ScoreComparison
Why is Equitable Holdings, Inc. ?
1
Weak Long Term Fundamental Strength with a 0% CAGR growth in Operating Profits
2
The company has declared negative results in Jan 70 after 2 consecutive negative quarters
- INTEREST(Q) At USD 61 MM has Grown at 10.91%
- DIVIDEND PAYOUT RATIO(Y) Lowest at 0%
- NET SALES(Q) Lowest at USD 2,968 MM
3
Risky -
- The stock is trading risky as compared to its average historical valuations
- Over the past year, while the stock has generated a return of -4.06%, its profits have risen by 1.4% ; the PEG ratio of the company is 2.2
4
Below par performance in long term as well as near term
- Along with generating -4.06% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Equitable Holdings, Inc. for you?
Medium Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Equitable Holdings, Inc.
-3.69%
0.34
35.63%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-0.65%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
13.84%
Dividend Payout Ratio
24.88%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
0
ROE (avg)
37.70%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
9.68
EV to EBIT
NA
EV to EBITDA
19.21
EV to Capital Employed
-3.31
EV to Sales
1.07
PEG Ratio
2.16
Dividend Yield
147.94%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
52.31%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
Bullish
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend12What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 1,473 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET PROFIT(9M)
Higher at USD 613 MM
DEBT-EQUITY RATIO
(HY)
Lowest at -966.75 %
-22What is not working for the Company
INTEREST(Q)
At USD 61 MM has Grown at 10.91%
DIVIDEND PAYOUT RATIO(Y)
Lowest at 0%
NET SALES(Q)
Lowest at USD 2,968 MM
OPERATING PROFIT(Q)
Lowest at USD -302 MM
OPERATING PROFIT MARGIN(Q)
Lowest at -10.18 %
PRE-TAX PROFIT(Q)
Lowest at USD -363 MM
NET PROFIT(Q)
Lowest at USD -349 MM
EPS(Q)
Lowest at USD -1.21
Here's what is working for Equitable Holdings, Inc.
Operating Cash Flow
Highest at USD 1,473 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Debt-Equity Ratio
Lowest at -966.75 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Equitable Holdings, Inc.
Net Sales
At USD 2,968 MM has Fallen at -20.74%
over average net sales of the previous four periods of USD 3,744.5 MMMOJO Watch
Near term sales trend is extremely negative
Net Sales (USD MM)
Pre-Tax Profit
At USD -363 MM has Fallen at -171.25%
over average net sales of the previous four periods of USD 509.5 MMMOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (USD MM)
Net Profit
At USD -349 MM has Fallen at -211.15%
over average net sales of the previous four periods of USD 314 MMMOJO Watch
Near term Net Profit trend is very negative
Net Profit (USD MM)
Interest
At USD 61 MM has Grown at 10.91%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Net Sales
Lowest at USD 2,968 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (USD MM)
Operating Profit
Lowest at USD -302 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at -10.18 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at USD -363 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
Net Profit
Lowest at USD -349 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is negative
Net Profit (USD MM)
EPS
Lowest at USD -1.21
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (USD)
Dividend Payout Ratio
Lowest at 0%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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