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About the company
Equitable Holdings, Inc., formerly AXA Equitable Holdings, Inc., is a holding company that provides financial services. The Company comprises of financial advice, protection and retirement. The Company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. Individual Retirement segment provides a suit of variable annuity products, which are sold to the individuals saving for retirement or seeking guaranteed retirement income. Group Retirement segment provides tax-deferred investment products and solutions to employer-sponsored retirement plans sponsored by educational, municipalities, and small and medium-sized businesses. Investment Management and Research segment offers diversified investment management, and research products and services. Protection Solutions segment includes its life insurance and employee benefits businesses.
- Revenue in USD (TTM)13.38bn
- Net income in USD-381.00m
- Incorporated2003
- Employees12.30k
- LocationEquitable Holdings Inc1290 AVENUE OF THE AMERICASNEW YORK 10104-0101United StatesUSA
- Phone+1 (212) 554-1234
- Fax+1 (302) 636-5454
- Websitehttps://equitableholdings.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jefferies Financial Group Inc | 6.12bn | 647.34m | 6.81bn | 4.80k | 12.12 | 0.7342 | 8.44 | 1.11 | 2.20 | 2.22 | 20.40 | 36.30 | 0.1212 | -- | 1.13 | 1,275,073.00 | 1.28 | 0.7569 | 2.05 | 1.13 | 72.99 | 51.60 | 10.58 | 5.93 | -- | 10.63 | 0.6983 | 36.23 | 6.13 | -16.18 | 227.12 | 34.44 | -17.31 | 14.87 |
| Voya Financial Inc | 6.22bn | 68.00m | 7.59bn | 6.00k | 144.44 | 0.7858 | -- | 1.22 | 0.4162 | -9.67 | 47.43 | 76.50 | 0.0368 | -- | -- | 1,036,667.00 | 0.0851 | 0.2054 | -- | -- | -- | -- | 2.32 | 5.23 | -- | 1.78 | 0.2224 | 5.09 | 4.85 | -7.31 | 94.07 | -21.43 | -- | 51.57 |
| Eaton Vance Corp | 1.73bn | 138.52m | 8.28bn | 1.98k | 59.53 | 6.26 | 30.23 | 4.79 | 1.21 | 1.21 | 15.51 | 11.54 | 0.376 | -- | 7.10 | 872,599.60 | 5.45 | 10.58 | 6.60 | 13.14 | 83.74 | 83.12 | 14.48 | 20.48 | -- | 9.41 | 0.596 | 50.57 | 2.80 | 4.28 | -65.37 | -9.36 | 12.88 | 8.45 |
| SEI Investments Company | 1.66bn | 448.83m | 8.85bn | 3.72k | 20.60 | 5.12 | 16.65 | 5.32 | 2.97 | 2.98 | 11.03 | 11.97 | 0.8063 | -- | 4.16 | 446,713.20 | 21.75 | 23.18 | 24.53 | 27.15 | 83.45 | 80.89 | 26.98 | 27.36 | -- | -- | 0.00 | 22.35 | 1.58 | 5.44 | -0.903 | 9.43 | 4.03 | 8.45 |
| Invesco Ltd. | 6.26bn | 493.50m | 8.99bn | 8.75k | 18.28 | 0.9062 | 13.12 | 1.44 | 1.07 | 1.07 | 13.58 | 30.34 | 0.1693 | -- | 6.24 | 709,477.40 | 1.95 | 3.14 | 2.98 | 5.33 | 68.55 | 69.89 | 11.49 | 16.98 | -- | 21.99 | 0.3737 | 56.28 | 15.12 | 3.45 | -36.97 | -10.65 | -1.37 | 4.76 |
| Morningstar, Inc. | 1.34bn | 175.90m | 9.53bn | 7.69k | 54.72 | 8.10 | 30.45 | 7.10 | 4.07 | 4.07 | 30.98 | 27.47 | 0.5537 | -- | 6.89 | 199,124.20 | 7.25 | 10.90 | 9.11 | 14.39 | 59.08 | 58.38 | 13.09 | 16.08 | -- | -- | 0.2918 | 27.38 | 15.60 | 9.18 | -15.84 | 14.19 | 6.53 | 10.49 |
| LPL Financial Holdings Inc | 5.74bn | 487.77m | 9.54bn | 4.35k | 20.01 | 7.90 | 14.43 | 1.66 | 6.02 | 6.02 | 70.83 | 15.23 | 0.97 | -- | 5.40 | 1,321,265.00 | 8.25 | 6.32 | 13.26 | 9.20 | 98.79 | 98.75 | 8.50 | 6.79 | -- | 6.78 | 0.6855 | 28.06 | 8.41 | 5.16 | 27.40 | 25.75 | 9.65 | 0.8198 |
