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EQH vs. FUTU: Equitable vs. Futu Stock Comparison

How do Equitable (EQH) and Futu (FUTU) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Equitable (EQH) and Futu (FUTU) both fall under the Financial Services industry group, but EQH is classified in Financial Services while FUTU is classified in Capital Markets.

Equitable (EQH) trades as ordinary local shares, while Futu (FUTU) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Equitable (EQH) and Futu (FUTU)
Profile ItemEQHFUTU
NameEquitable Holdings Inc.Futu Holdings Ltd. ADR
Country/RegionUnited StatesHong Kong
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesInvestment Banking & Brokerage
Market Capitalization14.04 billion USD13.75 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMay 10, 2018March 8, 2019
Security TypeCommon StockADR

Price Performance

Cumulative Growth

EQH
FUTU
GSPC
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Equitable (EQH) vs. Futu (FUTU), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Equitable (EQH) and Futu (FUTU). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Equitable (EQH) and Futu (FUTU). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
Total Return (1Y)26.35%-45.15%
Total Return (3Y, Annualized)32.07%22.02%
Total Return (5Y, Annualized)12.88%13.70%

Risk Profile

Drawdown History

EQH
FUTU
GSPC
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Equitable (EQH) vs. Futu (FUTU), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Equitable (EQH) and Futu (FUTU). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
Volatility (1Y, Annualized)33.44%59.94%
Beta (5Y)1.040.68
Max Drawdown (5Y)-35.85%-60.17%
Avg. Volume (3M)2.71M1.18M

Risk-Adjusted Performance

Risk-Return Positioning

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EQH and FUTU are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
Sharpe Ratio (1Y)0.66-0.82
Sortino Ratio (1Y)0.94-1.10

Profitability

ROE (TTM)

Both companies show strong equity returns, but Equitable (EQH) at 171.08% is the standout with ROE above its industry range; Futu (FUTU) at 30.52% also sits in the top quartile.

EQH

Financial Services industry group

171.08%

EQH
171.08%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%

FUTU

Financial Services industry group

30.52%

Max
44.78%
FUTU
30.52%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Equitable (EQH) vs. Futu (FUTU): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Futu (FUTU) at 46.20% retains a top-quartile share of revenue as profit, ahead of Equitable (EQH) at 11.52%, which keeps about the industry-typical share.

EQH

Financial Services industry group

11.52%

Max
62.84%
Q3
28.05%
Median
15.36%
EQH
11.52%
Q1
4.82%
Min
-28.52%

FUTU

Financial Services industry group

46.20%

Max
62.84%
FUTU
46.20%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Equitable (EQH) vs. Futu (FUTU): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Futu (FUTU) at 66.75% operates in the top operating margin quartile, ahead of Equitable (EQH) at 37.18%, which runs around its industry’s norm.

EQH

Financial Services industry group

37.18%

Max
107.33%
Q3
55.90%
EQH
37.18%
Median
30.09%
Q1
14.60%
Min
-44.34%

FUTU

Financial Services industry group

66.75%

Max
107.33%
FUTU
66.75%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Equitable (EQH) vs. Futu (FUTU): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
ROE (TTM)171.08%30.52%
ROA (TTM)0.45%4.51%
Net Margin (TTM)11.52%46.20%
Operating Margin (TTM)37.18%66.75%
Gross Margin (TTM)----

Growth

Revenue Growth

Futu (FUTU) at 68.11% delivers above-range revenue growth, while Equitable (EQH) at -6.12% falls into the bottom quartile — a wide split in revenue momentum.

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Equitable (EQH) vs. Futu (FUTU): A comparison of their Revenue Growth across different time periods.

EPS Growth

Futu (FUTU) at 106.38% sits in the top EPS growth quartile, while Equitable (EQH) at -227.78% falls below its industry range — a large difference in per-share earnings trajectories.

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Equitable (EQH) vs. Futu (FUTU): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
Revenue Growth (YoY)-6.12%68.11%
Revenue Growth (3Y CAGR)-2.65%44.24%
EPS Growth (YoY)-227.78%106.38%
EPS Growth (3Y CAGR)--58.06%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Equitable (EQH) in Financial Services and Futu (FUTU) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Equitable (EQH) in Financial Services and Futu (FUTU) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Futu (FUTU) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Equitable (EQH) reports a yield of 0.51%, ranking against industry peers normally.

EQH

Financial Services industry group

0.51%

Max
9.77%
Q3
3.92%
Median
1.09%
EQH
0.51%
Q1
0.00%
Min
0.00%

FUTU

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
FUTU
0.00%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. Futu (FUTU): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Equitable (EQH) at 22.49% and Futu (FUTU) at 25.80% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EQH

Financial Services industry group

22.49%

Max
241.07%
Q3
97.36%
Median
25.77%
EQH
22.49%
Q1
0.00%
Min
0.00%

FUTU

Financial Services industry group

25.80%

Max
241.07%
Q3
97.36%
FUTU
25.80%
Median
25.77%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. Futu (FUTU): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
Dividend Yield (TTM)0.51%0.00%
Dividend Payout Ratio (TTM)22.49%25.80%

Valuation

P/E Ratio (TTM)

Both Equitable (EQH) at 10.39 and Futu (FUTU) at 9.73 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

EQH

Financial Services industry group

10.39

Max
45.85
Q3
24.64
Median
15.37
EQH
10.39
Q1
9.68
Min
0.16

FUTU

Financial Services industry group

9.73

Max
45.85
Q3
24.64
Median
15.37
FUTU
9.73
Q1
9.68
Min
0.16
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Equitable (EQH) vs. Futu (FUTU): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Equitable (EQH) at 1.08 and Futu (FUTU) at 0.57 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

EQH

Financial Services industry group

1.08

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
EQH
1.08
Min
-0.55

FUTU

Financial Services industry group

0.57

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
FUTU
0.57
Min
-0.55
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Equitable (EQH) vs. Futu (FUTU): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Futu (FUTU) reports 2.75, ranking against industry peers normally.

EQH

Financial Services industry group

-4.92

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
EQH
-4.92

FUTU

Financial Services industry group

2.75

Max
7.79
Q3
3.63
FUTU
2.75
Median
1.57
Q1
0.81
Min
-0.39
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Equitable (EQH) vs. Futu (FUTU): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equitable (EQH) and Futu (FUTU)
MetricEQHFUTU
P/E Ratio (TTM)10.399.73
P/S Ratio (TTM)1.080.57
P/B Ratio (MRQ)-4.922.75
Free Cash Flow Yield (TTM)----