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

Updated on November 21, 2025

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

Company Profile

Symbol	EQH	JPM
Company Name	Equitable Holdings, Inc.	JPMorgan Chase & Co.
Country	United States	United States
GICS Sector	Financials	Financials
GICS Industry	Financial Services	Banks
Market Capitalization	13.14 billion USD	830.73 billion USD
Exchange	NYSE	NYSE
Listing Date	May 10, 2018	March 17, 1980
Security Type	Common Stock	Common Stock

Historical Performance

This chart compares the performance of EQH and JPM 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. JPM: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

Symbol	EQH	JPM
5-Day Price Return	0.25%	-4.83%
13-Week Price Return	-17.03%	3.03%
26-Week Price Return	-17.58%	13.07%
52-Week Price Return	-6.68%	24.19%
Month-to-Date Return	-9.47%	-3.46%
Year-to-Date Return	-5.19%	25.31%
10-Day Avg. Volume	3.32M	7.75M
3-Month Avg. Volume	2.86M	8.10M
3-Month Volatility	27.01%	18.47%
Beta	1.16	1.09

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.

JPM

16.42%

Banks Industry

Max: 25.75%
Q3: 15.51%
Median: 11.91%
Q1: 8.65%
Min: -1.41%

In the upper quartile for the Banks industry, JPM’s Return on Equity of 16.42% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

EQH vs. JPM: A comparison of their Return on Equity (TTM) against their respective Financial Services and Banks 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.

JPM

33.26%

Banks Industry

Max: 54.20%
Q3: 35.60%
Median: 28.95%
Q1: 22.27%
Min: 2.66%

JPM’s Net Profit Margin of 33.26% is aligned with the median group of its peers in the Banks industry. This indicates its ability to convert revenue into profit is typical for the sector.

EQH vs. JPM: A comparison of their Net Profit Margin (TTM) against their respective Financial Services and Banks 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.

JPM

41.23%

Banks Industry

Max: 63.35%
Q3: 44.30%
Median: 37.14%
Q1: 28.21%
Min: 12.28%

JPM’s Operating Profit Margin of 41.23% is around the midpoint for the Banks industry, indicating that its efficiency in managing core business operations is typical for the sector.

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

Profitability at a Glance

Symbol	EQH	JPM
Return on Equity (TTM)	-52.70%	16.42%
Return on Assets (TTM)	-0.23%	1.33%
Net Profit Margin (TTM)	-4.62%	33.26%
Operating Profit Margin (TTM)	12.18%	41.23%
Gross Profit Margin (TTM)	49.15%	--

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.

JPM

Banks Industry

Max: --
Q3: --
Median: --
Q1: --
Min: --

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

EQH vs. JPM: A comparison of their Current Ratio (MRQ) against their respective Financial Services and Banks 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.

JPM

2.95

Banks Industry

Max: 5.78
Q3: 2.55
Median: 0.94
Q1: 0.39
Min: 0.00

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

EQH vs. JPM: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Financial Services and Banks 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.

JPM

Banks Industry

Max: --
Q3: --
Median: --
Q1: --
Min: --

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

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

Financial Strength at a Glance

Symbol	EQH	JPM
Current Ratio (MRQ)	3.08	--
Quick Ratio (MRQ)	3.08	--
Debt-to-Equity Ratio (MRQ)	135.93	2.95
Interest Coverage Ratio (TTM)	1.76	--

Growth

Revenue Growth

EQH vs. JPM: 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. JPM: 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.

JPM

1.94%

Banks Industry

Max: 9.92%
Q3: 5.44%
Median: 3.78%
Q1: 2.38%
Min: 0.00%

JPM’s Dividend Yield of 1.94% is in the lower quartile for the Banks industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

EQH vs. JPM: A comparison of their Dividend Yield (TTM) against their respective Financial Services and Banks 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.

JPM

27.69%

Banks Industry

Max: 135.42%
Q3: 78.13%
Median: 52.54%
Q1: 35.48%
Min: 0.00%

JPM’s Dividend Payout Ratio of 27.69% is in the lower quartile for the Banks industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

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

Dividend at a Glance

Symbol	EQH	JPM
Dividend Yield (TTM)	3.09%	1.94%
Dividend Payout Ratio (TTM)	21.08%	27.69%

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.

JPM

14.26

Banks Industry

Max: 21.36
Q3: 13.70
Median: 10.55
Q1: 8.08
Min: 2.84

A P/E Ratio of 14.26 places JPM in the upper quartile for the Banks industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

EQH vs. JPM: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Financial Services and Banks 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.

JPM

2.90

Banks Industry

Max: 4.90
Q3: 2.97
Median: 2.24
Q1: 1.58
Min: 0.45

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

EQH vs. JPM: A comparison of their Price-to-Sales Ratio (TTM) against their respective Financial Services and Banks 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.

JPM

2.41

Banks Industry

Max: 2.14
Q3: 1.43
Median: 1.13
Q1: 0.87
Min: 0.25

At 2.41, JPM’s P/B Ratio is at an extreme premium to the Banks 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. JPM: A comparison of their Price-to-Book Ratio (MRQ) against their respective Financial Services and Banks industry benchmarks.

Valuation at a Glance

Symbol	EQH	JPM
Price-to-Earnings Ratio (TTM)	--	14.26
Price-to-Sales Ratio (TTM)	0.83	2.90
Price-to-Book Ratio (MRQ)	102.77	2.41
Price-to-Free Cash Flow Ratio (TTM)	10.49	4.67