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Equitable (EQH) Competitors

$40.16
-0.14 (-0.35%)
(As of 06/7/2024 ET)

EQH vs. WTW, BRO, ERIE, RYAN, ACT, BWIN, CRVL, BRP, HGTY, and GSHD

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Willis Towers Watson Public (WTW), Brown & Brown (BRO), Erie Indemnity (ERIE), Ryan Specialty (RYAN), Enact (ACT), The Baldwin Insurance Group (BWIN), CorVel (CRVL), The Baldwin Insurance Group (BRP), Hagerty (HGTY), and Goosehead Insurance (GSHD). These companies are all part of the "insurance agents, brokers, & service" industry.

Equitable vs.

Equitable (NYSE:EQH) and Willis Towers Watson Public (NASDAQ:WTW) are both large-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, profitability, dividends, institutional ownership, earnings, analyst recommendations, community ranking, valuation and risk.

Equitable presently has a consensus price target of $40.10, suggesting a potential downside of 0.15%. Willis Towers Watson Public has a consensus price target of $296.14, suggesting a potential upside of 15.91%. Given Willis Towers Watson Public's higher possible upside, analysts clearly believe Willis Towers Watson Public is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70
Willis Towers Watson Public
0 Sell rating(s)
6 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.57

Equitable pays an annual dividend of $0.96 per share and has a dividend yield of 2.4%. Willis Towers Watson Public pays an annual dividend of $3.52 per share and has a dividend yield of 1.4%. Equitable pays out 29.7% of its earnings in the form of a dividend. Willis Towers Watson Public pays out 35.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

92.7% of Equitable shares are owned by institutional investors. Comparatively, 93.1% of Willis Towers Watson Public shares are owned by institutional investors. 1.1% of Equitable shares are owned by company insiders. Comparatively, 0.2% of Willis Towers Watson Public shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, Equitable and Equitable both had 9 articles in the media. Equitable's average media sentiment score of 1.22 beat Willis Towers Watson Public's score of 1.10 indicating that Equitable is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
6 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Willis Towers Watson Public
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Equitable received 230 more outperform votes than Willis Towers Watson Public when rated by MarketBeat users. Likewise, 60.47% of users gave Equitable an outperform vote while only 35.06% of users gave Willis Towers Watson Public an outperform vote.

CompanyUnderperformOutperform
EquitableOutperform Votes
257
60.47%
Underperform Votes
168
39.53%
Willis Towers Watson PublicOutperform Votes
27
35.06%
Underperform Votes
50
64.94%

Equitable has a beta of 1.41, indicating that its stock price is 41% more volatile than the S&P 500. Comparatively, Willis Towers Watson Public has a beta of 0.75, indicating that its stock price is 25% less volatile than the S&P 500.

Willis Towers Watson Public has lower revenue, but higher earnings than Equitable. Equitable is trading at a lower price-to-earnings ratio than Willis Towers Watson Public, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equitable$10.40B1.26$1.05B$3.2312.43
Willis Towers Watson Public$9.48B2.75$1.06B$9.9725.63

Willis Towers Watson Public has a net margin of 10.88% compared to Equitable's net margin of 0.00%. Willis Towers Watson Public's return on equity of 16.31% beat Equitable's return on equity.

Company Net Margins Return on Equity Return on Assets
EquitableN/A N/A N/A
Willis Towers Watson Public 10.88%16.31%5.43%

Summary

Willis Towers Watson Public beats Equitable on 10 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EQH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EQH vs. The Competition

MetricEquitableInsurance agents, brokers, & service IndustryFinance SectorNYSE Exchange
Market Cap$13.06B$16.62B$9.28B$17.65B
Dividend Yield2.39%2.74%6.87%3.54%
P/E Ratio12.4326.1660.8225.56
Price / Sales1.2622.213,285.5014.06
Price / CashN/A25.2316.4219.71
Price / BookN/A10.082.474.99
Net Income$1.05B$912.34M$1.01B$975.33M
7 Day Performance-3.21%-1.08%-0.71%-1.87%
1 Month Performance1.85%1.21%-0.03%-0.76%
1 Year Performance51.66%4.87%12.03%8.57%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WTW
Willis Towers Watson Public
4.3255 of 5 stars
$255.49
+0.4%
$296.14
+15.9%
+13.8%$26.12B$9.48B25.6348,000Positive News
BRO
Brown & Brown
4.6172 of 5 stars
$90.28
+0.8%
$89.40
-1.0%
+42.3%$25.75B$4.26B27.789,705Insider Selling
Positive News
ERIE
Erie Indemnity
1.2181 of 5 stars
$357.48
-1.3%
N/A+66.1%$18.70B$3.27B38.606,556Negative News
RYAN
Ryan Specialty
2.5789 of 5 stars
$53.84
-1.4%
$55.67
+3.4%
+27.5%$14.02B$2.08B101.594,350Positive News
ACT
Enact
0 of 5 stars
$29.85
-0.6%
$26.20
-12.2%
+14.1%$4.70B$1.15B7.37465Negative News
BWIN
The Baldwin Insurance Group
3.1472 of 5 stars
$34.19
+0.9%
$45.00
+31.6%
N/A$4.02B$1.22B-37.163,927Positive News
CRVL
CorVel
0.3404 of 5 stars
$234.50
-2.0%
N/A+13.8%$4.01B$795.31M53.304,870Analyst Downgrade
BRP
The Baldwin Insurance Group
1.8701 of 5 stars
$33.89
-2.6%
$34.00
+0.3%
+48.3%$3.98B$1.27B-36.843,927
HGTY
Hagerty
0.3838 of 5 stars
$10.09
+2.9%
$10.00
-0.9%
+5.0%$3.40B$1.00B168.191,732
GSHD
Goosehead Insurance
4.0993 of 5 stars
$61.54
-0.9%
$73.80
+19.9%
+4.0%$2.36B$267.78M99.261,415Positive News

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This page (NYSE:EQH) was last updated on 6/8/2024 by MarketBeat.com Staff

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