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Stock: EQH
Book Value Per Share: $2.918
EPS: $5.52
Diluted EPS TTM: $3.71
Dividend Per Share: 0.99
Dividend Yield: 1.91 %
Dividend Payout Ratio: 18%
Price To Sales Ratio TTM: 1.073
Price To Book Ratio: 18.12
PEG Ratio: None
EV To EBITDA: -
P/E Ratio: 14.25
Forward P/E Ratio: 7.32
Ex Dividend Date: 2025-06-02
Dividend Date: 2025-06-09
Current Price: $51.85
Previous Close: $53.41
52 Week Low: $35.69
52 Week High: $55.45
Earning Date (within 30 days): 2025-07-30
50 Day MA: $51.15
200 Day MA: $48.82
Link to Yahoo (Financial): EQH

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* Note: Prices are in Million (M) USD.
Description:
Axa Equitable Holdings Inc (EQH) ↓
Equitable Holdings, Inc. is a globally diversified financial services company. The company is headquartered in New York, New York.
These criteria used Company's Cash, EBITDA and Debt balance to determines its fair value:
Cash : $6,964 M
Debt : $5,949 M
EBITDA : $3,403 M

Since Cash is greater than Total Debt, 5 points assigned.
This criteria used industry in which company operates:
Sector: Financial Services
Industry: Insurance - Diversified

Based on industry, 3 points assigned.
This criteria used Company's Price To Earning (P/E) Ratio to determines its fair value:
Forward PE Ratio: 9.39

Since Forward PE Ratio is less than 15, 5 points assigned.
This criteria used Company's ability to convert Sales into free cash flow to determine fair value:
Average Free Cash Flow: $-141 M
Average Revenue: $11,645 M
Revenue Converted To Free Cash FLow(%): -1%
Avg Free Cash Flow Growth Per Year (Last 5 Years): 69.24%

Since Free Cash Flow (FCF) to Revenue percentage is negative, 0 point assigned.
This criteria used company's growth potential to calculate its fair value:
Latest Revenue (2024-12-31): $12,437 M
Revenue 4 Years Ago (2020-12-31): $12,415 M
Last 5 Years Average Revenue Growth: 0%

Since Revenue Growth is between 0 - 5, 1 point assigned.
This criteria used Company's ability to buy back its own share:
Latest Share Count (2024-12-31): $325 M
Share Count 5 Years Ago (2020-12-31): $450 M

Company is buying back its own shares, 3 points assigned.
This criteria used Company's dividend payout ratio to determine its fair value:
Next Year Earnings Per Share (EPS): $7.30
Trailing 12-Month Earnings Per Share (EPS): $3.75
Average Earnings Per Share (EPS): $5.52
Dividend Per Share (DPS): $1
Payout Ratio: 18%
Dividend Yield: 2%

Since company Payout Ratio is less than 50, 2 points assigned.

Since Dividend Yield is greater than 1, 1 point assigned.
This criteria used Company's Return On Equity (ROE%) to determine its fair value:
Average ROE: 32%

Since Average ROE is greater than 20, 5 points assigned.
This criteria used Company's current price to its 52 week low price to determines its fair value:
Current Price: $52
52-Week Low: $36
Threshold Price (15% Above 52-Week Low): $41

Since Current price is not within 15% threshold, 0 point assigned.
This criteria used Company's Market Cap to determines its fair value:
Market Capitalization: $16,067 M

Since Market Cap is between 10B - 100B, 2 points assigned.
% Exposure to Total Portfolio
Based on the calculated score, we recommend do not exceed 3% exposure of Total Portfolio.
Value-Trade has assigned 27 points to above Axa Equitable Holdings Inc (EQH) stock.
Last 7 Years Avg PE (Limited to last 7 years of EPS data) 7, Fair Value PE 15, Industry Based PE is 12 and Growth based PE is 8. Based on these all values average assigned is 10.50.
Value-Trades has assined P/E value 10.50. Since an average (Current Year EPS + Next Year EPS) earning per share is $5.52.
The fair value of Axa Equitable Holdings Inc (EQH) stock should be (10.50 x $5.52) = $57.96

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