US · EQH
Equitable Holdings, Inc.
- Sector
- Financial Services · Insurance - Diversified
- Headquarters
- New York City, NY 10104
- Website
- equitableholdings.com
Price · as of 2025-12-31
$42.17
Market cap 11.52B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $87.47 | +107.42% |
| Intrinsic Value(DCF) | $16.20 | -61.58% |
| Graham-Dodd Method(GD) | — | — |
| Graham Formula(GF) | — | — |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | |||||
| 2012 | |||||
| 2013 | |||||
| 2014 | |||||
| 2015 | |||||
| 2016 | $22.79 | $54.09 | |||
| 2017 | $23.21 | $20.62 | |||
| 2018 | $16.56 | $27.70 | $0.36 | $29.14 | $16.90 |
| 2019 | $16.08 | $21.84 | $0.07 | $0.00 | $39.99 |
| 2020 | $28.69 | $26.96 | $0.00 | $5.53 | $0.00 |
| 2021 | $27.19 | $25.36 | $0.00 | $24.11 | $0.00 |
| 2022 | $25.45 | $31.65 | $141.67 | $3.76 | $406.31 |
| 2023 | $32.34 | $27.21 | $0.00 | $0.00 | $0.00 |
| 2024 | $49.28 | $46.63 | $0.00 | $0.00 | $103.92 |
| 2025 | $40.49 | $87.47 | $0.00 | $0.00 | $0.00 |
AI valuation
Our deep-learning model estimates Equitable Holdings, Inc.'s (EQH) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $87.47
- Current price
- $42.17
- AI upside
- +107.42%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$16.20
-61.58% upside
Graham-Dodd
—
— upside
Graham Formula
—
— upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| EQH | Equitable Holdings, Inc. | $42.17 | 11.52B | +107% | -62% | — | — | -8.75 | -163.11 | 1.03 | 120.56 | — | -2.24 | 79.14% | -10.23% | -11.83% | -182.66% | 1.36% | -0.45% | -61.78 | -5.33 | 25.50 | 111.88 | 133.02 | -22778.00% | -621.00% | 7199.00% | 21.16% | 1.83 | -3.36% | 0.00% | 0.00% | 1066.37% | 97.92 | -45.74 | -10.01 | 0.21 |
| AEG | Aegon Ltd. | $7.50 | 11.36B | +109% | +560% | -65% | +201% | 15.96 | 1.15 | 0.54 | -67.18 | — | 1.22 | 100.00% | 3.37% | 3.52% | 7.89% | -3.69% | 0.21% | 0.54 | 109.50 | 4.14 | 8.47 | 2.40 | -35000.00% | 5040.00% | -1101.00% | 6.75% | 0.10 | -3.99% | 4.95% | 78.90% | 13.73% | -64.93 | -60.00 | -2.19 | 0.19 |
| BNT | Brookfield Wealth Solutio… | $44.41 | 13.67B | +23% | +2,057% | +129% | +1,643% | 4.77 | 0.49 | 0.42 | -10.40 | 16.52 | 0.61 | 20.44% | 8.46% | 8.47% | 11.92% | -9.33% | 1.24% | 0.37 | 3.35 | — | — | -4.33 | 2888.00% | 10620.00% | 23010.00% | 76.10% | — | -34.85% | 0.00% | 0.00% | 120.17% | -15.26 | -4.09 | -1.29 | 0.18 |
| EG | Everest Re Group, Ltd. | $335.49 | 14.08B | -18% | -21% | +32% | +8% | 8.84 | 0.91 | 0.81 | 6.45 | 46.21 | 0.91 | 20.52% | 11.28% | 9.19% | 10.85% | 22.83% | 2.68% | 0.23 | 14.06 | 1.52 | 1.52 | 1.10 | 1913.00% | 142.00% | -10000.00% | 0.00% | 0.51 | 0.00% | 2.38% | 21.10% | 23.25% | 6.83 | — | 0.77 | 1.00 |
