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About the company
Equitable Holdings, Inc. is the holding company for a diversified financial services organization. The Company’s segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management and Legacy. The Individual Retirement segment offers a diverse suite of variable annuity products which are primarily sold to affluent and high-net-worth individuals. The Group Retirement segment offers tax-deferred investment and retirement services or products. The Investment Management & Research segment provides diversified investment management, research, and related solutions globally. The Protection Solutions segment includes its life insurance and group employee benefits businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Legacy segment primarily consists of its capital-intensive fixed-rate GMxB business.
- Revenue in USD (TTM)16.26bn
- Net income in USD1.16bn
- Incorporated2003
- Employees8.50k
- LocationEquitable Holdings Inc1345 AVENUE OF THE AMERICASNEW YORK 10105United StatesUSA
- Phone+1 (212) 554-1234
- Fax+1 (302) 636-5454
- Websitehttps://equitable.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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Voya Financial Inc | 7.56bn | 754.00m | 7.43bn | 9.00k | 10.49 | 1.80 | -- | 0.982 | 7.03 | 7.03 | 70.36 | 41.00 | 0.0484 | -- | -- | 840,444.40 | 0.5677 | 0.6607 | -- | -- | -- | -- | 11.74 | 16.63 | -- | 4.66 | 0.2635 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Evercore Inc | 2.45bn | 257.79m | 7.47bn | 2.20k | 30.31 | -- | 24.08 | 3.05 | 6.37 | 6.37 | 60.89 | -- | -- | -- | -- | 1,116,790.00 | -- | 15.03 | -- | 24.20 | 98.79 | 98.80 | 11.67 | 19.09 | -- | -- | -- | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Marketaxess Holdings Inc | 752.55m | 258.06m | 7.55bn | 881.00 | 29.32 | 5.89 | 22.99 | 10.04 | 6.85 | 6.85 | 19.99 | 34.12 | 0.4155 | -- | 1.13 | 854,196.40 | 14.25 | 18.74 | 21.66 | 26.37 | 89.40 | 91.03 | 34.29 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| Stifel Financial Corp | 5.32bn | 491.29m | 8.49bn | 9.00k | 18.83 | -- | 21.28 | 1.60 | 4.40 | 4.40 | 47.42 | -- | -- | -- | -- | 590,575.80 | -- | 1.93 | -- | 10.33 | 72.50 | 98.74 | 9.94 | 13.55 | -- | 1.80 | -- | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| SEI Investments Co | 1.96bn | 486.64m | 8.97bn | 5.06k | 18.68 | 3.97 | 15.98 | 4.57 | 3.66 | 3.66 | 14.75 | 17.20 | 0.8033 | -- | 3.56 | 387,828.90 | 19.92 | 21.51 | 22.43 | 25.29 | 84.59 | 84.44 | 24.79 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Houlihan Lokey Inc | 1.84bn | 258.88m | 9.28bn | 2.61k | 34.64 | 5.25 | 32.49 | 5.04 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 9.68bn | 7.56k | 35.72 | 0.9896 | 24.53 | 1.17 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| XP Inc | 2.93bn | 768.87m | 12.13bn | 6.67k | 15.66 | 3.16 | 14.81 | 4.14 | 1.41 | 1.41 | 5.39 | 6.99 | 0.0674 | -- | 23.24 | 439,433.30 | 1.77 | 2.36 | 2.37 | 3.31 | -- | -- | 26.24 | 26.59 | -- | 8.38 | 0.7606 | 24.90 | 11.33 | 38.10 | 8.93 | 53.24 | 7.50 | -- |
| Franklin Resources Inc | 8.10bn | 861.00m | 12.26bn | 10.10k | 13.53 | 0.9533 | 8.26 | 1.51 | 1.72 | 1.72 | 16.10 | 24.44 | 0.2613 | -- | 5.89 | 880,326.10 | 3.32 | 5.89 | 4.03 | 7.46 | -- | -- | 12.69 | 18.23 | -- | -- | 0.4507 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| Morningstar Inc | 2.10bn | 212.90m | 12.82bn | 11.33k | 60.59 | 9.27 | 31.43 | 6.10 | 4.95 | 4.95 | 48.91 | 32.36 | 0.6145 | -- | 5.94 | 185,433.20 | 6.45 | 5.69 | 8.56 | 7.55 | 59.90 | 59.37 | 10.49 | 9.62 | -- | 7.34 | 0.407 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
| Equitable Holdings Inc | 16.26bn | 1.16bn | 12.82bn | 8.50k | 12.21 | 27.48 | -- | 0.7887 | 3.23 | 3.23 | 47.34 | 6.20 | 0.0594 | -- | 1.56 | 1,912,941.00 | 0.5827 | 0.3329 | 0.6192 | 0.3525 | 59.37 | 57.06 | 9.80 | 5.76 | -- | 1.54 | 0.7987 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Carlyle Group Inc | 2.79bn | -643.50m | 15.08bn | 2.20k | -- | 2.63 | -- | 5.40 | -1.79 | -1.79 | 7.68 | 15.98 | 0.1326 | -- | 7.94 | 1,269,682.00 | -2.48 | 6.06 | -3.36 | 9.10 | 46.29 | 66.09 | -18.73 | 24.01 | -- | -134.88 | 0.6051 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| TPG Inc | 2.40bn | 71.22m | 16.04bn | 1.85k | 198.61 | 28.15 | 225.77 | 6.69 | 0.2266 | 0.2266 | 7.54 | 1.60 | 0.2769 | -- | 7.71 | 1,295,392.00 | 0.2702 | -- | 1.16 | -- | -- | -- | 0.9758 | 52.30 | -- | -- | 0.2195 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
| Northern Trust Corp | 10.44bn | 934.80m | 17.32bn | 23.00k | 18.74 | 1.54 | 14.12 | 1.66 | 4.52 | 4.52 | 50.51 | 59.15 | 0.068 | -- | -- | 451,870.10 | 0.6428 | 0.8498 | 4.52 | 6.67 | 48.18 | 84.87 | 9.46 | 17.65 | -- | -- | 0.9206 | 46.82 | 50.32 | 11.92 | -17.82 | -6.63 | 5.96 | 10.63 |
Data as of May 08 2024. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
57.15%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 37.14m | 11.27% |
| T. Rowe Price Associates, Inc. (Investment Management)as of 31 Dec 2023 | 27.42m | 8.32% |
| Pzena Investment Management LLCas of 31 Mar 2024 | 25.32m | 7.68% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 19.87m | 6.03% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 18.22m | 5.53% |
| Canada Pension Plan Investment Boardas of 31 Dec 2023 | 18.17m | 5.51% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 13.55m | 4.11% |
| Wellington Management Co. LLPas of 31 Dec 2023 | 11.24m | 3.41% |
| Massachusetts Financial Services Co.as of 31 Dec 2023 | 9.54m | 2.90% |
| Invesco Advisers, Inc.as of 31 Dec 2023 | 7.96m | 2.41% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
