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Earnings transcript
Read the complete earnings call transcript.
EQH
Equitable Holdings, Inc.
$37.79
0.17
(0.45%)
| Exchange: | NYSE |
| Market Cap: | 10.634B |
| Shares Outstanding: | 560.904M |
About The Company
| Sector: | Financial Services | |||||
| Industry: | Insurance – Diversified | |||||
| CEO: | Mark Pearson | |||||
| Full Time Employees: | 8000 | |||||
| Address: |
| |||||
| Website: | https://www.equitableholdings.com |
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 10,528,000 | 12,437,000 | 11,665,000 |
| Gross Profit | 5,192,000 | 6,600,000 | 9,232,000 |
| EBITDA | 1,778,000 | 3,197,000 | -969,000 |
| Operating Income | 738,000 | 2,111,000 | -1,193,000 |
| Net Income | 1,302,000 | 1,307,000 | -1,380,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 276,814,000 | 295,866,000 | 318,312,000 |
| Total Liabilities | 271,656,000 | 292,298,000 | 316,524,000 |
| Total Stockholders Equity | 2,649,000 | 1,585,000 | -74,000 |
| Total Debt | 5,633,000 | 6,782,000 | 3,860,000 |
| Cash and Cash Equivalents | 8,239,000 | 6,964,000 | 133,466,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | -208,000 | 1,638,000 | 0 |
| Capital Expenditure | -117,000 | -153,000 | 0 |
| Free Cash Flow | -325,000 | 1,853,000 | 0 |
| Net Income | 1,302,000 | 1,823,000 | -1,380,000 |
| Net Change in Cash | 3,958,000 | -1,275,000 | -6,964,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 18,001,829.530 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 20,937,463.258 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 19,774,630.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 3,919,247.836 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 4,558,375.993 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 4,305,211.204 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 3,290,815.341 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 4,009,692.436 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 3,724,938.372 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 3,246,874.179 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 3,776,355.549 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 3,566,622.903 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 12.500 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 13.450 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 11.040 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Performance: EQH has demonstrated consistent revenue growth in recent periods, as reflected in the income statement data. This growth aligns with positive industry trends within the financial services sector, indicating strong operational execution.
- Strong Free Cash Flow: The cash flow statements highlight a healthy free cash flow yield (as per key metrics TTM), suggesting the company has sufficient liquidity to fund operations, dividends, and potential investments without relying heavily on external financing.
- Solid Return Metrics: Key metrics such as ROE (Return on Equity) and ROIC (Return on Invested Capital) TTM indicate efficient use of capital and profitability, positioning EQH favorably against sector peers.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates EQH intrinsic value between $82.12 – $85.69 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about EQH valuation
Is Equitable Holdings, Inc. (EQH) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Equitable Holdings, Inc. (EQH) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is EQH a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether EQH trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is EQH’s P/E ratio?
You can see EQH’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for EQH?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is EQH a good long-term investment?
Whether EQH fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
EQH
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Daily snapshot
0.45
Trading Metrics:
| Open: | 36.53 | Previous Close: | 37.62 | |
| Day Low: | 35.85 | Day High: | 37.92 | |
| Year Low: | 35.2 | Year High: | 56.61 | |
| Price Avg 50: | 41.42 | Price Avg 200: | 48.01 | |
| Volume: | 4.64M | Average Volume: | 3.923M |
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Login — it's freeEQH full analysis
Welcome to MARKETSNAP’s SWOT analysis for Equitable Holdings, or EQH as it’s known on the ticker. If you’re not familiar with Equitable Holdings, let me give you the quick rundown. This is a major player in the financial services space, operating primarily in the insurance and wealth management sectors. Based in the U.S., they’ve got a solid footprint with a focus on life insurance, annuities, and retirement solutions. With thousands of employees and a hefty market cap, they’re a significant…
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