EQH Valuation

Equitable Holdings Inc

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52.320

-0.31(-0.589%)1D

Overview
Forecast
Valuation
Earnings

EQH Relative Valuation

EQH's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, EQH is overvalued; if below, it's undervalued.

Historical Valuation

Equitable Holdings Inc (EQH) is now in the Overvalued zone, suggesting that its current forward PE ratio of 7.79 is considered Overvalued compared with the five-year average of 5.70. The fair price of Equitable Holdings Inc (EQH) is between 39.95 to 50.38 according to relative valuation methord. Compared to the current price of 52.32 USD , Equitable Holdings Inc is Overvalued By 3.85%.

Relative Value

Fair Zone

39.95-50.38

Current Price：52.32

3.85%

Overvalued

7.79

Trailing

Forward

0.00

EV/EBITDA

Equitable Holdings Inc. (EQH) has a current EV/EBITDA of 0.00. The 5-year average EV/EBITDA is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBITDA of 0.00 falls within the Strongly Undervalued range.

5.35

EV/EBIT

Equitable Holdings Inc. (EQH) has a current EV/EBIT of 5.35. The 5-year average EV/EBIT is 3.75. The thresholds are as follows: Strongly Undervalued below 0.69, Undervalued between 0.69 and 2.22, Fairly Valued between 5.28 and 2.22, Overvalued between 5.28 and 6.81, and Strongly Overvalued above 6.81. The current Forward EV/EBIT of 5.35 falls within the Overvalued range.

1.04

Equitable Holdings Inc. (EQH) has a current PS of 1.04. The 5-year average PS is 0.84. The thresholds are as follows: Strongly Undervalued below 0.59, Undervalued between 0.59 and 0.71, Fairly Valued between 0.96 and 0.71, Overvalued between 0.96 and 1.08, and Strongly Overvalued above 1.08. The current Forward PS of 1.04 falls within the Overvalued range.

0.00

P/OCF

Equitable Holdings Inc. (EQH) has a current P/OCF of 0.00. The 5-year average P/OCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/OCF of 0.00 falls within the Strongly Undervalued range.

11.29

P/FCF

Equitable Holdings Inc. (EQH) has a current P/FCF of 11.29. The 5-year average P/FCF is 3.10. The thresholds are as follows: Strongly Undervalued below -6.46, Undervalued between -6.46 and -1.68, Fairly Valued between 7.88 and -1.68, Overvalued between 7.88 and 12.66, and Strongly Overvalued above 12.66. The current Forward P/FCF of 11.29 falls within the Overvalued range.

Equitable Holdings Inc (EQH) has a current Price-to-Book (P/B) ratio of 18.03. Compared to its 3-year average P/B ratio of 46.48 , the current P/B ratio is approximately -61.20% higher. Relative to its 5-year average P/B ratio of 28.18, the current P/B ratio is about -36.01% higher. Equitable Holdings Inc (EQH) has a Forward Free Cash Flow (FCF) yield of approximately 12.81%. Compared to its 3-year average FCF yield of 1.03%, the current FCF yield is approximately 1146.27% lower. Relative to its 5-year average FCF yield of -0.69% , the current FCF yield is about -1958.59% lower.

18.03

P/B

Median3y

46.48

Median5y

28.18

12.81

FCF Yield

Median3y

1.03

Median5y

-0.69

Competitors Valuation Multiple

The average P/S ratio for EQH's competitors is 1.04, providing a benchmark for relative valuation. Equitable Holdings Inc Corp (EQH) exhibits a P/S ratio of 1.04, which is -0.32% above the industry average. Given its robust revenue growth of 18.12%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

EQH.N

Equitable Holdings Inc

Reinsurance Group of America Inc

Jackson Financial Inc

Performance Decomposition

Market capitalization of EQH increased by 20.75% over the past 1 year. The primary factor behind the change was an increase in P/E Change from 10.19 to 14.00.

The secondary factor is the Revenue Growth, contributed 18.12%to the performance.

Overall, the performance of EQH in the past 1 year is driven by P/E Change. Which is more unsustainable.

18.12%

2.88B → 3.40B

Revenue Growth

-34.86%

6.77 → 4.41

Margin Expansion

37.49%

10.19 → 14.00

P/E Change

20.75%