Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Equitable Holdings, Inc.

EQH · NYSE · Financial

Fundamental quality

DEMANDING

14

out of 100

Breakdown by area

I.GrowthEPS growth: -207.8% · Revenue growth: -3.4%
8
II.ProfitabilityNet margin: -7.3% · ROE: -301.1%
19

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength. Here its profitability weighs in its favor, while its growth drags it down the most.

Strengths

  • No clearly standout strengths by the system's thresholds.

Risks and weaknesses

  • No profits over the last twelve months (negative EPS).
  • Losses over the last twelve months (net margin of -7.3%).
  • Declining revenue (-3.4% annualized).
  • Declining earnings per share (-207.8% annualized).

Historical evolution

YearRevenueNet incomeFree cash flowNet debt
20217,6141,755-1,349
202212,6442,153-959
202310,4601,283-4,419
202412,4251,280-3,131
202511,665-1,380-8,627

Between 2021 and 2025, revenue went from $7,614M to $11,665M (+53%) and net income went from $1,755M to -$1,380M (-179%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Frequently asked questions

Is Equitable Holdings, Inc. a profitable company?

Over the last twelve months, no: Equitable Holdings, Inc. posts a negative net margin (-7.3%).

Is Equitable Holdings, Inc. growing?

Its revenue has fallen 3.4% 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.

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).

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