Equitable Group Stock Fundamentals
| EQB Stock | CAD 111.33 0.76 0.69% |
Equitable Group fundamentals help investors to digest information that contributes to Equitable's financial success or failures. It also enables traders to predict the movement of Equitable Stock. The fundamental analysis module provides a way to measure Equitable's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Equitable stock.
At this time, Equitable's Total Other Income Expense Net is very stable compared to the past year. As of the 27th of November 2024, Net Income is likely to grow to about 538.4 M, while Interest Expense is likely to drop about 352.8 M. Equitable | Select Account or Indicator |
Equitable Group Company Operating Margin Analysis
Equitable's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Equitable Operating Margin | 0.51 % |
Most of Equitable's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Equitable Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Equitable Operating Margin Driver Correlations
Understanding the fundamental principles of building solid financial models for Equitable is extremely important. It helps to project a fair market value of Equitable Stock properly, considering its historical fundamentals such as Operating Margin. Since Equitable's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Equitable's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Equitable's interrelated accounts and indicators.
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A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Equitable Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Equitable Group has an Operating Margin of 0.5079%. This is 97.25% lower than that of the Banks sector and significantly higher than that of the Financials industry. The operating margin for all Canada stocks is 109.22% lower than that of the firm.
Equitable Group Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equitable's current stock value. Our valuation model uses many indicators to compare Equitable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equitable competition to find correlations between indicators driving Equitable's intrinsic value. More Info.Equitable Group is rated # 3 in return on equity category among its peers. It is rated # 4 in return on asset category among its peers reporting about 0.05 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Equitable Group is roughly 19.34 . At this time, Equitable's Return On Equity is very stable compared to the past year. Comparative valuation analysis is a catch-all model that can be used if you cannot value Equitable by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Equitable's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Equitable Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Equitable's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Equitable could also be used in its relative valuation, which is a method of valuing Equitable by comparing valuation metrics of similar companies.Equitable is currently under evaluation in operating margin category among its peers.
Equitable Fundamentals
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0076 | ||||
| Profit Margin | 0.40 % | ||||
| Operating Margin | 0.51 % | ||||
| Current Valuation | 19.08 B | ||||
| Shares Outstanding | 38.38 M | ||||
| Shares Owned By Insiders | 28.95 % | ||||
| Shares Owned By Institutions | 22.54 % | ||||
| Number Of Shares Shorted | 441.95 K | ||||
| Price To Earning | 7.77 X | ||||
| Price To Book | 1.39 X | ||||
| Price To Sales | 3.78 X | ||||
| Revenue | 3.05 B | ||||
| Gross Profit | 744.93 M | ||||
| EBITDA | 46.99 M | ||||
| Net Income | 445.91 M | ||||
| Cash And Equivalents | 1.78 B | ||||
| Cash Per Share | 105.97 X | ||||
| Total Debt | 17.37 B | ||||
| Debt To Equity | 0.38 % | ||||
| Book Value Per Share | 79.52 X | ||||
| Cash Flow From Operations | 596.45 M | ||||
| Short Ratio | 10.87 X | ||||
| Earnings Per Share | 9.31 X | ||||
| Price To Earnings To Growth | 0.27 X | ||||
| Target Price | 112.71 | ||||
| Number Of Employees | 1.85 K | ||||
| Beta | 1.6 | ||||
| Market Capitalization | 4.24 B | ||||
| Total Asset | 52.93 B | ||||
| Retained Earnings | 2.19 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 1.56 % | ||||
| Net Asset | 52.93 B | ||||
| Last Dividend Paid | 1.32 |
About Equitable Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Equitable Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equitable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equitable Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 21 M | 22.1 M | |
| Total Revenue | 3.5 B | 3.7 B | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.21 | 0.15 | |
| Capex To Revenue | 0.09 | 0.09 | |
| Revenue Per Share | 20.29 | 21.31 | |
| Ebit Per Revenue | 1.84 | 2.04 |
Other Information on Investing in Equitable Stock
Equitable financial ratios help investors to determine whether Equitable Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equitable with respect to the benefits of owning Equitable security.