| Futu Holdings Ltd | 314.10m | 105.05m | 9.60bn | 847.00 | 87.28 | 12.10 | -- | 30.55 | 0.8123 | 0.8123 | 2.46 | 5.86 | 0.0525 | -- | 0.9508 | 370,839.40 | 1.80 | -- | 20.43 | -- | 77.80 | -- | 34.37 | -- | -- | 1,163.77 | 0.8425 | -- | 30.84 | -- | 287.57 | -- | -- | -- |
| Cboe Global Markets Inc | 3.18bn | 466.00m | 10.91bn | 823.00 | 23.85 | 3.27 | 17.38 | 3.43 | 4.23 | 4.23 | 28.91 | 30.88 | 0.5734 | -- | 12.26 | 3,865,735.00 | 8.42 | 9.83 | 9.57 | 10.83 | 38.58 | 51.13 | 14.68 | 15.89 | -- | 22.58 | 0.2192 | 39.61 | -9.85 | 32.24 | -11.70 | 14.62 | -6.89 | 11.43 |
| Carlyle Group Inc | 1.88bn | -178.90m | 11.80bn | 1.78k | -- | 5.34 | -- | 6.28 | -0.5951 | -0.5951 | 6.36 | 6.26 | 0.1337 | -- | 7.62 | 1,059,268.00 | -1.51 | 3.31 | -2.32 | 5.36 | 42.50 | 68.32 | -11.29 | 20.66 | -- | -1.56 | 0.749 | 102.22 | 39.13 | -2.74 | 271.69 | 32.51 | -1.31 | -8.89 |
| Ares Management Corp | 1.55bn | 79.89m | 12.03bn | 1.20k | 95.31 | 14.26 | 68.71 | 7.78 | 0.4882 | 0.4882 | 11.17 | 4.42 | 0.1166 | -- | 10.92 | 1,288,509.00 | 1.26 | 2.29 | 1.66 | 3.16 | 0.8672 | -- | 10.78 | 16.69 | -- | 10.83 | 0.8083 | 152.85 | 84.20 | 23.93 | 321.24 | 27.85 | 0.1579 | 24.18 |
| Equitable Holdings Inc | 13.38bn | -381.00m | 12.31bn | 12.30k | -- | 0.7681 | 5.09 | 0.9202 | -0.7522 | -0.7522 | 29.14 | 38.90 | 0.0528 | -- | 2.04 | 1,087,886.00 | -0.0213 | -- | -0.0225 | -- | 40.58 | 52.98 | -0.4036 | 6.52 | -- | -- | 0.3663 | 18.74 | 10.04 | 1.99 | -199.20 | -- | 0.2165 | -- |
| Franklin Resources, Inc. | 5.57bn | 783.10m | 13.42bn | 11.80k | 16.70 | 1.30 | 14.33 | 2.41 | 1.59 | 1.59 | 11.31 | 20.43 | 0.3204 | -- | 5.46 | 471,737.30 | 4.53 | 8.97 | 5.89 | 10.85 | -- | -- | 14.14 | 23.81 | -- | 40.64 | 0.2742 | 63.06 | -1.82 | -6.88 | -33.86 | -17.28 | 8.55 | 13.42 |
| Raymond James Financial, Inc. | 8.17bn | 817.00m | 14.24bn | 14.80k | 17.79 | 1.99 | 15.20 | 1.74 | 5.82 | 5.82 | 58.21 | 52.10 | 0.1893 | -- | 3.03 | 551,891.90 | 1.90 | 2.22 | 8.05 | 8.87 | 95.47 | 95.24 | 10.01 | 11.18 | -- | -- | 0.8069 | 20.51 | 1.81 | 9.00 | -20.83 | 10.30 | 10.84 | 15.68 |
| Tradeweb Markets Inc | 856.89m | 168.51m | 14.79bn | 919.00 | 69.38 | 3.64 | 41.14 | 17.26 | 0.9366 | 0.9366 | 4.71 | 17.84 | 0.1536 | -- | 1.72 | 932,416.80 | 3.75 | -- | 5.52 | -- | -- | -- | 24.42 | -- | -- | -- | 0.00 | -- | 17.94 | -- | 8.50 | -- | -- | -- |
Data as of Jan 15 2021. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
52.79%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| T. Rowe Price Associates, Inc. (Investment Management)as of 30 Sep 2020 | 52.93m | 11.90% |
| The Vanguard Group, Inc.as of 30 Sep 2020 | 41.32m | 9.29% |
| Norges Bank Investment Managementas of 31 Dec 2019 | 24.35m | 5.48% |
| Invesco Advisers, Inc.as of 30 Sep 2020 | 22.21m | 5.00% |
| Pzena Investment Management LLCas of 30 Sep 2020 | 20.64m | 4.64% |
| Wellington Management Co. LLPas of 30 Sep 2020 | 16.80m | 3.78% |
| Canada Pension Plan Investment Boardas of 30 Sep 2020 | 16.76m | 3.77% |
| BlackRock Fund Advisorsas of 30 Sep 2020 | 16.14m | 3.63% |
| Hotchkis & Wiley Capital Management LLCas of 30 Sep 2020 | 12.50m | 2.81% |
| Citadel Advisors LLCas of 30 Sep 2020 | 11.08m | 2.49% |
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Data from 31 Dec 2019 - 30 Sep 2020Source: FactSet Research Systems Inc.
