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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)13.44bn
- Net income in USD4.44bn
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Legg Mason Inc | 2.92bn | 243.27m | 4.39bn | 3.25k | 17.92 | 1.15 | 11.80 | 1.50 | 2.78 | 2.78 | 33.41 | 43.21 | 0.3699 | -- | 7.01 | -- | 3.85 | 1.76 | 4.95 | 2.17 | 85.86 | 83.56 | 10.42 | 4.76 | -- | 5.79 | 0.3031 | 114.65 | 0.6498 | 0.7204 | 895.81 | 1.06 | -8.35 | 26.04 |
| Virtu Financial Inc | 2.17bn | 162.38m | 4.60bn | 1.01k | 17.84 | 4.13 | 10.37 | 2.12 | 1.34 | 1.34 | 18.56 | 5.77 | 0.2164 | -- | 0.9839 | 2,145,443.00 | 2.97 | 3.48 | 4.20 | 4.66 | 69.62 | 62.17 | 13.73 | 16.54 | -- | -- | 0.6428 | 97.34 | -18.56 | 16.17 | -121.31 | -- | 9.84 | -- |
| Owl Rock Capital Corp | 771.28m | 70.92m | 4.74bn | -- | 39.83 | 0.8758 | -- | 6.14 | 0.3098 | 0.3098 | 2.12 | 14.09 | 0.0941 | -- | 315.77 | -- | 0.865 | -- | 0.9274 | -- | 58.67 | -- | 9.20 | -- | -- | 1.15 | 0.3978 | -- | 84.65 | -- | 146.24 | -- | -- | -- |
| LPL Financial Holdings Inc | 5.72bn | 560.12m | 5.63bn | 4.35k | 10.59 | 5.57 | 7.77 | 0.9849 | 6.74 | 6.74 | 68.75 | 12.83 | 0.9854 | -- | 6.00 | 1,316,273.00 | 9.65 | 6.32 | 15.34 | 9.09 | 98.86 | 98.75 | 9.80 | 6.79 | -- | 6.91 | 0.7293 | 28.06 | 8.41 | 5.16 | 27.40 | 25.75 | 9.65 | 0.8198 |
| Voya Financial Inc | 7.40bn | 633.00m | 5.68bn | 6.00k | 9.93 | 0.765 | -- | 0.7682 | 4.54 | -3.82 | 51.67 | 58.88 | 0.0466 | -- | -- | 1,232,833.00 | 0.4545 | 0.2054 | -- | -- | -- | -- | 9.76 | 5.23 | -- | 4.70 | 0.2691 | 5.09 | 4.85 | -7.31 | 94.07 | -21.43 | -- | 51.57 |
| Morningstar, Inc. | 1.24bn | 142.70m | 6.56bn | 6.74k | 46.46 | 6.35 | 24.18 | 5.27 | 3.30 | 3.30 | 28.75 | 24.13 | 0.6474 | -- | 6.35 | 184,666.80 | 7.44 | 10.94 | 9.48 | 14.44 | 58.60 | 58.38 | 11.49 | 16.13 | -- | -- | 0.3393 | 27.29 | 15.60 | 9.18 | -16.94 | 14.19 | 6.53 | 10.49 |
| SEI Investments Company | 1.66bn | 495.37m | 8.02bn | 3.72k | 16.85 | 4.62 | 13.91 | 4.82 | 3.22 | 3.23 | 10.81 | 11.73 | 0.8296 | -- | 4.34 | 446,784.90 | 24.70 | 23.18 | 27.44 | 27.15 | 83.48 | 80.89 | 29.77 | 27.36 | -- | -- | 0.00 | 22.35 | 1.58 | 5.44 | -0.903 | 9.43 | 4.03 | 8.45 |
| Equitable Holdings Inc | 13.44bn | 4.44bn | 8.61bn | 12.30k | 1.99 | 0.4459 | -- | 0.6407 | 9.63 | 9.63 | 27.99 | 44.58 | 0.0568 | -- | 1.92 | 1,092,602.00 | 1.99 | -- | 2.10 | -- | 34.29 | 52.98 | 35.12 | 6.52 | -- | -- | 0.3337 | 18.74 | 10.04 | 1.99 | -199.20 | -- | 0.2165 | -- |
| Franklin Resources, Inc. | 5.68bn | 971.20m | 9.35bn | 9.60k | 9.67 | 0.9437 | 8.71 | 1.65 | 1.95 | 1.95 | 11.43 | 20.00 | 0.393 | -- | 7.49 | 591,687.50 | 6.72 | 10.74 | 8.70 | 12.55 | -- | -- | 17.09 | 25.93 | -- | 11.88 | 0.1068 | 55.39 | -8.62 | -7.42 | -30.94 | -12.95 | 34.50 | 17.03 |
