Equitable Holdings Intrinsic Value – Equitable Holdings Sees Potential Upside as Business Mix Improves
December 17, 2023
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Equitable Holdings ($NYSE:EQH) is a leading company in the international market, offering a range of dynamic and innovative financial services. The company’s diverse portfolio of products and services, including investments, insurance and banking, has positioned it as a reliable source of financial security and growth potential for customers. In recent months, Equitable Holdings has been making strategic moves to further enhance its business mix. By diversifying its product offerings, the company is aiming to increase engagement and grow its customer base. The company has taken steps to expand its range of services by offering low risk investments, such as mutual funds and exchange-traded funds, as well as more sophisticated products such as private banking accounts. It has also invested in technology to improve customer experience and convenience. These measures are expected to create further value for shareholders and customers alike.
In addition, Equitable Holdings is looking to expand its presence in emerging markets, aiming to capitalize on the growing demand for financial services in those regions. It is also focusing on digitization and automation of its services to further reduce costs and offer competitive prices. All these efforts are expected to result in higher revenues and profitability for the company in the near future. Equitable Holdings is confident that it can leverage its strategic moves to unlock the full potential of its business mix. With a focus on maximizing customer value, the company is aiming to remain at the forefront of the financial services industry.
Market Price
Equitable Holdings (EQUITABLE) has seen a 0.8% increase in their stock price, from last closing price of $31.9 to Friday’s opening at $31.8 and closing at $32.1. This slight increase signals potential upside for the company as they continue to improve their business mix. EQUITABLE HOLDINGS have seen a shift in their portfolio and have diversified their investments into different sectors, such as real estate, energy and technology. This diversification has allowed the company to better manage market downturns and capitalize on opportunities when they arise. The company is also leveraging its resources to create new products and services that will drive growth and profitability.
As the company continues to expand its portfolio and explore new opportunities, investors remain hopeful that EQUITABLE HOLDINGS will continue to see an increase in its stock price. With the improved business mix, the company could potentially see further upside in the near future. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Equitable Holdings. More…
| Total Revenues | Net Income | Net Margin |
| 10.25k | 1.13k | 11.8% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Equitable Holdings. More…
| Operations | Investing | Financing |
| -537 | -7.49k | 7.65k |
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 |
| 260.25k | 256.33k | 4.8 |
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 |
| -8.9% | – | 8.4% |
| FCF Margin | ROE | ROA |
| -7.2% | 20.6% | 0.2% |
Analysis – Equitable Holdings Intrinsic Value
At GoodWhale, we conducted an analysis of EQUITABLE HOLDINGS‘ wellbeing. After running our proprietary Valuation Line, we found that the intrinsic value of EQUITABLE HOLDINGS’ share was around $33.4. In the current market, however, the stock is being traded at $32.1, which is a fair price but also slightly undervalued at 3.8%. Our analysis suggests that EQUITABLE HOLDINGS’ stock is a good buy at this price and might provide investors with good returns in the long run. More…
Peers
Competition between Equitable Holdings Inc and its competitors, Momentum Metropolitan Holdings Ltd, KWI PCL, and iA Financial Corp Inc, is intense. All of these companies strive to offer the best services to their customers in order to remain competitive in the market. Each company has its own unique set of strengths and weaknesses, and they are constantly working to improve their offerings and stay ahead of the competition.
– Momentum Metropolitan Holdings Ltd ($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.
Summary
Equitable Holdings provides strong upside potential for investors due to its improved business mix. The company has shifted its focus from a traditional insurance and annuity-based business to a more diversified model that includes an array of financial and banking services. This shift has allowed Equitable Holdings to capitalize on new opportunities, increase its market share, and drive revenue growth.
Additionally, the company is well positioned to benefit from a changing regulatory environment and the increasing demand for retirement and savings products. With its improved business mix, Equitable Holdings has the potential to generate long-term value for shareholders.
