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About the company
Equitable Holdings, Inc. is the holding company for a diversified financial services organization. The Company’s segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management and Legacy. The Individual Retirement segment offers a diverse suite of variable annuity products which are primarily sold to affluent and high-net-worth individuals. The Group Retirement segment offers tax-deferred investment and retirement services or products. The Investment Management & Research segment provides diversified investment management, research, and related solutions globally. The Protection Solutions segment includes its life insurance and group employee benefits businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Legacy segment primarily consists of its capital-intensive fixed-rate GMxB business.
- Revenue in USD (TTM)15.73bn
- Net income in USD-370.00m
- Incorporated2003
- Employees8.50k
- LocationEquitable Holdings Inc1345 AVENUE OF THE AMERICASNEW YORK 10105United StatesUSA
- Phone+1 (212) 554-1234
- Fax+1 (302) 636-5454
- Websitehttps://equitable.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| XP Inc | 2.88bn | 757.97m | 8.59bn | 6.67k | 11.40 | 2.27 | 10.64 | 2.98 | 1.37 | 1.37 | 5.22 | 6.89 | 0.0605 | -- | 21.08 | 432,152.40 | 1.59 | 2.36 | 2.09 | 3.31 | -- | -- | 26.29 | 26.59 | -- | 8.05 | 0.7813 | 24.90 | 11.33 | 38.10 | 8.93 | 53.24 | 7.50 | -- |
| SEI Investments Co | 2.05bn | 546.15m | 10.30bn | 5.06k | 19.29 | 4.37 | 16.58 | 5.02 | 4.14 | 4.14 | 15.56 | 18.29 | 0.808 | -- | 3.45 | 405,661.70 | 21.49 | 21.51 | 24.20 | 25.29 | 85.25 | 84.44 | 26.60 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Hamilton Lane Inc | 648.66m | 181.81m | 10.78bn | 700.00 | 42.02 | 17.77 | 38.03 | 16.62 | 4.63 | 4.63 | 12.01 | 10.94 | 0.4662 | -- | 7.14 | 926,655.70 | 19.72 | 19.69 | 35.47 | 39.34 | -- | -- | 42.30 | 46.33 | -- | -- | 0.1956 | 45.61 | 4.74 | 17.04 | 24.73 | 33.22 | 15.59 | 15.93 |
| Franklin Resources Inc | 8.48bn | 432.20m | 11.33bn | 10.20k | 25.76 | 0.9059 | 10.53 | 1.34 | 0.8399 | 0.8399 | 16.43 | 23.89 | 0.2709 | -- | 6.00 | 831,176.50 | 1.94 | 4.59 | 2.40 | 5.76 | -- | -- | 7.17 | 15.15 | -- | -- | 0.4542 | 58.97 | 8.01 | 8.38 | -48.86 | -18.27 | -5.40 | 4.02 |
| Evercore Inc | 2.81bn | 320.59m | 11.47bn | 2.20k | 38.68 | 7.36 | 30.22 | 4.09 | 7.79 | 7.79 | 68.15 | 40.92 | 0.8259 | -- | 6.22 | 1,277,988.00 | 10.45 | 15.03 | 14.28 | 24.20 | 98.93 | 98.80 | 12.66 | 19.09 | -- | -- | 0.1744 | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Stifel Financial Corp | 5.75bn | 612.58m | 11.61bn | 9.00k | 20.49 | 2.38 | 16.53 | 2.02 | 5.54 | 5.54 | 51.96 | 54.31 | 0.1497 | -- | 5.14 | 638,767.30 | 1.69 | 1.93 | 10.27 | 10.33 | 98.93 | 98.74 | 11.30 | 13.55 | -- | 1.87 | 0.8447 | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| Houlihan Lokey Inc | 2.12bn | 334.37m | 12.99bn | 2.60k | 38.27 | 6.64 | 35.54 | 6.13 | 4.88 | 4.88 | 30.98 | 28.16 | 0.7074 | -- | 6.59 | 815,129.60 | 11.16 | 11.99 | 18.20 | 20.81 | -- | -- | 15.77 | 16.93 | -- | 1,730.05 | 0.0074 | 39.57 | 5.80 | 12.04 | 10.26 | 11.81 | 58.24 | 15.29 |
| Ares Capital Corporation | 2.94bn | 1.58bn | 14.08bn | 2.80k | 8.38 | 1.10 | 12.08 | 4.79 | 2.60 | 2.60 | 4.82 | 19.77 | 0.1175 | -- | 9.17 | 1,049,286.00 | 6.31 | 5.36 | 6.48 | 5.53 | 51.06 | 52.41 | 53.71 | 51.90 | -- | -- | 0.5145 | 83.53 | 24.71 | 14.35 | 153.67 | 12.15 | -- | 4.51 |
| Equitable Holdings Inc | 15.73bn | -370.00m | 14.64bn | 8.50k | -- | 8.89 | -- | 0.931 | -1.08 | -1.08 | 47.82 | 10.20 | 0.0562 | -- | 1.54 | 1,850,235.00 | 0.0783 | 0.3329 | 0.083 | 0.3525 | 55.93 | 57.06 | 1.39 | 5.76 | -- | 1.06 | 0.7495 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Jefferies Financial Group Inc | 9.63bn | 526.20m | 15.39bn | 7.56k | 31.71 | 1.53 | 22.66 | 1.60 | 2.36 | 2.37 | 43.08 | 48.89 | 0.1615 | -- | 2.40 | 1,273,481.00 | 0.9454 | 1.67 | 1.60 | 3.25 | 59.41 | 71.16 | 5.86 | 12.47 | -- | -- | 0.7402 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| Carlyle Group Inc | 5.32bn | 117.50m | 18.32bn | 2.20k | 172.63 | 3.30 | 48.98 | 3.44 | 0.2968 | 0.2968 | 14.56 | 15.51 | 0.2439 | -- | 30.40 | 2,417,955.00 | 0.8873 | 6.06 | 1.25 | 9.10 | 42.67 | 66.09 | 3.64 | 24.01 | -- | 64.07 | 0.5798 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| Principal Financial Group Inc | 15.89bn | -206.10m | 19.25bn | 19.80k | -- | 1.72 | -- | 1.21 | -0.8995 | -0.8995 | 67.29 | 49.01 | 0.052 | -- | -- | 802,626.30 | -0.0471 | 0.6911 | -- | -- | -- | -- | -0.9049 | 13.46 | -- | 0.8249 | 0.2551 | 32.23 | 6.25 | 0.6711 | -86.90 | -16.62 | 2.02 | 4.36 |
Data as of Nov 22 2024. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
51.19%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Sep 2024 | 35.37m | 11.16% |
| BlackRock Fund Advisorsas of 30 Sep 2024 | 24.20m | 7.64% |
| T. Rowe Price Associates, Inc. (IM)as of 30 Sep 2024 | 20.40m | 6.44% |
| Canada Pension Plan Investment Boardas of 30 Sep 2024 | 18.95m | 5.98% |
| Pzena Investment Management LLCas of 30 Sep 2024 | 16.43m | 5.19% |
| Norges Bank Investment Managementas of 30 Sep 2024 | 14.75m | 4.65% |
| SSgA Funds Management, Inc.as of 30 Sep 2024 | 12.98m | 4.10% |
| First Trust Advisors LPas of 30 Sep 2024 | 7.47m | 2.36% |
| Conifer Management LLCas of 30 Sep 2024 | 6.00m | 1.89% |
| Geode Capital Management LLCas of 30 Sep 2024 | 5.68m | 1.79% |
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Data from 30 Jun 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
