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Equitable (EQH) Competitors

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$52.84 +0.89 (+1.72%)
As of 02:09 PM Eastern
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EQH vs. PFG, AMP, CNO, COF, and CRBG

Should you buy Equitable stock or one of its competitors? Equitable's main competitors and comparable companies include Principal Financial Group (PFG), Ameriprise Financial (AMP), CNO Financial Group (CNO), Capital One Financial (COF), and Corebridge Financial (CRBG). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

How does Equitable compare to Principal Financial Group?

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

In the previous week, Equitable had 4 more articles in the media than Principal Financial Group. MarketBeat recorded 7 mentions for Equitable and 3 mentions for Principal Financial Group. Principal Financial Group's average media sentiment score of 0.61 beat Equitable's score of 0.32 indicating that Principal Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Principal Financial Group
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Principal Financial Group pays an annual dividend of $3.36 per share and has a dividend yield of 3.0%. Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 2.3%. Principal Financial Group pays out 47.7% of its earnings in the form of a dividend. Equitable pays out -36.3% 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. Principal Financial Group has raised its dividend for 2 consecutive years and Equitable has raised its dividend for 2 consecutive years.

75.1% of Principal Financial Group shares are owned by institutional investors. Comparatively, 92.7% of Equitable shares are owned by institutional investors. 1.1% of Principal Financial Group shares are owned by company insiders. Comparatively, 1.0% of Equitable shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Principal Financial Group$15.63B1.54$1.19B$7.0415.92
Equitable$11.67B1.24-$1.38B-$3.31N/A

Principal Financial Group has a net margin of 9.93% compared to Equitable's net margin of -8.72%. Equitable's return on equity of 511.35% beat Principal Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Principal Financial Group9.93% 16.49% 0.58%
Equitable -8.72%511.35%0.61%

Principal Financial Group has a beta of 0.86, meaning that its stock price is 14% less volatile than the broader market. Comparatively, Equitable has a beta of 1.1, meaning that its stock price is 10% more volatile than the broader market.

Principal Financial Group presently has a consensus price target of $109.08, indicating a potential downside of 2.64%. Equitable has a consensus price target of $61.82, indicating a potential upside of 16.35%. Given Equitable's stronger consensus rating and higher probable upside, analysts clearly believe Equitable is more favorable than Principal Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Principal Financial Group
3 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79

Summary

Equitable beats Principal Financial Group on 10 of the 19 factors compared between the two stocks.

How does Equitable compare to Ameriprise Financial?

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

Equitable has a beta of 1.1, indicating that its share price is 10% more volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.16, indicating that its share price is 16% more volatile than the broader market.

Equitable currently has a consensus target price of $61.82, suggesting a potential upside of 16.35%. Ameriprise Financial has a consensus target price of $555.33, suggesting a potential upside of 13.14%. Given Equitable's stronger consensus rating and higher probable upside, research analysts clearly believe Equitable is more favorable than Ameriprise Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79
Ameriprise Financial
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.45

Ameriprise Financial has a net margin of 20.24% compared to Equitable's net margin of -8.72%. Equitable's return on equity of 511.35% beat Ameriprise Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Equitable-8.72% 511.35% 0.61%
Ameriprise Financial 20.24%64.19%2.15%

Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 2.3%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.4%. Equitable pays out -36.3% of its earnings in the form of a dividend. Ameriprise Financial pays out 16.4% 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 has raised its dividend for 2 consecutive years and Ameriprise Financial has raised its dividend for 21 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equitable$11.67B1.24-$1.38B-$3.31N/A
Ameriprise Financial$18.48B2.39$3.56B$41.4611.84

92.7% of Equitable shares are held by institutional investors. Comparatively, 84.0% of Ameriprise Financial shares are held by institutional investors. 1.0% of Equitable shares are held by insiders. Comparatively, 0.6% of Ameriprise Financial shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, Ameriprise Financial had 6 more articles in the media than Equitable. MarketBeat recorded 13 mentions for Ameriprise Financial and 7 mentions for Equitable. Ameriprise Financial's average media sentiment score of 1.13 beat Equitable's score of 0.32 indicating that Ameriprise Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ameriprise Financial
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Ameriprise Financial beats Equitable on 11 of the 19 factors compared between the two stocks.

