Equitable Holdings, Inc. (EQH)

Equitable Holdings Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	May 14, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	16,383	14,780	11,272	10,620	13,272	11,379
Market Cap Growth	27.94%	31.13%	6.13%	-19.98%	16.63%	-6.15%
Enterprise Value	13,562	13,101	13,365	14,498	15,659	3,481
Last Close Price	54.26	46.95	32.37	27.06	30.13	23.00
PE Ratio	14.44	12.05	9.22	5.12	7.92	-
Forward PE	7.58	6.75	5.85	5.08	5.26	5.06
PS Ratio	1.13	1.16	1.07	0.81	1.34	1.19
PB Ratio	18.59	4.14	2.19	2.95	0.98	0.66
P/TBV Ratio	-	-	-	-	2.64	1.21
P/FCF Ratio	8.11	7.98	-	-	-	-
P/OCF Ratio	7.73	7.37	-	-	-	-
PEG Ratio	0.57	0.45	0.45	0.45	0.41	0.84
EV/Sales Ratio	0.90	1.03	1.27	1.10	1.58	0.36
EV/EBITDA Ratio	3.99	3.77	7.80	3.39	2.78	-
EV/EBIT Ratio	5.19	4.93	14.01	3.93	3.03	-
EV/FCF Ratio	6.67	7.07	-	-	-	-
Debt / Equity Ratio	1.47	1.90	1.23	1.63	0.43	0.31
Debt / EBITDA Ratio	1.85	1.86	3.38	1.31	1.02	-
Debt / FCF Ratio	3.24	3.66	-	-	-	-
Asset Turnover	0.05	0.05	0.04	0.05	0.04	0.04
Quick Ratio	1.39	1.10	1.78	2.70	1.43	1.05
Current Ratio	1.90	1.49	2.25	3.20	1.72	1.36
Return on Equity (ROE)	38.48%	41.78%	37.54%	27.90%	14.05%	-2.13%
Return on Assets (ROA)	0.57%	0.58%	0.22%	0.84%	1.14%	-0.89%
Return on Capital (ROIC)	15.28%	15.22%	5.70%	15.94%	15.37%	-10.83%
Return on Capital Employed (ROCE)	1.00%	1.00%	0.40%	1.50%	1.90%	-
Earnings Yield	7.27%	8.84%	11.55%	20.27%	13.22%	-5.69%
FCF Yield	12.33%	12.54%	-2.88%	-3.93%	-2.36%	-1.48%
Dividend Yield	1.77%	2.04%	2.72%	2.96%	2.39%	2.96%
Payout Ratio	25.54%	29.23%	29.26%	17.37%	21.37%	-
Buyback Yield / Dilution	7.03%	7.62%	7.45%	9.80%	6.48%	8.75%
Total Shareholder Return	8.79%	9.67%	10.17%	12.76%	8.87%	11.71%

Updated Feb 24, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q