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EG vs. EQH: A Head-to-Head Stock Comparison

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Here’s a clear look at EG and EQH, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolEGEQH
Company NameEverest Group, Ltd.Equitable Holdings, Inc.
CountryBermudaUnited States
GICS SectorFinancialsFinancials
GICS IndustryInsuranceFinancial Services
Market Capitalization13.67 billion USD13.14 billion USD
ExchangeNYSENYSE
Listing DateOctober 3, 1995May 10, 2018
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EG and EQH by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

EG vs. EQH: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolEGEQH
5-Day Price Return-0.72%0.25%
13-Week Price Return-1.69%-17.03%
26-Week Price Return-5.75%-17.58%
52-Week Price Return-11.99%-6.68%
Month-to-Date Return3.72%-9.47%
Year-to-Date Return-10.00%-5.19%
10-Day Avg. Volume0.51M3.32M
3-Month Avg. Volume0.36M2.86M
3-Month Volatility30.59%27.01%
Beta0.381.16

Profitability

Return on Equity (TTM)

EG

3.77%

Insurance Industry

Max
31.64%
Q3
19.22%
Median
14.77%
Q1
10.48%
Min
2.20%

EG’s Return on Equity of 3.77% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

EQH

-52.70%

Financial Services Industry

Max
34.42%
Q3
16.76%
Median
9.18%
Q1
3.90%
Min
-10.16%

EQH has a negative Return on Equity of -52.70%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

EG vs. EQH: A comparison of their Return on Equity (TTM) against their respective Insurance and Financial Services industry benchmarks.

Net Profit Margin (TTM)

EG

3.11%

Insurance Industry

Max
28.47%
Q3
15.63%
Median
10.40%
Q1
6.94%
Min
-3.51%

Falling into the lower quartile for the Insurance industry, EG’s Net Profit Margin of 3.11% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

EQH

-4.62%

Financial Services Industry

Max
52.16%
Q3
25.33%
Median
13.11%
Q1
7.04%
Min
-8.99%

EQH has a negative Net Profit Margin of -4.62%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

EG vs. EQH: A comparison of their Net Profit Margin (TTM) against their respective Insurance and Financial Services industry benchmarks.

Operating Profit Margin (TTM)

EG

4.13%

Insurance Industry

Max
35.59%
Q3
21.31%
Median
14.99%
Q1
10.34%
Min
-2.51%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

EQH

12.18%

Financial Services Industry

Max
81.07%
Q3
40.32%
Median
19.93%
Q1
10.20%
Min
-34.40%

EQH’s Operating Profit Margin of 12.18% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

EG vs. EQH: A comparison of their Operating Profit Margin (TTM) against their respective Insurance and Financial Services industry benchmarks.

Profitability at a Glance

SymbolEGEQH
Return on Equity (TTM)3.77%-52.70%
Return on Assets (TTM)0.93%-0.23%
Net Profit Margin (TTM)3.11%-4.62%
Operating Profit Margin (TTM)4.13%12.18%
Gross Profit Margin (TTM)--49.15%

Financial Strength

Current Ratio (MRQ)

EG

1.19

Insurance Industry

Max
2.64
Q3
1.19
Median
0.53
Q1
0.15
Min
0.00

For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EQH

3.08

Financial Services Industry

Max
4.36
Q3
2.26
Median
1.33
Q1
0.86
Min
0.01

For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EG vs. EQH: A comparison of their Current Ratio (MRQ) against their respective Insurance and Financial Services industry benchmarks.

Debt-to-Equity Ratio (MRQ)

EG

0.23

Insurance Industry

Max
1.10
Q3
0.65
Median
0.35
Q1
0.23
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

EQH

135.93

Financial Services Industry

Max
5.07
Q3
2.14
Median
0.55
Q1
0.11
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

EG vs. EQH: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Insurance and Financial Services industry benchmarks.

Interest Coverage Ratio (TTM)

EG

10.95

Insurance Industry

Max
49.59
Q3
22.05
Median
9.63
Q1
3.42
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.

