Equitable Holdings Preferred Stock Performance
| EQH-PC Preferred Stock | USD 18.02 0.15 0.83% |
The firm shows a Beta (market volatility) of 0.16, 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 1.08%. 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
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Weak
Over the last 90 days Equitable Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical indicators, Equitable Holdings is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.83) | Five Day Return (2.28) | Year To Date Return 8.62 | Ten Year Return (27.92) | All Time Return (27.92) |
| Begin Period Cash Flow | 5.2 B |
Equitable |
Equitable Holdings Relative Risk vs. Return Landscape
If you would invest 1,801 in Equitable Holdings on March 13, 2024 and sell it today you would earn a total of 1.00 from holding Equitable Holdings or generate 0.06% return on investment over 90 days. Equitable Holdings is generating 0.0066% of daily returns assuming 1.0809% 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 = 0.0061
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EQH-PC |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equitable Holdings is not performing at its full potential. However, 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 Equitable Holdings 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
To evaluate Equitable Holdings Preferred Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Equitable Holdings generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Equitable Preferred Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Equitable Holdings market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Equitable's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |