Logo
  • Home
  • AI Agent
  • Annotations
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy
  • Get the full experience

    We save the real magic for signed-in users.

EQH US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
Logo
  • Home
  • AI Agent
  • Annotations
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy
  • Get the full experience

    We save the real magic for signed-in users.

EQH US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings

Equitable Holdings, Inc.(EQH US)

$55.49+0.070.14%(Market Open · 16:19:27 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingShort InterestEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Equitable Holdings, Inc.(EQH US)

$55.49+0.070.14%(Market Open · 16:19:27 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingShort InterestEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Financials & Metrics

FinancialsChartingShort InterestEmployees

Equitable Holdings, Inc. — Company Profile

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

Sector
Financials
Industry
Insurance
Exchange
UN
CEO
Mark Pearson
Headquarters
New York City, NY, US
IPO Date
May 10, 2018
Employees
8,000
Website
www.equitableholdings.com

Key Metrics

Price
$53.53
Market Cap
$14.61B
Revenue (TTM)
$4.23B
Net Income (TTM)
$621.00M
EPS (TTM)
2.16
P/E (TTM)
-17.78
P/B (TTM)
53.52
Dividend Yield
2.68%
ROE (TTM)
227.47%
ROA (TTM)
0.20%
Operating Margin
20.97%
Beta
1.16

Dividends

Last Dividend
$0.30
Last Yield
0.03%

Summary

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

Website
www.equitableholdings.com
Location
New York City, NY, US
Phone212 554 1234
Employees8,000
CEOMark Pearson
Sector
Financials
Industry
Insurance
IPO DateMay 10, 2018

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(1.1K)

Expand
  • 10-QQ3ended 30 Sept 20265 Nov
  • 8-KResults of Operations and Financial Condition2 Nov
  • SC 13GRIVERNORTH OPPORTUNITIES FUND, INC.9 Oct
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers25 Sep
  • Form 4SCOTT BERTRAM L21 Sep
  • Form 144SCOTT BERTRAM L21 Sep
  • Form 4MacKay Craig C18 Sep
  • Form 144MacKay Craig C17 Sep
  • SC 13GCALAMOS STRATEGIC TOTAL RETURN FUND11 Sep
  • Form 425Business combination communication9 Sep
  • Form 4Lane Nick8 Sep
  • Form 144Isaacs-Lowe Arlene4 Sep
  • Form 4Isaacs-Lowe Arlene4 Sep
  • Form 144Lane Nick4 Sep
  • Form 4HURD JEFFREY J18 Aug
  • Form 144HURD JEFFREY J17 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)17 Aug
  • SC 13G/AAB Private Lending Fund14 Aug
  • SC 13G/AEquitable Holdings, Inc.14 Aug
  • SC 13G/AEquitable Holdings, Inc.14 Aug

News

  • Why Equitable Holdings, Inc. (EQH) is a Top Value Stock for the Long-Term5 Nov
  • Equitable Q3 Earnings Call Highlights3 Nov
  • Equitable Holdings, Inc. (EQH) Q3 2026 Earnings Call Transcript3 Nov
  • Compared to Estimates, Equitable Holdings (EQH) Q3 Earnings: A Look at Key Metrics2 Nov
  • Equitable Holdings, Inc. (EQH) Surpasses Q3 Earnings Estimates2 Nov
  • Equitable Holdings Reports Third Quarter 2026 Results2 Nov
  • Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now26 Oct
  • Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth26 Oct
  • Equitable Holdings, Inc. $EQH Position Cut by Integrated Advisors Network LLC23 Oct
  • Can The Hartford's Equitable Deal Strengthen Its Benefits Business?14 Oct
  • Critical Review: Equitable (NYSE:EQH) versus Payoneer Global (NASDAQ:PAYO)12 Oct
  • Why Equitable Holdings, Inc. (EQH) is a Top Dividend Stock for Your Portfolio8 Oct
  • Equitable Holdings Schedules Announcement of Third Quarter 2026 Results30 Sep
  • Can Fee-Based Businesses Lift Equitable Holdings' Earnings Mix?30 Sep
  • Analyzing Equitable (NYSE:EQH) & Paymentus (NYSE:PAY)30 Sep
  • Analyzing Coincheck Group (NASDAQ:CNCK) and Equitable (NYSE:EQH)30 Sep
  • Corient Private Wealth LP Sells 12,485 Shares of Equitable Holdings, Inc. $EQH28 Sep
  • Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting26 Sep
  • AllianceBernstein appoints Onur Erzan President & Chief Executive Officer25 Sep
  • Equitable Holdings, Inc. (EQH) Could Be a Great Choice22 Sep

