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

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

Company Profile

SymbolEQHERIE
Company NameEquitable Holdings, Inc.Erie Indemnity Company
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryFinancial ServicesInsurance
Market Capitalization13.14 billion USD15.02 billion USD
ExchangeNYSENasdaqGS
Listing DateMay 10, 2018October 2, 1995
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EQH and ERIE 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.

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

Historical Performance at a Glance

SymbolEQHERIE
5-Day Price Return0.25%3.22%
13-Week Price Return-17.03%-21.81%
26-Week Price Return-17.58%-20.26%
52-Week Price Return-6.68%-30.20%
Month-to-Date Return-9.47%-2.07%
Year-to-Date Return-5.19%-30.48%
10-Day Avg. Volume3.32M0.15M
3-Month Avg. Volume2.86M0.14M
3-Month Volatility27.01%30.91%
Beta1.160.38

Profitability

Return on Equity (TTM)

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.

ERIE

30.32%

Insurance Industry

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

In the upper quartile for the Insurance industry, ERIE’s Return on Equity of 30.32% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

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

Net Profit Margin (TTM)

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.

ERIE

16.04%

Insurance Industry

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

A Net Profit Margin of 16.04% places ERIE in the upper quartile for the Insurance industry, signifying strong profitability and more effective cost management than most of its peers.

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

Operating Profit Margin (TTM)

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.

ERIE

17.92%

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

Profitability at a Glance

SymbolEQHERIE
Return on Equity (TTM)-52.70%30.32%
Return on Assets (TTM)-0.23%21.05%
Net Profit Margin (TTM)-4.62%16.04%
Operating Profit Margin (TTM)12.18%17.92%
Gross Profit Margin (TTM)49.15%17.99%

Financial Strength

Current Ratio (MRQ)

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.

ERIE

1.67

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

Debt-to-Equity Ratio (MRQ)

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.

ERIE

0.00

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

Interest Coverage Ratio (TTM)

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.

ERIE

538.86

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

Financial Strength at a Glance

SymbolEQHERIE
Current Ratio (MRQ)3.081.67
Quick Ratio (MRQ)3.081.59
Debt-to-Equity Ratio (MRQ)135.930.00
Interest Coverage Ratio (TTM)1.76538.86

Growth

Revenue Growth

EQH vs. ERIE: 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

EQH vs. ERIE: 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)

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.

ERIE

1.88%

Insurance Industry

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

ERIE’s Dividend Yield of 1.88% is in the lower quartile for the Insurance industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

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

Dividend Payout Ratio (TTM)

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.

ERIE

38.69%

Insurance Industry

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

ERIE’s Dividend Payout Ratio of 38.69% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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

Dividend at a Glance

SymbolEQHERIE
Dividend Yield (TTM)3.09%1.88%
Dividend Payout Ratio (TTM)21.08%38.69%

Valuation

Price-to-Earnings Ratio (TTM)

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.

ERIE

20.60

Insurance Industry

Max
27.66
Q3
17.29
Median
12.59
Q1
9.86
Min
3.13

A P/E Ratio of 20.60 places ERIE 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 vs. ERIE: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Financial Services and Insurance industry benchmarks.

Price-to-Sales Ratio (TTM)

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.

ERIE

3.30

Insurance Industry

Max
3.39
Q3
1.95
Median
1.25
Q1
0.83
Min
0.22

ERIE’s P/S Ratio of 3.30 is in the upper echelon for the Insurance industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

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

Price-to-Book Ratio (MRQ)

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.

ERIE

7.21

Insurance Industry

Max
4.36
Q3
2.47
Median
1.77
Q1
1.18
Min
0.17

At 7.21, ERIE’s P/B Ratio is at an extreme premium to the Insurance 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.

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

Valuation at a Glance

SymbolEQHERIE
Price-to-Earnings Ratio (TTM)--20.60
Price-to-Sales Ratio (TTM)0.833.30
Price-to-Book Ratio (MRQ)102.777.21
Price-to-Free Cash Flow Ratio (TTM)10.4923.16