EQH (Equitable Holdings Inc) vs S&P 500 Comparison

EQH

S&P 500

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EQH

S&P 500

Difference

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EQH

S&P 500

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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S&P 500

EQH

APO

BAJAJFINSV

8591

2885

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1Y 3Y 5Y 10Y 15Y 20Y

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Equitable Holdings Inc
Glance View

Economic Moat

None

Market Cap

15.5B USD

Industry

Financial Services

Equitable Holdings Inc. stands as a stalwart within the financial services sector, with a rich legacy rooted in its inception as a life insurance company more than 160 years ago. Headquartered in New York City, the company operates primarily through two main subsidiaries: Equitable Life and AllianceBernstein. Through Equitable Life, the firm offers a comprehensive suite of financial products and services, ranging from retirement plans and annuities to life insurance, catering to both individual and institutional clients. This subsidiary thrives on its ability to navigate complex risk environments, leveraging actuarial science and financial acumen to ensure the sustainability and competitiveness of its insurance products. By crafting personalized solutions, Equitable not only safeguards the financial future of its policyholders but also aligns itself with the evolving financial landscape, thereby securing a steady stream of income from the premiums it collects. On the other hand, AllianceBernstein, the investment management arm of Equitable Holdings, amplifies the company's financial prowess by providing a wide array of investment options, including equities, fixed income, and alternative investments. Serving institutional clients, retail investors, and private wealth individuals, AllianceBernstein channels its deep expertise in active asset management to deliver risk-adjusted returns. Its robust research framework and strategic market positioning allow it to thrive amid fluctuating economic cycles. As such, AllianceBernstein contributes significantly to Equitable Holdings' revenue through management and advisory fees, which are performance-driven and closely tied to the value of assets under management. Together, these divisions forge a cohesive financial powerhouse, driving Equitable Holdings' growth and reinforcing its commitment to helping clients achieve financial independence and peace of mind.

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EQH Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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EQH

vs

S&P 500

Stocks Performance
EQH vs S&P 500

Performance Gap
EQH vs S&P 500

Performance By Year
EQH vs S&P 500

Competitors Performance
Equitable Holdings Inc vs Peers

Equitable Holdings Inc
Glance View

Company

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EQH vs S&P 500

Stocks Performance EQH vs S&P 500

Performance Gap EQH vs S&P 500

Performance By Year EQH vs S&P 500

Competitors Performance Equitable Holdings Inc vs Peers

Equitable Holdings Inc Glance View

Company

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Tools

Stocks

EQH

vs

S&P 500

Stocks Performance
EQH vs S&P 500

Performance Gap
EQH vs S&P 500

Performance By Year
EQH vs S&P 500

Competitors Performance
Equitable Holdings Inc vs Peers

Equitable Holdings Inc
Glance View