Equitable Holdings, Inc.

Equitable Holdings, Inc.

EQHยทNYSE

$39.85

-1.7%
Financial ServicesInsurance - Diversified

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$11.22B
EPS-4.8300
P/E Ratio-8.25
Earnings Date08/04/2026
Equitable Holdings, Inc.

Equitable Holdings, Inc. Fair Value Envelope

EQH ยท NYSE

Our analysis suggests that EQH has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $39.85, this represents a potential HIDDEN relative to our calculated worth for Equitable Holdings, Inc..

Intrinsic Value
Current Price: $39.85

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$613.9M
+ Cash & Equivalents$12.5B
Firm Value$13.1B
- Debt$6.6B
Equity Value$6.5B
/ Shares Outstanding304,853,109B
DCF Value$21
OVERVALUED BY 46%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$356.5M
$178.3M
$89.1M
$44.6M
$22.3M
$11.1M
$5.6M
$2.8M
$1.4M
$696.3K
Maintenance CapEx
-$3.4M
-$1.7M
-$850.0K
-$425.0K
-$212.5K
-$106.3K
-$53.1K
-$26.6K
-$13.3K
-$6.6K
Owner Earnings
$353.1M
$176.6M
$88.3M
$44.1M
$22.1M
$11.0M
$5.5M
$2.8M
$1.4M
$689.6K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$326.9M
$151.4M
$70.1M
$32.4M
$15.0M
$7.0M
$3.2M
$1.5M
$690.0K
$319.4K
Terminal Value represents 0.9% of Enterprise Value