Fundamental analysis · SEC EDGAR · TTM through 30/06/2026
EQH · NYSE · Financial
Fundamental quality
19
out of 100
Equitable Holdings, Inc. is going through a tough financial stretch: it hasn't been profitable over the last twelve months and its revenue is shrinking. On fundamental quality it scores 19 out of 100, profiling it as a company with demanding fundamentals. Its weakest area is its profitability (net margin -8.7%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.
Equitable Holdings is the life and variable-annuity insurer heir to the historic Equitable Life, and majority owner of asset manager AllianceBernstein. It sells retirement with market-linked guarantees, a business whose accounting numbers dance more than its real economics.
Revenue growth: -2.8%
Net margin: -8.7%
Source: SEC EDGAR · TTM through 30/06/2026
The score includes +2 for dividend strength: 8 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.
The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.
Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).
Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.
Key concepts
What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow
| Year | Revenue | Net income | Free cash flow | Net debt |
|---|---|---|---|---|
| 2020 | 12,415 | -648 | — | -2,064 |
| 2021 | 7,614 | 1,755 | — | -1,257 |
| 2022 | 12,644 | 2,153 | — | -200 |
| 2023 | 10,460 | 1,283 | — | -4,165 |
| 2024 | 12,425 | 1,280 | — | -3,131 |
| 2025 | 11,665 | -1,380 | — | -8,602 |
Between 2020 and 2025, revenue went from $12,415M to $11,665M (-6%) and net income went from -$648M to -$1,380M (-113%).
Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.
Latest results
Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):
Compared with the previous close (March 31, 2026), this is what moved in its accounts:
Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.
$1.05
per share, yearly
at least 8 straight years raising it
Growth
That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.
The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →
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Is Equitable Holdings, Inc. cheap or expensive?
That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).
Compute the valuation →Is Equitable Holdings, Inc. a good company to invest in?
In terms of business quality, Equitable Holdings, Inc. scores 19 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.
Is Equitable Holdings, Inc. a profitable company?
Over the last twelve months, no: Equitable Holdings, Inc. posts a negative net margin (-8.7%).
Is Equitable Holdings, Inc. growing?
Its revenue has fallen 2.8% annualized in recent years.
The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.
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Who's behind the methodology and model · how the score is computed
Data: see Equitable Holdings, Inc.'s filings on EDGAR
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