Sifting through countless of stocks in the Financial Services industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in WEX Inc., Equitable Holdings or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how WEX Inc., Equitable Holdings and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About WEX Inc., Equitable Holdings and Inc.

WEX Inc. operates a commerce platform in the United States and internationally. The Mobility segment offers fleet payment solutions, transaction processing, and information management services; and provides account activation and account retention services; authorization and billing inquiries, and account maintenance services; account management; credit and collections services; merchant services; analytics solutions; and ancillary services and offerings. This segment markets its products directly and indirectly to businesses and government agencies with fleets of commercial vehicles; and indirectly through co-branded and private label relationships. The Corporate Payments segment provides payment solutions, including embedded payments; and accounts payable automation and spend management solutions. This segment also markets its products directly and indirectly to customers in travel, fintech, insurance, consumer bill pay, and media verticals. The Benefits segment offers software-as-a-service (SaaS) platform for consumer directed healthcare benefits and full-service benefit enrollment solutions. In addition, its SaaS platform includes embedded payment solutions and plan administration services for consumer-directed health benefits; COBRA accounts; and benefit enrollment and administration services. Further, it offers custodial and depository services for health savings accounts; and markets its products through third-party administrators, financial institutions, payroll providers, and health plans. WEX Inc. was formerly known as Wright Express Corporation and changed its name to WEX Inc. in October 2012. The company was founded in 1983 and is headquartered in Portland, Maine.

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Latest Financial Services and WEX Inc., Equitable Holdings, Inc. Stock News

As of April 17, 2026, WEX Inc. had a $6.0 billion market capitalization, compared to the Financial Services median of $2.2 million. WEX Inc.’s stock is up 16.5% in 2026, up 8.9% in the previous five trading days and up 36.36% in the past year.

Currently, WEX Inc.’s price-earnings ratio is 20.5. WEX Inc.’s trailing 12-month revenue is $2.7 billion with a 11.4% net profit margin. Year-over-year quarterly sales growth most recently was 5.7%. Analysts expect adjusted earnings to reach $18.240 per share for the current fiscal year. WEX Inc. does not currently pay a dividend.

As of April 17, 2026, Equitable Holdings, Inc. had a $11.7 billion market cap, putting it in the 80th percentile of all stocks. Equitable Holdings, Inc.’s stock is down 12.4% in 2026, up 11.5% in the previous five trading days and down 11.83% in the past year.

Currently, Equitable Holdings, Inc. does not have a price-earnings ratio. Equitable Holdings, Inc.’s trailing 12-month revenue is $11.7 billion with a -11.8% net profit margin. Year-over-year quarterly sales growth most recently was -14.2%. Analysts expect adjusted earnings to reach $7.212 per share for the current fiscal year. Equitable Holdings, Inc. currently has a 2.6% dividend yield.

How We Compare WEX Inc., Equitable Holdings and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at WEX Inc., Equitable Holdings and Inc.’s stock grades to see how they measure up against one another.

Learn more about A+ Investor here!

Sign Up to Receive a Free Special Report Showing How A+ Grades Can Help You Make Smarter Investment Decisions

WEX Inc., Equitable Holdings and Inc. Growth Grades

Company	Ticker	Growth
WEX Inc.	WEX	C
Equitable Holdings, Inc.	EQH	F

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

WEX Inc. has a Growth Score of 60, which is Average. Equitable Holdings, Inc. has a Growth Score of 20, which is Very Weak.

The Growth Stock Winner: No Clear Winner

Neither WEX Inc., Equitable Holdings or Inc. has a high enough Growth Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if WEX Inc., Equitable Holdings or Inc. is the better investment when it comes to sustainable growth.

WEX Inc., Equitable Holdings and Inc.’s Quality Grades

Company	Ticker	Quality
WEX Inc.	WEX	C
Equitable Holdings, Inc.	EQH	D

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

WEX Inc. has a Quality Score of 57, which is Average. Equitable Holdings, Inc. has a Quality Score of 28, which is Weak.

The Quality Stock Winner: No Clear Winner

Neither WEX Inc., Equitable Holdings or Inc. has a high enough Quality Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if WEX Inc., Equitable Holdings or Inc. is the better investment when it comes to quality.

WEX Inc., Equitable Holdings and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
WEX Inc.	WEX	B
Equitable Holdings, Inc.	EQH	F

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

WEX Inc. has a Earnings Estimate Score of 75, which is Positive. Equitable Holdings, Inc. has a Earnings Estimate Score of 17, which is Very Negative.

The Earnings Estimate Revisions Grade Winner: WEX Inc.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, WEX Inc. has a better Earnings Estimate Revisions Grade than Equitable Holdings, Inc.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, WEX Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other WEX Inc., Equitable Holdings and Inc. Grades

In addition to Estimate Revisions, Growth and Quality, A+ Investor also provides grades for Value and Momentum.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether WEX Inc., Equitable Holdings and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, WEX Inc., Equitable Holdings or Inc. Stock?

Overall, WEX Inc. stock has a Growth Score of 60, Estimate Revisions Score of 75 and Quality Score of 57.

Equitable Holdings, Inc. stock has a Growth Score of 20, Estimate Revisions Score of 17 and Quality Score of 28.

Comparing WEX Inc., Equitable Holdings and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.