Mentions in Filings

  • … nder U.S. GAAP due to the low-risk nature of the transactions; therefore, only the related net fees are reflected in other revenues. On July 31, 2025, the Company executed reinsurance contracts with subsidiaries of <strong>Equitable Holdings</strong>. Pursuant to these agreements, the Company’s U.S. Financial Solutions segment assumed a 75% quota share of Equitable Holdings’ in force individual life insurance liabilities on a coinsurance and modified coinsurance …
    REINSURANCE GROUP OF AMERICA INCEquitable Holdings, Inc.·10-Q - Quarterly report Q3·Q3 26·6 Nov
  • … sactions, including risks related to the integration of acquired blocks of business and entities and the Company’s ability to achieve the expected benefits of such transactions, including the transaction entered into with subsidiaries of <strong>Equitable Holdings, Inc.</strong> on July 31, 2025; (15) interruption or failure of the Company’s telecommunication, information technology, or other operational systems, or the Company’s failure to maintain adequate ---
    REINSURANCE GROUP OF AMERICA INCEquitable Holdings, Inc.·EX-99.1 - 8-K - Results of Operations and Financial Condition·Q4 26·5 Nov
  • … ned based on long-term loan agreements. 2. Notes concerning the parent company or significant affiliates Parent company information AllianceBernstein Corporation of Delaware (privately held)  AllianceBernstein L.P. (privately held)  <strong>Equitable Holdings, Inc.</strong> (listed on the New York Stock Exchange) 30th term (From January 1, 2025 to December 31, 2025) 1. Transactions with related parties Parent company and major corporate shareholders, etc.
    アライアンス・バーンスタイン株式会社Equitable Holdings, Inc.·Prospectus - Securities registration statement·05 Nov·4 Nov
  • … ned based on long-term loan agreements. 2. Notes concerning the parent company or significant affiliates Parent company information AllianceBernstein Corporation of Delaware (privately held)  AllianceBernstein L.P. (privately held)  <strong>Equitable Holdings, Inc.</strong> (listed on the New York Stock Exchange) 30th term (From January 1, 2025 to December 31, 2025) 1. Transactions with related parties Parent company and major corporate shareholders, etc.
    アライアンス・バーンスタイン株式会社Equitable Holdings, Inc.·Annual Report - Annual Securities Report (2026.02.10-2026.08.07)·05 Nov·4 Nov
  • … pendent Advisors, LLC (“SIA”), a wholly owned subsidiary and independent contractor broker-dealer, for cash consideration to an affiliate of Equitable, a financial services organization and principal franchise of <strong>Equitable Holdings, Inc.</strong> We recognized a gain on the sale of $44.1 million that is included in other income in the accompanying consolidated statements of operations. The results of operations of SIA have been included in our results up …
    STIFEL FINANCIAL CORPEquitable Holdings, Inc.·10-Q - Quarterly report Q3·Q3 26·4 Nov
  • … der these factors and the other risks and uncertainties described in the “Risk Factors” section of the new parent company’s Registration Statement on Form S-4 and other documents filed or furnished by Corebridge and <strong>Equitable Holdings</strong> from time to time with the U.S. Securities and Exchange Commission (the “SEC”), including their Annual Reports on Form 10-K for the year ended December 31, 2025 and Quarterly Reports on Form 10-Q. These filings iden …
    Corebridge Financial, Inc.Equitable Holdings, Inc.·425 - Form 425 - Business combination communication·Q4 26·3 Nov

Key Stats

Trading

Px/Chg 1D$53.53 / +1.69%
Avg Volume4.30M
Beta1.16
Mkt Cap14.61B
FD Mkt Cap13.65B

Float

Shrs Out/Float272.96M / 271.29M
Short Float0.02%
Days to Cover1.29
Stock Repurchased$147.00M

Current Valuation

EV14.68B
EV/EBITDA23.15
EV/Sales1.30
P/B53.52
P/S1.29
FCF Yield3.35%
ROE227.47%
ROA0.20%
Current Ratio0.56

