Equitable Holdings, Inc. EQH

Latest FY: 2025 Financial Services Asset Management
Market Price $52.59
Market Cap $14.81B
P/E Ratio N/A
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↓-6.2% YoY
$11.66B
3-Yr CAGR: -5.9%
Net Income ↓-156.9% YoY
-$1.04B
Net Margin: -8.9%
Free Cash Flow ↓-63.3% YoY
$680.00M
FCF Yield: 4.59%
EPS (Diluted)
N/A
Basic: N/A
Return on Equity Efficiency
-70.7%
ROA: -0.3%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (EQH)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Div / Sh Div Yield Op. Cash Flow Free Cash Flow FCF YoY
FY 2017 $12,460.0M $12,300.0M $1,257.0M $-243.0M $-243.0M
FY 2018 $12,078.0M -3.1% $11,847.0M $2,154.0M +71.4% 0.00% $61.0M $61.0M +125.1%
FY 2019 $9,591.0M -20.6% $9,370.0M $-1,436.0M -166.7% 0.00% $-216.0M $-216.0M -454.1%
FY 2020 $12,415.0M +29.4% $12,215.0M $-349.0M +75.7% 0.00% $-61.0M $-61.0M +71.8%
FY 2021 $11,036.0M -11.1% $10,792.0M $-24.0M +93.1% 0.00% $-756.0M $-756.0M -1,139.3%
FY 2022 $14,017.0M +27.0% $13,816.0M $2,026.0M +8,541.7% 0.00% $-851.0M $-1,018.0M -34.7%
FY 2023 $10,528.0M -24.9% $10,300.0M $1,643.0M -18.9% 0.00% $-208.0M $-325.0M +68.1%
FY 2024 $12,437.0M +18.1% $12,211.0M $1,823.0M +11.0% 0.00% $2,006.0M $1,853.0M +670.2%
FY 2025 $11,665.0M -6.2% $11,441.0M $-1,037.0M -156.9% 0.00% $714.0M $680.0M -63.3%
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Valuation

Market Price $52.59
Market Cap $14.81B
Enterprise Value $6.20B
P/E Ratio N/A
P/B Ratio 10.10
FCF Yield 4.59%
Dividend Yield N/A
Shares Outstanding 281,519,400
%

Profitability & Margins

Gross Margin 98.08%
Operating Margin -10.23%
Net Margin -8.89%
Return on Equity (ROE) -70.74%
Return on Assets (ROA) -0.33%
Asset Turnover 0.04x
Revenue 3-Yr CAGR -5.94%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity 2.633
Debt / Assets 0.012
Cash & Equivalents $12.46B
Total Debt $3.86B
Book Value / Share $5.21
💧

Cash Flow Efficiency

Operating Cash Flow $714.00M
Capital Expenditures (CapEx) $34.00M
Free Cash Flow $680.00M
OCF / Revenue 6.12%
FCF / Revenue 5.83%
FCF 3-Yr CAGR N/A
🏷️

Per Share Metrics

EPS (Diluted) N/A
EPS (Basic) N/A
Dividends / Share N/A
Book Value / Share $5.21
EPS YoY Growth N/A
🏛️

Balance Sheet (FY 2025)

Total Assets $317.99B
Total Liabilities $316.20B
Stockholders' Equity $1.47B
Current Assets N/A
Current Liabilities N/A