| Ares Management Corp | 1.30bn | 43.05m | 9.35bn | 1.20k | 117.65 | 15.58 | -- | 7.17 | 0.321 | 0.321 | 10.66 | 3.63 | 0.1101 | -- | 6.01 | 1,087,416.00 | -0.2073 | 2.29 | -0.270 | 3.16 | 1.03 | -- | -1.88 | 16.69 | -- | 0.9312 | 0.8269 | 152.85 | 84.20 | 23.93 | 321.24 | 27.85 | 0.1579 | 24.18 |
| Raymond James Financial, Inc. | 8.26bn | 958.00m | 9.49bn | 14.20k | 10.27 | 1.39 | 8.69 | 1.15 | 6.75 | 6.75 | 58.16 | 49.70 | 0.1877 | -- | 2.75 | 581,408.40 | 2.22 | 2.27 | 9.60 | 8.30 | 94.92 | 95.31 | 11.81 | 11.13 | -- | -- | 0.8292 | 19.50 | 7.32 | 10.07 | 7.39 | 16.68 | 18.07 | 16.32 |
| Carlyle Group Inc | 1.54bn | -403.70m | 9.64bn | 1.78k | 253.53 | 5.17 | 153.43 | 6.24 | -0.0546 | -0.0546 | 8.68 | 5.35 | 0.1270 | -- | 5.84 | 870,028.20 | 0.2392 | 3.31 | 0.3628 | 5.36 | 69.12 | 68.32 | 1.88 | 20.66 | -- | 1.43 | 0.7552 | 102.22 | 39.13 | -2.74 | 271.69 | 32.51 | -1.31 | -8.89 |
| E*TRADE Financial Corp | 3.08bn | 806.00m | 10.07bn | 4.12k | 13.16 | 1.73 | 9.95 | 3.27 | 3.46 | 3.46 | 13.27 | 29.49 | 0.0455 | -- | 3.58 | 750,487.80 | 1.25 | 1.27 | 9.47 | 7.96 | 87.46 | 88.79 | 27.49 | 28.63 | -- | -- | 0.8698 | 5.03 | 3.59 | 9.24 | -9.94 | 25.58 | 11.36 | -- |
| Cboe Global Markets Inc | 2.82bn | 436.20m | 11.68bn | 823.00 | 27.15 | 3.53 | 19.34 | 4.15 | 3.92 | 3.92 | 25.30 | 30.17 | 0.533 | -- | 8.70 | 3,421,750.00 | 8.22 | 9.83 | 8.96 | 10.83 | 43.17 | 51.13 | 15.41 | 15.89 | -- | 20.22 | 0.2078 | 39.61 | -9.85 | 32.24 | -11.70 | 14.62 | -6.89 | 11.43 |
Data as of Jun 01 2020. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
53.44%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| T. Rowe Price Associates, Inc. (Investment Management)as of 30 Apr 2020 | 46.20m | 10.25% |
| The Vanguard Group, Inc.as of 31 Mar 2020 | 45.77m | 10.16% |
| Norges Bank Investment Managementas of 31 Dec 2019 | 24.35m | 5.40% |
| Invesco Advisers, Inc.as of 31 Mar 2020 | 23.89m | 5.30% |
| Pzena Investment Management LLCas of 31 Mar 2020 | 22.10m | 4.91% |
| Wellington Management Co. LLPas of 31 Mar 2020 | 19.94m | 4.43% |
| BlackRock Fund Advisorsas of 31 Mar 2020 | 18.00m | 4.00% |
| Canada Pension Plan Investment Boardas of 31 Mar 2020 | 16.52m | 3.67% |
| Hotchkis & Wiley Capital Management LLCas of 31 Mar 2020 | 12.23m | 2.71% |
| Thornburg Investment Management, Inc.as of 31 Mar 2020 | 11.79m | 2.62% |
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Data from 31 Dec 2019 - 31 Mar 2020Source: FactSet Research Systems Inc.
