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Equitable (EQH) Competitors

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$52.83 +1.15 (+2.23%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

EQH vs. MFC, SLF, WTW, PUK, PFG, RYAN, CRBG, EG, AEG, and KNSL

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Manulife Financial (MFC), Sun Life Financial (SLF), Willis Towers Watson Public (WTW), Prudential (PUK), Principal Financial Group (PFG), Ryan Specialty (RYAN), Corebridge Financial (CRBG), Everest Group (EG), Aegon (AEG), and Kinsale Capital Group (KNSL). These companies are all part of the "insurance" industry.

Equitable vs.

Manulife Financial (NYSE:MFC) and Equitable (NYSE:EQH) are both large-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, community ranking, institutional ownership, dividends, earnings, analyst recommendations, media sentiment and profitability.

In the previous week, Equitable had 1 more articles in the media than Manulife Financial. MarketBeat recorded 21 mentions for Equitable and 20 mentions for Manulife Financial. Manulife Financial's average media sentiment score of 0.90 beat Equitable's score of 0.56 indicating that Manulife Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Manulife Financial
11 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
10 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

52.6% of Manulife Financial shares are owned by institutional investors. Comparatively, 92.7% of Equitable shares are owned by institutional investors. 0.0% of Manulife Financial shares are owned by company insiders. Comparatively, 1.1% of Equitable shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Manulife Financial received 188 more outperform votes than Equitable when rated by MarketBeat users. Likewise, 67.95% of users gave Manulife Financial an outperform vote while only 60.95% of users gave Equitable an outperform vote.

CompanyUnderperformOutperform
Manulife FinancialOutperform Votes
458
67.95%
Underperform Votes
216
32.05%
EquitableOutperform Votes
270
60.95%
Underperform Votes
173
39.05%

Manulife Financial has higher revenue and earnings than Equitable. Equitable is trading at a lower price-to-earnings ratio than Manulife Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Manulife Financial$48.71B1.09$4.05B$2.0714.85
Equitable$10.53B1.57$1.30B-$1.09-48.30

Manulife Financial presently has a consensus target price of $37.50, suggesting a potential upside of 21.99%. Equitable has a consensus target price of $52.18, suggesting a potential downside of 0.89%. Given Manulife Financial's stronger consensus rating and higher probable upside, research analysts clearly believe Manulife Financial is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Manulife Financial
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
3.00
Equitable
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82

Manulife Financial has a beta of 1.09, indicating that its share price is 9% more volatile than the S&P 500. Comparatively, Equitable has a beta of 1.39, indicating that its share price is 39% more volatile than the S&P 500.

Manulife Financial has a net margin of 9.79% compared to Equitable's net margin of -2.64%. Equitable's return on equity of 76.47% beat Manulife Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Manulife Financial9.79% 16.11% 0.77%
Equitable -2.64%76.47%0.68%

Manulife Financial pays an annual dividend of $1.23 per share and has a dividend yield of 4.0%. Equitable pays an annual dividend of $0.96 per share and has a dividend yield of 1.8%. Manulife Financial pays out 59.4% of its earnings in the form of a dividend. Equitable pays out -88.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Manulife Financial has raised its dividend for 11 consecutive years. Manulife Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Manulife Financial beats Equitable on 14 of the 22 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EQH vs. The Competition

MetricEquitableInsurance agents, brokers, & service IndustryFinance SectorNYSE Exchange
Market Cap$16.50B$17.98B$11.71B$20.01B
Dividend Yield1.86%1.37%5.97%3.61%
P/E Ratio-48.3025.8324.9541.62
Price / Sales1.575.9128.0417.56
Price / Cash6.9827.4816.9317.54
Price / Book6.3114.752.655.85
Net Income$1.30B$830.46M$1.07B$1.01B
7 Day Performance5.51%3.21%2.46%3.45%
1 Month Performance13.18%-1.21%1.43%5.94%
1 Year Performance59.35%18.45%15.38%20.09%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQH
Equitable
3.9109 of 5 stars
$52.83
+2.2%
$52.18
-1.2%
+56.5%$16.19B$10.99B-48.478,500Short Interest ↓
MFC
Manulife Financial
4.8481 of 5 stars
$29.55
-0.8%
$37.50
+26.9%
+44.2%$51.08B$48.71B14.2840,000
SLF
Sun Life Financial
4.1876 of 5 stars
$57.15
-0.2%
N/A+15.4%$32.88B$45.44B12.7329,200
WTW
Willis Towers Watson Public
2.58 of 5 stars
$313.40
+0.2%
$333.29
+6.3%
+27.9%$31.57B$9.81B-43.0548,000
PUK
Prudential
4.0674 of 5 stars
$14.50
-1.0%
N/A-22.7%$19.27B$7.52B7.1814,500
PFG
Principal Financial Group
3.3251 of 5 stars
$77.58
+1.6%
$84.75
+9.2%
+4.3%$17.74B$14.07B-86.2019,800
RYAN
Ryan Specialty
3.3888 of 5 stars
$64.80
+3.7%
$75.00
+15.7%
+51.3%$16.97B$2.39B84.164,350Insider Trade
News Coverage
CRBG
Corebridge Financial
4.1901 of 5 stars
$29.62
-1.5%
$35.85
+21.0%
+31.7%$16.85B$14.89B-14.175,700Short Interest ↑
News Coverage
EG
Everest Group
4.3038 of 5 stars
$352.53
-0.3%
$436.56
+23.8%
-3.0%$15.15B$16.10B5.522,430Short Interest ↑
AEG
Aegon
1.7062 of 5 stars
$5.98
+0.7%
N/A+7.7%$13.18B$30.66B6.6422,300
KNSL
Kinsale Capital Group
3.1458 of 5 stars
$413.20
-0.8%
$471.11
+14.0%
+9.6%$9.62B$1.53B23.56470

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This page (NYSE:EQH) was last updated on 1/21/2025 by MarketBeat.com Staff
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