Is Equitable Holdings, Inc. (EQH) Overvalued?
We dive into why Equitable Holdings, Inc. (EQH) could be considered overvalued on 2026-07-22, based on AAII’s Value Score and Grade.Tudor Pop
A+ Stock Grade Summary:
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Tudor Pop
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Rosalio Madrigal
Rosalio Madrigal
Rosalio Madrigal
| Share Statistics | EQH | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $13,414.4 | $2,409.3 | 81% |
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| Shares Out (Mil) | 283.8 | 72.0 | 82% |
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| Institutional Ownership | 99.4% | 86.6% | 88% |
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| Float (Mil) | 261.1 | 61.7 | 78% |
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| Beta | 1.11 | 0.93 | 66% |
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| Avg Daily Volume (000s) | 2,657 | 441 | 86% |
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| Price Change (52-week) |
(5.5%) | 76.1% | 41% |
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| Growth | EQH | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 4.0% | 10.9% | 31% |
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| Net Income (5yr) | (16.3%) | 8.2% | 24% |
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| EPS (5yr) | (25.4%) | 11.4% | 10 |
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| Dividends (5yr) | 9.7% | 0.0% | 75% |
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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 | 12 | 12 | 13 | |
| Current EPS | $1.645 | $7.148 | $8.926 | |
| Month Ago EPS | $1.682 | $7.076 | $8.808 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $1.740 | $7.155 | $8.787 | |
| Year/Year Chg | (23.1%) | (247.9%) | (317.4%) | |
| Financials | EQH | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $11,324 | $1,233 | 85% |
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| Net Income (TTM) (Mil) | ($822) | $73 | 2% |
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| EPS (TTM) | ($3.029) | $0.700 | 11% |
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| Operating Cash Flow (TTM) (Mil) | $1,055 | $165 | 81% |
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| Net Cash Flow (TTM) (Mil) | $1,740 | $22 | 97% |
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| Long-Term Debt (Q1) (Mil) | $6,927 | $696 | 88% |
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| Enterprise Value (Q1) (Mil) | $9,642 | $3,560 | 73% |
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| Valuation | EQH | Industry Median |
Percentile (All Stocks) |
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| P/B | na | 1.44 | na |
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| P/E | na | 15.1 | na |
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| Dividend Yield | 2.3% | 0.0% | 79% |
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| PEG (5yr hist) | na | 1.0 | na |
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| Ratios | EQH | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 13.2% | 60.7% | 12% |
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| Net Margin | (7.3%) | 7.0% | 23% |
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| ROA | (0.3%) | 1.1% | 38% |
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| ROE | na | 11.5% | na |
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| Liabilities to Assets | 99.3% | 75.2% | 94% |
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| F-Score | 4 | 5 | 34% |
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Equitable Holdings, Inc. did not pass any screens on 7/31/2026.
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