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

Updated on August 19, 2025

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

Company Profile

Symbol	EQH	MA
Company Name	Equitable Holdings, Inc.	Mastercard Incorporated
Country	United States	United States
GICS Sector	Financials	Financials
GICS Industry	Financial Services	Financial Services
Market Capitalization	16.36 billion USD	522.43 billion USD
Exchange	NYSE	NYSE
Listing Date	May 10, 2018	May 25, 2006
Security Type	Common Stock	Common Stock

Historical Performance

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

Historical Performance at a Glance

Symbol	EQH	MA
5-Day Price Return	8.50%	2.97%
13-Week Price Return	1.24%	-0.06%
26-Week Price Return	4.50%	1.89%
52-Week Price Return	42.81%	26.82%
Month-to-Date Return	6.35%	2.02%
Year-to-Date Return	15.77%	9.75%
10-Day Avg. Volume	3.56M	2.89M
3-Month Avg. Volume	2.69M	2.85M
3-Month Volatility	28.39%	21.86%
Beta	1.14	0.99

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.

MA

191.02%

Financial Services Industry

Max: 40.58%
Q3: 20.06%
Median: 10.67%
Q1: 4.19%
Min: -10.31%

MA’s Return on Equity of 191.02% 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.

EQH vs. MA: A comparison of their Return on Equity (TTM) against the Financial Services industry benchmark.

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.

MA

44.93%

Financial Services Industry

Max: 52.86%
Q3: 25.58%
Median: 12.23%
Q1: 6.64%
Min: -9.92%

A Net Profit Margin of 44.93% places MA in the upper quartile for the Financial Services industry, signifying strong profitability and more effective cost management than most of its peers.

EQH vs. MA: A comparison of their Net Profit Margin (TTM) against the Financial Services industry benchmark.

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.

MA

55.78%

Financial Services Industry

Max: 77.28%
Q3: 37.68%
Median: 18.17%
Q1: 9.27%
Min: -8.19%

An Operating Profit Margin of 55.78% places MA in the upper quartile for the Financial Services industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

EQH vs. MA: A comparison of their Operating Profit Margin (TTM) against the Financial Services industry benchmark.

Profitability at a Glance

Symbol	EQH	MA
Return on Equity (TTM)	56.77%	191.02%
Return on Assets (TTM)	0.43%	27.84%
Net Profit Margin (TTM)	3.02%	44.93%
Operating Profit Margin (TTM)	17.41%	55.78%
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.

MA

1.16

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.

EQH vs. MA: A comparison of their Current Ratio (MRQ) against the Financial Services industry benchmark.

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.

MA

2.42

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.

EQH vs. MA: A comparison of their Debt-to-Equity Ratio (MRQ) against the Financial Services industry benchmark.

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.

MA

37.93

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.

EQH vs. MA: A comparison of their Interest Coverage Ratio (TTM) against the Financial Services industry benchmark.

Financial Strength at a Glance

Symbol	EQH	MA
Current Ratio (MRQ)	1.35	1.16
Quick Ratio (MRQ)	1.35	1.16
Debt-to-Equity Ratio (MRQ)	8.49	2.42
Interest Coverage Ratio (TTM)	1.76	37.93

Growth

Revenue Growth

EQH vs. MA: 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. MA: 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

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.

MA

0.50%

Financial Services Industry

Max: 8.18%
Q3: 3.60%
Median: 1.56%
Q1: 0.00%
Min: 0.00%

MA’s Dividend Yield of 0.50% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

EQH vs. MA: A comparison of their Dividend Yield (TTM) against the Financial Services industry benchmark.

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.

MA

19.15%

Financial Services Industry

Max: 155.56%
Q3: 63.71%
Median: 18.08%
Q1: 0.00%
Min: 0.00%

MA’s Dividend Payout Ratio of 19.15% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EQH vs. MA: A comparison of their Dividend Payout Ratio (TTM) against the Financial Services industry benchmark.

Dividend at a Glance

Symbol	EQH	MA
Dividend Yield (TTM)	2.34%	0.50%
Dividend Payout Ratio (TTM)	21.08%	19.15%

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.

MA

38.51

Financial Services Industry

Max: 63.23
Q3: 32.10
Median: 14.41
Q1: 10.81
Min: 0.37

A P/E Ratio of 38.51 places MA 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.

EQH vs. MA: A comparison of their Price-to-Earnings Ratio (TTM) against the Financial Services industry benchmark.

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.

MA

17.30

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.

EQH vs. MA: A comparison of their Price-to-Sales Ratio (TTM) against the Financial Services industry benchmark.

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.

MA

64.98

Financial Services Industry

Max: 7.09
Q3: 3.79
Median: 1.46
Q1: 0.83
Min: 0.04

At 64.98, MA’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.

EQH vs. MA: A comparison of their Price-to-Book Ratio (MRQ) against the Financial Services industry benchmark.

Valuation at a Glance

Symbol	EQH	MA
Price-to-Earnings Ratio (TTM)	34.13	38.51
Price-to-Sales Ratio (TTM)	1.03	17.30
Price-to-Book Ratio (MRQ)	6.66	64.98
Price-to-Free Cash Flow Ratio (TTM)	8.04	32.97