Equitable (EQH) Competitors

$38.08
+0.80 (+2.15%)
(As of 04/24/2024 ET)

EQH vs. RYAN, ERIE, BRP, BRO, WTW, WPC, CNA, UDR, BIP, and KIM

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Ryan Specialty (RYAN), Erie Indemnity (ERIE), BRP Group (BRP), Brown & Brown (BRO), Willis Towers Watson Public (WTW), W. P. Carey (WPC), CNA Financial (CNA), UDR (UDR), Brookfield Infrastructure Partners (BIP), and Kimco Realty (KIM). These companies are all part of the "finance" sector.

Equitable vs.

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

Equitable pays an annual dividend of $0.88 per share and has a dividend yield of 2.3%. Ryan Specialty pays an annual dividend of $0.44 per share and has a dividend yield of 0.9%. Equitable pays out 26.0% of its earnings in the form of a dividend. Ryan Specialty pays out 86.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

92.7% of Equitable shares are held by institutional investors. Comparatively, 84.8% of Ryan Specialty shares are held by institutional investors. 1.0% of Equitable shares are held by company insiders. Comparatively, 11.1% of Ryan Specialty shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, Equitable had 3 more articles in the media than Ryan Specialty. MarketBeat recorded 8 mentions for Equitable and 5 mentions for Ryan Specialty. Equitable's average media sentiment score of 0.60 beat Ryan Specialty's score of 0.28 indicating that Equitable is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
5 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ryan Specialty
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Equitable currently has a consensus target price of $39.67, indicating a potential upside of 4.18%. Ryan Specialty has a consensus target price of $54.25, indicating a potential upside of 6.85%. Given Ryan Specialty's higher probable upside, analysts clearly believe Ryan Specialty 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)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Ryan Specialty
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Equitable has a beta of 1.42, indicating that its share price is 42% more volatile than the S&P 500. Comparatively, Ryan Specialty has a beta of 0.52, indicating that its share price is 48% less volatile than the S&P 500.

Ryan Specialty has a net margin of 9.36% compared to Equitable's net margin of 0.00%. Ryan Specialty's return on equity of 44.84% beat Equitable's return on equity.

Company Net Margins Return on Equity Return on Assets
EquitableN/A N/A N/A
Ryan Specialty 9.36%44.84%6.18%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equitable$10.53B1.18$1.11B$3.3811.26
Ryan Specialty$2.08B6.36$61.04M$0.5199.55

Equitable received 232 more outperform votes than Ryan Specialty when rated by MarketBeat users. Likewise, 60.43% of users gave Equitable an outperform vote while only 38.33% of users gave Ryan Specialty an outperform vote.

CompanyUnderperformOutperform
EquitableOutperform Votes
255
60.43%
Underperform Votes
167
39.57%
Ryan SpecialtyOutperform Votes
23
38.33%
Underperform Votes
37
61.67%

Summary

Equitable beats Ryan Specialty on 13 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$12.47B$17.86B$8.62B$17.43B
Dividend Yield2.38%2.25%10.37%3.56%
P/E Ratio11.2625.9561.9824.76
Price / Sales1.184.543,536.7711.64
Price / CashN/A23.6227.6217.62
Price / BookN/A10.152.384.91
Net Income$1.11B$953.71M$994.46M$963.51M
7 Day Performance6.80%1.05%2.39%2.27%
1 Month Performance4.63%-8.40%-1.08%-2.06%
1 Year Performance47.06%-2.13%12.99%90.10%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RYAN
Ryan Specialty
1.6981 of 5 stars
$49.71
+0.4%
$54.25
+9.1%
+26.9%$12.94B$2.08B97.474,350Upcoming Earnings
ERIE
Erie Indemnity
2.4081 of 5 stars
$380.97
+0.6%
N/A+69.8%$19.92B$3.27B44.666,556News Coverage
BRP
BRP Group
3.1843 of 5 stars
$27.22
+0.0%
$33.40
+22.7%
+9.6%$3.18B$1.22B-18.273,927
BRO
Brown & Brown
4.4501 of 5 stars
$80.92
-0.1%
$86.80
+7.3%
+34.5%$23.09B$4.26B26.449,705Earnings Report
Dividend Announcement
Analyst Report
WTW
Willis Towers Watson Public
3.9633 of 5 stars
$257.19
-0.5%
$290.54
+13.0%
+10.1%$26.30B$9.48B25.6748,000
WPC
W. P. Carey
4.7011 of 5 stars
$53.31
-1.3%
$63.36
+18.9%
-22.8%$11.67B$1.74B16.15197Upcoming Earnings
Positive News
CNA
CNA Financial
2.2921 of 5 stars
$43.25
+0.1%
$46.50
+7.5%
+13.1%$11.72B$13.30B9.766,300Analyst Revision
UDR
UDR
4.6663 of 5 stars
$35.27
-1.6%
$41.71
+18.2%
-7.9%$11.62B$1.63B26.321,410Upcoming Earnings
Analyst Revision
BIP
Brookfield Infrastructure Partners
4.8965 of 5 stars
$24.98
-1.6%
$39.11
+56.6%
-21.5%$11.52B$17.93B178.4452,000Upcoming Earnings
Analyst Revision
KIM
Kimco Realty
4.7501 of 5 stars
$17.61
-2.4%
$21.67
+23.1%
-1.5%$11.87B$1.78B17.26N/AUpcoming Earnings

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This page (NYSE:EQH) was last updated on 4/25/2024 by MarketBeat.com Staff

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