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

Updated on August 21, 2025

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

Company Profile

Symbol	EQH	MSCI
Company Name	Equitable Holdings, Inc.	MSCI Inc.
Country	United States	United States
GICS Sector	Financials	Financials
GICS Industry	Financial Services	Capital Markets
Market Capitalization	16.36 billion USD	43.90 billion USD
Exchange	NYSE	NYSE
Listing Date	May 10, 2018	November 15, 2007
Security Type	Common Stock	Common Stock

Historical Performance

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

Historical Performance at a Glance

Symbol	EQH	MSCI
5-Day Price Return	8.50%	4.02%
13-Week Price Return	1.24%	-0.27%
26-Week Price Return	4.50%	-3.41%
52-Week Price Return	42.81%	6.58%
Month-to-Date Return	6.35%	1.08%
Year-to-Date Return	15.77%	-5.43%
10-Day Avg. Volume	3.56M	0.80M
3-Month Avg. Volume	2.69M	0.64M
3-Month Volatility	28.39%	26.83%
Beta	1.14	1.35

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.

MSCI

108.67%

Capital Markets Industry

Max: 38.97%
Q3: 21.61%
Median: 13.77%
Q1: 8.31%
Min: -4.25%

MSCI’s Return on Equity of 108.67% is exceptionally high, placing it well beyond the typical range for the Capital Markets industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

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

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.

MSCI

39.46%

Capital Markets Industry

Max: 66.67%
Q3: 35.11%
Median: 23.49%
Q1: 13.63%
Min: -15.18%

A Net Profit Margin of 39.46% places MSCI in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

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

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.

MSCI

53.86%

Capital Markets Industry

Max: 86.40%
Q3: 46.46%
Median: 32.80%
Q1: 18.32%
Min: -21.87%

An Operating Profit Margin of 53.86% places MSCI in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

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

Profitability at a Glance

Symbol	EQH	MSCI
Return on Equity (TTM)	56.77%	108.67%
Return on Assets (TTM)	0.43%	21.86%
Net Profit Margin (TTM)	3.02%	39.46%
Operating Profit Margin (TTM)	17.41%	53.86%
Gross Profit Margin (TTM)	51.52%	82.18%

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.

MSCI

0.86

Capital Markets Industry

Max: 3.76
Q3: 1.89
Median: 1.01
Q1: 0.54
Min: -0.41

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

EQH vs. MSCI: A comparison of their Current Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

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.

MSCI

6.80

Capital Markets Industry

Max: 6.62
Q3: 2.84
Median: 1.02
Q1: 0.32
Min: 0.00

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

EQH vs. MSCI: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

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.

MSCI

9.26

Capital Markets Industry

Max: 126.03
Q3: 60.98
Median: 11.77
Q1: 4.95
Min: -36.26

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

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

Financial Strength at a Glance

Symbol	EQH	MSCI
Current Ratio (MRQ)	1.35	0.86
Quick Ratio (MRQ)	1.35	0.77
Debt-to-Equity Ratio (MRQ)	8.49	6.80
Interest Coverage Ratio (TTM)	1.76	9.26

Growth

Revenue Growth

EQH vs. MSCI: 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. MSCI: 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.

MSCI

1.25%

Capital Markets Industry

Max: 10.26%
Q3: 4.86%
Median: 2.78%
Q1: 1.22%
Min: 0.00%

MSCI’s Dividend Yield of 1.25% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

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

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.

MSCI

45.34%

Capital Markets Industry

Max: 200.72%
Q3: 101.92%
Median: 57.97%
Q1: 32.36%
Min: 0.00%

MSCI’s Dividend Payout Ratio of 45.34% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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

Dividend at a Glance

Symbol	EQH	MSCI
Dividend Yield (TTM)	2.34%	1.25%
Dividend Payout Ratio (TTM)	21.08%	45.34%

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.

MSCI

36.26

Capital Markets Industry

Max: 58.89
Q3: 31.00
Median: 18.54
Q1: 12.09
Min: 5.24

A P/E Ratio of 36.26 places MSCI in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

EQH vs. MSCI: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

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.

MSCI

14.31

Capital Markets Industry

Max: 14.49
Q3: 7.41
Median: 4.68
Q1: 2.25
Min: 0.04

MSCI’s P/S Ratio of 14.31 is in the upper echelon for the Capital Markets 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. MSCI: A comparison of their Price-to-Sales Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

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.

MSCI

42.21

Capital Markets Industry

Max: 9.48
Q3: 4.94
Median: 2.42
Q1: 1.21
Min: 0.38

At 42.21, MSCI’s P/B Ratio is at an extreme premium to the Capital Markets 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. MSCI: A comparison of their Price-to-Book Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Valuation at a Glance

Symbol	EQH	MSCI
Price-to-Earnings Ratio (TTM)	34.13	36.26
Price-to-Sales Ratio (TTM)	1.03	14.31
Price-to-Book Ratio (MRQ)	6.66	42.21
Price-to-Free Cash Flow Ratio (TTM)	8.04	31.45