| ERIE | Erie Indemnity Company | $269.44 | 12.45B | -18% | -40% | -90% | -33% | 22.21 | 5.44 | 3.05 | 15.29 | — | 5.44 | 15.76% | 17.69% | 13.75% | 26.19% | 31.65% | 17.92% | 0.00 | — | 1.27 | 1.18 | -0.44 | -749.00% | 717.00% | 1738.00% | 4.60% | 0.73 | 31.91% | 2.05% | 45.50% | 2.68% | 16.74 | 21.09 | 2.96 | 10.41 |
| EWBC | East West Bancorp, Inc. | $109.45 | 15.06B | -53% | +15% | -34% | +10% | 11.58 | 1.72 | 3.27 | 0.61 | 81.03 | 1.82 | 60.10% | 37.44% | 28.27% | 15.94% | 341.69% | 1.69% | 0.37 | 1.01 | 0.43 | 0.43 | -0.44 | 1429.00% | 463.00% | -4795.00% | 4.79% | 0.02 | 186.23% | 2.18% | 25.20% | 2.93% | 0.70 | 1.68 | 0.26 | -0.08 |
| FNF | Fidelity National Financi… | $52.88 | 14.35B | +125% | +30% | -64% | -33% | 23.26 | 1.89 | 0.97 | -23.18 | — | 8.10 | 98.19% | 9.91% | 4.17% | 7.93% | -2.12% | 0.59% | 0.59 | 5.92 | — | — | -42.67 | -5247.00% | 816.00% | -9988.00% | 0.06% | — | -0.03% | 0.00% | 0.00% | 519.48% | -27.09 | -4849.64 | -2.69 | 1.16 |
| MET | MetLife, Inc. | $72.07 | 47.49B | +5% | -2% | -26% | +26% | 14.41 | 1.71 | 0.63 | 8.04 | — | 2.59 | 36.36% | 6.05% | 4.38% | 12.10% | -23.70% | 0.48% | 0.68 | 4.39 | — | — | -0.47 | -1919.00% | 1022.00% | -8121.00% | 5.83% | — | -19.78% | 0.00% | 0.00% | 2.77% | 9.87 | 16.20 | 0.60 | 0.38 |
| PFG | Principal Financial Group… | $95.42 | 20.96B | -29% | -60% | -72% | -72% | 18.25 | 1.82 | 1.38 | -4.59 | — | 4.37 | 45.19% | 9.06% | 7.58% | 10.32% | -7.81% | 0.36% | 0.35 | 643.64 | 0.76 | 6.44 | -0.14 | -2141.00% | -311.00% | -210.00% | 20.52% | 0.78 | -27.62% | 3.16% | 57.70% | 7.91% | -5.41 | -1.73 | -0.49 | 0.17 |
| RGA | Reinsurance Group of Amer… | $215.73 | 14.18B | -21% | +236% | +11% | -6% | 12.13 | 1.07 | 0.63 | 8.15 | 18.70 | 1.07 | 25.40% | 6.76% | 5.19% | 9.74% | 8.64% | 0.86% | 0.42 | 4.21 | — | — | 0.79 | 6486.00% | 339.00% | -5634.00% | 28.53% | — | 29.71% | 1.67% | 20.30% | 4.10% | 10.31 | 3.88 | 0.70 | 0.40 |
| UNM | Unum Group | $71.73 | 12B | -38% | -60% | -20% | -40% | 16.84 | 1.12 | 0.95 | 12.79 | — | 1.16 | 38.22% | 7.15% | 5.66% | 6.69% | 5.00% | 1.17% | 0.35 | 4.47 | — | — | 2.96 | -5476.00% | 207.00% | -5997.00% | 4.46% | — | 3.76% | 2.46% | 41.50% | 10.58% | 17.34 | 29.14 | 1.24 | 0.71 |
About Equitable Holdings, Inc.
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, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size 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.
- CEO
- Mark Pearson
- Employees
- 8K
- Beta
- 1.09
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($16.20 ÷ $42.17) − 1 = -61.58% (DCF, example).