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AXA Equitable Holdings Inc

EQH | US

38.24

USD

-1.02

-2.60%

EQH | US
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About AXA Equitable Holdings Inc

Sector

Financial Services

Industry

Insurance - Diversified

Earnings date

30/06/2024

As of date

11/03/2026

Close

38.24

Open

39.01

High

39.24

Low

37.37

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 | US

Risk
42.5
Sharpe
-0.70
Luna's Score
43/100
Recommendation
Sell

Luna says (EQH | US)

What's Working

Largecap (10B - 200B USD)

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

Low Debt to Asset (< 0.2)

Strong Revenue Growth (> 10%)

What's not Working

Negative Momentum (Declining Price)

Weakness based on declining price with high volume

Price Below SMA10D

High Short-term Volatility

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Rich in Valuation (Price to Book > 8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

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

Risk Meter

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10 days

33.2%

1 month

42.5%

3 months

33.1%

6 months

31.2%

Returns

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Fundamental Ratios

PE

18.32

Fwd. PE

6.48

Price to book

177.71

Debt to equity

2.33

Debt to assets

0.01

Ent. to EBITDA

-

Ent. to rev.

1.06

PEG

-

Other Fundamentals

EBITDA

2.61B

MarketCap

12.12B

MarketCap(USD)

12.12B

Div. yield

2.09

Op. margin

21.17

Erngs. growth

-40.30

Rev. growth

47.70

Ret. on equity

25.88

Short ratio

2.09

Short perc.

1.60

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

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Range10D

4.89

Range1M

9.20

Range3M

12.50

Volumes: Market Activity

Volume Averages

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Rel. volume

1.66

Price X volume

214.67M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Arch Capital Group LtdACGLOInsurance - Diversified20.4911.95B-0.24%5.0213.20%
Aegon N.VAEGInsurance - Diversified7.0811.46B0.00%n/a49.64%
Assurant IncAIZInsurance - Diversified216.711.22B-1.37%13.1841.60%
Old Republic International CorporationORIInsurance - Diversified40.0510.35B-1.48%15.2332.99%
Kemper CorporationKMPRInsurance - Diversified29.121.88B-1.32%81.5954.25%
Horace Mann Educators CorporationHMNInsurance - Diversified42.261.72B-0.24%18.7645.21%
Goosehead Insurance IncGSHDInsurance - Diversified44.141.63B-4.44%139.80399.51%
Watford Holdings LtdWTREInsurance - Diversified22.750-0.30%n/a
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Advanced Energy Industries IncAEISElectronic Components314.8411.86B1.11%44.7287.62%
Solventum Corp.SOLVHealth Information Services67.629.90B0.03%n/a311.02%
Acuity Brands IncAYIElectronic Components265.888.18B-2.56%22.8820.86%
Vicor CorporationVICRElectronic Components178.838.06B1.72%195.431.39%
Sanmina CorporationSANMElectronic Components126.886.93B2.15%17.4717.76%
HealthEquity IncHQYHealth Information Services78.576.86B0.09%73.0753.66%
EnerSysENSElectronic Components162.236.53B0.21%15.4749.62%
Dolby Laboratories IncDLBMedia - Diversified63.856.09B-0.20%34.320.00%
Belden IncBDCElectronic Components123.315.03B-1.72%25.45106.75%
OSI Systems IncOSISElectronic Components279.474.63B0.16%19.6360.40%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue1.062.39Cheaper
PE Ratio18.3227.89Cheaper
Price to Book177.7119.53Expensive
Dividend Yield2.093.12Poor
Std. Deviation (3M)33.1424.62Riskier
Debt to Equity2.330.72Expensive
Debt to Assets0.010.09Cheaper
Market Cap12.12B87.31BEmerging
  • 1

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