stockrowEquitable Holdings, Inc.
EQH Financial Asset Management
Equitable Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $11.7 billion, down 6.12% from fiscal 2024.
- Revenue
- +167.7%
- EPS
- +197.8%
- Free cash flow
- +385.7%
- Total debt
- +15.1%
Quarter to September 2026, against a year earlier
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Equitable Holdings, Inc. (EQH) Return on invested capital
Equitable Holdings, Inc.'s return on invested capital over the twelve months to 30 September 2026 was 0.00%, down 0.0 percentage points from fiscal 2025 (0.00%). Over the past ten years it has ranged from −7.79% (fiscal 2019) to 59.8% (fiscal 2024); the current reading is higher than 40% of that period. That is below the Asset Management industry median of 2.12% and below the Financial sector median of 4.70%.
Return on invested capital, annual
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Annual newest first
| Period | Return on invested capital | Change (points) |
|---|---|---|
| FY2025 | 0.00% | (59.75) |
| FY2024 | 59.8% | 26.71 |
| FY2023 | 33.0% | (15.74) |
| FY2022 | 48.8% | 35.09 |
| FY2021 | 13.7% | 17.31 |
| FY2020 | −3.62% | 4.17 |
| FY2019 | −7.79% | (18.47) |
| FY2018 | 10.7% | 4.19 |
| FY2017 | 6.49% | 6.49 |
| FY2016 | 0.00% | — |
Against its own ten years
Return on invested capital against peers
| Company | Return on invested capital |
|---|---|
| SEIC SEI Investments Company compare | 20.0% |
| CRBG Corebridge Financial, Inc. compare | 13.4% |
| TPG TPG Inc. compare | 7.44% |
| CG Carlyle Group Inc. compare | 4.40% |
| OWL Blue Owl Capital Inc. compare | 4.07% |
| ARCC Ares Capital Corporation compare | 3.32% |
| BEN Franklin Resources Inc compare | 2.27% |
| EQH Equitable Holdings, Inc. | 0.00% |
| IVZ Invesco Ltd. compare | −0.89% |
| Asset Management industry median | 2.12% |
| Financial sector median | 4.70% |
| Market median | 0.00% |
What Return on invested capital is
Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.
TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)
More on EQH
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- Return on equity
- Return on assets
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Piotroski F-score
- The full statement