Axa Equitable Financials
EQH Stock | USD 54.29 0.91 1.70% |
Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
---|---|---|---|---|---|---|---|---|---|
Debt Equity Ratio | 2.54 | 2.4183 |
|
| |||||
Current Ratio | 4.69 | 4.94 |
|
|
Investors should never underestimate Axa Equitable's ability to pay suppliers on time, ensure interest payments are not accumulating, and correctly time where and how to reinvest extra cash. Individual investors need to monitor Axa Equitable's cash flow, debt, and profitability to make informed and accurate decisions about investing in Axa Equitable Holdings.
Cash And Equivalents |
|
Axa | Select Account or Indicator |
Understanding current and past Axa Equitable Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Axa Equitable's financial statements are interrelated, with each one affecting the others. For example, an increase in Axa Equitable's assets may result in an increase in income on the income statement.
Axa Equitable Stock Summary
Axa Equitable competes with American International, Arch Capital, Old Republic, Sun Life, and Assicurazioni Generali. Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York. Equitable Holdings operates under InsuranceDiversified classification in the United States and is traded on New York Stock Exchange. It employs 12000 people.Specialization | Financial Services, Financial Services |
Instrument | USA Stock View All |
Exchange | New York Stock Exchange |
ISIN | US29452E1010 |
CUSIP | 29452E101 054561105 |
Location | New York; U.S.A |
Business Address | 1345 Avenue |
Sector | Financial Services |
Industry | Financials |
Benchmark | Dow Jones Industrial |
Website | www.equitableholdings.com |
Phone | 212 554 1234 |
Currency | USD - US Dollar |
Axa Equitable Key Financial Ratios
Return On Equity | 0.42 | ||||
Profit Margin | 0.11 % | ||||
Operating Margin | 0.34 % | ||||
Price To Sales | 1.32 X | ||||
Revenue | 12.44 B |
Axa Equitable Key Balance Sheet Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Total Assets | 282.3B | 292.3B | 252.7B | 276.8B | 8.9B | 8.4B | |
Other Current Liab | (2.8B) | 13.9B | (714M) | 2.2B | 2.5B | 2.7B | |
Other Liab | 215.6B | 251.1B | 272.3B | 232.4B | 267.3B | 237.9B | |
Net Tangible Assets | 7.7B | 11.0B | 5.2B | (3.4B) | (3.0B) | (2.9B) | |
Net Debt | (2.1B) | (66M) | 950M | (2.6B) | 2.2B | 2.3B | |
Retained Earnings | 10.7B | 8.9B | 9.8B | 10.2B | 10.6B | 8.8B | |
Accounts Payable | 2.8B | 2.7B | 2.2B | 2.7B | 4.1B | 2.7B | |
Cash | 6.2B | 5.2B | 4.3B | 8.2B | 1.6B | 1.5B | |
Other Assets | 93.5B | 181.6B | 81.1B | 5.3B | 5.3B | 5.0B | |
Long Term Debt | 4.1B | 5.0B | 4.5B | 5.4B | 5.9B | 4.6B | |
Net Receivables | 6.8B | 17.3B | 11.6B | 12.2B | 8.0B | 10.1B | |
Good Will | 4.6B | 4.6B | 5.1B | 5.1B | 5.9B | 5.3B | |
Long Term Debt Total | 6.4B | 4.1B | 3.9B | 3.3B | 3.0B | 4.4B | |
Capital Surpluse | 1.9B | 2.0B | 1.9B | 2.3B | 2.6B | 1.8B | |
Other Current Assets | 21.3B | 27.6B | 29.7B | 18.8B | 21.6B | 18.2B | |
Total Liab | 265.0B | 278.7B | 249.1B | 271.7B | 7.3B | 6.9B | |
Total Current Assets | 95.0B | 22.5B | 97.4B | 28.2B | 1.6B | 1.5B | |
Short Term Debt | 4.1B | 92M | 759M | 254M | 228.6M | 217.2M | |
Intangible Assets | 4.7B | 4.7B | 5.5B | 5.4B | 6.2B | 4.5B | |
Cash And Equivalents | 4.4B | 6.2B | 5.2B | 4.3B | 3.9B | 4.0B | |
Net Invested Capital | 18.7B | 15.1B | 5.3B | 6.7B | 6.0B | 10.7B | |
Warrants | 365M | 143M | 468M | 455M | 523.3M | 356.0M |
Axa Equitable Key Income Statement Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Interest Expense | 200M | 244M | 201M | 228M | 226M | 175.3M | |
Total Revenue | 12.4B | 11.0B | 12.6B | 10.5B | 12.4B | 9.3B | |
Gross Profit | 8.6B | 6.6B | 10.4B | 6.3B | 10.0B | 7.5B | |
Operating Income | (2.0B) | (1.4B) | 2.5B | 2.2B | 2.0B | 2.1B | |
Ebit | (893M) | 75M | 3.2B | 2.2B | 2.0B | 2.1B | |
Ebitda | 864M | 572M | 3.8B | 2.2B | 2.5B | 1.5B | |
Cost Of Revenue | 3.8B | 4.5B | 2.2B | 4.2B | 2.4B | 3.7B | |
Income Before Tax | (1.1B) | (169M) | 3.0B | 738M | 2.1B | 2.2B | |
Net Income | (349M) | (24M) | 2.2B | 1.3B | 1.3B | 878.3M | |
Income Tax Expense | (744M) | (145M) | 598M | 905M | (288M) | (273.6M) | |
Minority Interest | 299M | (415M) | (241M) | (308M) | (516M) | (490.2M) | |
Tax Provision | (744M) | (145M) | 499M | (756M) | 288M | 302.4M | |
Interest Income | 4.2B | 1.9B | 4.7B | 1.5B | 1.7B | 2.3B | |
Net Interest Income | (200M) | (244M) | (201M) | (224M) | (226M) | (237.3M) |
Axa Equitable Key Cash Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Investments | (7.4B) | (11.6B) | (7.5B) | (8.2B) | (15.9B) | (15.1B) | |
