Equitable (EQH) Competitors

$40.73
+0.49 (+1.22%)
(As of 05/17/2024 08:53 PM ET)

EQH vs. RYAN, ERIE, BRP, BRO, WTW, UDR, KIM, ARCC, WPC, and HST

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Ryan Specialty (RYAN), Erie Indemnity (ERIE), The Baldwin Insurance Group (BRP), Brown & Brown (BRO), Willis Towers Watson Public (WTW), UDR (UDR), Kimco Realty (KIM), Ares Capital (ARCC), W. P. Carey (WPC), and Host Hotels & Resorts (HST). These companies are all part of the "finance" sector.

Equitable vs.

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

In the previous week, Equitable had 3 more articles in the media than Ryan Specialty. MarketBeat recorded 8 mentions for Equitable and 5 mentions for Ryan Specialty. Equitable's average media sentiment score of 1.06 beat Ryan Specialty's score of 0.98 indicating that Ryan Specialty is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ryan Specialty
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

84.8% of Ryan Specialty shares are held by institutional investors. Comparatively, 92.7% of Equitable shares are held by institutional investors. 11.1% of Ryan Specialty shares are held by company insiders. Comparatively, 1.1% of Equitable shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Ryan Specialty has a beta of 0.58, suggesting that its share price is 42% less volatile than the S&P 500. Comparatively, Equitable has a beta of 1.4, suggesting that its share price is 40% more volatile than the S&P 500.

Ryan Specialty has a net margin of 9.15% compared to Ryan Specialty's net margin of 0.00%. Equitable's return on equity of 45.87% beat Ryan Specialty's return on equity.

Company Net Margins Return on Equity Return on Assets
Ryan Specialty9.15% 45.87% 6.28%
Equitable N/A N/A N/A

Ryan Specialty pays an annual dividend of $0.44 per share and has a dividend yield of 0.8%. Equitable pays an annual dividend of $0.88 per share and has a dividend yield of 2.2%. Ryan Specialty pays out 83.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Equitable pays out 27.2% of its earnings in the form of a dividend. Equitable has raised its dividend for 5 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ryan Specialty$2.08B6.79$61.04M$0.53102.25
Equitable$10.40B1.27$1.05B$3.2312.61

Ryan Specialty currently has a consensus price target of $54.25, suggesting a potential upside of 0.11%. Equitable has a consensus price target of $40.10, suggesting a potential downside of 1.55%. Given Equitable's higher probable upside, equities research analysts plainly believe Ryan Specialty is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ryan Specialty
1 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.22
Equitable
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70

Equitable received 234 more outperform votes than Ryan Specialty when rated by MarketBeat users. Likewise, 60.47% of users gave Equitable an outperform vote while only 37.70% of users gave Ryan Specialty an outperform vote.

CompanyUnderperformOutperform
Ryan SpecialtyOutperform Votes
23
37.70%
Underperform Votes
38
62.30%
EquitableOutperform Votes
257
60.47%
Underperform Votes
168
39.53%

Summary

Equitable beats Ryan Specialty on 13 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EQH 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$13.25B$17.96B$10.19B$18.08B
Dividend Yield2.19%2.75%5.85%3.44%
P/E Ratio12.6126.1937.0426.21
Price / Sales1.2727.95142.3010.64
Price / CashN/A26.5916.0619.24
Price / BookN/A8.193.166.00
Net Income$1.05B$953.69M$1.01B$966.17M
7 Day Performance2.23%1.80%1.73%1.85%
1 Month Performance11.39%6.15%4.64%6.59%
1 Year Performance66.24%7.09%19.77%23.69%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RYAN
Ryan Specialty
2.6284 of 5 stars
$52.18
+1.3%
$54.25
+4.0%
+22.3%$13.58B$2.08B98.454,350Positive News
ERIE
Erie Indemnity
2.9078 of 5 stars
$405.44
+1.2%
N/A+73.8%$21.20B$3.27B43.786,556
BRP
The Baldwin Insurance Group
3.1789 of 5 stars
$28.03
-0.2%
$33.40
+19.2%
+48.2%$3.27B$1.22B-18.813,927
BRO
Brown & Brown
4.7365 of 5 stars
$85.26
+1.2%
$87.30
+2.4%
+35.4%$24.32B$4.26B26.239,705
WTW
Willis Towers Watson Public
4.2931 of 5 stars
$254.86
+0.7%
$295.54
+16.0%
+12.1%$26.06B$9.58B25.5648,000
UDR
UDR
4.7845 of 5 stars
$38.97
+0.2%
$41.72
+7.1%
-2.0%$12.83B$1.63B28.241,410
KIM
Kimco Realty
4.2569 of 5 stars
$18.99
-0.2%
$21.48
+13.1%
+4.9%$12.80B$1.78B35.82N/APositive News
ARCC
Ares Capital
0.8424 of 5 stars
$20.80
-0.4%
$21.43
+3.0%
+13.7%$12.64B$2.61B7.12N/AShort Interest ↑
Positive News
WPC
W. P. Carey
3.9631 of 5 stars
$57.77
+0.2%
$63.18
+9.4%
-12.5%$12.64B$1.74B21.97197
HST
Host Hotels & Resorts
4.7022 of 5 stars
$18.72
-0.3%
$21.29
+13.7%
+7.9%$13.17B$5.31B18.35163Positive News

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This page (NYSE:EQH) was last updated on 5/20/2024 by MarketBeat.com Staff

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