0.45
- Correlation QQQ
- 0.29
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 2 of 5
Cash returnsShare count down 8.2% in a year: $1.5B of buybacks over 12 months.
Cash returnsDividend yield of 2.1% ($317M paid over 12 months).
Top bearish points 5 of 5
GrowthSales fell 22% over the last 12 months vs the 12 months before (SEC filings).
ProfitabilityNet margin of −9.3%, below the 21% median for the 142 Finance companies we cover.
GrowthSales grew 5.6% a year over the last three fiscal years, below the 9.3% median for the 144 Finance companies we cover.
QualityDoesn’t pass our quality screen: no positive free cash flow; ROE under 12% and ROIC under 10%; sales down vs the year-ago quarter.
RiskReports earnings Nov 2 (consensus EPS $1.87): results can move the price sharply and reset Market Value.
Who’s talking about it
Notable investors, executives, analysts and public figures on Equitable in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 1, 9:09 PM ET.
Compare with peers
Closest in size in Specialty Insurers
All fundamentals
Sales −22%
Valuation
- P/E
- n/aloss over the last 12 months
- Price / FCF
- n/acash flow isn't a clean measure for an insurer
- FCF yield
- n/acash flow isn't a clean measure for an insurer
- EV / EBITDA
- n/anot meaningful for an insurer
- Price / sales
- 1.40×
- Price / book
- n/anot reported in its SEC filings
- Market cap
- $14.9Blisted
- Enterprise value
- $1.6B
Growth
- Revenue, 12 months
- $10.6B
- Sales growth, 12 months
- −22.1%vs the 12 months before
- Sales growth, 3 yrs
- +5.6%/yrfrom FY2023
- Diluted EPS, 12 months
- −$3.29
- EPS growth, last FY
- n/afewer than two years of diluted EPS
- Net income, 12 months
- −$982M
- Net income growth
- n/anot reported in its SEC filings
Profitability
- Gross margin
- n/anot meaningful for an insurer
- Operating margin
- n/anot reported in its SEC filings
- Net margin
- −9.3%
- FCF margin
- n/anot reported in its SEC filings
- Return on equity
- n/an/m: very small or negative equity
- Return on invested capital
- n/anot meaningful for an insurer
Balance sheet
- Cash & short-term inv.
- $17.2B
- Total debt
- $3.8B
- Net cash
- n/anot meaningful for an insurer
- Debt / equity
- n/adeposits/float make debt/equity not comparable for an insurer
- Interest coverage
- n/anot meaningful for an insurer
Cash flow & returns
- Free cash flow, 12 months
- n/anot reported in its SEC filings
- FCF growth, 12 months
- n/anot reported in its SEC filings
- Dividend yield
- 2.13%$317M paid
- Payout ratio
- n/anot reported in its SEC filings
- Buybacks, 12 months
- $1.5B9.8% of market cap
- Share count, 1 year
- −8.2%diluted shares vs a year ago
- Stock-based comp
- n/anot reported in its SEC filings
Trailing 12 months to Jun 30, 2026; balance sheet at Jun 30, 2026. From Equitable’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
Valuation details
MV $52.58
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
Momentum & 52-week range
RSI 52 · 5 days +2.1%
The business
FCF $-8.8B · Sales −30%
- Free cash flow, 12 months−$8.8B
- Free-cash-flow yield−59.2%
- Free-cash-flow margin−83%
- Gross margin13%
- Operating margin−26%
- Return on equity−25%
- Sales growth (latest quarter vs year-ago quarter)−30%
- Net debt / EBITDA−24.5×
Next report
Nov 2
- DateMon Nov 2, after the close
- Consensus EPS$1.87
- Year-ago EPS$1.48
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.
EQH is outside our quality screen
One text when a published rule fires on one of the 333 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.