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EQH vs. UBS: Equitable vs. UBS Stock Comparison

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

Company profile comparison for Equitable (EQH) and UBS (UBS)
Profile ItemEQHUBS
NameEquitable Holdings Inc.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesDiversified Capital Markets
Market Capitalization14.04 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 10, 2018May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Equitable (EQH) and UBS (UBS)
MetricEQHUBS
Total Return (1Y)26.35%30.78%
Total Return (3Y, Annualized)32.07%29.39%
Total Return (5Y, Annualized)12.88%25.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Equitable (EQH) and UBS (UBS)
MetricEQHUBS
Volatility (1Y, Annualized)33.44%27.78%
Beta (5Y)1.041.15
Max Drawdown (5Y)-35.85%-32.48%
Avg. Volume (3M)2.71M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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EQH and UBS 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 UBS (UBS)
MetricEQHUBS
Sharpe Ratio (1Y)0.660.95
Sortino Ratio (1Y)0.941.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Equitable (EQH) earns 171.08% on shareholders’ equity, ranked against its industry; UBS (UBS) 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%

UBS

Financial Services industry group

--

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

Net Margin (TTM)

Both Equitable (EQH) at 11.52% and UBS (UBS) at 18.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Equitable (EQH) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Equitable (EQH) at 37.18% and UBS (UBS) at 27.10% 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Equitable (EQH) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equitable (EQH) and UBS (UBS)
MetricEQHUBS
ROE (TTM)171.08%--
ROA (TTM)0.45%--
Net Margin (TTM)11.52%18.18%
Operating Margin (TTM)37.18%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

UBS (UBS) at 4.30% 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. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Equitable (EQH) at -227.78% falls below its industry range — a large difference in per-share earnings trajectories.

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

Growth Metrics

Growth metrics for Equitable (EQH) and UBS (UBS)
MetricEQHUBS
Revenue Growth (YoY)-6.12%4.30%
Revenue Growth (3Y CAGR)-2.65%12.44%
EPS Growth (YoY)-227.78%55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Equitable (EQH) reports a yield of 0.51%, ranking against industry peers normally.

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%

UBS

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Both Equitable (EQH) at 22.49% and UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Equitable (EQH) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equitable (EQH) and UBS (UBS)
MetricEQHUBS
Dividend Yield (TTM)0.51%0.00%
Dividend Payout Ratio (TTM)22.49%36.30%

Valuation

P/E Ratio (TTM)

Both Equitable (EQH) at 10.39 and UBS (UBS) at 15.77 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Equitable (EQH) vs. UBS (UBS): 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 UBS (UBS) at 2.71 prices around its industry’s middle — EQH costs less per dollar of sales, though read it alongside growth and margins.

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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Equitable (EQH) vs. UBS (UBS): 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 UBS (UBS) reports 1.64, 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Equitable (EQH) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equitable (EQH) and UBS (UBS)
MetricEQHUBS
P/E Ratio (TTM)10.3915.77
P/S Ratio (TTM)1.082.71
P/B Ratio (MRQ)-4.921.64
Free Cash Flow Yield (TTM)----