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Equitable (EQH) Competitors

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$55.67 -0.18 (-0.32%)
Closing price 07/3/2025 03:30 PM Eastern
Extended Trading
$55.63 -0.04 (-0.07%)
As of 07/3/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

EQH vs. MFC, SLF, PUK, WTW, CRBG, RYAN, PFG, AEG, EG, and BNT

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Manulife Financial (MFC), Sun Life Financial (SLF), Prudential Public (PUK), Willis Towers Watson Public (WTW), Corebridge Financial (CRBG), Ryan Specialty (RYAN), Principal Financial Group (PFG), Aegon (AEG), Everest Group (EG), and Brookfield Wealth Solutions (BNT). These companies are all part of the "insurance" industry.

Equitable vs. Its Competitors

Manulife Financial (NYSE:MFC) and Equitable (NYSE:EQH) are both large-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their analyst recommendations, valuation, profitability, media sentiment, dividends, earnings, institutional ownership and risk.

Manulife Financial has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500. Comparatively, Equitable has a beta of 1.15, indicating that its share price is 15% more volatile than the S&P 500.

Manulife Financial has a net margin of 9.58% compared to Equitable's net margin of 8.50%. Equitable's return on equity of 79.05% beat Manulife Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Manulife Financial9.58% 15.84% 0.75%
Equitable 8.50%79.05%0.67%

In the previous week, Equitable had 1 more articles in the media than Manulife Financial. MarketBeat recorded 10 mentions for Equitable and 9 mentions for Manulife Financial. Equitable's average media sentiment score of 1.79 beat Manulife Financial's score of 1.35 indicating that Equitable is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Manulife Financial
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
10 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

52.6% of Manulife Financial shares are owned by institutional investors. Comparatively, 92.7% of Equitable shares are owned by institutional investors. 0.0% of Manulife Financial shares are owned by insiders. Comparatively, 1.1% of Equitable shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Manulife Financial pays an annual dividend of $1.28 per share and has a dividend yield of 4.0%. Equitable pays an annual dividend of $1.08 per share and has a dividend yield of 1.9%. Manulife Financial pays out 67.0% of its earnings in the form of a dividend. Equitable pays out 29.3% 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. Manulife Financial has increased its dividend for 12 consecutive years and Equitable has increased its dividend for 2 consecutive years. Manulife Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Manulife Financial presently has a consensus price target of $48.50, suggesting a potential upside of 53.38%. Equitable has a consensus price target of $62.64, suggesting a potential upside of 12.51%. Given Manulife Financial's stronger consensus rating and higher probable upside, equities research analysts plainly believe Manulife Financial is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Manulife Financial
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
3.00
Equitable
0 Sell rating(s)
1 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.91

Manulife Financial has higher revenue and earnings than Equitable. Equitable is trading at a lower price-to-earnings ratio than Manulife Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Manulife Financial$38.90B1.39$4.11B$1.9116.55
Equitable$12.44B1.36$1.31B$3.6815.13

Summary

Manulife Financial beats Equitable on 11 of the 20 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

MetricEquitableINS IndustryFinance SectorNYSE Exchange
Market Cap$16.92B$20.83B$12.11B$20.72B
Dividend Yield1.94%2.93%5.54%3.72%
P/E Ratio15.1313.8120.0428.07
Price / Sales1.362.1225.7138.44
Price / Cash6.0817.8521.7022.53
Price / Book9.014.142.284.58
Net Income$1.31B$1.60B$1.00B$985.54M
7 Day Performance-0.53%0.09%2.25%2.79%
1 Month Performance3.89%5.21%4.63%5.46%
1 Year Performance37.69%21.62%538.61%15.06%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQH
Equitable
4.4505 of 5 stars
$55.67
-0.3%
$62.64
+12.5%
+35.6%$16.92B$12.44B15.138,000Positive News
MFC
Manulife Financial
4.964 of 5 stars
$31.30
+2.0%
$45.67
+45.9%
+17.9%$53.45B$38.90B16.3837,000Positive News
SLF
Sun Life Financial
4.9572 of 5 stars
$64.78
+1.1%
$88.00
+35.8%
+31.3%$36.51B$28.32B16.4831,768
PUK
Prudential Public
4.3471 of 5 stars
$24.37
+1.6%
N/A+33.2%$31.60B$16.66B10.5015,412Positive News
WTW
Willis Towers Watson Public
3.33 of 5 stars
$303.69
+1.6%
$356.30
+17.3%
+17.8%$30.11B$9.93B-607.3748,900Positive News
CRBG
Corebridge Financial
3.9442 of 5 stars
$32.85
+0.7%
$37.00
+12.6%
+21.9%$18.06B$19.58B27.845,200Analyst Forecast
Options Volume
RYAN
Ryan Specialty
3.4457 of 5 stars
$68.65
+2.1%
$75.58
+10.1%
+15.2%$18.02B$2.52B201.915,250
PFG
Principal Financial Group
4.0683 of 5 stars
$77.33
+0.9%
$83.85
+8.4%
+2.2%$17.34B$15.77B11.5819,300News Coverage
Analyst Forecast
Analyst Revision
AEG
Aegon
4.6905 of 5 stars
$6.76
+0.4%
N/A+15.0%$14.90B$10.65B7.0423,123
EG
Everest Group
4.807 of 5 stars
$342.01
+1.4%
$400.33
+17.1%
-7.5%$14.55B$17.23B17.593,037Positive News
BNT
Brookfield Wealth Solutions
N/A$59.59
+1.3%
N/AN/A$14.33B$14.10B180.585,000News Coverage
Positive News

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This page (NYSE:EQH) was last updated on 7/5/2025 by MarketBeat.com Staff
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