Equitable Inc.

50.06
-4.87 (-8.87%)
At close: Apr 03, 2025, 3:59 PM
50.50
0.87%
After-hours: Apr 03, 2025, 07:01 PM EDT

Equitable Statistics

Share Statistics

Equitable has 306.83M shares outstanding. The number of shares has increased by -5.66% in one year.

Shares Outstanding 306.83M
Shares Change (YoY) -5.66%
Shares Change (QoQ) -2.08%
Owned by Institutions (%) 94.42%
Shares Floating 305.21M
Failed to Deliver (FTD) Shares 25.47K
FTD / Avg. Volume 0.86%

Short Selling Information

The latest short interest is 4.41M, so 1.41% of the outstanding shares have been sold short.

Short Interest 4.41M
Short % of Shares Out 1.41%
Short % of Float 1.41%
Short Ratio (days to cover) 1.74

Valuation Ratios

The PE ratio is 11.59 and the forward PE ratio is 7.34. Equitable's PEG ratio is 0.7.

PE Ratio 11.59
Forward PE 7.34
PS Ratio 1.22
Forward PS 0.9
PB Ratio 9.56
P/FCF Ratio 8.18
PEG Ratio 0.7
Financial Ratio History

Enterprise Valuation

Equitable has an Enterprise Value (EV) of 17.36B.

EV / Sales 1.4
EV / EBITDA 0
EV / EBIT 8.65
EV / FCF 9.37

Financial Position

The company has a current ratio of 0.4, with a Debt / Equity ratio of 2.42.

Current Ratio 0.4
Quick Ratio 0.4
Debt / Equity 2.42
Debt / EBITDA -
Debt / FCF 2.07
Interest Coverage 0

Financial Efficiency

Return on Equity is 82.46% and Return on Invested Capital is 0%.

Return on Equity 82.46%
Return on Assets 14.74%
Return on Invested Capital 0%
Revenue Per Employee $1.55M
Profits Per Employee $163.38K
Employee Count 8,000
Asset Turnover 1.4
Inventory Turnover n/a

Taxes

Income Tax 288M
Effective Tax Rate 13.64%

Stock Price Statistics

The stock price has increased by 45.22% in the last 52 weeks. The beta is 1.39, so Equitable's price volatility has been higher than the market average.

Beta 1.39
52-Week Price Change 45.22%
50-Day Moving Average 53
200-Day Moving Average 46.18
Relative Strength Index (RSI) 59.14
Average Volume (20 Days) 2.97M

Income Statement

In the last 12 months, Equitable had revenue of 12.44B and earned 1.31B in profits. Earnings per share was 4.07.

Revenue 12.44B
Gross Profit 10B
Operating Income 0
Net Income 1.31B
EBITDA 0
EBIT 2.34B
Earnings Per Share (EPS) 4.07
Full Income Statement

Balance Sheet

The company has 1.63B in cash and 3.83B in debt, giving a net cash position of -2.21B.

Cash & Cash Equivalents 1.63B
Total Debt 3.83B
Net Cash -2.21B
Retained Earnings 10.65B
Total Assets 295.87B
Working Capital 119.3B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was 2.01B and capital expenditures -153M, giving a free cash flow of 1.85B.

Operating Cash Flow 2.01B
Capital Expenditures -153M
Free Cash Flow 1.85B
FCF Per Share 5.77
Full Cash Flow Statement

Margins

Gross margin is 80.37%, with operating and profit margins of 0% and 10.51%.

Gross Margin 80.37%
Operating Margin n/a
Pretax Margin 16.97%
Profit Margin 10.51%
EBITDA Margin n/a
EBIT Margin n/a
FCF Margin 14.9%

Dividends & Yields

EQH pays an annual dividend of $0.96, which amounts to a dividend yield of 1.84%.

Dividend Per Share $0.96
Dividend Yield 1.84%
Dividend Growth (YoY) 9.09%
Payout Ratio 25.4%
Earnings Yield 8.63%
FCF Yield 12.23%
Dividend Details

Analyst Forecast

The average price target for EQH is $60.5, which is 10.1% higher than the current price. The consensus rating is "Buy".

Price Target $60.5
Price Target Difference 10.1%
Analyst Consensus Buy
Analyst Count 16
Stock Forecasts

Scores

Altman Z-Score 0.57
Piotroski F-Score 8