Equitable Holdings (Germany) Performance
| AXJ Stock | EUR 47.80 1.20 2.58% |
Equitable Holdings has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. Equitable Holdings returns are very sensitive to returns on the market. As the market goes up or down, Equitable Holdings is expected to follow. Equitable Holdings right now shows a risk of 1.9%. Please confirm Equitable Holdings sortino ratio, potential upside, skewness, as well as the relationship between the maximum drawdown and semi variance , to decide if Equitable Holdings will be following its price patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equitable Holdings are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Equitable Holdings may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
| Begin Period Cash Flow | 5.2 B |
Equitable |
Equitable Holdings Relative Risk vs. Return Landscape
If you would invest 4,400 in Equitable Holdings on December 23, 2024 and sell it today you would earn a total of 380.00 from holding Equitable Holdings or generate 8.64% return on investment over 90 days. Equitable Holdings is currently producing 0.1539% returns and takes up 1.9046% volatility of returns over 90 trading days. Put another way, 17% of traded stocks are less volatile than Equitable, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equitable Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equitable Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equitable Holdings, and traders can use it to determine the average amount a Equitable Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0808
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Estimated Market Risk
| 1.9 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.15 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Equitable Holdings is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equitable Holdings by adding it to a well-diversified portfolio.
Equitable Holdings Fundamentals Growth
Equitable Stock prices reflect investors' perceptions of the future prospects and financial health of Equitable Holdings, and Equitable Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equitable Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.0074 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.22 % | |||
| Current Valuation | 12.95 B | |||
| Shares Outstanding | 361.81 M | |||
| Price To Earning | 211.11 X | |||
| Price To Book | 6.23 X | |||
| Price To Sales | 0.65 X | |||
| Revenue | 14.02 B | |||
| EBITDA | 3.99 B | |||
| Cash And Equivalents | 6.8 B | |||
| Cash Per Share | 16.49 X | |||
| Total Debt | 4.47 B | |||
| Debt To Equity | 0.35 % | |||
| Book Value Per Share | 0.26 X | |||
| Cash Flow From Operations | (851 M) | |||
| Earnings Per Share | 4.23 X | |||
| Total Asset | 253.47 B | |||
About Equitable Holdings Performance
By analyzing Equitable Holdings' fundamental ratios, stakeholders can gain valuable insights into Equitable Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Equitable Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equitable Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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 HLDGS operates under InsuranceDiversified classification in Germany and is traded on Frankfurt Stock Exchange. It employs 12000 people.Things to note about Equitable Holdings performance evaluation
Checking the ongoing alerts about Equitable Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equitable Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equitable Holdings has accumulated about 6.8 B in cash with (851 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 16.49. | |
| Over 100.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Equitable Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equitable Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Equitable Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equitable Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equitable Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equitable Holdings' stock. These opinions can provide insight into Equitable Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Equitable Stock analysis
When running Equitable Holdings' price analysis, check to measure Equitable Holdings' 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 Equitable Holdings is operating at the current time. Most of Equitable Holdings' value examination focuses on studying past and present price action to predict the probability of Equitable Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equitable Holdings' price. Additionally, you may evaluate how the addition of Equitable Holdings to your portfolios can decrease your overall portfolio volatility.
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