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AXA Equitable Holdings ADRs of 5.25% Noncumulative Preferred Series A

EQH-PA | US

22.95

USD

-0.42

-1.80%

EQH-PA | US

About AXA Equitable Holdings ADRs of 5.25% Noncumulative Preferred Series A

Sector

Financial Services

Industry

Insurance-Diversified

Earnings date

30/06/2024

As of date

21/10/2024

Close

22.95

Open

23.31

High

23.31

Low

22.91

Equitable Holdings Inc. together with its consolidated subsidiaries operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement Group Retirement Investment Management and Research and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment 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. The Investment Management and Research segment offers diversified investment management research and related solutions to various clients through institutional. The Protection Solutions segment provides life insurance products such as VUL insurance and IUL insurance and our employee benefits business on small and medium-sized businesses. 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.

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EQH-PA | US

Risk
13.2
Sharpe
1.79
Luna's Score
55/100
Recommendation
Hold

Luna says (EQH-PA | US)

What's Working

Low 6-Month Volatility (<30%)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Asset (< 0.2)

Strong Revenue Growth (> 10%)

Strong Sharpe Ratio (> 1.2)

What's not Working

Negative Momentum (Declining Price)

Price Below SMA10D

High Short-term Volatility

Microcap (<300M USD)

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

15.7%

1 month

13.2%

3 months

11.2%

6 months

12.6%

Returns

Fundamental Ratios

PE

6.15

Fwd. PE

-

Price to book

-

Debt to equity

2.33

Debt to assets

0.01

Ent. to EBITDA

-

Ent. to rev.

-

PEG

-

Other Fundamentals

EBITDA

2.61B

MarketCap

-

MarketCap(USD)

-

Div. yield

5.61

Op. margin

21.17

Erngs. growth

-40.30

Rev. growth

47.70

Ret. on equity

25.88

Short ratio

2.82

Short perc.

-

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

0.94

Range1M

0.98

Range3M

2.24

Volumes: Market Activity

Rel. volume

0.90

Price X volume

845.82K

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
PureCycle Technologies Inc. UnitPCTTUPollution & Treatment Controls12.500.00%n/a116.51%
Equitable Holdings Inc.EQH-PCInsurance-Diversified19.140-2.35%5.16232.97%
Athene Holding Ltd.ATH-PDInsurance-Diversified19.850-0.75%2.510.00%
Athene Holding Ltd. ADRs of 6.375% Fixed-Rate Reset Non-Cumulative Preferred Series CATH-PCInsurance-Diversified25.10-0.12%3.160.00%
Athene Holding Ltd. ADRs of 5.625% Fixed Rate Perpetual Non- Cumulative Preference Share Series BATH-PBInsurance-Diversified22.7250-0.37%2.870.00%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
No data

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue---
PE Ratio6.15--
Price to Book---
Dividend Yield5.61--
Std. Deviation (3M)11.23--
Debt to Equity2.33--
Debt to Assets0.01--
Market Cap---
  • 1

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