Dividend

Cash$0.30
Yield2.68%
Yield (TTM)2.68%

Estimates

P/E-17.78
Est P/E0.00
Est EPS1.60
Est PEG0.00

Valuation

Metric5Yr AvgMay '23May '24Apr '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings21.654.1410.3812.1558.0623.53
Price / Sales2.110.701.281.283.813.45
Price / Book Value-18.746.365.1010.02-168.6853.52
Price / Free Cash Flow-43.49-21.35-41.5910.70-195.0329.82
ENTERPRISE VALUE METRICS
Enterprise Value14,657.814,228.815,677.419,191.39,512.114,679.4
Enterprise Value / Sales2.111.131.491.542.903.47
Enterprise Value / EBITDA9.323.728.826.0015.5712.51
Enterprise Value / EBIT13.744.4616.238.2124.3315.47

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue11.3%7,614.012,644.010,528.012,437.011,665.0
Gross Income6%7,323.07,579.05,192.06,600.09,232.0
EBITDA—3,372.03,829.01,778.03,197.0-97.0
EBIT—2,853.03,193.0966.02,337.0-969.0
Net Income—1,755.02,153.01,302.01,307.0-1,380.0
EPS (Diluted)40.5%-1.245.463.483.78-4.83
BALANCE SHEET
Cash & ST Inv-10.8%83,404.067,642.080,819.091,584.052,732.0
Total Assets2.1%292,262.0252,702.0276,814.0295,866.0317,990.0
Total Liabilities3.2%278,699.0249,106.0271,656.0292,298.0316,202.0
Total Shareholder Equity—11,519.01,401.02,649.01,585.0-74.0
CASH FLOW
Net Operating Cash Flow—-193.0-250.0-208.01,638.0713.0
Cap Ex-27%-120.0-167.0-117.0-153.0-34.0
Free Cash Flow—-313.0-417.0-325.01,485.0679.0

Enterprise Value Bridge

Millions USD10 Nov '26
Price (As of 10 Nov '26)55.23
Basic Shares272.96
Market Cap15,074.1
Diluted Shares273.40
Fully Diluted Shares Outstanding273.40
Fully Diluted Market Cap15,098.5
+Consolidated Debt3,841.0
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-17,527.0
−Short-term Investments-
+Total Preferred1,068.0
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest2,047.0
+Pension Liabilities—
Enterprise Value4,503.1

Segment data

Revenue

by Products and services

  • Investment Advice100%

Related companies

Allianz Se

ALIZY US

Marsh & McLennan Companies, Inc.

MRSH US

Arthur J. Gallagher & Co.

AJG US

Aon plc

AON US

Willis Towers Watson Plc

WTW US

Brown & Brown, Inc.

BRO US

Fidelity National Financial, Inc.

FNF US

Erie Indemnity Co

ERIE US

First American Financial Corp

FAF US

Enact Holdings, Inc.

ACT US

Steadfast Group Limited

SDF AT

Accelerant Holdings

ARX US

Equitable Holdings, Inc. — Company Profile

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

Sector
Financials
Industry
Insurance
Exchange
UN
CEO
Mark Pearson
Headquarters
New York City, NY, US
IPO Date
May 10, 2018
Employees
8,000
Website
www.equitableholdings.com

Key Metrics

Price
$53.53
Market Cap
$14.61B
Revenue (TTM)
$4.23B
Net Income (TTM)
$621.00M
EPS (TTM)
2.16
P/E (TTM)
-17.78
P/B (TTM)
53.52
Dividend Yield
2.68%
ROE (TTM)
227.47%
ROA (TTM)
0.20%
Operating Margin
20.97%
Beta
1.16

Dividends

Last Dividend
$0.30
Last Yield
0.03%

Summary

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

Website
www.equitableholdings.com
Location
New York City, NY, US
Phone212 554 1234
Employees8,000
CEOMark Pearson
Sector
Financials
Industry
Insurance
IPO DateMay 10, 2018

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(1.1K)

Expand
  • 10-QQ3ended 30 Sept 20265 Nov
  • 8-KResults of Operations and Financial Condition2 Nov
  • SC 13GRIVERNORTH OPPORTUNITIES FUND, INC.9 Oct
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers25 Sep
  • Form 4SCOTT BERTRAM L21 Sep
  • Form 144SCOTT BERTRAM L21 Sep
  • Form 4MacKay Craig C18 Sep
  • Form 144MacKay Craig C17 Sep
  • SC 13GCALAMOS STRATEGIC TOTAL RETURN FUND11 Sep
  • Form 425Business combination communication9 Sep
  • Form 4Lane Nick8 Sep
  • Form 144Isaacs-Lowe Arlene4 Sep
  • Form 4Isaacs-Lowe Arlene4 Sep
  • Form 144Lane Nick4 Sep
  • Form 4HURD JEFFREY J18 Aug
  • Form 144HURD JEFFREY J17 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)17 Aug
  • SC 13G/AAB Private Lending Fund14 Aug
  • SC 13G/AEquitable Holdings, Inc.14 Aug
  • SC 13G/AEquitable Holdings, Inc.14 Aug

