EQH · Equitable Holdings Inc
Price
Snapshot
50 fields · last close| Market Cap | $14.46B |
| P/E | — |
| Float | 271.3M |
| Beta | 1.09 |
| Volatility | 27.2% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 76 |
| Price | 52.96 |
| Change | −0.04% |
| Prev Close | 52.98 |
| Open | 52.75 |
| Day Low | 52.62 |
| Day High | 53.49 |
| Avg Vol | 2 |
| Avg $ Vol | $117.9M |
| 52W High | 55.15 |
| 52W Low | 35.20 |
| 52W Pos | 89.0% |
| From High | −3.97% |
| From Low | +50.48% |
| Max DD 1Y | −35.05% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +4.15% |
| SMA 50 | +8.08% |
| SMA 200 | +18.61% |
| RSI (14) | 62.7 |
| Vol 30D | 34.4% |
| Vol 90D | 33.3% |
| 1Y Range | 35–55 |
| Daily bars | 507 |
| Perf Week | +5.50% |
| Perf Month | +1.51% |
| Perf Quarter | +29.80% |
| Perf Half Y | +34.90% |
| Perf Year | −2.05% |
| Perf YTD | +10.40% |
| Prev Day | −0.04% |
| Clavix | B+ |
| Debt / Eq | 12.12 |
| Curr Ratio | 2.13 |
| Int Cover | 0.6× |
| FCF Margin | 10.1% |
| Rev Growth | +8.6% |
| Profit | Unprofitable |
| Leverage | Very High |
| Sector rank | 28 / 69 |
Clavix risk grade
regraded every trading dayEQH grades B+, 76 of 100. Steadiest on Macro Resilience (66), most exposed on Sector Resilience (51, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 28 of 69 in Financial Services by Clavix score.
How rough the ride is
| EQH | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.09 | 1.20 |
| Volatilityannualized | 27.2% | 30.0% |
| Max drawdown, past yearworst peak-to-trough fall | −35.0% | — |
| Typical daily movemedian absolute daily change | 1.22% | — |
| Days beyond ±3%of the last 252 sessions | 2711% | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| EQH | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.09 | 1.20 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| EQH | |
|---|---|
| 1 week | +5.5% |
| 1 month | +1.5% |
| Year to date | +10.4% |
| 1 year | −2.1% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| EQH | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 8 Jul |
| Average score0 most bearish, 100 most bullish | 64 |
| Bullish · bearisharticles above 60 · below 40 | 18 · 3 |
| Directionarticles whose tone is improving vs worsening | 18 ↑ 3 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| EQH | |
|---|---|
| Revenue growthyear over year | +8.6% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Against Financial Services
70 companies| Metric | EQH | Sector spread | Median |
|---|---|---|---|
| Beta | 1.09 | 1.20 | |
| Volatility | 27.2% | 30.0% | |
| Debt / equity | 12.12 | 0.83 | |
| Current ratio | 2.13 | 1.03 | |
| FCF margin | 10.1% | 27.9% | |
| Interest coverage | 0.6× | 7.6× |
Recent news
most recent scored articles · the chip is the article’s score · click to openEquitable Holdings (EQH) shares climbed after the company introduced a new annuity option, called SCS Premier, that gives investors bitcoin exposure by tracking the iShares Bitcoin Trust ETF. The article also notes recent share price gains of about 11% over one month and 31% over three months, plus total shareholder returns of roughly 107% over three years and 99% over five years.
Equitable is adding a bitcoin-linked index investment option to its Structured Capital Strategies (SCS) variable annuity, which it says is the first such option available within a registered index-linked annuity (RILA). A RILA is an annuity product where returns track a market index but include some form of downside protection.
Equitable added a bitcoin-linked index investment option to its Structured Capital Strategies (SCS) Premier variable annuity, calling it the first such option available within a registered index-linked annuity (RILA), an annuity where returns are tied to a market index with some downside protection.
Algebris UK Ltd. bought a new position in Equitable Holdings worth about $85.65 million, purchasing 1,957,978 shares in the second quarter, according to a recent 13F filing with the SEC.
Pzena Investment Management bought a new position in Equitable Holdings (EQH) worth about $244 million during the second quarter, acquiring roughly 5.56 million shares, according to its SEC filing.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | A- | $14.39B | 14.99 | 0.66 | Compare |
| IVZ | Invesco Ltd | B | $14.60B | — | 1.66 | Compare |
| CRBG | Corebridge Financial Inc | B+ | $15.37B | 16.94 | 1.02 | Compare |
| ALLY | Ally Financial Inc | B+ | $13.30B | 9.15 | 1.17 | Compare |
| CHYM | Chime Financial Inc | C- | $12.78B | — | 2.08 | Compare |
| JEF | Jefferies Financial Group Inc | B- | $12.73B | 14.18 | 1.54 | Compare |
| CG | Carlyle Group Inc | B | $16.74B | 45.99 | 1.83 | Compare |
| SEIC | SEI Investments Co | — | $12.36B | 17.37 | 0.96 | Compare |
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