How does Equitable compare to CNO Financial Group?

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

CNO Financial Group pays an annual dividend of $0.72 per share and has a dividend yield of 1.3%. Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 2.3%. CNO Financial Group pays out 24.7% of its earnings in the form of a dividend. Equitable pays out -36.3% 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. CNO Financial Group has increased its dividend for 2 consecutive years and Equitable has increased its dividend for 2 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Equitable had 5 more articles in the media than CNO Financial Group. MarketBeat recorded 7 mentions for Equitable and 2 mentions for CNO Financial Group. Equitable's average media sentiment score of 0.32 beat CNO Financial Group's score of 0.29 indicating that Equitable is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CNO Financial Group
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Equitable
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

CNO Financial Group has a beta of 0.8, suggesting that its stock price is 20% less volatile than the broader market. Comparatively, Equitable has a beta of 1.1, suggesting that its stock price is 10% more volatile than the broader market.

95.4% of CNO Financial Group shares are owned by institutional investors. Comparatively, 92.7% of Equitable shares are owned by institutional investors. 3.4% of CNO Financial Group shares are owned by company insiders. Comparatively, 1.0% of Equitable shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CNO Financial Group$4.49B1.11$229.30M$2.9118.45
Equitable$11.67B1.24-$1.38B-$3.31N/A

CNO Financial Group has a net margin of 6.02% compared to Equitable's net margin of -8.72%. Equitable's return on equity of 511.35% beat CNO Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
CNO Financial Group6.02% 18.76% 1.24%
Equitable -8.72%511.35%0.61%

CNO Financial Group currently has a consensus target price of $56.00, suggesting a potential upside of 4.32%. Equitable has a consensus target price of $61.82, suggesting a potential upside of 16.35%. Given Equitable's stronger consensus rating and higher possible upside, analysts clearly believe Equitable is more favorable than CNO Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CNO Financial Group
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79

Summary

Equitable beats CNO Financial Group on 12 of the 19 factors compared between the two stocks.

How does Equitable compare to Capital One Financial?

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

Equitable has a beta of 1.1, indicating that its stock price is 10% more volatile than the broader market. Comparatively, Capital One Financial has a beta of 1.04, indicating that its stock price is 4% more volatile than the broader market.

Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 2.3%. Capital One Financial pays an annual dividend of $3.20 per share and has a dividend yield of 1.6%. Equitable pays out -36.3% of its earnings in the form of a dividend. Capital One Financial pays out 19.8% 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 has raised its dividend for 2 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Equitable presently has a consensus price target of $61.82, suggesting a potential upside of 16.35%. Capital One Financial has a consensus price target of $258.41, suggesting a potential upside of 32.58%. Given Capital One Financial's stronger consensus rating and higher possible upside, analysts plainly believe Capital One Financial is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79
Capital One Financial
0 Sell rating(s)
3 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.88

In the previous week, Capital One Financial had 8 more articles in the media than Equitable. MarketBeat recorded 15 mentions for Capital One Financial and 7 mentions for Equitable. Capital One Financial's average media sentiment score of 0.45 beat Equitable's score of 0.32 indicating that Capital One Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital One Financial
5 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equitable$11.67B1.24-$1.38B-$3.31N/A
Capital One Financial$69.25B1.73$2.45B$16.1612.06

Capital One Financial has a net margin of 13.37% compared to Equitable's net margin of -8.72%. Equitable's return on equity of 511.35% beat Capital One Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Equitable-8.72% 511.35% 0.61%
Capital One Financial 13.37%11.28%1.90%

92.7% of Equitable shares are owned by institutional investors. Comparatively, 89.8% of Capital One Financial shares are owned by institutional investors. 1.0% of Equitable shares are owned by insiders. Comparatively, 0.8% of Capital One Financial shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Capital One Financial beats Equitable on 12 of the 20 factors compared between the two stocks.

