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Equitable (EQH) Competitors

$43.08
+0.72 (+1.70%)
(As of 07/26/2024 ET)

EQH vs. MFC, SLF, WTW, PFG, EG, RYAN, KNSL, GL, VOYA, and FG

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Manulife Financial (MFC), Sun Life Financial (SLF), Willis Towers Watson Public (WTW), Principal Financial Group (PFG), Everest Group (EG), Ryan Specialty (RYAN), Kinsale Capital Group (KNSL), Globe Life (GL), Voya Financial (VOYA), and F&G Annuities & Life (FG). These companies are all part of the "insurance" industry.

Equitable vs.

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

Manulife Financial has a net margin of 9.28% compared to Manulife Financial's net margin of 0.00%. Equitable's return on equity of 16.27% beat Manulife Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Manulife Financial9.28% 16.27% 0.79%
Equitable N/A N/A N/A

Manulife Financial pays an annual dividend of $1.16 per share and has a dividend yield of 4.5%. Equitable pays an annual dividend of $0.96 per share and has a dividend yield of 2.2%. Manulife Financial pays out 67.4% of its earnings in the form of a dividend. Equitable pays out 29.7% 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 raised its dividend for 11 consecutive years. Manulife Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Manulife Financial received 197 more outperform votes than Equitable when rated by MarketBeat users. Likewise, 68.01% of users gave Manulife Financial an outperform vote while only 60.19% of users gave Equitable an outperform vote.

CompanyUnderperformOutperform
Manulife FinancialOutperform Votes
457
68.01%
Underperform Votes
215
31.99%
EquitableOutperform Votes
260
60.19%
Underperform Votes
172
39.81%

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$36.10B1.28$4.05B$1.7215.11
Equitable$10.53B1.33$1.05B$3.2313.34

In the previous week, Manulife Financial had 2 more articles in the media than Equitable. MarketBeat recorded 15 mentions for Manulife Financial and 13 mentions for Equitable. Manulife Financial's average media sentiment score of 0.97 beat Equitable's score of 0.51 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
8 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
7 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Manulife Financial has a beta of 1.09, meaning that its stock price is 9% more volatile than the S&P 500. Comparatively, Equitable has a beta of 1.43, meaning that its stock price is 43% more volatile than the S&P 500.

Manulife Financial currently has a consensus price target of $35.00, indicating a potential upside of 34.64%. Equitable has a consensus price target of $43.45, indicating a potential upside of 0.88%. Given Equitable'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)
0 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
3.00
Equitable
0 Sell rating(s)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64

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

Summary

Manulife Financial beats Equitable on 13 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

MetricEquitableInsurance agents, brokers, & service IndustryFinance SectorNYSE Exchange
Market Cap$14.01B$18.17B$9.88B$18.49B
Dividend Yield2.30%2.61%6.65%3.51%
P/E Ratio13.3428.7847.6225.43
Price / Sales1.335.403,583.0615.35
Price / CashN/A25.0717.2519.61
Price / BookN/A13.822.735.08
Net Income$1.05B$873.57M$1.01B$977.27M
7 Day Performance3.22%4.32%1.79%1.57%
1 Month Performance6.33%8.51%7.70%5.69%
1 Year Performance49.51%12.30%14.91%9.05%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MFC
Manulife Financial
4.9613 of 5 stars
4.96 / 5 stars
$26.00
+0.7%
$35.00
+34.6%
+30.8%$46.39B$36.10B15.1140,000Short Interest ↑
SLF
Sun Life Financial
4.7245 of 5 stars
4.72 / 5 stars
$49.90
+0.7%
$77.00
+54.3%
-5.4%$28.86B$30.20B12.7630,941Short Interest ↑
Analyst Revision
News Coverage
WTW
Willis Towers Watson Public
4.0276 of 5 stars
4.03 / 5 stars
$283.09
+2.0%
$298.29
+5.4%
+21.5%$28.38B$9.69B28.3946,600Earnings Report
Analyst Forecast
Short Interest ↓
News Coverage
PFG
Principal Financial Group
4.0922 of 5 stars
4.09 / 5 stars
$81.53
-3.4%
$85.42
+4.8%
-3.1%$19.11B$13.67B15.5619,800Earnings Report
Dividend Increase
Analyst Forecast
News Coverage
Gap Down
EG
Everest Group
3.3956 of 5 stars
3.40 / 5 stars
$382.93
+2.5%
$437.40
+14.2%
+5.0%$16.64B$14.59B5.692,844Upcoming Earnings
Short Interest ↑
RYAN
Ryan Specialty
2.8441 of 5 stars
2.84 / 5 stars
$60.61
+2.6%
$58.50
-3.5%
+33.3%$15.79B$2.17B114.364,350Upcoming Earnings
Analyst Forecast
News Coverage
KNSL
Kinsale Capital Group
3.0455 of 5 stars
3.05 / 5 stars
$443.79
+17.6%
$434.00
-2.2%
+15.2%$10.33B$1.22B29.49470Earnings Report
News Coverage
Gap Up
High Trading Volume
GL
Globe Life
4.9976 of 5 stars
5.00 / 5 stars
$90.69
+1.8%
$105.44
+16.3%
-20.4%$8.17B$5.66B8.663,636Earnings Report
Analyst Forecast
Insider Buying
Short Interest ↓
VOYA
Voya Financial
4.9448 of 5 stars
4.94 / 5 stars
$73.52
+1.7%
$84.30
+14.7%
-4.0%$7.40B$7.35B10.449,000Upcoming Earnings
Dividend Increase
Analyst Forecast
News Coverage
FG
F&G Annuities & Life
2.4996 of 5 stars
2.50 / 5 stars
$43.80
+0.5%
$44.50
+1.6%
+70.0%$5.52B$4.50B22.351,165Gap Up

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This page (NYSE:EQH) was last updated on 7/27/2024 by MarketBeat.com Staff

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