News

  • Why Equitable Holdings, Inc. (EQH) is a Top Value Stock for the Long-Term5 Nov
  • Equitable Q3 Earnings Call Highlights3 Nov
  • Equitable Holdings, Inc. (EQH) Q3 2026 Earnings Call Transcript3 Nov
  • Compared to Estimates, Equitable Holdings (EQH) Q3 Earnings: A Look at Key Metrics2 Nov
  • Equitable Holdings, Inc. (EQH) Surpasses Q3 Earnings Estimates2 Nov
  • Equitable Holdings Reports Third Quarter 2026 Results2 Nov
  • Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now26 Oct
  • Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth26 Oct
  • Equitable Holdings, Inc. $EQH Position Cut by Integrated Advisors Network LLC23 Oct
  • Can The Hartford's Equitable Deal Strengthen Its Benefits Business?14 Oct
  • Critical Review: Equitable (NYSE:EQH) versus Payoneer Global (NASDAQ:PAYO)12 Oct
  • Why Equitable Holdings, Inc. (EQH) is a Top Dividend Stock for Your Portfolio8 Oct
  • Equitable Holdings Schedules Announcement of Third Quarter 2026 Results30 Sep
  • Can Fee-Based Businesses Lift Equitable Holdings' Earnings Mix?30 Sep
  • Analyzing Equitable (NYSE:EQH) & Paymentus (NYSE:PAY)30 Sep
  • Analyzing Coincheck Group (NASDAQ:CNCK) and Equitable (NYSE:EQH)30 Sep
  • Corient Private Wealth LP Sells 12,485 Shares of Equitable Holdings, Inc. $EQH28 Sep
  • Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting26 Sep
  • AllianceBernstein appoints Onur Erzan President & Chief Executive Officer25 Sep
  • Equitable Holdings, Inc. (EQH) Could Be a Great Choice22 Sep

Mentions in Filings

  • … nder U.S. GAAP due to the low-risk nature of the transactions; therefore, only the related net fees are reflected in other revenues. On July 31, 2025, the Company executed reinsurance contracts with subsidiaries of <strong>Equitable Holdings</strong>. Pursuant to these agreements, the Company’s U.S. Financial Solutions segment assumed a 75% quota share of Equitable Holdings’ in force individual life insurance liabilities on a coinsurance and modified coinsurance …
    REINSURANCE GROUP OF AMERICA INCEquitable Holdings, Inc.·10-Q - Quarterly report Q3·Q3 26·6 Nov
  • … sactions, including risks related to the integration of acquired blocks of business and entities and the Company’s ability to achieve the expected benefits of such transactions, including the transaction entered into with subsidiaries of <strong>Equitable Holdings, Inc.</strong> on July 31, 2025; (15) interruption or failure of the Company’s telecommunication, information technology, or other operational systems, or the Company’s failure to maintain adequate ---
    REINSURANCE GROUP OF AMERICA INCEquitable Holdings, Inc.·EX-99.1 - 8-K - Results of Operations and Financial Condition·Q4 26·5 Nov
  • … ned based on long-term loan agreements. 2. Notes concerning the parent company or significant affiliates Parent company information AllianceBernstein Corporation of Delaware (privately held)  AllianceBernstein L.P. (privately held)  <strong>Equitable Holdings, Inc.</strong> (listed on the New York Stock Exchange) 30th term (From January 1, 2025 to December 31, 2025) 1. Transactions with related parties Parent company and major corporate shareholders, etc.
    アライアンス・バーンスタイン株式会社Equitable Holdings, Inc.·Prospectus - Securities registration statement·05 Nov·4 Nov
  • … ned based on long-term loan agreements. 2. Notes concerning the parent company or significant affiliates Parent company information AllianceBernstein Corporation of Delaware (privately held)  AllianceBernstein L.P. (privately held)  <strong>Equitable Holdings, Inc.</strong> (listed on the New York Stock Exchange) 30th term (From January 1, 2025 to December 31, 2025) 1. Transactions with related parties Parent company and major corporate shareholders, etc.
    アライアンス・バーンスタイン株式会社Equitable Holdings, Inc.·Annual Report - Annual Securities Report (2026.02.10-2026.08.07)·05 Nov·4 Nov
  • … pendent Advisors, LLC (“SIA”), a wholly owned subsidiary and independent contractor broker-dealer, for cash consideration to an affiliate of Equitable, a financial services organization and principal franchise of <strong>Equitable Holdings, Inc.</strong> We recognized a gain on the sale of $44.1 million that is included in other income in the accompanying consolidated statements of operations. The results of operations of SIA have been included in our results up …
    STIFEL FINANCIAL CORPEquitable Holdings, Inc.·10-Q - Quarterly report Q3·Q3 26·4 Nov
  • … der these factors and the other risks and uncertainties described in the “Risk Factors” section of the new parent company’s Registration Statement on Form S-4 and other documents filed or furnished by Corebridge and <strong>Equitable Holdings</strong> from time to time with the U.S. Securities and Exchange Commission (the “SEC”), including their Annual Reports on Form 10-K for the year ended December 31, 2025 and Quarterly Reports on Form 10-Q. These filings iden …
    Corebridge Financial, Inc.Equitable Holdings, Inc.·425 - Form 425 - Business combination communication·Q4 26·3 Nov