How does Equitable compare to Corebridge Financial?

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

In the previous week, Corebridge Financial had 17 more articles in the media than Equitable. MarketBeat recorded 24 mentions for Corebridge Financial and 7 mentions for Equitable. Corebridge Financial's average media sentiment score of 1.20 beat Equitable's score of 0.32 indicating that Corebridge Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Corebridge Financial
11 Very Positive mention(s)
0 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Corebridge Financial has a net margin of 4.37% compared to Equitable's net margin of -8.72%. Equitable's return on equity of 511.35% beat Corebridge Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Equitable-8.72% 511.35% 0.61%
Corebridge Financial 4.37%17.37%0.52%

Equitable has a beta of 1.1, meaning that its share price is 10% more volatile than the broader market. Comparatively, Corebridge Financial has a beta of 1.07, meaning that its share price is 7% more volatile than the broader market.

Equitable currently has a consensus target price of $61.82, suggesting a potential upside of 16.35%. Corebridge Financial has a consensus target price of $37.42, suggesting a potential upside of 8.92%. Given Equitable's stronger consensus rating and higher possible upside, equities research analysts plainly believe Equitable is more favorable than Corebridge Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79
Corebridge Financial
0 Sell rating(s)
6 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.60

Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 2.3%. Corebridge Financial pays an annual dividend of $1.00 per share and has a dividend yield of 2.9%. Equitable pays out -36.3% of its earnings in the form of a dividend. Corebridge Financial pays out 58.5% 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 has raised its dividend for 2 consecutive years and Corebridge Financial has raised its dividend for 1 consecutive years.

92.7% of Equitable shares are owned by institutional investors. Comparatively, 98.3% of Corebridge Financial shares are owned by institutional investors. 1.0% of Equitable shares are owned by company insiders. Comparatively, 0.3% of Corebridge Financial shares are owned 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equitable$11.67B1.24-$1.38B-$3.31N/A
Corebridge Financial$20.46B0.75-$366M$1.7120.09

Summary

Equitable beats Corebridge Financial 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

MetricEquitableFinancial Services IndustryFinance SectorNYSE Exchange
Market Cap$14.53B$26.62B$13.30B$22.67B
Dividend Yield2.34%6.92%6.03%3.74%
P/E Ratio-16.0819.4524.4727.77
Price / Sales1.25326.47507.1320.15
Price / Cash5.30277.5147.4539.56
Price / Book38.283.172.704.64
Net Income-$1.38B$1.11B$1.32B$1.08B
7 Day Performance-1.19%-1.98%-0.98%-1.06%
1 Month Performance3.24%0.32%1.06%-5.03%
1 Year Performance5.63%-3.22%8.17%5.75%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQH
Equitable
4.5482 of 5 stars
$52.84
+1.7%
$61.82
+17.0%
+5.2%$14.44B$11.67BN/A8,000
PFG
Principal Financial Group
3.7076 of 5 stars
$114.64
-0.1%
$109.08
-4.8%
+35.2%$24.57B$15.63B16.2811,600
AMP
Ameriprise Financial
4.9569 of 5 stars
$494.98
+0.4%
$555.33
+12.2%
+1.5%$44.32B$18.48B11.9413,600
CNO
CNO Financial Group
2.7904 of 5 stars
$53.61
-0.7%
$56.00
+4.5%
+35.3%$4.99B$4.49B18.423,300
COF
Capital One Financial
4.996 of 5 stars
$196.30
-2.0%
$259.18
+32.0%
-9.0%$122.82B$69.25B12.1576,300

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This page (NYSE:EQH) was last updated on 10/2/2026 by MarketBeat.com Staff.
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