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Equitable Holdings, Inc. key statistics and ratios

In fiscal 2025, Equitable Holdings, Inc. had return on equity of -185.1% and a net margin of -11.8%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2016Dec 20162017Dec 20172018Dec 20182019Dec 20192020Dec 20202021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMJun 2026
Net margin10.7%6.3%15.4%−18.3%−5.2%23.0%16.9%12.3%10.3%−11.8%−8.7%
Return on equity7.6%5.2%13.6%−12.9%−4.5%13.0%33.1%63.6%60.9%−185.1%—
Return on assets—0.3%0.8%−0.7%−0.2%0.6%0.8%0.5%0.4%−0.4%−0.3%
Asset turnover—0.050.050.040.050.030.050.040.040.040.03
Debt to equity0.0%17.9%35.9%30.6%26.4%34.1%291.3%154.6%244.9%——
Effective tax rate18.6%3.4%12.1%——16.8%20.0%—13.5%——
Dividends ÷ net income0.0%0.0%8.5%——16.9%13.7%23.5%23.6%——

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

29 /100

Weak moat

How hard Equitable Holdings's competitive advantage looks for rivals to wear away, judged from 9 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median 0.3% of total assets over 9 years.

  • Durability 1 / 20

    Net margin has been a median 7.5%; its worst year was -52.4%.

  • Discipline 19 / 20

    The diluted share count fell 34.9% over five years; stock-based pay has been a median 2.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (34 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

Head to head: EQH vs PUKEQH vs UNMEQH vs VOYA

More: Life & Health Insurance stocks compared, Financials sector, rankings of US companies

Figures from Equitable Holdings, Inc.'s SEC filings (10-K and 10-Q), retrieved October 20, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Equitable Holdings, Inc.