Change In Cash | 1.8B | (991M) | (907M) | 4.0B | (1.3B) | (1.2B) | |
Net Borrowings | (906M) | 300M | (188M) | 104M | 119.6M | 125.6M | |
Free Cash Flow | (168M) | (876M) | (1.0B) | (325M) | 1.9B | 1.9B | |
Depreciation | 1.8B | 497M | 814M | 812M | 860M | 604.3M | |
Other Non Cash Items | (3.7B) | (3.6B) | (2.5B) | 434M | (4.4B) | (4.6B) | |
Capital Expenditures | 107M | 120M | 167M | 117M | 153M | 125.4M | |
Net Income | (349M) | (24M) | 2.0B | 1.3B | 1.3B | 758.6M | |
End Period Cash Flow | 6.2B | 5.2B | 4.3B | 8.2B | 7.0B | 6.3B | |
Change To Netincome | 865M | (1.1B) | 1.5B | (2.8B) | (3.2B) | (3.1B) | |
Dividends Paid | 350M | 375M | 374M | 381M | 302M | 296.5M | |
Change Receivables | (146M) | (401M) | (1.1B) | (1.1B) | (995.4M) | (945.6M) |
Axa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Axa Equitable's current stock value. Our valuation model uses many indicators to compare Axa Equitable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Axa Equitable competition to find correlations between indicators driving Axa Equitable's intrinsic value. More Info.Axa Equitable Holdings is rated # 2 in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.01 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Axa Equitable Holdings is roughly 81.92 . As of now, Axa Equitable's Return On Equity is increasing as compared to previous years. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Axa Equitable's earnings, one of the primary drivers of an investment's value.Axa Equitable Holdings Systematic Risk
Axa Equitable's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Axa Equitable volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Axa Equitable Holdings correlated with the market. If Beta is less than 0 Axa Equitable generally moves in the opposite direction as compared to the market. If Axa Equitable Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Axa Equitable Holdings is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Axa Equitable is generally in the same direction as the market. If Beta > 1 Axa Equitable moves generally in the same direction as, but more than the movement of the benchmark.
Axa Equitable Thematic Clasifications
Axa Equitable Holdings is part of Hedge Favorites investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Investment assets that are popular or favored by hedge funds. Hedge Funds pool capital from accredited individuals or institutional investors and invest in a variety of assets, often with complex portfolio-construction and risk-management techniques.
This theme covers Investment assets that are popular or favored by hedge funds. Hedge Funds pool capital from accredited individuals or institutional investors and invest in a variety of assets, often with complex portfolio-construction and risk-management techniques. . Get More Thematic Ideas
Hedge Favorites | View |
Today, most investors in Axa Equitable Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Axa Equitable's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Axa Equitable growth as a starting point in their analysis.
Price Earnings To Growth Ratio |
|
Axa Equitable February 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Axa Equitable help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Axa Equitable Holdings. We use our internally-developed statistical techniques to arrive at the intrinsic value of Axa Equitable Holdings based on widely used predictive technical indicators. In general, we focus on analyzing Axa Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Axa Equitable's daily price indicators and compare them against related drivers.
Downside Deviation | 1.83 | |||
Information Ratio | 0.1187 | |||
Maximum Drawdown | 8.22 | |||
Value At Risk | (2.32) | |||
Potential Upside | 2.98 |
Complementary Tools for Axa Stock analysis
When running Axa Equitable's price analysis, check to measure Axa Equitable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Axa Equitable is operating at the current time. Most of Axa Equitable's value examination focuses on studying past and present price action to predict the probability of Axa Equitable's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Axa Equitable's price. Additionally, you may evaluate how the addition of Axa Equitable to your portfolios can decrease your overall portfolio volatility.
Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Money Managers Screen money managers from public funds and ETFs managed around the world | |
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |