Last 41 quarters of trend data · Financial Services · Life & Annuity Insurers
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 9.57 | 3.16 | — | 4.34 | 17.02 | — | — | 81.39 | 4.27 | — | 8.30 | 41.32 | — | 2.35 | 3.30 | 14.11 | 73.44 | 9.55 | 1.46 | 5.85 | 14.64 |
| — | — | — | -94.7% | +298.3% | — | — | +97.0% | — | — | +152.0% | +192.9% | — | -75.4% | +126.1% | +140.9% | +401.7% | +104.9% | -95.6% | — | — | |
| P/S Ratio | 1.10 | 0.90 | 1.84 | 0.62 | 1.05 | 2.65 | 1.80 | 1.04 | 1.03 | 1.12 | 0.95 | 1.42 | 1.29 | 0.68 | 1.02 | 0.98 | 1.41 | 0.83 | 0.53 | 0.96 | 1.00 |
| — | -66.0% | +2.3% | -40.2% | +2.0% | +136.3% | +88.8% | -26.6% | -20.3% | +64.8% | -6.3% | +44.6% | -8.0% | -17.8% | +92.3% | +1.9% | +40.7% | -2.4% | -52.1% | -68.7% | -81.8% | |
| P/B Ratio | 8.78 | 57.45 | 9.99 | 4.68 | 7.70 | 7.90 | 5.74 | 3.62 | 4.18 | 2.16 | 2.99 | 2.66 | 2.18 | 2.52 | 1.67 | 1.52 | 2.96 | 1.91 | 1.35 | 1.23 | 0.98 |
| — | +626.8% | +73.9% | +29.5% | +84.1% | +266.3% | +92.0% | +35.7% | +92.2% | -14.5% | +79.0% | +75.4% | -26.6% | +31.8% | +23.7% | +23.9% | +203.3% | +107.4% | +38.2% | +7.4% | +49.4% | |
| P/FCF | 5.37 | 2.17 | 4.82 | 5.37 | — | 11.46 | 94.50 | 9.67 | 9.98 | 5.10 | 3.91 | — | — | 6.42 | 7.51 | — | 14.57 | 17.00 | 50.62 | — | — |
| — | -81.1% | -94.9% | -44.4% | — | +124.4% | +2319.4% | — | — | -20.4% | -48.0% | — | — | -62.3% | -85.2% | — | — | +10.7% | — | — | — | |
| EV / EBITDA | 2.96 | 0.06 | — | 1.70 | 3.49 | — | — | 9.38 | 2.45 | 11.65 | 1.98 | 2.85 | — | 1.39 | 2.63 | — | — | 2.66 | 1.92 | 3.32 | 5.57 |
| — | — | — | -81.9% | +42.2% | — | — | +229.2% | — | +741.4% | -24.6% | — | — | -47.9% | +37.2% | — | — | -10.2% | -78.3% | — | — | |
| EV / EBIT | — | 0.06 | — | 1.99 | 5.04 | — | — | 15.85 | 2.79 | 53.24 | 2.33 | 4.75 | — | 1.51 | 3.08 | — | — | 3.15 | 1.90 | 3.72 | 6.65 |
| — | — | — | -87.4% | +80.8% | — | — | +233.8% | — | +3419.4% | -24.2% | — | — | -52.0% | +62.3% | — | — | +3.4% | -81.3% | — | — |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 79.1% | 90.4% | 74.7% | 90.7% | 88.1% | -17.0% | 30.4% | 80.6% | 67.2% | 77.8% | 49.8% | 64.9% | 17.7% | 71.0% | 68.4% | 25.8% | 11.8% | 64.8% | 51.7% | 60.7% | 51.9% |
| — | +632.9% | +146.0% | +12.5% | +31.0% | -121.8% | -39.1% | +24.1% | +279.0% | +9.5% | -27.1% | +151.7% | +50.2% | +9.5% | +32.2% | -57.5% | -77.2% | +13.8% | +16.5% | +228.3% | +127.2% | |
| Operating Margin | -10.2% | 35.8% | -29.7% | 21.0% | 10.5% | -93.0% | -15.4% | 4.5% | 33.1% | -0.4% | 19.4% | 9.8% | -37.6% | 40.7% | 22.7% | -19.5% | -48.6% | 27.6% | 27.2% | 23.3% | 14.0% |
| — | +138.5% | -93.5% | +370.5% | -68.2% | -25053.0% | -179.1% | -54.6% | +187.8% | -100.9% | -14.4% | +150.4% | +22.5% | +47.6% | -16.6% | -183.5% | -446.6% | +7.2% | +228.7% | +114.9% | +103.6% | |
| Net Margin | -11.8% | 28.9% | -27.3% | 14.7% | 6.6% | -90.3% | -14.8% | 1.6% | 24.8% | -4.4% | 12.2% | 4.1% | -32.2% | 29.4% | 31.9% | 7.5% | -41.6% | 19.9% | 20.6% | 16.8% | 7.7% |
| — | +132.0% | -84.9% | +809.8% | -73.6% | -1935.3% | -221.1% | -60.9% | +177.2% | -115.1% | -61.8% | -45.1% | +22.7% | +47.9% | +54.9% | -55.4% | -643.6% | +6.8% | +394.5% | +113.1% | +103.2% |
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | -51.5% | 152.8% | -26.1% | 30.8% | 11.5% | -53.3% | -9.4% | 1.6% | 18.4% | -2.5% | 9.3% | 1.9% | -15.4% | 21.9% | 12.8% | 3.7% | -18.0% | 9.5% | 11.2% | 4.5% | 1.9% |
