Financial Services
Live Price
Offline$19.77
-0.45% today
Window Change
-2.71%
Window
Jun 23, 2025 → May 14, 2026
Coverage: 226 bars · Jun 23, 2025 → May 14, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Equitable Holdings, Inc. (EQH-PA) is a Financial Services stock with a market cap of $5.76B and listed on NYSE. The stock last traded around $19.77 and down 2.7% across the available one-year price window (Jun 23, 2025 → May 14, 2026). Baseline metrics include revenue growth of -6.2%, EPS growth of -226.4%, a dividend yield of 2.5%. What stands out right now is revenue -6.2%, EPS -226.4%, free cash flow -54.3% with operating margin -4.2% and ROIC -0.1%. The dividend is present but secondary, with a yield around 2.5%. Valuation is more restrained than many high-expectation growth names at price/sales 1.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines EQH-PA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
EQH-PA
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
EQH-PA Max Drawdown
-11.33%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for EQH-PA and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$7.6B
-39.8% YoY
FY Net Income
$1.8B
-18.5% YoY
Free Cash Flow
-$313.0M
+24.9% YoY
Revenue Growth
-6.2%
EPS Growth
-226.4%
Gross Margin
63.5%
Net Margin
-7.3%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 11.7B | 12.4B | 10.5B | 12.6B | 7.6B |
| Gross Profit | 9.2B | 6.6B | 5.2B | 7.6B | 7.3B |
| Operating Income | -1.2B | 2.1B | 738M | 3.0B | 2.6B |
| EBITDA | -969M | 3.2B | 1.8B | 3.8B | 3.4B |
| Net Income | -1.4B | 1.3B | 1.3B | 2.2B | 1.8B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 12.5B | 7.0B | 8.2B | 4.3B | 5.2B |
| Total Assets | 318.3B | 295.9B | 276.8B | 252.7B | 292.3B |
| Total Liabilities | 316.5B | 292.3B | 271.7B | 249.1B | 278.7B |
| Shareholder Equity | -74M | 1.6B | 2.6B | 1.4B | 11.5B |
| Total Debt | 6.6B | 6.8B | 6.3B | 5.8B | 5.9B |
| Net Debt | -5.9B | -182M | -1.9B | 1.6B | 702M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
193M
+22.8% YoY
Capital Expenditures
120M
+28.1% YoY
Free Cash Flow
313M
+24.9% YoY
Key ratios
Gross Margin
63.5%
Operating Margin
-4.2%
Net Margin
-7.3%
ROE
-219.8%
Debt / Equity
14.05x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.