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AXA Equitable Holdings ADRs of 5.25% Noncumulative Preferred Series A

EQH-PA | US

20.18

USD

-0.17

-0.84%

EQH-PA | US
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About AXA Equitable Holdings ADRs of 5.25% Noncumulative Preferred Series A

Sector

Financial Services

Industry

Insurance-Diversified

Earnings date

30/06/2024

As of date

11/03/2026

Close

20.18

Open

20.35

High

20.37

Low

20.12

Equitable Holdings Inc. together with its consolidated subsidiaries operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement Group Retirement Investment Management and Research and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities municipalities and not-for-profit entities as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management research and related solutions to various clients through institutional. The Protection Solutions segment provides life insurance products such as VUL insurance and IUL insurance and our employee benefits business on small and medium-sized businesses. The company was formerly known as AXA Equitable Holdings Inc. and changed its name to Equitable Holdings Inc. in January 2020. Equitable Holdings Inc. was founded in 1859 and is based in New York New York.

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EQH-PA | US

Risk
8.0
Sharpe
-0.05
Luna's Score
43/100
Recommendation
Sell

Luna says (EQH-PA | US)

What's Working

Low 6-Month Volatility (<30%)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Asset (< 0.2)

Strong Revenue Growth (> 10%)

What's not Working

Negative Momentum (Declining Price)

Weakness based on declining price with high volume

Price Below SMA10D

High Short-term Volatility

Microcap (<300M USD)

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

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10 days

9.1%

1 month

8.0%

3 months

8.8%

6 months

9.6%

Returns

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Fundamental Ratios

PE

6.15

Fwd. PE

-

Price to book

-

Debt to equity

2.33

Debt to assets

0.01

Ent. to EBITDA

-

Ent. to rev.

-

PEG

-

Other Fundamentals

EBITDA

2.61B

MarketCap

-

MarketCap(USD)

-

Div. yield

5.61

Op. margin

21.17

Erngs. growth

-40.30

Rev. growth

47.70

Ret. on equity

25.88

Short ratio

2.82

Short perc.

-

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

0.70

Range1M

0.72

Range3M

1.54

Volumes: Market Activity

Volume Averages

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Rel. volume

1.10

Price X volume

1.26M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
PureCycle Technologies Inc. UnitPCTTUPollution & Treatment Controls6.20n/a116.51%
Equitable Holdings Inc.EQH-PCInsurance-Diversified16.240-0.49%5.16232.97%
Athene Holding Ltd.ATH-PDInsurance-Diversified16.7100.24%2.510.00%
Athene Holding Ltd. ADRs of 5.625% Fixed Rate Perpetual Non- Cumulative Preference Share Series BATH-PBInsurance-Diversified19.070-0.05%2.870.00%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
No data

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue---
PE Ratio6.15--
Price to Book---
Dividend Yield5.61--
Std. Deviation (3M)8.82--
Debt to Equity2.33--
Debt to Assets0.01--
Market Cap---
  • 1

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