EQH

1.76

Financial Services Industry

Max
140.54
Q3
57.67
Median
6.72
Q1
1.93
Min
-33.27

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.

EG vs. EQH: A comparison of their Interest Coverage Ratio (TTM) against their respective Insurance and Financial Services industry benchmarks.

Financial Strength at a Glance

SymbolEGEQH
Current Ratio (MRQ)1.193.08
Quick Ratio (MRQ)0.563.08
Debt-to-Equity Ratio (MRQ)0.23135.93
Interest Coverage Ratio (TTM)10.951.76

Growth

Revenue Growth

EG vs. EQH: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

EG vs. EQH: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

EG

2.47%

Insurance Industry

Max
9.43%
Q3
5.10%
Median
3.57%
Q1
2.02%
Min
0.00%

EG’s Dividend Yield of 2.47% is consistent with its peers in the Insurance industry, providing a dividend return that is standard for its sector.

EQH

3.09%

Financial Services Industry

Max
7.52%
Q3
3.60%
Median
1.75%
Q1
0.00%
Min
0.00%

EQH’s Dividend Yield of 3.09% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

EG vs. EQH: A comparison of their Dividend Yield (TTM) against their respective Insurance and Financial Services industry benchmarks.

Dividend Payout Ratio (TTM)

EG

22.12%

Insurance Industry

Max
169.40%
Q3
85.57%
Median
50.55%
Q1
22.12%
Min
0.00%

EG’s Dividend Payout Ratio of 22.12% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EQH

21.08%

Financial Services Industry

Max
132.10%
Q3
64.32%
Median
17.51%
Q1
0.00%
Min
0.00%

EQH’s Dividend Payout Ratio of 21.08% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EG vs. EQH: A comparison of their Dividend Payout Ratio (TTM) against their respective Insurance and Financial Services industry benchmarks.

Dividend at a Glance

SymbolEGEQH
Dividend Yield (TTM)2.47%3.09%
Dividend Payout Ratio (TTM)22.12%21.08%

Valuation

Price-to-Earnings Ratio (TTM)

EG

24.85

Insurance Industry

Max
27.66
Q3
17.29
Median
12.59
Q1
9.86
Min
3.13

A P/E Ratio of 24.85 places EG in the upper quartile for the Insurance industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

EQH

--

Financial Services Industry

Max
46.13
Q3
28.79
Median
13.18
Q1
9.14
Min
0.47

P/E Ratio data for EQH is currently unavailable.

EG vs. EQH: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Insurance and Financial Services industry benchmarks.

Price-to-Sales Ratio (TTM)

EG

0.77

Insurance Industry

Max
3.39
Q3
1.95
Median
1.25
Q1
0.83
Min
0.22

In the lower quartile for the Insurance industry, EG’s P/S Ratio of 0.77 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

EQH

0.83

Financial Services Industry

Max
9.71
Q3
4.81
Median
2.49
Q1
1.25
Min
0.04

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

EG vs. EQH: A comparison of their Price-to-Sales Ratio (TTM) against their respective Insurance and Financial Services industry benchmarks.

Price-to-Book Ratio (MRQ)

EG

0.96

Insurance Industry

Max
4.36
Q3
2.47
Median
1.77
Q1
1.18
Min
0.17

EG’s P/B Ratio of 0.96 is in the lower quartile for the Insurance industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

EQH

102.77

Financial Services Industry

Max
7.21
Q3
3.51
Median
1.52
Q1
0.88
Min
0.08

At 102.77, EQH’s P/B Ratio is at an extreme premium to the Financial Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

EG vs. EQH: A comparison of their Price-to-Book Ratio (MRQ) against their respective Insurance and Financial Services industry benchmarks.

Valuation at a Glance

SymbolEGEQH
Price-to-Earnings Ratio (TTM)24.85--
Price-to-Sales Ratio (TTM)0.770.83
Price-to-Book Ratio (MRQ)0.96102.77
Price-to-Free Cash Flow Ratio (TTM)3.2310.49