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Equitable (EQH) Competitors

Equitable logo
$46.52 +1.54 (+3.42%)
(As of 12/20/2024 05:16 PM ET)

EQH vs. MFC, SLF, WTW, PUK, PFG, CRBG, RYAN, 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), Corebridge Financial (CRBG), Ryan Specialty (RYAN), Everest Group (EG), Aegon (AEG), and Kinsale Capital Group (KNSL). These companies are all part of the "insurance" industry.

Equitable vs.

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

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
Equitable-2.64% 76.47% 0.68%
Manulife Financial 9.79%16.11%0.77%

Equitable presently has a consensus target price of $50.10, suggesting a potential upside of 7.70%. Manulife Financial has a consensus target price of $37.50, suggesting a potential upside of 23.64%. Given Manulife Financial's stronger consensus rating and higher possible upside, analysts clearly believe Manulife Financial is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
0 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.80
Manulife Financial
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
3.00

Equitable pays an annual dividend of $0.96 per share and has a dividend yield of 2.1%. Manulife Financial pays an annual dividend of $1.18 per share and has a dividend yield of 3.9%. Equitable pays out -88.1% of its earnings in the form of a dividend. Manulife Financial pays out 57.0% 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.

92.7% of Equitable shares are held by institutional investors. Comparatively, 52.6% of Manulife Financial shares are held by institutional investors. 1.1% of Equitable shares are held by company insiders. Comparatively, 0.0% of Manulife Financial shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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

In the previous week, Equitable had 6 more articles in the media than Manulife Financial. MarketBeat recorded 12 mentions for Equitable and 6 mentions for Manulife Financial. Manulife Financial's average media sentiment score of 1.71 beat Equitable's score of 0.78 indicating that Manulife Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
9 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Manulife Financial
6 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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
Equitable$10.99B1.33$1.30B-$1.09-42.68
Manulife Financial$48.71B1.08$4.05B$2.0714.65

Manulife Financial received 191 more outperform votes than Equitable when rated by MarketBeat users. Likewise, 67.95% of users gave Manulife Financial an outperform vote while only 60.82% of users gave Equitable an outperform vote.

CompanyUnderperformOutperform
EquitableOutperform Votes
267
60.82%
Underperform Votes
172
39.18%
Manulife FinancialOutperform Votes
458
67.95%
Underperform Votes
216
32.05%

Summary

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

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$14.09B$17.63B$10.30B$19.19B
Dividend Yield2.16%2.90%10.51%3.57%
P/E Ratio-42.6826.8346.8441.22
Price / Sales1.337.453,168.2317.59
Price / Cash6.3731.7830.7121.28
Price / Book5.5715.452.695.32
Net Income$1.30B$830.46M$1.03B$989.67M
7 Day Performance-2.00%-0.14%-2.75%-3.45%
1 Month Performance-0.60%0.69%-2.70%-3.74%
1 Year Performance38.87%7.03%10.70%12.06%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQH
Equitable
2.1258 of 5 stars
$46.52
+3.4%
$50.10
+7.7%
+38.8%$14.09B$10.99B-42.688,500Insider Trade
Positive News
High Trading Volume
MFC
Manulife Financial
4.6578 of 5 stars
$31.01
+0.3%
$37.50
+20.9%
+40.2%$54.33B$36.10B14.9440,000Positive News
SLF
Sun Life Financial
3.0524 of 5 stars
$60.04
-0.1%
N/A+17.1%$34.57B$45.44B13.3630,941Positive News
WTW
Willis Towers Watson Public
2.4661 of 5 stars
$312.00
+0.2%
$321.80
+3.1%
+34.8%$31.43B$9.81B-42.7748,000Analyst Upgrade
PUK
Prudential
4.236 of 5 stars
$16.21
-1.1%
N/A-27.5%$21.63B$19.50B8.1115,030Positive News
PFG
Principal Financial Group
3.7011 of 5 stars
$78.93
+0.0%
$84.75
+7.4%
-1.4%$18.05B$13.67B-87.6819,800Analyst Upgrade
Positive News
CRBG
Corebridge Financial
4.5607 of 5 stars
$30.77
+0.3%
$35.00
+13.7%
+37.3%$17.50B$14.89B-14.685,700Ex-Dividend
Analyst Forecast
RYAN
Ryan Specialty
4.0768 of 5 stars
$66.66
-1.4%
$73.50
+10.3%
+52.9%$17.45B$2.08B87.794,350Insider Trade
Positive News
EG
Everest Group
4.7306 of 5 stars
$359.55
-0.9%
$430.00
+19.6%
-0.1%$15.45B$14.59B5.682,844Positive News
AEG
Aegon
3.6026 of 5 stars
$6.01
-4.8%
N/A+2.7%$13.25B$30.66B6.6820,634Gap Down
High Trading Volume
KNSL
Kinsale Capital Group
2.9791 of 5 stars
$503.34
-0.7%
$472.00
-6.2%
+38.7%$11.72B$1.53B28.89561Positive News

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This page (NYSE:EQH) was last updated on 12/21/2024 by MarketBeat.com Staff
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