Equitable Holdings Stock Fair Value – EQUITABLE HOLDINGS Reports Financial Results for FY2022 Q4 on February 8, 2023

March 18, 2023

Earnings Overview

On February 8, 2023, EQUITABLE HOLDINGS ($NYSE:EQH) released its financial results for the fourth quarter of FY2022, which ended on December 31, 2022. Total revenue was reported as USD -789.0 million, representing a decrease of 410.6% from the same period of the previous year. Additionally, net income dropped by 42.9%, totaling USD 1896.0 million.

Transcripts Simplified

Equitable Holdings reported strong performance in 2022 despite turbulent markets. Non-GAAP operating earnings were $5.08 per share and assets under management at the end of the period were $754 billion, down 17% year-to-date. They achieved their $180 million incremental general account investment income target one year ahead of schedule and realized net expense savings of $50 million. They had a strong year with $10 billion in total company inflows.

Mortality experience was $20 million better than expectations and they returned $1.3 billion to shareholders. They are leveraging synergies across their retirement, asset management and advice businesses to drive significant value for shareholders.

About the Company

  • Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Equitable Holdings. More…

    Total Revenues Net Income Net Margin
    14.02k 1.71k 12.7%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Equitable Holdings. More…

    Operations Investing Financing
    -851 -7.49k 7.65k
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Equitable Holdings. More…

    Total Assets Total Liabilities Book Value Per Share
    253.47k 249.62k 4.54
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Equitable Holdings are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    13.5% 19.4%
    FCF Margin ROE ROA
    -7.3% 68.0% 0.7%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Price History

    On Wednesday, EQUITABLE HOLDINGS (EQH) reported their financial results for their fourth quarter in the 2022 fiscal year. EQH stock opened at $32.1 and closed at $32.8, up by 0.9% from the last closing price of $32.5. The stock’s performance was bolstered by better-than-expected earnings and a strong outlook for the company’s future growth. This growth was driven by strong performance in the areas of financial services, investments, and insurance. EQUITABLE HOLDINGS also reported strong cash flows and a healthy balance sheet.

    This indicates that EQUITABLE HOLDINGS is in a strong position to continue to expand and take advantage of future opportunities. Overall, it appears that EQUITABLE HOLDINGS is continuing to remain financially strong and well-positioned for future growth. Investors should keep an eye on this stock as it could continue to be a solid performer in the coming months and years. Live Quote…

    Analysis – Equitable Holdings Stock Fair Value

    GoodWhale recently conducted an analysis of EQUITABLE HOLDINGS‘s wellbeing. Using our proprietary Valuation Line, our team concluded that the intrinsic value of EQUITABLE HOLDINGS share is around $40.8. Interestingly, the stock is currently being traded at $32.8, which is a fair price, but one that is undervalued by 19.5%. This presents an exciting opportunity for potential investors to take advantage of the market’s mispricing of EQUITABLE HOLDINGS and potentially gain long-term rewards. More…

  • Risk Rating Analysis
  • Star Chart Analysis
  • Valuation Analysis
  • Peers

    Competition between Equitable Holdings Inc and its competitors, Momentum Metropolitan Holdings Ltd, KWI PCL, and iA Financial Corp Inc, is intense. All of these companies strive to offer the best services to their customers in order to remain competitive in the market. Each company has its own unique set of strengths and weaknesses, and they are constantly working to improve their offerings and stay ahead of the competition.

    – Momentum Metropolitan Holdings Ltd ($BER:M1A)

    Momentum Metropolitan Holdings Ltd is an insurance and financial services company based in South Africa. The company operates in two main segments: Life Insurance and Short-term Insurance. As of 2022, the company has a market cap of 1.41 billion dollars and a Return on Equity of 26.28%. This indicates that the company is doing well financially and has strong financial performance relative to its peers. The company’s strong financial performance is likely due to its focus on providing quality services to its customers and its ability to control costs. Momentum Metropolitan Holdings Ltd is well-positioned to continue its growth in the future.

    – KWI PCL ($SET:KWI)

    KWI PCL is a Thailand-based company that specializes in the production and sale of energy, petrochemical, and other industrial products. The company has a market capitalization of 5.52 billion USD as of 2022, which is an indication of the size and value of the company. KWI PCL also has a Return on Equity (ROE) of -1.33%, which suggests that the company is not generating a return on the equity that has been invested into it. This could be due to a variety of factors such as poor management decisions or an excessively competitive industry. Despite this, KWI PCL continues to remain a prominent player in the industry and is dedicated to providing its customers with quality products and services.

    – iA Financial Corp Inc ($TSX:IAG)

    Merrill Lynch & Co. Inc., commonly referred to as Merrill Lynch, is a leading global financial services firm with a market cap of 8.08B as of 2022. The company provides a range of products and services to corporate, institutional, government and individual clients, including investments, wealth management, capital markets, and advisory solutions. Merrill Lynch is renowned for its strong Return on Equity of 9.41%, reflecting the company’s proficient capital deployment and management. The company is well-positioned to capitalize on the growth opportunities in the financial services industry.


    EQUITABLE HOLDINGS reported a significant decrease in revenue of 410.6% and net income of 42.9% in its Q4 financial results for FY2022, ending December 31, 2022. This suggests that investors should take a cautious approach when considering investing in EQUITABLE HOLDINGS due to the drastic downturn in profits shown. Before investing, investors should ensure they understand the company’s overall trajectory and prospects to determine if there is potential upside in the long run.

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