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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)13.55bn
- Net income in USD38.00m
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 6.48bn | 468.90m | 4.95bn | 8.72k | 10.62 | 0.5161 | 7.92 | 0.7637 | 1.02 | 1.02 | 14.04 | 29.62 | 0.175 | -- | 7.18 | 734,757.90 | 1.80 | 3.14 | 2.80 | 5.33 | 68.64 | 69.89 | 10.29 | 16.98 | -- | 23.81 | 0.3792 | 56.28 | 15.12 | 3.45 | -36.97 | -10.65 | -1.37 | 4.76 |
| Voya Financial Inc | 6.38bn | 367.00m | 6.41bn | 6.00k | 18.97 | 0.6714 | -- | 1.00 | 2.68 | -6.29 | 47.03 | 75.68 | 0.0384 | -- | -- | 1,063,167.00 | 0.2144 | 0.2054 | -- | -- | -- | -- | 5.58 | 5.23 | -- | 2.59 | 0.2283 | 5.09 | 4.85 | -7.31 | 94.07 | -21.43 | -- | 51.57 |
| LPL Financial Holdings Inc | 5.69bn | 515.69m | 6.73bn | 4.35k | 13.51 | 6.08 | 9.82 | 1.18 | 6.30 | 6.30 | 69.57 | 14.00 | 1.01 | -- | 5.60 | 1,310,955.00 | 9.15 | 6.32 | 14.18 | 9.20 | 98.81 | 98.75 | 9.06 | 6.79 | -- | 6.81 | 0.7063 | 28.06 | 8.41 | 5.16 | 27.40 | 25.75 | 9.65 | 0.8198 |
| Morningstar, Inc. | 1.30bn | 148.80m | 6.89bn | 6.91k | 46.69 | 6.34 | 24.06 | 5.31 | 3.44 | 3.44 | 29.98 | 25.32 | 0.6618 | -- | 6.80 | 192,682.20 | 7.66 | 10.94 | 9.84 | 14.44 | 58.51 | 58.38 | 11.57 | 16.13 | -- | -- | 0.3097 | 27.29 | 15.60 | 9.18 | -16.94 | 14.19 | 6.53 | 10.49 |
| SEI Investments Company | 1.65bn | 469.90m | 7.80bn | 3.72k | 17.30 | 4.56 | 14.14 | 4.71 | 3.08 | 3.09 | 10.85 | 11.67 | 0.8261 | -- | 4.35 | 444,384.30 | 23.46 | 23.18 | 26.30 | 27.15 | 83.55 | 80.89 | 28.39 | 27.36 | -- | -- | 0.00 | 22.35 | 1.58 | 5.44 | -0.903 | 9.43 | 4.03 | 8.45 |
| Cboe Global Markets Inc | 3.06bn | 461.90m | 9.58bn | 823.00 | 21.12 | 2.91 | 15.26 | 3.13 | 4.17 | 4.17 | 27.65 | 30.22 | 0.5822 | -- | 9.84 | 3,723,208.00 | 8.80 | 9.83 | 9.51 | 10.83 | 40.12 | 51.13 | 15.12 | 15.89 | -- | 23.09 | 0.209 | 39.61 | -9.85 | 32.24 | -11.70 | 14.62 | -6.89 | 11.43 |
| Carlyle Group Inc | 1.61bn | -406.00m | 9.58bn | 1.78k | -- | 4.89 | -- | 5.94 | -0.8718 | -0.8718 | 6.81 | 5.62 | 0.1255 | -- | 5.48 | 909,408.40 | -2.28 | 3.31 | -3.59 | 5.36 | 43.19 | 68.32 | -18.15 | 20.66 | -- | -2.03 | 0.751 | 102.22 | 39.13 | -2.74 | 271.69 | 32.51 | -1.31 | -8.89 |
| Equitable Holdings Inc | 13.55bn | 38.00m | 9.64bn | 12.30k | -- | 0.5732 | -- | 0.7116 | -0.077 | -0.077 | 28.83 | 39.15 | 0.055 | -- | 2.00 | 1,101,301.00 | 0.1413 | -- | 0.1484 | -- | 36.00 | 52.98 | 2.57 | 6.52 | -- | -- | 0.3599 | 18.74 | 10.04 | 1.99 | -199.20 | -- | 0.2165 | -- |
| Ares Management Corp | 1.30bn | 43.05m | 10.11bn | 1.20k | 127.15 | 16.84 | -- | 7.75 | 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 | 10.25bn | 14.20k | 11.09 | 1.50 | 9.38 | 1.24 | 6.75 | 6.75 | 58.16 | 49.70 | 0.1877 | -- | 2.75 | 581,408.40 | 2.22 | 2.27 | 9.97 | 8.30 | 94.92 | 95.31 | 11.81 | 11.13 | -- | -- | 0.8293 | 19.50 | 7.32 | 10.07 | 7.39 | 16.68 | 18.07 | 16.32 |
| Franklin Resources, Inc. | 5.39bn | 1.01bn | 11.05bn | 9.50k | 10.89 | 1.09 | 10.34 | 2.05 | 2.05 | 2.05 | 10.91 | 20.42 | 0.3585 | -- | 6.06 | 561,625.00 | 6.45 | 10.74 | 8.58 | 12.55 | -- | -- | 17.99 | 25.93 | -- | 7.05 | 0.1056 | 55.39 | -8.62 | -7.42 | -30.94 | -12.95 | 34.50 | 17.03 |
| E*TRADE Financial Corp | 3.06bn | 783.00m | 11.59bn | 4.12k | 15.21 | 1.89 | 11.68 | 3.79 | 3.45 | 3.45 | 13.51 | 30.85 | 0.0464 | -- | 3.01 | 746,097.60 | 1.25 | 1.27 | 8.90 | 7.96 | 88.49 | 88.79 | 26.90 | 28.63 | -- | -- | 0.8686 | 5.03 | 3.59 | 9.24 | -9.94 | 25.58 | 11.36 | -- |
| Tradeweb Markets Inc | 845.00m | 180.28m | 12.01bn | 919.00 | 49.45 | 2.99 | 33.60 | 14.21 | 1.07 | 1.07 | 4.94 | 17.68 | 0.1604 | -- | 3.27 | 919,479.90 | 4.00 | -- | 5.62 | -- | -- | -- | 24.94 | -- | -- | -- | 0.00 | -- | 17.94 | -- | 8.50 | -- | -- | -- |
Data as of Aug 08 2020. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
52.96%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% |
| Wellington Management Co. LLPas of 31 Mar 2020 | 19.94m | 4.43% |
| Pzena Investment Management LLCas of 30 Jun 2020 | 19.93m | 4.42% |
| 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 - 30 Jun 2020Source: FactSet Research Systems Inc.
