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Equitable (EQH) Competitors

$40.02
-0.01 (-0.02%)
(As of 06/18/2024 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 superior investment? We will contrast the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, valuation, analyst recommendations, community ranking, media sentiment and dividends.

Equitable received 230 more outperform votes than Willis Towers Watson Public when rated by MarketBeat users. Likewise, 60.33% 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
60.33%
Underperform Votes
169
39.67%

In the previous week, Equitable had 8 more articles in the media than Willis Towers Watson Public. MarketBeat recorded 13 mentions for Equitable and 5 mentions for Willis Towers Watson Public. Equitable's average media sentiment score of 0.87 beat Willis Towers Watson Public's score of 0.82 indicating that Willis Towers Watson Public is being referred to more favorably in the media.

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

Willis Towers Watson Public currently has a consensus price target of $296.14, suggesting a potential upside of 15.92%. Equitable has a consensus price target of $40.40, suggesting a potential upside of 0.92%. Given Equitable's higher probable upside, equities analysts clearly 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)
4 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.60

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 $0.96 per share and has a dividend yield of 2.4%. Willis Towers Watson Public pays out 35.3% 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. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

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$9.48B2.75$1.06B$9.9725.62
Equitable$10.53B1.24$1.05B$3.2312.39

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 1.41, suggesting that its share price is 41% more volatile than the S&P 500.

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 stock will outperform the market over the long term.

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

Summary

Willis Towers Watson Public beats Equitable on 11 of the 20 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$13.02B$17.21B$9.16B$17.69B
Dividend Yield2.42%2.76%10.38%3.62%
P/E Ratio12.3926.2352.4422.99
Price / Sales1.2423.553,511.4817.23
Price / CashN/A24.5727.6215.54
Price / BookN/A9.802.424.94
Net Income$1.05B$912.34M$1.01B$973.67M
7 Day Performance-1.34%-1.36%0.00%-0.68%
1 Month Performance-1.73%-2.61%-2.49%-4.03%
1 Year Performance51.44%3.15%11.93%7.24%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WTW
Willis Towers Watson Public
3.6537 of 5 stars
$255.28
-0.2%
$296.14
+16.0%
+9.1%$26.16B$9.58B25.6048,000Positive News
BRO
Brown & Brown
4.6285 of 5 stars
$90.07
-0.5%
$89.40
-0.7%
+38.9%$25.82B$4.26B27.719,705Short Interest ↑
Positive News
ERIE
Erie Indemnity
2.685 of 5 stars
$349.82
-0.3%
N/A+63.8%$18.34B$3.27B37.786,556Positive News
RYAN
Ryan Specialty
1.9346 of 5 stars
$52.46
-0.7%
$55.67
+6.1%
+24.1%$13.76B$2.08B98.984,350Positive News
ACT
Enact
0 of 5 stars
$29.67
-0.6%
$26.20
-11.7%
+19.9%$4.69B$1.16B7.33465Positive News
CRVL
CorVel
1.5037 of 5 stars
$245.25
+0.9%
N/A+30.3%$4.16B$795.31M55.744,870Short Interest ↓
BWIN
The Baldwin Insurance Group
2.981 of 5 stars
$33.32
-1.5%
$45.00
+35.1%
N/A$3.98B$1.22B-36.223,927News Coverage
Positive News
Gap Up
BRP
The Baldwin Insurance Group
1.7757 of 5 stars
$33.32
-1.5%
$34.00
+2.0%
+37.9%$3.92B$1.27B-36.223,927Gap Up
HGTY
Hagerty
0.6118 of 5 stars
$9.77
-5.4%
$10.00
+2.4%
+5.2%$3.48B$1.06B162.861,732Insider Selling
High Trading Volume
GSHD
Goosehead Insurance
4.6432 of 5 stars
$58.17
+0.7%
$74.00
+27.2%
-5.7%$2.19B$261.28M93.821,415

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This page (NYSE:EQH) was last updated on 6/18/2024 by MarketBeat.com Staff

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