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EQH vs. MSCI: Equitable vs. MSCI Stock Comparison

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

Company profile comparison for Equitable (EQH) and MSCI (MSCI)
Profile ItemEQHMSCI
NameEquitable Holdings Inc.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesFinancial Exchanges & Data
Market Capitalization14.04 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 10, 2018November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EQH
MSCI
GSPC
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Equitable (EQH) vs. MSCI (MSCI), 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 MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Equitable (EQH) and MSCI (MSCI)
MetricEQHMSCI
Total Return (1Y)26.35%12.76%
Total Return (3Y, Annualized)32.07%9.86%
Total Return (5Y, Annualized)12.88%1.00%

Risk Profile

Drawdown History

EQH
MSCI
GSPC
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Equitable (EQH) vs. MSCI (MSCI), 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 MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Equitable (EQH) and MSCI (MSCI)
MetricEQHMSCI
Volatility (1Y, Annualized)33.44%29.82%
Beta (5Y)1.041.17
Max Drawdown (5Y)-35.85%-43.74%
Avg. Volume (3M)2.71M590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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EQH and MSCI 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 MSCI (MSCI)
MetricEQHMSCI
Sharpe Ratio (1Y)0.660.28
Sortino Ratio (1Y)0.940.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Equitable (EQH) earns 171.08% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

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%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Equitable (EQH) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; EQH is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% 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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% 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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equitable (EQH) and MSCI (MSCI)
MetricEQHMSCI
ROE (TTM)171.08%--
ROA (TTM)0.45%21.75%
Net Margin (TTM)11.52%40.31%
Operating Margin (TTM)37.18%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

MSCI (MSCI) at 9.75% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

MSCI (MSCI) at 11.67% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.

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

Growth Metrics

Growth metrics for Equitable (EQH) and MSCI (MSCI)
MetricEQHMSCI
Revenue Growth (YoY)-6.12%9.75%
Revenue Growth (3Y CAGR)-2.65%11.71%
EPS Growth (YoY)-227.78%11.67%
EPS Growth (3Y CAGR)--13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Equitable (EQH) in Financial Services and MSCI (MSCI) 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 MSCI (MSCI) 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 MSCI (MSCI)
MetricEQHMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Equitable (EQH) at 0.51% and MSCI (MSCI) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Equitable (EQH) at 22.49% and MSCI (MSCI) at 42.04% 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equitable (EQH) and MSCI (MSCI)
MetricEQHMSCI
Dividend Yield (TTM)0.51%1.21%
Dividend Payout Ratio (TTM)22.49%42.04%

Valuation

P/E Ratio (TTM)

Equitable (EQH) at 10.39 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.

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

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while MSCI (MSCI) at 13.58 prices above its industry range — a wide gap in sales valuation between them.

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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both Equitable (EQH) at -4.92 and MSCI (MSCI) at -15.24 report negative P/B ratio values, meaning both companies have negative book equity — neither multiple is meaningful for valuation.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Equitable (EQH) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equitable (EQH) and MSCI (MSCI)
MetricEQHMSCI
P/E Ratio (TTM)10.3933.90
P/S Ratio (TTM)1.0813.58
P/B Ratio (MRQ)-4.92-15.24
Free Cash Flow Yield (TTM)----