Equitable Holdings, Inc. (EQH) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Equitable Holdings, Inc.

Why is Equitable Holdings, Inc. ?

Weak Long Term Fundamental Strength with a 0% CAGR growth in Operating Profits

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

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 3.86%, its profits have risen by 1.4% ; the PEG ratio of the company is 2.2

Underperformed the market in the last 1 year

The stock has generated a return of 3.86% in the last 1 year, much lower than market (S&P 500) returns of 14.11%

Real-Time Research Report

Verdict Report

How 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.

-27.64%

0.58

35.74%

S&P 500

14.9%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-0.76%

EBIT Growth (5y)

EBIT to Interest (avg)

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

13.84%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

ROE (avg)

37.70%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

NA (Loss Making)

Industry P/E

Price to Book Value

-204.44

EV to EBIT

EV to EBITDA

3.36

EV to Capital Employed

-0.17

EV to Sales

0.18

PEG Ratio

Dividend Yield

247.97%

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

Negative BV

Technicals

Technical 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

OBV

No Trend

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

10What is working for the Company

PRE-TAX PROFIT(Q)

At USD 344 MM has Grown at 504.71%

NET PROFIT(Q)

At USD 215 MM has Grown at 223.56%

DIVIDEND PER SHARE(HY)

Highest at USD 0

DIVIDEND PAYOUT RATIO(Y)

Highest at 38.57%

RAW MATERIAL COST(Y)

Fallen by 0% (YoY

-18What is not working for the Company

NET SALES(HY)

At USD 5,080 MM has Grown at -31.48%

NET PROFIT(HY)

At USD -1,094 MM has Grown at -242.63%

ROCE(HY)

Lowest at -182.66%

DEBT-EQUITY RATIO (HY)

Highest at 12,298.65 %

Here's what is working for Equitable Holdings, Inc.

Pre-Tax Profit

At USD 344 MM has Grown at 504.71%

over average net sales of the previous four periods of USD -85 MM

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 215 MM has Grown at 223.56%

over average net sales of the previous four periods of USD -174 MM

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Dividend per share

Highest at USD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Dividend Payout Ratio

Highest at 38.57%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

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 5,080 MM has Grown at -31.48%

Year on Year (YoY)

MOJO Watch

Near term sales trend is very negative

Net Sales (USD MM)

Debt-Equity Ratio

Highest at 12,298.65 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio