EG vs. EQH: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EG and EQH, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | EG | EQH |
|---|---|---|
| Company Name | Everest Group, Ltd. | Equitable Holdings, Inc. |
| Country | Bermuda | United States |
| GICS Sector | Financials | Financials |
| GICS Industry | Insurance | Financial Services |
| Market Capitalization | 13.67 billion USD | 13.14 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 3, 1995 | May 10, 2018 |
| Security Type | Common Stock | Common 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.
Historical Performance at a Glance
| Symbol | EG | EQH |
|---|---|---|
| 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 Return | 3.72% | -9.47% |
| Year-to-Date Return | -10.00% | -5.19% |
| 10-Day Avg. Volume | 0.51M | 3.32M |
| 3-Month Avg. Volume | 0.36M | 2.86M |
| 3-Month Volatility | 30.59% | 27.01% |
| Beta | 0.38 | 1.16 |
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.
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.
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.
Profitability at a Glance
| Symbol | EG | EQH |
|---|---|---|
| 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.
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.
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.
Financial Strength at a Glance
| Symbol | EG | EQH |
|---|---|---|
| Current Ratio (MRQ) | 1.19 | 3.08 |
| Quick Ratio (MRQ) | 0.56 | 3.08 |
| Debt-to-Equity Ratio (MRQ) | 0.23 | 135.93 |
| Interest Coverage Ratio (TTM) | 10.95 | 1.76 |
Growth
Revenue Growth
EPS Growth
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.
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.
Dividend at a Glance
| Symbol | EG | EQH |
|---|---|---|
| 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.
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.
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.
Valuation at a Glance
| Symbol | EG | EQH |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 24.85 | -- |
| Price-to-Sales Ratio (TTM) | 0.77 | 0.83 |
| Price-to-Book Ratio (MRQ) | 0.96 | 102.77 |
| Price-to-Free Cash Flow Ratio (TTM) | 3.23 | 10.49 |
