Equitable Holdings Total Debt vs. Current Valuation
| EQH-PA Preferred Stock | USD 21.82 0.05 0.23% |
For Equitable Holdings profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Equitable Holdings to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Equitable Holdings utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Equitable Holdings's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Equitable Holdings over time as well as its relative position and ranking within its peers.
Equitable |
Equitable Holdings Current Valuation vs. Total Debt Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Equitable Holdings's current stock value. Our valuation model uses many indicators to compare Equitable Holdings value to that of its competitors to determine the firm's financial worth. Equitable Holdings is rated as one of the top companies in total debt category among its peers. It also is rated as one of the top companies in current valuation category among its peers reporting about 2.69 of Current Valuation per Total Debt. Comparative valuation analysis is a catch-all model that can be used if you cannot value Equitable Holdings by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Equitable Holdings' Preferred Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Equitable Total Debt vs. Competition
Equitable Holdings is rated as one of the top companies in total debt category among its peers. Total debt of Insurance—Diversified industry is currently estimated at about 189.87 Billion. Equitable Holdings holds roughly 4.47 Billion in total debt claiming about 2.36% of equities under Insurance—Diversified industry.
Equitable Current Valuation vs. Total Debt
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
Equitable Holdings |
| = | 4.47 B |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Equitable Holdings |
| = | 12.04 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Equitable Current Valuation vs Competition
Equitable Holdings is rated as one of the top companies in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Insurance—Diversified industry is currently estimated at about 1.29 Trillion. Equitable Holdings maintains roughly 12.04 Billion in current valuation contributing less than 1% to equities under Insurance—Diversified industry.
Equitable Holdings Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Equitable Holdings, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Equitable Holdings will eventually generate negative long term returns. The profitability progress is the general direction of Equitable Holdings' change in net profit over the period of time. It can combine multiple indicators of Equitable Holdings, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Equitable Holdings, Inc. operates as a diversified financial services company worldwide. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York. Equitable Holdings operates under InsuranceDiversified classification in the United States and is traded on New York Stock Exchange. It employs 12000 people.
Equitable Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Equitable Holdings. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Equitable Holdings position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Equitable Holdings' important profitability drivers and their relationship over time.
Use Equitable Holdings in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Equitable Holdings position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Equitable Holdings will appreciate offsetting losses from the drop in the long position's value.Equitable Holdings Pair Trading
Equitable Holdings Pair Trading Analysis
The ability to find closely correlated positions to Equitable Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equitable Holdings when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Equitable Holdings - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Equitable Holdings to buy it.
The correlation of Equitable Holdings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Equitable Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equitable Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Equitable Holdings can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Equitable Holdings position
In addition to having Equitable Holdings in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Equitable Preferred Stock
To fully project Equitable Holdings' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Equitable Holdings at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Equitable Holdings' income statement, its balance sheet, and the statement of cash flows.