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EQH

Axa Equitable Holdings Inc
Chart
48.00 USD
Latest Week 2026-07-24
Financial ServicesAsset ManagementLARGE
Snapshot 2026-07-26 · 0.9w · Fresh
0.06
OS Score
25.0%
Value
11.0%
Quality
20.0%
Momentum
4/9
F-Score
0.166
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
2 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
Yes
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
15.9%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
25.0%ile
P/S
1.2×
P/B
48.0×
FCF Yield
0.069
EBITDA/EV
0.048
SH Yield
0.159
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
81.00000000
/100 — 1=cheapest
VC2 (Trending Value)
71.00000000
/100
VC3 (Buyback)
72.00000000
/100
FCF yield of 6.9% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
11.0%ile
ROE
-3.011
ROA
-0.003
Net Margin
-0.073
Op Margin
-0.022
GPA
0.023
D/E
1128.69
Current
0.56
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.192
Stability
12.514
lower=better
Accruals
-0.005
lower=better
5yr Consist
No
Highly leveraged with D/E of 1128.69 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
20.0%ile
6M Return
6.7%
12M Return
-6.5%
12-1 Mom
-14.3%
Risk-Adj
-0.52
Vol 252d
27.3%
Vol 60d
65.1%
↑ Expanding
Max DD 12M
-34.0%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -14% signals a downtrend — price is moving against you. Near-term vol (65%) is expanding vs long-term (27%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.06
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
1.0%
P/B z-score
0.94
Sector Avg OS
85.2%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
IFS Intercorp Financial Services Inc 99.0% 98.0% 83.0% 90.0%
UVE Universal Insurance Holdings Inc 99.0% 97.0% 92.0% 92.0%
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 95.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 88.0% 90.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 90.0%
NTRS Northern Trust Corporation 98.0% 94.0% 89.0% 81.0%
SBFG SB Financial Group Inc 98.0% 96.0% 93.0% 76.0%
BBDO Banco Bradesco S/A ADR 98.0% 97.0% 92.0% 79.0%
Factor Interactions
Strong Capital Return
Shareholder yield 15.9% backed by 6.9% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (65%) significantly exceeds 252-day (27%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
56.3% avg (5 factors)
Quality
F
9.6% avg (8 factors)
Momentum
F
24.6% avg (4 factors)
Risk
B
71.1% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.060—8—
Value %ile0.250—8—
Quality %ile0.110—8—
Momentum %ile0.200—8—
F-Score4.000—8—
Confidence0.842—8—
Volatility0.273—0—
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
Price / Sales
1.16
Price / Book
47.99
Price / Cash Flow
15.60
FCF Yield
6.9%
EBITDA / EV
4.8%
Sales Yield (1/P·S)
0.8595
Shareholder Yield
Div + net buyback / mktcap
15.9%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
-301.1%
Return on Assets
-0.3%
Net Margin
-7.3%
Operating Margin
-2.2%
Gross Profit / Assets
Novy-Marx GPA
2.3%
Debt / Equity
1128.69
Current Ratio
0.56
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.005
MomentumPrice trend strength over different horizons
6M Return
6.7%
12M Return
-6.5%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-14.3%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.52
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-19.2%
Earnings Stability (CV)
Lower = more stable
12.514
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
2.3%
Buyback Yield
13.6%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
81
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
71
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
72
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity