Profitability
Weight: 25%
D-
28
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.3%
- Operating Margin Trend -9.57 pp/yr
EQH
Equitable Holdings, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
D
37
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 0.0%
- 5yr Share-Count CAGR -8.1%
Growth Quality
Weight: 10%
F
23
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 0.0%
- 5yr EPS CAGR -16.8%
- Positive-EPS Years (5) 3/5
Cash Generation
Weight: 5%
F
16
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 0.22x
Balance Sheet
Weight: 30%
F
0
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets -0.0%
- Interest Coverage (EBIT/Int) -4.33x
Stability
Weight: 10%
D
38
- EPS Volatility (σ/μ) 0.56
- Piotroski F-Score 5
- Negative-Revenue Years (5) 3/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 2 added; 1 trimmed.
- Holders
- 3
- Avg Δ position
- +8.5%
- New buys
- 0
- Full exits
- 0