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

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

Company Profile

SymbolEQHWTW
Company NameEquitable Holdings, Inc.Willis Towers Watson Public Limited Company
CountryUnited StatesUnited Kingdom
GICS SectorFinancialsFinancials
GICS IndustryFinancial ServicesInsurance
Market Capitalization15.32 billion USD33.86 billion USD
ExchangeNYSENasdaqGS
Listing DateMay 10, 2018June 12, 2001
Security TypeCommon StockCommon Stock

Historical Performance

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

Historical Performance at a Glance

SymbolEQHWTW
5-Day Price Return-2.20%1.44%
13-Week Price Return-8.10%13.21%
26-Week Price Return-1.79%2.72%
52-Week Price Return21.95%17.51%
Month-to-Date Return0.75%0.49%
Year-to-Date Return8.46%10.82%
10-Day Avg. Volume2.99M0.52M
3-Month Avg. Volume2.79M0.63M
3-Month Volatility25.66%18.21%
Beta1.140.65

Profitability

Return on Equity (TTM)

EQH

22.93%

Financial Services Industry

Max
39.28%
Q3
18.88%
Median
9.97%
Q1
4.03%
Min
-10.25%

In the upper quartile for the Financial Services industry, EQH’s Return on Equity of 22.93% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

WTW

1.73%

Insurance Industry

Max
30.96%
Q3
18.76%
Median
14.22%
Q1
10.34%
Min
1.73%

WTW’s Return on Equity of 1.73% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

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

Net Profit Margin (TTM)

EQH

3.02%

Financial Services Industry

Max
52.16%
Q3
25.35%
Median
12.68%
Q1
6.11%
Min
-11.69%

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.

WTW

1.40%

Insurance Industry

Max
26.78%
Q3
14.69%
Median
9.87%
Q1
6.59%
Min
-3.51%

Falling into the lower quartile for the Insurance industry, WTW’s Net Profit Margin of 1.40% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

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

Operating Profit Margin (TTM)

EQH

17.41%

Financial Services Industry

Max
75.57%
Q3
37.78%
Median
19.09%
Q1
10.04%
Min
-19.42%

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.

WTW

6.24%

Insurance Industry

Max
34.52%
Q3
20.17%
Median
14.46%
Q1
9.62%
Min
-2.51%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

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

Profitability at a Glance

SymbolEQHWTW
Return on Equity (TTM)22.93%1.73%
Return on Assets (TTM)0.16%0.49%
Net Profit Margin (TTM)3.02%1.40%
Operating Profit Margin (TTM)17.41%6.24%
Gross Profit Margin (TTM)51.52%--

Financial Strength

Current Ratio (MRQ)

EQH

1.67

Financial Services Industry

Max
4.83
Q3
2.70
Median
1.44
Q1
0.86
Min
0.01

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

WTW

1.13

Insurance Industry

Max
2.97
Q3
1.37
Median
0.54
Q1
0.15
Min
0.00

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

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

Debt-to-Equity Ratio (MRQ)

EQH

20.12

Financial Services Industry

Max
5.07
Q3
2.14
Median
0.66
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.

WTW

0.66

Insurance Industry

Max
1.25
Q3
0.65
Median
0.34
Q1
0.23
Min
0.00

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

EQH vs. WTW: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Financial Services and Insurance 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.

WTW

1.41

Insurance Industry

Max
43.68
Q3
21.45
Median
9.67
Q1
3.55
Min
-5.73

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

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

Financial Strength at a Glance

SymbolEQHWTW
Current Ratio (MRQ)1.671.13
Quick Ratio (MRQ)1.671.11
Debt-to-Equity Ratio (MRQ)20.120.66
Interest Coverage Ratio (TTM)1.761.41

Growth

Revenue Growth

EQH vs. WTW: 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. WTW: 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

2.48%

Financial Services Industry

Max
8.12%
Q3
3.37%
Median
1.70%
Q1
0.00%
Min
0.00%

EQH’s Dividend Yield of 2.48% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

WTW

1.05%

Insurance Industry

Max
9.80%
Q3
5.18%
Median
3.58%
Q1
2.07%
Min
0.00%

WTW’s Dividend Yield of 1.05% is in the lower quartile for the Insurance industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

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

Dividend Payout Ratio (TTM)

EQH

21.08%

Financial Services Industry

Max
132.10%
Q3
64.32%
Median
18.23%
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.

WTW

14.79%

Insurance Industry

Max
169.40%
Q3
85.57%
Median
53.26%
Q1
23.68%
Min
0.00%

WTW’s Dividend Payout Ratio of 14.79% is in the lower quartile for the Insurance industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

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

Dividend at a Glance

SymbolEQHWTW
Dividend Yield (TTM)2.48%1.05%
Dividend Payout Ratio (TTM)21.08%14.79%

Valuation

Price-to-Earnings Ratio (TTM)

EQH

31.95

Financial Services Industry

Max
45.81
Q3
30.21
Median
16.29
Q1
10.14
Min
0.70

A P/E Ratio of 31.95 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.

WTW

248.46

Insurance Industry

Max
30.75
Q3
18.11
Median
12.67
Q1
9.66
Min
2.87

At 248.46, WTW’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Insurance industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

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

Price-to-Sales Ratio (TTM)

EQH

0.97

Financial Services Industry

Max
10.88
Q3
5.34
Median
2.64
Q1
1.24
Min
0.06

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

WTW

3.47

Insurance Industry

Max
3.41
Q3
1.88
Median
1.22
Q1
0.80
Min
0.23

With a P/S Ratio of 3.47, WTW trades at a valuation that eclipses even the highest in the Insurance industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

EQH vs. WTW: A comparison of their Price-to-Sales Ratio (TTM) against their respective Financial Services and Insurance industry benchmarks.

Price-to-Book Ratio (MRQ)

EQH

14.84

Financial Services Industry

Max
7.93
Q3
3.78
Median
1.49
Q1
0.88
Min
0.08

At 14.84, EQH’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.

WTW

3.75

Insurance Industry

Max
4.57
Q3
2.56
Median
1.88
Q1
1.20
Min
0.17

WTW’s P/B Ratio of 3.75 is in the upper tier for the Insurance 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.

EQH vs. WTW: A comparison of their Price-to-Book Ratio (MRQ) against their respective Financial Services and Insurance industry benchmarks.

Valuation at a Glance

SymbolEQHWTW
Price-to-Earnings Ratio (TTM)31.95248.46
Price-to-Sales Ratio (TTM)0.973.47
Price-to-Book Ratio (MRQ)14.843.75
Price-to-Free Cash Flow Ratio (TTM)10.1326.91