Equitable Group Stock Performance
| EQB Stock | CAD 109.60 1.56 1.40% |
Equitable has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.39, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equitable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equitable is expected to be smaller as well. Equitable Group right now shows a risk of 1.6%. Please confirm Equitable Group maximum drawdown, skewness, day typical price, as well as the relationship between the downside variance and daily balance of power , to decide if Equitable Group will be following its price patterns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Equitable Group are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental drivers, Equitable is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
Forward Dividend Yield 0.0172 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.88 | Dividend Date 2024-12-31 |
1 | Invest 10,000 in This Dividend Stock for 1,291 in Passive Income - MSN | 01/07/2025 |
2 | Equitable Holdings executive Nick Lane sells 1.29 million in stock - MSN | 01/17/2025 |
| Begin Period Cash Flow | 549.5 M | |
| Free Cash Flow | -345.6 M |
Equitable |
Equitable Relative Risk vs. Return Landscape
If you would invest 10,630 in Equitable Group on October 31, 2024 and sell it today you would earn a total of 486.00 from holding Equitable Group or generate 4.57% return on investment over 90 days. Equitable Group is generating 0.0846% of daily returns assuming 1.6027% volatility of returns over the 90 days investment horizon. Simply put, 14% of all stocks have less volatile historical return distribution than Equitable, 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equitable's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equitable Group, and traders can use it to determine the average amount a Equitable's 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 = 0.0528
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Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Equitable is performing at about 4% 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 by adding it to a well-diversified portfolio.
Equitable Fundamentals Growth
Equitable Stock prices reflect investors' perceptions of the future prospects and financial health of Equitable, and Equitable 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 | 0.15 | ||||
| Return On Asset | 0.0076 | ||||
| Profit Margin | 0.40 % | ||||
| Operating Margin | 0.51 % | ||||
| Current Valuation | 19.05 B | ||||
| Shares Outstanding | 38.45 M | ||||
| Price To Earning | 7.77 X | ||||
| Price To Book | 1.39 X | ||||
| Price To Sales | 3.80 X | ||||
| Revenue | 1.26 B | ||||
| Gross Profit | 1.12 B | ||||
| EBITDA | 46.99 M | ||||
| Net Income | 400.56 M | ||||
| Cash And Equivalents | 1.78 B | ||||
| Cash Per Share | 105.97 X | ||||
| Total Debt | 946.96 M | ||||
| Debt To Equity | 0.38 % | ||||
| Book Value Per Share | 79.52 X | ||||
| Cash Flow From Operations | (278.24 M) | ||||
| Earnings Per Share | 10.10 X | ||||
| Market Capitalization | 4.27 B | ||||
| Total Asset | 53.23 B | ||||
| Retained Earnings | 2.48 B | ||||
About Equitable Performance
By examining Equitable's fundamental ratios, stakeholders can obtain critical insights into Equitable's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Equitable is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.04 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.17 |
Things to note about Equitable Group performance evaluation
Checking the ongoing alerts about Equitable for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equitable Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equitable Group is unlikely to experience financial distress in the next 2 years | |
| Equitable Group has accumulated about 1.78 B in cash with (278.24 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 105.97. | |
| Roughly 29.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Equitable Holdings executive Nick Lane sells 1.29 million in stock - MSN |
- Analyzing Equitable's 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's stock is overvalued or undervalued compared to its peers.
- Examining Equitable's 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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equitable's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equitable's stock. These opinions can provide insight into Equitable's potential for growth and whether the stock is currently undervalued or overvalued.
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.