EQH vs. KB: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EQH and KB, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
EQH is a standard domestic listing, while KB trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.
Symbol | EQH | KB |
---|---|---|
Company Name | Equitable Holdings, Inc. | KB Financial Group Inc. |
Country | United States | South Korea |
GICS Sector | Financials | Financials |
GICS Industry | Financial Services | Banks |
Market Capitalization | 16.36 billion USD | 30.46 billion USD |
Exchange | NYSE | NYSE |
Listing Date | May 10, 2018 | November 13, 2001 |
Security Type | Common Stock | ADR |
Historical Performance
This chart compares the performance of EQH and KB 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 | EQH | KB |
---|---|---|
5-Day Price Return | 8.50% | -0.35% |
13-Week Price Return | 1.24% | 23.76% |
26-Week Price Return | 4.50% | 25.93% |
52-Week Price Return | 42.81% | 8.71% |
Month-to-Date Return | 6.35% | 3.34% |
Year-to-Date Return | 15.77% | 38.24% |
10-Day Avg. Volume | 3.56M | 0.91M |
3-Month Avg. Volume | 2.69M | 1.26M |
3-Month Volatility | 28.39% | 39.49% |
Beta | 1.14 | -0.00 |
Profitability
Return on Equity (TTM)
EQH
56.77%
Financial Services Industry
- Max
- 40.58%
- Q3
- 20.06%
- Median
- 10.67%
- Q1
- 4.19%
- Min
- -10.31%
EQH’s Return on Equity of 56.77% is exceptionally high, placing it well beyond the typical range for the Financial Services industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
KB
9.84%
Banks Industry
- Max
- 26.37%
- Q3
- 15.92%
- Median
- 12.25%
- Q1
- 8.69%
- Min
- 0.15%
KB’s Return on Equity of 9.84% is on par with the norm for the Banks industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
EQH
3.02%
Financial Services Industry
- Max
- 52.86%
- Q3
- 25.58%
- Median
- 12.23%
- Q1
- 6.64%
- Min
- -9.92%
Falling into the lower quartile for the Financial Services industry, EQH’s Net Profit Margin of 3.02% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
KB
10.66%
Banks Industry
- Max
- 54.20%
- Q3
- 35.70%
- Median
- 28.97%
- Q1
- 22.53%
- Min
- 6.98%
Falling into the lower quartile for the Banks industry, KB’s Net Profit Margin of 10.66% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
EQH
17.41%
Financial Services Industry
- Max
- 77.28%
- Q3
- 37.68%
- Median
- 18.17%
- Q1
- 9.27%
- Min
- -8.19%
EQH’s Operating Profit Margin of 17.41% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
KB
14.94%
Banks Industry
- Max
- 63.35%
- Q3
- 44.59%
- Median
- 37.24%
- Q1
- 28.25%
- Min
- 13.37%
KB’s Operating Profit Margin of 14.94% is in the lower quartile for the Banks industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
Symbol | EQH | KB |
---|---|---|
Return on Equity (TTM) | 56.77% | 9.84% |
Return on Assets (TTM) | 0.43% | 0.75% |
Net Profit Margin (TTM) | 3.02% | 10.66% |
Operating Profit Margin (TTM) | 17.41% | 14.94% |
Gross Profit Margin (TTM) | 51.52% | -- |
Financial Strength
Current Ratio (MRQ)
EQH
1.35
Financial Services Industry
- Max
- 4.58
- Q3
- 2.59
- Median
- 1.33
- Q1
- 0.69
- Min
- 0.01
For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
KB
--
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.
Debt-to-Equity Ratio (MRQ)
EQH
8.49
Financial Services Industry
- Max
- 4.96
- Q3
- 2.10
- Median
- 0.57
- Q1
- 0.12
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.
KB
2.44
Banks Industry
- Max
- 4.75
- Q3
- 2.62
- Median
- 1.02
- Q1
- 0.39
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.
Interest Coverage Ratio (TTM)
EQH
1.76
Financial Services Industry
- Max
- 136.23
- Q3
- 56.08
- Median
- 6.55
- Q1
- 2.01
- Min
- -33.27
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.
KB
--
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.
Financial Strength at a Glance
Symbol | EQH | KB |
---|---|---|
Current Ratio (MRQ) | 1.35 | -- |
Quick Ratio (MRQ) | 1.35 | -- |
Debt-to-Equity Ratio (MRQ) | 8.49 | 2.44 |
Interest Coverage Ratio (TTM) | 1.76 | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
EQH
2.34%
Financial Services Industry
- Max
- 8.18%
- Q3
- 3.60%
- Median
- 1.56%
- Q1
- 0.00%
- Min
- 0.00%
EQH’s Dividend Yield of 2.34% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.
KB
3.58%
Banks Industry
- Max
- 10.27%
- Q3
- 5.83%
- Median
- 3.81%
- Q1
- 2.50%
- Min
- 0.00%
KB’s Dividend Yield of 3.58% is consistent with its peers in the Banks industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
EQH
21.08%
Financial Services Industry
- Max
- 155.56%
- Q3
- 63.71%
- Median
- 18.08%
- 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.
KB
36.91%
Banks Industry
- Max
- 147.07%
- Q3
- 80.55%
- Median
- 54.40%
- Q1
- 35.71%
- Min
- 0.00%
KB’s Dividend Payout Ratio of 36.91% is within the typical range for the Banks industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
Symbol | EQH | KB |
---|---|---|
Dividend Yield (TTM) | 2.34% | 3.58% |
Dividend Payout Ratio (TTM) | 21.08% | 36.91% |
Valuation
Price-to-Earnings Ratio (TTM)
EQH
34.13
Financial Services Industry
- Max
- 63.23
- Q3
- 32.10
- Median
- 14.41
- Q1
- 10.81
- Min
- 0.37
A P/E Ratio of 34.13 places EQH in the upper quartile for the Financial Services industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
KB
7.25
Banks Industry
- Max
- 20.05
- Q3
- 12.65
- Median
- 10.21
- Q1
- 7.54
- Min
- 2.74
In the lower quartile for the Banks industry, KB’s P/E Ratio of 7.25 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
Price-to-Sales Ratio (TTM)
EQH
1.03
Financial Services Industry
- Max
- 11.16
- Q3
- 5.45
- Median
- 2.61
- Q1
- 1.25
- Min
- 0.04
The P/S Ratio is often not a primary valuation tool in the Financial Services industry.
KB
0.52
Banks Industry
- Max
- 5.06
- Q3
- 2.98
- Median
- 2.24
- Q1
- 1.59
- Min
- 0.45
The P/S Ratio is often not a primary valuation tool in the Banks industry.
Price-to-Book Ratio (MRQ)
EQH
6.66
Financial Services Industry
- Max
- 7.09
- Q3
- 3.79
- Median
- 1.46
- Q1
- 0.83
- Min
- 0.04
EQH’s P/B Ratio of 6.66 is in the upper tier for the Financial Services industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
KB
0.71
Banks Industry
- Max
- 2.18
- Q3
- 1.36
- Median
- 1.09
- Q1
- 0.81
- Min
- 0.20
KB’s P/B Ratio of 0.71 is in the lower quartile for the Banks 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.
Valuation at a Glance
Symbol | EQH | KB |
---|---|---|
Price-to-Earnings Ratio (TTM) | 34.13 | 7.25 |
Price-to-Sales Ratio (TTM) | 1.03 | 0.52 |
Price-to-Book Ratio (MRQ) | 6.66 | 0.71 |
Price-to-Free Cash Flow Ratio (TTM) | 8.04 | 14.68 |