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:
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COMPANY SUMMARY
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.
Commentary & Analysis
Which Is a Better Investment, Equitable Holdings, Inc. or Fiserv, Inc. Stock?
Learn more about whether Equitable Holdings, Inc. or Fiserv, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Michael Rose
Which Is a Better Investment, Equitable Holdings, Inc. or Block, Inc. Stock?
Learn more about whether Equitable Holdings, Inc. or Block, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Michael Rose
Which Is a Better Investment, Equitable Holdings, Inc. or Block, Inc. Stock?
Learn more about whether Equitable Holdings, Inc. or Block, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Why Equitable Holdings, Inc.’s (EQH) Stock Is Up 7.34%
As of Wednesday, August 05, Equitable Holdings, Inc.’s EQH share price has surged by 7.34%, which has investors questioning if this is right time to sell.Michael Rose
Financial Summary
| Share Statistics | EQH | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $14,754.8 | $2,350.5 | 83% |
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| Shares Out (Mil) | 278.3 | 68.3 | 82% |
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| Institutional Ownership | 99.4% | 86.3% | 87% |
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| Float (Mil) | 253.0 | 63.1 | 77% |
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| Beta | 1.09 | 0.88 | 65% |
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| Avg Daily Volume (000s) | 2,933 | 511 | 87% |
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| Price Change (52-week) |
2.4% | 76.5% | 52% |
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| Growth | EQH | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 4.0% | 10.7% | 32% |
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| Net Income (5yr) | (16.3%) | 8.9% | 24% |
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| EPS (5yr) | (25.4%) | 12.0% | 10 |
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| Dividends (5yr) | 9.7% | 0.0% | 81% |
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| Cash Flow (5yr) | 35.5% | (15.0%) | 89% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 11 | 14 | 14 | |
| Current EPS | $1.887 | $7.182 | $9.023 | |
| Month Ago EPS | $1.883 | $7.155 | $9.009 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $1.835 | $7.075 | $8.799 | |
| Year/Year Chg | (212.3%) | (248.6%) | (319.4%) | |
| Financials | EQH | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $10,620 | $1,257 | 84% |
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| Net Income (TTM) (Mil) | ($926) | $98 | 2% |
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| EPS (TTM) | ($3.443) | $0.700 | 10% |
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| Operating Cash Flow (TTM) (Mil) | $1,357 | $200 | 84% |
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| Net Cash Flow (TTM) (Mil) | $2,226 | $5 | 97% |
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| Long-Term Debt (Q1) (Mil) | $6,967 | $745 | 88% |
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| Enterprise Value (Q1) (Mil) | $5,273 | $3,720 | 63% |
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| Valuation | EQH | Industry Median |
Percentile (All Stocks) |
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| P/B | na | 1.40 | na |
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| P/E | na | 17.3 | na |
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| Dividend Yield | 2.2% | 0.0% | 78% |
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| PEG (5yr hist) | na | 0.8 | na |
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| Ratios | EQH | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 12.8% | 61.0% | 12% |
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| Net Margin | (8.7%) | 8.7% | 22% |
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| ROA | (0.3%) | 1.0% | 38% |
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| ROE | 95.9% | 11.1% | 96% |
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| Liabilities to Assets | 99.6% | 74.8% | 94% |
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| F-Score | 5 | 5 | 50% |
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Passing Stock Screens
As of 9/17/2026, from a list of 60 stock screening strategies,
GURU STRATEGY
Kirkpatrick Bargain Screen
Factors: Value, Momentum
Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
| Performance Since Inception: | 6.9% |
| +/- S&P 500: | -0.6 |