Key Stats

Trading

Px/Chg 1D$53.53 / +1.69%
Avg Volume4.30M
Beta1.16
Mkt Cap14.61B
FD Mkt Cap13.65B

Float

Shrs Out/Float272.96M / 271.29M
Short Float0.02%
Days to Cover1.29
Stock Repurchased$147.00M

Current Valuation

EV14.68B
EV/EBITDA23.15
EV/Sales1.30
P/B53.52
P/S1.29
FCF Yield3.35%
ROE227.47%
ROA0.20%
Current Ratio0.56

Dividend

Cash$0.30
Yield2.68%
Yield (TTM)2.68%

Estimates

P/E-17.78
Est P/E0.00
Est EPS1.60
Est PEG0.00

Valuation

Metric5Yr AvgMay '23May '24Apr '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings21.654.1410.3812.1558.0623.53
Price / Sales2.110.701.281.283.813.45
Price / Book Value-18.746.365.1010.02-168.6853.52
Price / Free Cash Flow-43.49-21.35-41.5910.70-195.0329.82
ENTERPRISE VALUE METRICS
Enterprise Value14,657.814,228.815,677.419,191.39,512.114,679.4
Enterprise Value / Sales2.111.131.491.542.903.47
Enterprise Value / EBITDA9.323.728.826.0015.5712.51
Enterprise Value / EBIT13.744.4616.238.2124.3315.47

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue11.3%7,614.012,644.010,528.012,437.011,665.0
Gross Income6%7,323.07,579.05,192.06,600.09,232.0
EBITDA—3,372.03,829.01,778.03,197.0-97.0
EBIT—2,853.03,193.0966.02,337.0-969.0
Net Income—1,755.02,153.01,302.01,307.0-1,380.0
EPS (Diluted)40.5%-1.245.463.483.78-4.83
BALANCE SHEET
Cash & ST Inv-10.8%83,404.067,642.080,819.091,584.052,732.0
Total Assets2.1%292,262.0252,702.0276,814.0295,866.0317,990.0
Total Liabilities3.2%278,699.0249,106.0271,656.0292,298.0316,202.0
Total Shareholder Equity—11,519.01,401.02,649.01,585.0-74.0
CASH FLOW
Net Operating Cash Flow—-193.0-250.0-208.01,638.0713.0
Cap Ex-27%-120.0-167.0-117.0-153.0-34.0
Free Cash Flow—-313.0-417.0-325.01,485.0679.0

Enterprise Value Bridge

Millions USD10 Nov '26
Price (As of 10 Nov '26)55.23
Basic Shares272.96
Market Cap15,074.1
Diluted Shares273.40
Fully Diluted Shares Outstanding273.40
Fully Diluted Market Cap15,098.5
+Consolidated Debt3,841.0
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-17,527.0
−Short-term Investments-
+Total Preferred1,068.0
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest2,047.0
+Pension Liabilities—
Enterprise Value4,503.1

Segment data

Revenue

by Products and services

  • Investment Advice100%

Related companies

Allianz Se

ALIZY US

Marsh & McLennan Companies, Inc.

MRSH US

Arthur J. Gallagher & Co.

AJG US

Aon plc

AON US

Willis Towers Watson Plc

WTW US

Brown & Brown, Inc.

BRO US

Fidelity National Financial, Inc.

FNF US

Erie Indemnity Co

ERIE US

First American Financial Corp

FAF US

Enact Holdings, Inc.

ACT US

Steadfast Group Limited

SDF AT

Accelerant Holdings

ARX US