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Equitable (EQH) Competitors

$40.39
-0.60 (-1.46%)
(As of 03:45 PM ET)

EQH vs. WTW, BRO, ERIE, RYAN, ACT, CRVL, BWIN, 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), CorVel (CRVL), The Baldwin Insurance Group (BWIN), 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.

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

Willis Towers Watson Public has higher earnings, but lower revenue 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
Willis Towers Watson Public$9.48B2.70$1.06B$9.9725.15
Equitable$10.53B1.26$1.05B$3.2312.59

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

Willis Towers Watson Public has a beta of 0.75, suggesting that its share price is 25% less volatile than the S&P 500. Comparatively, Equitable has a beta of 1.4, suggesting that its share price is 40% more volatile than the S&P 500.

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

Company Net Margins Return on Equity Return on Assets
Willis Towers Watson Public10.88% 16.31% 5.43%
Equitable N/A N/A N/A

Willis Towers Watson Public pays an annual dividend of $3.52 per share and has a dividend yield of 1.4%. Equitable pays an annual dividend of $0.88 per share and has a dividend yield of 2.2%. Willis Towers Watson Public pays out 35.3% of its earnings in the form of a dividend. Equitable pays out 27.2% 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. Willis Towers Watson Public has raised its dividend for 7 consecutive years and Equitable has raised its dividend for 5 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

93.1% of Willis Towers Watson Public shares are held by institutional investors. Comparatively, 92.7% of Equitable shares are held by institutional investors. 0.2% of Willis Towers Watson Public shares are held by insiders. Comparatively, 1.1% of Equitable shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Willis Towers Watson Public had 4 more articles in the media than Equitable. MarketBeat recorded 15 mentions for Willis Towers Watson Public and 11 mentions for Equitable. Willis Towers Watson Public's average media sentiment score of 0.92 beat Equitable's score of 0.72 indicating that Equitable is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Willis Towers Watson Public
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
5 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Willis Towers Watson Public presently has a consensus price target of $296.14, suggesting a potential upside of 18.15%. Equitable has a consensus price target of $40.10, suggesting a potential downside of 1.35%. Given Equitable's higher possible upside, equities analysts plainly believe Willis Towers Watson Public is more favorable than Equitable.

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

Summary

Willis Towers Watson Public beats Equitable on 12 of the 21 factors compared between the two stocks.

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$13.22B$17.13B$9.02B$17.72B
Dividend Yield2.15%2.76%10.71%3.53%
P/E Ratio12.5925.5456.5622.62
Price / Sales1.2623.603,533.6610.26
Price / CashN/A25.7627.8115.70
Price / BookN/A10.452.455.10
Net Income$1.05B$912.34M$1.00B$974.28M
7 Day Performance-0.23%-0.29%-0.96%-1.14%
1 Month Performance10.19%9.01%2.08%4.77%
1 Year Performance59.91%10.17%25.21%23.90%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WTW
Willis Towers Watson Public
4.3727 of 5 stars
$253.20
+0.3%
$296.14
+17.0%
+14.6%$25.89B$9.48B25.4048,000Dividend Announcement
BRO
Brown & Brown
4.7095 of 5 stars
$89.36
+0.3%
$88.80
-0.6%
+42.1%$25.49B$4.26B27.509,705
ERIE
Erie Indemnity
3.2262 of 5 stars
$388.96
+1.6%
N/A+77.6%$20.34B$3.27B42.006,556Short Interest ↑
RYAN
Ryan Specialty
2.5469 of 5 stars
$54.96
+0.5%
$55.67
+1.3%
+36.6%$14.31B$2.08B103.704,350
ACT
Enact
0 of 5 stars
$30.90
+0.8%
$26.20
-15.2%
+24.7%$4.86B$1.15B7.63465Dividend Increase
Short Interest ↑
CRVL
CorVel
0 of 5 stars
$276.60
+0.3%
N/A+41.3%$4.73B$795.31M62.864,444Analyst Downgrade
Short Interest ↑
News Coverage
BWIN
The Baldwin Insurance Group
2.8827 of 5 stars
$33.68
+0.8%
$45.00
+33.6%
N/A$3.96B$1.22B-36.613,927
BRP
The Baldwin Insurance Group
3.3893 of 5 stars
$33.68
+0.8%
$34.00
+1.0%
+59.0%$3.96B$1.27B-36.613,927Positive News
HGTY
Hagerty
0.6486 of 5 stars
$8.97
+0.2%
$10.00
+11.5%
+2.3%$3.02B$1.00B149.521,732
GSHD
Goosehead Insurance
3.957 of 5 stars
$64.36
+7.5%
$73.80
+14.7%
+16.5%$2.45B$261.28M103.811,415Short Interest ↑

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This page (NYSE:EQH) was last updated on 5/28/2024 by MarketBeat.com Staff

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