| — | +386.7% | -178.7% | +1868.0% | -37.5% | -2054.8% | -200.8% | -15.9% | +219.7% | -111.3% | -27.4% | -49.2% | +14.4% | +131.3% | +13.8% | -19.2% | -1050.6% | +88.0% | +1075.9% | +145.2% | +127.7% | |
| ROA | -0.4% | 0.3% | -0.1% | 0.2% | 0.1% | -0.4% | -0.1% | 0.0% | 0.3% | -0.0% | 0.2% | 0.0% | -0.3% | 0.4% | 0.3% | 0.1% | -0.3% | 0.2% | 0.4% | 0.2% | 0.1% |
| — | +179.1% | -18.9% | +815.3% | -77.5% | -827.8% | -176.7% | -35.1% | +216.3% | -111.4% | -46.1% | -51.6% | +17.9% | +68.9% | -21.4% | -63.0% | -459.5% | +1.0% | +733.2% | +134.5% | +119.1% | |
| ROIC | — | — | — | — | — | — | — | 4.9% | 37.8% | -7.5% | — | 55.6% | -18.7% | 32.9% | 7.9% | -5.8% | -12.0% | 9.0% | 11.3% | 4.7% | 2.5% |
| — | — | — | — | — | — | — | -91.2% | +301.9% | -122.7% | — | +1066.3% | -55.5% | +266.2% | -30.4% | -223.5% | -572.6% | +63.2% | +588.4% | +145.3% | +125.9% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 3.67 | 15.74 | 3.14 | 3.08 | 3.67 | 3.27 | 2.30 | 1.43 | 1.67 | 0.90 | 0.86 | 0.81 | 1.23 | 1.40 | 0.92 | 0.94 | 1.63 | 1.01 | 0.71 | 0.53 | 0.43 |
| — | +381.9% | +36.7% | +114.8% | +120.1% | +263.1% | +168.1% | +78.0% | +35.9% | -35.6% | -7.0% | -14.7% | -24.6% | +38.0% | +29.2% | +78.1% | +274.5% | +168.1% | +103.8% | +51.2% | +42.4% | |
| Debt / EBITDA | — | 2.66 | — | 6.23 | 11.63 | — | — | 16.64 | 4.20 | 27.74 | 4.38 | 8.31 | — | 3.28 | 7.67 | — | — | 5.06 | 3.99 | 5.97 | 9.41 |
| — | — | — | -62.5% | +177.1% | — | — | +100.3% | — | +746.7% | -42.9% | — | — | -35.3% | +92.1% | — | — | +2.4% | -71.0% | — | — | |
| Current Ratio | 0.57 | — | 10.10 | 0.56 | 0.57 | 0.57 | 0.49 | 0.46 | 0.90 | 0.47 | — | — | 2.25 | 2.73 | 2.42 | 2.76 | 3.20 | 2.57 | 2.58 | 1.86 | 1.72 |
| — | — | +1956.6% | +20.0% | -37.1% | +21.1% | — | — | -60.1% | -82.8% | — | — | -29.8% | +6.3% | -6.4% | +48.7% | +85.9% | +49.9% | +46.0% | +20.2% | +26.4% | |
| Quick Ratio | 0.57 | — | 10.10 | 0.56 | 0.57 | 0.57 | 0.49 | 0.46 | 0.90 | 0.47 | — | — | 2.25 | 2.73 | 2.42 | 2.76 | 3.20 | 2.57 | 2.58 | 1.86 | 1.72 |
| — | — | +1956.6% | +20.0% | -37.1% | +21.1% | — | — | -60.1% | -82.8% | — | — | -29.8% | +6.3% | -6.4% | +48.7% | +85.9% | +49.9% | +46.0% | +20.2% | +26.4% | |
| Interest Coverage | -4.33 | 26.24 | -7.80 | 15.31 | 8.32 | -21.10 | -4.95 | 4.16 | 24.02 | 0.80 | 11.98 | 4.84 | -13.33 | 27.82 | 10.80 | -6.52 | -16.38 | 17.18 | 26.50 | 16.62 | 8.75 |
| — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
Includes 30+ ratios · 41 years · Updated daily
Live VCP patterns, Cup & Handle overlays, support/resistance, and AI trade plans.
High-probability breakout stocks crossing their pivot across 5 pattern engines.
DCF models, multiple analysis, and analyst estimates.
10-year return with dividends reinvested.
Compare growth, multiples, and margins vs sector.
Quick answers to the most common questions about buying EQH stock.
Equitable Holdings, Inc.'s current P/E is 9.6x. The average P/E over the last 3 quarters is 8.2x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Equitable Holdings, Inc.'s current operating margin is -10.2%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Equitable Holdings, Inc.'s business trajectory between earnings reports.