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Equitable Holdings Valuation Multiples
Discover revenue and EBITDA valuation multiples for Equitable Holdings and similar public comparables like T&D Holdings, Sanlam, Orient Securities, China Securities HK and more.
Equitable Holdings Overview
About Equitable Holdings
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
Founded
2003
HQ
Employees
8.0K
Website
Financials (LTM)
EV
$7B
Equitable Holdings Financials
Equitable Holdings reported last 12-month revenue of $13B and EBITDA of $3B.
In the same LTM period, Equitable Holdings generated $3B in EBITDA and $2B in net income.
Revenue (LTM)
Equitable Holdings P&L
In the most recent fiscal year, Equitable Holdings reported revenue of $12B and EBITDA of $3B.
Equitable Holdings expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $13B | XXX | $12B | XXX | XXX | XXX |
| EBITDA | $3B | XXX | $3B | XXX | XXX | XXX |
| EBITDA Margin | 21% | XXX | 22% | XXX | XXX | XXX |
| EBIT Margin | 20% | XXX | 22% | XXX | XXX | XXX |
| Net Profit | $2B | XXX | $2B | XXX | XXX | XXX |
| Net Margin | 14% | XXX | 15% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Equitable Holdings Stock Performance
Equitable Holdings has current market cap of $11B, and enterprise value of $7B.
Market Cap Evolution
Equitable Holdings' stock price is $40.49.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $7B | $11B | 0.0% | XXX | XXX | XXX | $6.15 |
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Start Free TrialEquitable Holdings Valuation Multiples
Equitable Holdings trades at 0.5x EV/Revenue multiple, and 2.5x EV/EBITDA.
EV / Revenue (LTM)
Equitable Holdings Financial Valuation Multiples
As of March 24, 2026, Equitable Holdings has market cap of $11B and EV of $7B.
Equity research analysts estimate Equitable Holdings' 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Equitable Holdings has a P/E ratio of 6.4x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $11B | XXX | $11B | XXX | XXX | XXX |
| EV (current) | $7B | XXX | $7B | XXX | XXX | XXX |
| EV/Revenue | 0.5x | XXX | 0.6x | XXX | XXX | XXX |
| EV/EBITDA | 2.5x | XXX | 2.6x | XXX | XXX | XXX |
| EV/EBIT | 2.6x | XXX | 2.6x | XXX | XXX | XXX |
| P/E | 6.4x | XXX | 6.6x | XXX | XXX | XXX |
| EV/FCF | — | XXX | 9.8x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Equitable Holdings Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Equitable Holdings Margins & Growth Rates
Equitable Holdings' revenue in the last 12 month grew by 31%.
Equitable Holdings' revenue per employee in the last FY averaged $1.6M.
Equitable Holdings' rule of 40 is 52% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Equitable Holdings' rule of X is 99% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
Equitable Holdings Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 31% | XXX | 41% | XXX | XXX | XXX |
| EBITDA Margin | 21% | XXX | 22% | XXX | XXX | XXX |
| EBITDA Growth | 19% | XXX | 23% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 52% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 99% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $1.6M | XXX | XXX | XXX |
| S&M Expenses to Revenue | 5% | XXX | — | XXX | XXX | XXX |
| G&A Expenses to Revenue | 32% | XXX | 21% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Equitable Holdings Public Comps
See public comps and valuation multiples for other Insurance Carriers and Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| T&D Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
| Sanlam | XXX | XXX | XXX | XXX | XXX | XXX |
| Orient Securities | XXX | XXX | XXX | XXX | XXX | XXX |
| China Securities HK | XXX | XXX | XXX | XXX | XXX | XXX |
| IGM Financial | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Equitable Holdings M&A Activity
Equitable Holdings acquired XXX companies to date.
Last acquisition by Equitable Holdings was on XXXXXXXX, XXXXX. Equitable Holdings acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Equitable Holdings
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialEquitable Holdings Investment Activity
Equitable Holdings invested in XXX companies to date.
Equitable Holdings made its latest investment on XXXXXXXX, XXXXX. Equitable Holdings invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Equitable Holdings
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Equitable Holdings
| When was Equitable Holdings founded? | Equitable Holdings was founded in 2003. |
| Where is Equitable Holdings headquartered? | Equitable Holdings is headquartered in United States. |
| How many employees does Equitable Holdings have? | As of today, Equitable Holdings has over 8K employees. |
| Who is the CEO of Equitable Holdings? | Equitable Holdings' CEO is Mark Pearson. |
| Is Equitable Holdings publicly listed? | Yes, Equitable Holdings is a public company listed on NYSE. |
| What is the stock symbol of Equitable Holdings? | Equitable Holdings trades under EQH ticker. |
| When did Equitable Holdings go public? | Equitable Holdings went public in 2018. |
| Who are competitors of Equitable Holdings? | Equitable Holdings main competitors are T&D Holdings, Sanlam, Orient Securities, China Securities HK. |
| What is the current market cap of Equitable Holdings? | Equitable Holdings' current market cap is $11B. |
| What is the current revenue of Equitable Holdings? | Equitable Holdings' last 12 months revenue is $13B. |
| What is the current revenue growth of Equitable Holdings? | Equitable Holdings revenue growth (NTM/LTM) is 31%. |
| What is the current EV/Revenue multiple of Equitable Holdings? | Current revenue multiple of Equitable Holdings is 0.5x. |
| Is Equitable Holdings profitable? | Yes, Equitable Holdings is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Equitable Holdings? | Equitable Holdings' last 12 months EBITDA is $3B. |
| What is Equitable Holdings' EBITDA margin? | Equitable Holdings' last 12 months EBITDA margin is 21%. |
| What is the current EV/EBITDA multiple of Equitable Holdings? | Current EBITDA multiple of Equitable Holdings is 2.5x. |
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