EQH
Equitable Holdings·NYSE
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5.07 / 10
Netural
The fundamental framework scores 5.1/10 for EQH, reflecting fair quality. Key factors such as Days Sales Outstanding (313.9140) and Net Profit Margin (%) (-1256.2949) place the company in lower quartiles, signaling collection inefficiencies and negative profitability. Conversely, Asset-MV (-0.5007) and Revenue-MV (0.8565) show some strength. Historical back-tests suggest modest one-month returns with varying confidence, underlining the need for caution. Net income-revenue (-0.0871) earns the highest weight (0.4629), hinting at potential upside if revenue discipline improves. Overall, the fundamental picture is mixed, warranting a neutral perspective.
Analysis Checks(5/10)
Revenue-MV
Value0.86
Score1/3
Weight4.03%
1M Return1.82%
Value0.86
Score1/3
Weight4.03%
1M Return1.82%
Profit-MV
Value0.13
Score0/3
Weight-5.45%
1M Return-2.52%
Value0.13
Score0/3
Weight-5.45%
1M Return-2.52%
PB-ROE
Value1.41
Score1/3
Weight1.62%
1M Return0.61%
Value1.41
Score1/3
Weight1.62%
1M Return0.61%
Net profit margin (%)
Value-1256.29
Score2/3
Weight2.14%
1M Return0.86%
Value-1256.29
Score2/3
Weight2.14%
1M Return0.86%
Asset-MV
Value-0.50
Score2/3
Weight32.64%
1M Return9.65%
Value-0.50
Score2/3
Weight32.64%
1M Return9.65%
Days sales outstanding
Value313.91
Score2/3
Weight3.19%
1M Return1.29%
Value313.91
Score2/3
Weight3.19%
1M Return1.29%
Net income-Revenue
Value-0.09
Score3/3
Weight46.29%
1M Return22.66%
Value-0.09
Score3/3
Weight46.29%
1M Return22.66%
Net cash flow from operating activities (YoY growth rate %)
Value-482.59
Score2/3
Weight4.97%
1M Return2.12%
Value-482.59
Score2/3
Weight4.97%
1M Return2.12%
Income tax / Total profit (%)
Value13.08
Score1/3
Weight0.96%
1M Return0.43%
Value13.08
Score1/3
Weight0.96%
1M Return0.43%
Cash-MV
Value0.14
Score1/3
Weight9.61%
1M Return3.46%
Value0.14
Score1/3
Weight9.61%
1M Return3.46%
Revenue-MV
Value0.86
Score1/3
Weight4.03%
1M Return1.82%
Value0.86
Score1/3
Weight4.03%
1M Return1.82%
Days sales outstanding
Value313.91
Score2/3
Weight3.19%
1M Return1.29%
Value313.91
Score2/3
Weight3.19%
1M Return1.29%
Profit-MV
Value0.13
Score0/3
Weight-5.45%
1M Return-2.52%
Value0.13
Score0/3
Weight-5.45%
1M Return-2.52%
Net income-Revenue
Value-0.09
Score3/3
Weight46.29%
1M Return22.66%
Value-0.09
Score3/3
Weight46.29%
1M Return22.66%
PB-ROE
Value1.41
Score1/3
Weight1.62%
1M Return0.61%
Value1.41
Score1/3
Weight1.62%
1M Return0.61%
Net cash flow from operating activities (YoY growth rate %)
Value-482.59
Score2/3
Weight4.97%
1M Return2.12%
Value-482.59
Score2/3
Weight4.97%
1M Return2.12%
Net profit margin (%)
Value-1256.29
Score2/3
Weight2.14%
1M Return0.86%
Value-1256.29
Score2/3
Weight2.14%
1M Return0.86%
Income tax / Total profit (%)
Value13.08
Score1/3
Weight0.96%
1M Return0.43%
Value13.08
Score1/3
Weight0.96%
1M Return0.43%
Asset-MV
Value-0.50
Score2/3
Weight32.64%
1M Return9.65%
Value-0.50
Score2/3
Weight32.64%
1M Return9.65%
Cash-MV
Value0.14
Score1/3
Weight9.61%
1M Return3.46%
Value0.14
Score1/3
Weight9.61%
1M Return3.46%
Is EQH undervalued or overvalued?
- EQH scores 5.07/10 on fundamentals and holds a Fair valuation at present. Backed by its -54.01% ROE, -8.89% net margin, -8.95 P/E ratio, 7.21 P/B ratio, and -229.14% earnings growth, these metrics solidify its Netural investment rating.
