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 3.86%, its profits have risen by 1.4% ; the PEG ratio of the company is 2.2
4
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 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.
-14.34%
0.58
35.74%
S&P 500
25.41%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-0.55%
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
0
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
0
ROE (avg)
37.70%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
-191.29
EV to EBIT
NA
EV to EBITDA
3.24
EV to Capital Employed
-0.25
EV to Sales
0.23
PEG Ratio
NA
Dividend Yield
265.02%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
Negative BV
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Bullish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend18What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 0
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(Q)
Highest at USD 3,905 MM
OPERATING PROFIT(Q)
Highest at USD 949 MM
OPERATING PROFIT MARGIN(Q)
Highest at 24.3 %
PRE-TAX PROFIT(Q)
Highest at USD 887 MM
NET PROFIT(Q)
Highest at USD 621 MM
EPS(Q)
Highest at USD 2.14
-11What is not working for the Company
NET PROFIT(9M)
At USD -473 MM has Grown at -157.61%
NET SALES(9M)
At USD 9,115 MM has Grown at -19.57%
ROCE(HY)
Lowest at -61.48%
INTEREST(Q)
Highest at USD 62 MM
Here's what is working for Equitable Holdings, Inc.
Pre-Tax Profit
At USD 887 MM has Grown at 397.4%
over average net sales of the previous four periods of USD -298.25 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 621 MM has Grown at 280%
over average net sales of the previous four periods of USD -345 MMMOJO 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 yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 3,905 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 3,905 MM has Grown at 29.28%
over average net sales of the previous four periods of USD 3,020.5 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Operating Profit
Highest at USD 949 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Operating Profit Margin
Highest at 24.3 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 887 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 621 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 2.14
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
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
Depreciation
Highest at USD 224 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for Equitable Holdings, Inc.
Interest
At USD 62 MM has Grown at 31.91%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Interest
Highest at USD 62 MM
in the last five periods and Increased by 31.91% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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