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EQH vs. SPGI: Equitable vs. S&P Global Stock Comparison

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

Company profile comparison for Equitable (EQH) and S&P Global (SPGI)
Profile ItemEQHSPGI
NameEquitable Holdings Inc.S&P Global 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 USD135.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 10, 2018February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EQH
SPGI
GSPC
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Equitable (EQH) vs. S&P Global (SPGI), 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 S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Equitable (EQH) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Equitable (EQH) and S&P Global (SPGI)
MetricEQHSPGI
Total Return (1Y)26.35%1.66%
Total Return (3Y, Annualized)32.07%9.75%
Total Return (5Y, Annualized)12.88%2.47%

Risk Profile

Drawdown History

EQH
SPGI
GSPC
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Equitable (EQH) vs. S&P Global (SPGI), 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 S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Equitable (EQH) and S&P Global (SPGI)
MetricEQHSPGI
Volatility (1Y, Annualized)33.44%31.02%
Beta (5Y)1.041.02
Max Drawdown (5Y)-35.85%-39.76%
Avg. Volume (3M)2.71M1.86M

Risk-Adjusted Performance

Risk-Return Positioning

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EQH and SPGI 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 S&P Global (SPGI)
MetricEQHSPGI
Sharpe Ratio (1Y)0.66-0.08
Sortino Ratio (1Y)0.94-0.11

Profitability

ROE (TTM)

Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than S&P Global (SPGI) at 17.88%, which is closer to a typical peer reading.

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%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

S&P Global (SPGI) at 30.60% 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%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Equitable (EQH) at 37.18% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equitable (EQH) and S&P Global (SPGI)
MetricEQHSPGI
ROE (TTM)171.08%17.88%
ROA (TTM)0.45%8.33%
Net Margin (TTM)11.52%30.60%
Operating Margin (TTM)37.18%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

S&P Global (SPGI) at 7.94% 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. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

S&P Global (SPGI) at 18.70% 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. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Equitable (EQH) and S&P Global (SPGI)
MetricEQHSPGI
Revenue Growth (YoY)-6.12%7.94%
Revenue Growth (3Y CAGR)-2.65%11.11%
EPS Growth (YoY)-227.78%18.70%
EPS Growth (3Y CAGR)--12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Equitable (EQH) in Financial Services and S&P Global (SPGI) 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 S&P Global (SPGI) 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 S&P Global (SPGI)
MetricEQHSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Equitable (EQH) at 0.51% and S&P Global (SPGI) at 0.82% 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%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Equitable (EQH) at 22.49% and S&P Global (SPGI) at 22.06% 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%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equitable (EQH) and S&P Global (SPGI)
MetricEQHSPGI
Dividend Yield (TTM)0.51%0.82%
Dividend Payout Ratio (TTM)22.49%22.06%

Valuation

P/E Ratio (TTM)

Equitable (EQH) at 10.39 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI 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

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Equitable (EQH) at 1.08 looks cheap on sales in the lower P/S ratio quartile, while S&P Global (SPGI) at 8.32 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

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

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile S&P Global (SPGI) reports 6.88, ranking against industry peers normally.

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

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Equitable (EQH) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equitable (EQH) and S&P Global (SPGI)
MetricEQHSPGI
P/E Ratio (TTM)10.3927.95
P/S Ratio (TTM)1.088.32
P/B Ratio (MRQ)-4.926.88
Free Cash Flow Yield (TTM)----