Free Trial

Equitable (EQH) Competitors

$40.43
-0.56 (-1.37%)
(As of 05/28/2024 ET)

EQH vs. WTW, BRO, ERIE, RYAN, ACT, CRVL, BWIN, BRP, HGTY, and GSHD

Should you be buying Equitable stock or one of its competitors? The main competitors of Equitable include Willis Towers Watson Public (WTW), Brown & Brown (BRO), Erie Indemnity (ERIE), Ryan Specialty (RYAN), Enact (ACT), CorVel (CRVL), The Baldwin Insurance Group (BWIN), The Baldwin Insurance Group (BRP), Hagerty (HGTY), and Goosehead Insurance (GSHD). These companies are all part of the "insurance agents, brokers, & service" industry.

Equitable vs.

Equitable (NYSE:EQH) and Willis Towers Watson Public (NASDAQ:WTW) are both large-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, media sentiment, valuation, institutional ownership, earnings, dividends, community ranking, analyst recommendations and profitability.

Willis Towers Watson Public has lower revenue, but higher earnings than Equitable. Equitable is trading at a lower price-to-earnings ratio than Willis Towers Watson Public, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equitable$10.53B1.25$1.05B$3.2312.52
Willis Towers Watson Public$9.48B2.70$1.06B$9.9725.14

Equitable received 230 more outperform votes than Willis Towers Watson Public when rated by MarketBeat users. Likewise, 60.47% of users gave Equitable an outperform vote while only 35.06% of users gave Willis Towers Watson Public an outperform vote.

CompanyUnderperformOutperform
EquitableOutperform Votes
257
60.47%
Underperform Votes
168
39.53%
Willis Towers Watson PublicOutperform Votes
27
35.06%
Underperform Votes
50
64.94%

Equitable has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500. Comparatively, Willis Towers Watson Public has a beta of 0.75, meaning that its stock price is 25% less volatile than the S&P 500.

In the previous week, Willis Towers Watson Public had 3 more articles in the media than Equitable. MarketBeat recorded 15 mentions for Willis Towers Watson Public and 12 mentions for Equitable. Equitable's average media sentiment score of 0.83 beat Willis Towers Watson Public's score of 0.72 indicating that Equitable is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
5 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Willis Towers Watson Public
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Equitable pays an annual dividend of $0.88 per share and has a dividend yield of 2.2%. Willis Towers Watson Public pays an annual dividend of $3.52 per share and has a dividend yield of 1.4%. Equitable pays out 27.2% of its earnings in the form of a dividend. Willis Towers Watson Public pays out 35.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

Equitable currently has a consensus target price of $40.10, indicating a potential downside of 0.82%. Willis Towers Watson Public has a consensus target price of $296.14, indicating a potential upside of 18.16%. Given Willis Towers Watson Public's higher probable upside, analysts clearly believe Willis Towers Watson Public is more favorable than Equitable.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70
Willis Towers Watson Public
0 Sell rating(s)
6 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.57

Willis Towers Watson Public has a net margin of 10.88% compared to Equitable's net margin of 0.00%. Willis Towers Watson Public's return on equity of 16.31% beat Equitable's return on equity.

Company Net Margins Return on Equity Return on Assets
EquitableN/A N/A N/A
Willis Towers Watson Public 10.88%16.31%5.43%

92.7% of Equitable shares are held by institutional investors. Comparatively, 93.1% of Willis Towers Watson Public shares are held by institutional investors. 1.1% of Equitable shares are held by company insiders. Comparatively, 0.2% of Willis Towers Watson Public shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Willis Towers Watson Public beats Equitable on 11 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EQH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

EQH vs. The Competition

MetricEquitableInsurance agents, brokers, & service IndustryFinance SectorNYSE Exchange
Market Cap$13.15B$17.10B$9.33B$17.68B
Dividend Yield2.15%2.76%10.58%3.53%
P/E Ratio12.5225.9748.5025.83
Price / Sales1.2523.58232.5610.26
Price / CashN/A25.7616.8915.71
Price / BookN/A10.482.475.08
Net Income$1.05B$912.34M$1.01B$975.92M
7 Day Performance-0.77%-0.94%-1.24%-1.61%
1 Month Performance9.60%8.40%1.85%4.32%
1 Year Performance59.05%9.75%25.10%23.08%

Equitable Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WTW
Willis Towers Watson Public
4.3602 of 5 stars
$253.20
+0.3%
$296.14
+17.0%
+13.4%$25.89B$9.48B25.4048,000Dividend Announcement
BRO
Brown & Brown
4.7554 of 5 stars
$89.36
+0.3%
$88.80
-0.6%
+39.3%$25.49B$4.26B27.509,705
ERIE
Erie Indemnity
3.1872 of 5 stars
$388.96
+1.6%
N/A+72.6%$20.34B$3.27B42.006,556Short Interest ↑
Positive News
RYAN
Ryan Specialty
2.5193 of 5 stars
$54.96
+0.5%
$55.67
+1.3%
+34.9%$14.31B$2.08B103.704,350
ACT
Enact
0 of 5 stars
$30.90
+0.8%
$26.20
-15.2%
+24.1%$4.86B$1.15B7.63465Dividend Increase
Short Interest ↑
CRVL
CorVel
0 of 5 stars
$276.60
+0.3%
N/A+29.7%$4.73B$795.31M62.864,444Analyst Downgrade
Short Interest ↑
News Coverage
BWIN
The Baldwin Insurance Group
2.6677 of 5 stars
$33.68
+0.8%
$45.00
+33.6%
N/A$3.96B$1.22B-36.613,927News Coverage
BRP
The Baldwin Insurance Group
3.3631 of 5 stars
$33.68
+0.8%
$34.00
+1.0%
+62.1%$3.96B$1.27B-36.613,927Positive News
HGTY
Hagerty
0.898 of 5 stars
$8.97
+0.2%
$10.00
+11.5%
+2.5%$3.02B$1.00B149.521,732
GSHD
Goosehead Insurance
3.965 of 5 stars
$64.36
+7.5%
$73.80
+14.7%
+17.9%$2.45B$261.28M103.811,415Short Interest ↑

Related Companies and Tools

This page (NYSE:EQH) was last updated on 5/29/2024 by MarketBeat.com Staff

From Our Partners