Ratings Equitable Holdings, Inc.

Equities

EQH

US29452E1010

Market Closed - Nyse Other stock markets 04:00:02 2024-04-26 pm EDT			5-day change	1st Jan Change
36.89 ^USD	-0.65%		+0.90%	+10.78%

Apr. 15	Morgan Stanley Adjusts Equitable Holdings' Price Target to $41 From $39, Keeps Overweight Rating	MT
Apr. 11	Wells Fargo Raises Price Target on Equitable to $46 From $43, Keeps Overweight Rating	MT

Summary

The company's Refinitiv ESG score, based on a ranking of the company relative to its industry, comes out particularly well.

Strengths

Growth is a substantial asset for the company, as anticipated by dedicated analysts. Within the next three years, growth is estimated to reach 63% by 2026.
The company's earnings per share (EPS) are expected to grow significantly over the next few years according to the consensus of analysts covering the stock.
Its low valuation, with P/E ratio at 6.72 and 5.6 for the ongoing fiscal year and 2025 respectively, makes the stock pretty attractive with regard to earnings multiples.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Over the last 4 months, analysts have significantly revised upwards the company's estimated sales.
Analysts remain confident with respect to the group's activity and, more often than not, have revised upwards their earnings per share estimates.
Analysts covering this company mostly recommend stock overweighting or purchase.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.

Weaknesses

In relation to the value of its tangible assets, the company's valuation appears relatively high.
Financial statements have repeatedly disappointed market stakeholders. Most often, they were below expectations.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Diversified Investment Services

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
EQUITABLE HOLDINGS, INC.	+10.78%	12.09B		B+
MACQUARIE GROUP LIMITED	+2.17%	44.31B		B-
SBI HOLDINGS, INC.	+21.56%	7.39B		C-
VOYA FINANCIAL, INC.	-6.32%	6.93B		B+
INVESTEC GROUP	-5.22%	5.7B	-	B+
FIRST CAPITAL SECURITIES CO., LTD.	-3.44%	3.25B		B+
AMP LIMITED	+19.35%	1.91B		C
AJ BELL PLC	-1.12%	1.6B		C+
L1 LONG SHORT FUND LIMITED	+1.35%	1.21B	-	-
PT SARATOGA INVESTAMA SEDAYA TBK	-14.02%	1.18B		-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

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Technical analysis

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RSI

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Unusual volumes