EQH PEER ANALYSIS

Axa Equitable Holdings Inc — metric-by-metric comparison with peers and the industry median

EQHAxa Equitable Holdings Inc

🇺🇸 USA · NYSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

EQHIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	EQH	IGM	CVC	INDU-C	HEDEF	AFI	Ind. Median
P/E	—	16.32	12.28	5.80●	185.79	31.12	18.84
P/B	47.41	2.09	8.98	1.14	49.91	1.04●	2.08
EV/EBITDA	-48.11●	15.08	10.68	5.95	125.35	—	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	EQH	IGM	CVC	INDU-C	HEDEF	AFI	Ind. Median
Current Ratio	0.56	1.36	12.44●	1.94	0.04	3.65	3.81
Debt/Equity	2,537.4%	81.9%	110.2%	3.6%	0.3%●	—	18.1%
NetDebt/EBITDA	-68.53●	3.74	0.73	0.17	0.00	—	0.18

Profitability
Metric	EQH	IGM	CVC	INDU-C	HEDEF	AFI	Ind. Median
Net Margin	-7.3%	30.0%	63.6%	99.3%●	63.1%	85.0%	16.7%
ROE	-61.5%	13.7%	90.9%●	21.6%	37.6%	3.3%	9.4%
ROA	-0.3%	5.5%	22.6%	20.7%	31.1%●	2.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	EQH	IGM	CVC	INDU-C	HEDEF	AFI	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	21.9%	425.1%	930.1%●	—	-7.6%	14.6%
Div. Yield	1.8%	2.9%	3.6%	1.7%	0.0%	3.9%●	1.4%
Payout	-45.9%	46.2%	40.1%	8.9%	0.0%	107.4%	11.6%

Valuation
Metric	EQH	IVZ	CRBG	SEIC	CG	BEN	Ind. Median
P/E	—	—	57.52	15.42●	28.15	22.89	18.84
P/B	47.41	1.00●	1.30	4.65	2.85	1.46	2.08
EV/EBITDA	-48.11●	16.47	15.55	11.10	26.91	16.69	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	EQH	IVZ	CRBG	SEIC	CG	BEN	Ind. Median
Current Ratio	0.56	0.53	—	4.52	10.83	17.14●	3.81
Debt/Equity	2,537.4%	86.0%	101.1%	2.8%●	270.5%	127.0%	18.1%
NetDebt/EBITDA	-68.53●	7.29	6.66	-0.33	11.71	6.69	0.18

Profitability
Metric	EQH	IVZ	CRBG	SEIC	CG	BEN	Ind. Median
Net Margin	-7.3%	-3.7%	3.9%	31.2%●	13.7%	9.0%	16.7%
ROE	-61.5%	-1.8%	2.2%	31.4%●	10.0%	6.6%	9.4%
ROA	-0.3%	-0.9%	0.1%	25.3%●	2.0%	2.5%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	EQH	IVZ	CRBG	SEIC	CG	BEN	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	—	-64.4%	22.8%	-49.6%	100.8%●	14.6%
Div. Yield	1.8%	3.2%	3.4%	1.1%	3.3%	3.8%●	1.4%
Payout	-45.9%	-231.6%	200.8%	17.0%	92.4%	84.3%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.