Equitable Holdings, Inc. logo EQH - Equitable Holdings, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 19
HOLD 1
SELL 0
STRONG
SELL
0
| PRICE TARGET: $57.86 DETAILS
HIGH: $63.00
LOW: $51.00
MEDIAN: $58.00
CONSENSUS: $57.86
UPSIDE: 35.89%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Banks, Insurers & Asset Managers 85% confidence

Primary model: P/Tangible Book × ROE Quality

Valuation Signal Fair Value Mild
Trading 1.4% below fair value
Current Price $42.58
Bear Case $30.23 29.0% downside ($30.23 - $42.58) / $42.58 = -29.0% ROTCE 4.0% → 0.30x TBV
Fair Value $43.17 1.4% upside ($43.17 - $42.58) / $42.58 = 1.4% ROTCE 0.0% → 0.30x TBV
Bull Case $56.12 31.8% upside ($56.12 - $42.58) / $42.58 = 31.8% ROTCE 0.0% → 0.30x TBV

Adjust Assumptions

0.0%
10.5%

Key Value Driver

ROTCE (0.0%) vs. cost of equity (10.5%)

Implied Market Multiple 1.22x

Plain-Language Summary

Our base-case estimate uses P/Tangible Book × ROE Quality. We then blend that result with the average analyst price target of $57.86 from 21 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $43.17 per share.

Warnings

Traditional cash flow models don't work well for banks — lending activity distorts how much cash the business actually generates.
Common valuation shortcuts don't apply here — for banks, interest payments are a core business cost, not overhead.
Return on equity (0.0%) is below the minimum investors require (10.5%). This means the bank is worth less than the net assets on its books.
Dividend-based valuation: $58.21 (52% above our primary estimate). Large gaps suggest the dividend may not fully reflect the company's value.
Wall Street's average price target is $57.86 (from 21 analysts). Our estimate is 34% below the consensus -- consider that gap carefully.

Key Risks

  • Book value quality matters as much as level — check loan loss reserves
  • Interest rate sensitivity creates non-linear earnings surprises
  • Insurance reserving is actuarial, not financial — errors emerge slowly