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Equitable (EQH) Competitors

Equitable logo
$46.72 +0.12 (+0.26%)
(As of 11/20/2024 ET)

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 business? We will contrast the two companies based on the strength of their community ranking, institutional ownership, media sentiment, dividends, profitability, earnings, analyst recommendations, risk and valuation.

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$36.10B1.56$4.05B$2.0715.55
Equitable$10.53B1.39$1.30B-$1.09-42.86

Manulife Financial received 192 more outperform votes than Equitable when rated by MarketBeat users. Likewise, 67.95% of users gave Manulife Financial an outperform vote while only 60.73% of users gave Equitable an outperform vote.

CompanyUnderperformOutperform
Manulife FinancialOutperform Votes
458
67.95%
Underperform Votes
216
32.05%
EquitableOutperform Votes
266
60.73%
Underperform Votes
172
39.27%

In the previous week, Manulife Financial had 5 more articles in the media than Equitable. MarketBeat recorded 15 mentions for Manulife Financial and 10 mentions for Equitable. Equitable's average media sentiment score of 1.03 beat Manulife Financial's score of 0.90 indicating that Equitable is being referred to more favorably in the news media.

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

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%

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 insiders. Comparatively, 1.1% of Equitable shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Manulife Financial pays an annual dividend of $1.16 per share and has a dividend yield of 3.6%. Equitable pays an annual dividend of $0.96 per share and has a dividend yield of 2.1%. Manulife Financial pays out 56.0% 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 increased 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.

Manulife Financial has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500. Comparatively, Equitable has a beta of 1.4, indicating that its stock price is 40% more volatile than the S&P 500.

Manulife Financial presently has a consensus target price of $37.50, indicating a potential upside of 16.50%. Equitable has a consensus target price of $48.70, indicating a potential upside of 4.24%. Given Manulife Financial's stronger consensus rating and higher possible 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)
6 Buy rating(s)
1 Strong Buy rating(s)
3.00
Equitable
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70

Summary

Manulife Financial beats Equitable on 15 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$14.60B$18.33B$10.49B$19.96B
Dividend Yield2.06%2.90%10.14%3.49%
P/E Ratio-42.8623.1345.5535.39
Price / Sales1.398.393,512.7118.01
Price / Cash6.2934.6330.6421.27
Price / Book4.2999.834.064.58
Net Income$1.30B$858.71M$1.02B$985.93M
7 Day Performance-1.95%-0.20%-0.05%0.45%
1 Month Performance1.90%-1.07%7.13%1.05%
1 Year Performance65.70%14.67%24.11%24.67%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQH
Equitable
3.3329 of 5 stars
$46.72
+0.3%
$48.70
+4.2%
+64.4%$14.60B$10.53B-42.868,500Dividend Announcement
Insider Trade
Positive News
MFC
Manulife Financial
4.6819 of 5 stars
$32.19
-0.3%
$37.50
+16.5%
+66.7%$57.06B$36.10B15.5540,000News Coverage
High Trading Volume
SLF
Sun Life Financial
3.161 of 5 stars
$60.84
+0.8%
N/A+19.7%$34.73B$30.20B13.5530,941Analyst Downgrade
WTW
Willis Towers Watson Public
2.737 of 5 stars
$308.61
+0.3%
$312.27
+1.2%
+27.6%$30.98B$9.48B-42.3948,000Analyst Revision
PUK
Prudential
3.0668 of 5 stars
$16.03
+1.2%
N/A-32.0%$21.27B$19.50B0.0015,030Positive News
PFG
Principal Financial Group
3.06 of 5 stars
$84.15
0.0%
$85.92
+2.1%
+15.9%$19.25B$13.67B12.2519,800Analyst Forecast
Analyst Revision
RYAN
Ryan Specialty
3.452 of 5 stars
$70.88
+0.7%
$70.33
-0.8%
+58.3%$18.43B$2.08B92.054,350Positive News
CRBG
Corebridge Financial
4.2082 of 5 stars
$30.64
+0.7%
$34.85
+13.7%
+55.8%$17.31B$21.21B0.005,700Positive News
EG
Everest Group
4.6237 of 5 stars
$376.87
+1.7%
$434.10
+15.2%
-5.7%$15.92B$14.59B5.902,844Analyst Forecast
AEG
Aegon
2.1457 of 5 stars
$6.25
-1.3%
N/A+15.9%$13.95B$11.24B0.0020,634
KNSL
Kinsale Capital Group
3.3225 of 5 stars
$478.71
+2.0%
$455.88
-4.8%
+34.1%$10.93B$1.22B27.29561Dividend Announcement
Positive News

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This page (NYSE:EQH) was last updated on 11/21/2024 by MarketBeat.com Staff
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