6 Undervalued Financial Services Stocks for Wednesday, September 16
Discover the top 6 undervalued Financial Services stocks for Wednesday, September 16 based on AAII’s Stock Grades.Rosalio Madrigal
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
Rosalio Madrigal
Michael Rose
Michael Rose
Tudor Pop
Michael Rose
| Share Statistics | EQH | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $14,449.0 | $2,416.3 | 83% |
|
| Shares Out (Mil) | 278.3 | 68.3 | 82% |
|
| Institutional Ownership | 99.4% | 87.4% | 88% |
|
| Float (Mil) | 253.0 | 63.1 | 77% |
|
| Beta | 1.09 | 0.89 | 65% |
|
| Avg Daily Volume (000s) | 2,456 | 644 | 84% |
|
| Price Change (52-week) |
5.2% | 79.4% | 58% |
|
| Growth | EQH | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 4.0% | 10.5% | 32% |
|
| Net Income (5yr) | (16.3%) | 8.9% | 24% |
|
| EPS (5yr) | (25.4%) | 12.0% | 10 |
|
| Dividends (5yr) | 9.7% | 0.0% | 81% |
|
| Cash Flow (5yr) | 35.5% | (15.0%) | 89% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 14 | 14 | 13 | |
| Current EPS | $1.874 | $7.151 | $8.944 | |
| Month Ago EPS | $1.887 | $7.182 | $9.023 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $1.872 | $7.102 | $8.869 | |
| Year/Year Chg | (211.5%) | (247.9%) | (319.2%) | |
| Financials | EQH | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $10,620 | $1,340 | 84% |
|
| Net Income (TTM) (Mil) | ($926) | $103 | 2% |
|
| EPS (TTM) | ($3.443) | $0.700 | 10% |
|
| Operating Cash Flow (TTM) (Mil) | $1,357 | $209 | 84% |
|
| Net Cash Flow (TTM) (Mil) | $2,226 | $5 | 97% |
|
| Long-Term Debt (Q1) (Mil) | $6,967 | $762 | 89% |
|
| Enterprise Value (Q1) (Mil) | $5,273 | $3,909 | 64% |
|
| Valuation | EQH | Industry Median |
Percentile (All Stocks) |
|
| P/B | na | 1.44 | na |
|
| P/E | na | 17.3 | na |
|
| Dividend Yield | 2.3% | 0.0% | 78% |
|
| PEG (5yr hist) | na | 0.8 | na |
|
| Ratios | EQH | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 12.8% | 60.1% | 12% |
|
| Net Margin | (8.7%) | 9.8% | 22% |
|
| ROA | (0.3%) | 1.0% | 38% |
|
| ROE | 95.9% | 10.7% | 96% |
|
| Liabilities to Assets | 99.6% | 76.0% | 94% |
|
| F-Score | 5 | 5 | 50% |
|
Equitable Holdings, Inc. did not pass any screens on 10/9/2026.
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors