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Upturn AI SWOT - About
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
03/27/2025: EQH (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 13.17% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.10B USD | Price to earnings Ratio 13.83 | 1Y Target Price 62.7 |
Price to earnings Ratio 13.83 | 1Y Target Price 62.7 | ||
Volume (30-day avg) 3104645 | Beta 1.39 | 52 Weeks Range 34.72 - 55.74 | Updated Date 04/1/2025 |
52 Weeks Range 34.72 - 55.74 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.84% | Basic EPS (TTM) 3.78 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.24% | Operating Margin (TTM) 38.12% |
Management Effectiveness
Return on Assets (TTM) 0.58% | Return on Equity (TTM) 41.78% |
Valuation
Trailing PE 13.83 | Forward PE 7.06 | Enterprise Value 16724882805 | Price to Sales(TTM) 1.26 |
Enterprise Value 16724882805 | Price to Sales(TTM) 1.26 | ||
Enterprise Value to Revenue 1.34 | Enterprise Value to EBITDA - | Shares Outstanding 307820000 | Shares Floating 305941823 |
Shares Outstanding 307820000 | Shares Floating 305941823 | ||
Percent Insiders 0.53 | Percent Institutions 100.69 |
Analyst Ratings
Rating 4.18 | Target Price 56.6 | Buy 3 | Strong Buy 5 |
Buy 3 | Strong Buy 5 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Axa Equitable Holdings Inc
Company Overview
History and Background
Axa Equitable Holdings, now known as Equitable Holdings, was founded in 1859 as The Equitable Life Assurance Society of the United States. It demutualized in 2000 and became a publicly traded company. AXA S.A. spun off a majority stake in the company through an IPO in 2018, retaining a significant ownership stake for several years before fully divesting. Significant milestones include expansion into new product lines like annuities and investment management, strategic acquisitions, and adapting to regulatory changes in the financial services industry.
Core Business Areas
- Individual Retirement: Offers variable annuities, fixed indexed annuities, and fixed annuities to individuals saving for retirement. Competitors: Lincoln National, Prudential, Athene.
- Group Retirement: Provides retirement plans and related services to businesses and other organizations. Competitors: Fidelity, TIAA, Principal Financial Group.
- Investment Management and Research: Through its AllianceBernstein subsidiary, offers asset management services to institutional and retail clients. Competitors: BlackRock, Vanguard, State Street.
- Protection Solutions: Offers life insurance and other protection products. Competitors: New York Life, Northwestern Mutual, MassMutual.
Leadership and Structure
The CEO is currently (as of October 26, 2023, based on latest available info) Mark Pearson. The organizational structure consists of distinct business units (Individual Retirement, Group Retirement, Investment Management, and Protection Solutions) overseen by a corporate executive team.
Top Products and Market Share
Key Offerings
- Variable Annuities: Variable annuities are a core product, providing retirement income with investment options. Market share is significant within the variable annuity market. Competitors: Lincoln National, Prudential, Jackson National.
- Fixed Indexed Annuities: Fixed indexed annuities provide a balance of growth potential and downside protection. Growing demand in the retirement market. Market share varies by specific product and distribution channel. Competitors: Athene, Allianz Life, Fidelity & Guaranty Life.
- AllianceBernstein Investment Management: Asset management services across various asset classes. AUM is a key metric. Competitors: BlackRock, Vanguard, Fidelity.
Market Dynamics
Industry Overview
The financial services industry is highly competitive, subject to regulatory scrutiny, and influenced by macroeconomic factors, including interest rates and market volatility. Demand for retirement products is driven by demographic trends and concerns about retirement security.
Positioning
Equitable Holdings is a major player in the retirement and investment solutions market, with a strong brand and extensive distribution network. Competitive advantages include a diversified product portfolio and a large base of existing customers.
Total Addressable Market (TAM)
The total addressable market for retirement and investment solutions is vast, estimated to be in the trillions of dollars. Equitable Holdings is positioned to capture a share of this market through its product offerings and distribution capabilities.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Diversified product portfolio
- Experienced management team
- Solid capital position
Weaknesses
- Exposure to market volatility
- Complex product offerings
- Sensitivity to interest rate changes
- Reputational risk associated with past controversies
- Cost structure relative to competitors
Opportunities
- Growing demand for retirement solutions
- Expansion into new markets
- Development of innovative products and services
- Strategic acquisitions
- Leveraging technology to improve efficiency and customer experience
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Rising interest rates
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- LNC
- PRU
- MET
- GWO.TO
Competitive Landscape
Equitable Holdings competes on product offerings, distribution capabilities, and brand strength. Advantages include a diversified product portfolio and a large established customer base. Disadvantages may include higher costs or slower growth compared to some competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Assessment of historical revenue and earnings growth based on past financial performance.
Future Projections: Based on analyst estimates, which are subject to change. These can be found on sites like Yahoo Finance, etc.
Recent Initiatives: Examples include new product launches, strategic partnerships, and technology investments.
Summary
Equitable Holdings (EQH) is a significant player in the retirement and investment solutions market, with a strong brand and diversified product offerings. The company faces challenges from market volatility and competition, but benefits from growing demand for retirement planning. Strategic initiatives and cost management will be crucial for sustained growth. While EQH has a well-established position, it needs to be mindful of economic shifts and the growing technological advances within the financial services industry. The absence of any recent acquisitions may suggest limited expansion activities or strategic shifts within the firm.
Similar Companies
LNC
Lincoln National Corporation
LNC
Lincoln National Corporation
MET
MetLife Inc
MET
MetLife Inc
NNN
National Retail Properties Inc
NNN
National Retail Properties Inc
PRU
Prudential Financial Inc
PRU
Prudential Financial Inc
SLF
Sun Life Financial Inc.
SLF
Sun Life Financial Inc.
VOYA
Voya Financial Inc
VOYA
Voya Financial Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Website
- Analyst Reports (Yahoo Finance, Bloomberg)
- Industry Reports (e.g., LIMRA)
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change, and actual results may differ. Market share numbers can fluctuate and are often estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Axa Equitable Holdings Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2018-05-10 | President, CEO & Director Mr. Mark Pearson | ||
Sector Financial Services | Industry Asset Management | Full time employees 8000 | |
Full time employees 8000 | |||
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
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