Equitable Holdings Preferred Stock Performance
| EQH-PC Preferred Stock | USD 17.66 0.09 0.51% |
Equitable Holdings has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0988, which means not very significant fluctuations relative to the market. As returns on the market increase, Equitable Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Equitable Holdings is expected to be smaller as well. Equitable Holdings right now shows a risk of 1.03%. Please confirm Equitable Holdings skewness, day typical price, and the relationship between the downside variance and daily balance of power , to decide if Equitable Holdings will be following its price patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equitable Holdings are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical indicators, Equitable Holdings is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 5.2 B |
Equitable |
Equitable Holdings Relative Risk vs. Return Landscape
If you would invest 1,753 in Equitable Holdings on December 24, 2024 and sell it today you would earn a total of 13.00 from holding Equitable Holdings or generate 0.74% return on investment over 90 days. Equitable Holdings is generating 0.0175% of daily returns assuming 1.0313% volatility of returns over the 90 days investment horizon. Simply put, 9% of all preferred stocks have less volatile historical return distribution than Equitable Holdings, and 99% of all equity instruments are likely to generate higher returns than the company 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 preferred 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 = 0.017
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EQH-PC |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Equitable Holdings is performing at about 1% 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 Preferred 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 Preferred Stock performance.
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.0031 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 5.93 B | ||||
| Price To Earning | 4.42 X | ||||
| Revenue | 12.64 B | ||||
| EBITDA | 3.3 B | ||||
| Cash And Equivalents | 5.65 B | ||||
| Cash Per Share | 15.03 X | ||||
| Total Debt | 5.23 B | ||||
| Debt To Equity | 0.71 % | ||||
| Book Value Per Share | 5.68 X | ||||
| Cash Flow From Operations | (851 M) | ||||
| Earnings Per Share | 3.80 X | ||||
| Total Asset | 252.7 B | ||||
| Retained Earnings | 9.82 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 Holdings operates under InsuranceDiversified classification in the United States and is traded on NYQ 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. Preferred 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 5.65 B in cash with (851 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 15.03. |
- 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' preferred 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 Preferred 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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