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Equitable Holdings (Equitable Holdings) Shiller PE Ratio : 17.82 (As of Apr. 27, 2024)


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What is Equitable Holdings Shiller PE Ratio?

As of today (2024-04-27), Equitable Holdings's current share price is $36.89. Equitable Holdings's E10 for the fiscal year that ended in Dec23 was $2.07. Equitable Holdings's Shiller PE Ratio for today is 17.82.

The historical rank and industry rank for Equitable Holdings's Shiller PE Ratio or its related term are showing as below:

EQH' s Shiller PE Ratio Range Over the Past 10 Years
Min: 15.78   Med: 16.53   Max: 18.36
Current: 17.82

During the past 10 years, Equitable Holdings's highest Shiller PE Ratio was 18.36. The lowest was 15.78. And the median was 16.53.

EQH's Shiller PE Ratio is ranked worse than
65.65% of 361 companies
in the Insurance industry
Industry Median: 13.13 vs EQH: 17.82

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Equitable Holdings's adjusted earnings per share data of for the fiscal year that ended in Dec23 was $3.480. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $2.07 for the trailing ten years ended in Dec23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Equitable Holdings Shiller PE Ratio Historical Data

The historical data trend for Equitable Holdings's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Equitable Holdings Shiller PE Ratio Chart

Equitable Holdings Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - 16.07

Equitable Holdings Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - - 16.07

Competitive Comparison of Equitable Holdings's Shiller PE Ratio

For the Insurance - Diversified subindustry, Equitable Holdings's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Equitable Holdings's Shiller PE Ratio Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Equitable Holdings's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Equitable Holdings's Shiller PE Ratio falls into.



Equitable Holdings Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Equitable Holdings's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=36.89/2.07
=17.82

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Equitable Holdings's E10 for the fiscal year that ended in Dec23 is calculated as:

For example, Equitable Holdings's adjusted earnings per share data for the fiscal year that ended in Dec23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec23 (Change)*Current CPI (Dec23)
=3.48/129.4194*129.4194
=3.480

Current CPI (Dec23) = 129.4194.

Equitable Holdings Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201412 2.906 99.070 3.796
201512 0.594 99.792 0.770
201612 2.235 101.863 2.840
201712 1.487 104.011 1.850
201812 3.330 105.998 4.066
201912 -3.570 108.420 -4.261
202012 -1.560 109.897 -1.837
202112 3.980 117.630 4.379
202212 5.460 125.222 5.643
202312 3.480 129.419 3.480

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Equitable Holdings  (NYSE:EQH) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Equitable Holdings Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Equitable Holdings's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Equitable Holdings (Equitable Holdings) Business Description

Traded in Other Exchanges
Address
1290 Avenue of the Americas, New York, NY, USA, 10104
Equitable Holdings Inc is a financial services company in the us. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Investment Management, Research, and Protection Solutions. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, Investment Management and Research segment consist of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.
Executives
Nick Lane officer: (See Remarks) C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Daniel G Kaye director 1742 APPLEBY ROAD, INVERNESS IL 60067
Eckert William James Iv officer: SVP, CAO and Controller C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Mark Pearson director, officer: President and CEO C/O ALLIANCEBERNSTEIN L.P., 1345 AVENUE OF THE AMERICAS, NEW YORK NY 10105
Kristi Ann Matus director C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Robin M Raju officer: Senior EVP & CFO C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Bertram L Scott director C/O BECTON DICKERSON & CO, 1 BECTON DR, FRANKLIN LAKES NJ 07417
Jeffrey J Hurd officer: Senior EVP & COO C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Arlene Isaacs-lowe director C/O XENIA HOTELS & RESORTS, INC., 200 S. ORANGE AVENUE, SUITE 2700, ORLANDO FL 32801
Craig C Mackay director 75 WEST 125TH STREET, NEW YORK NY 10027
Stonehill Charles G.t. director C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Jose Ramon Gonzalez officer: SEVP & Chief Legal Officer 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Anders Malmstrom officer: Senior EVP & CFO C/O ALLIANCEBERNSTEIN HOLDING LP, 1345 AVENUE OF THE AMERICAS, NEW YORK NY 10105
Dave S. Hattem officer: Senior EVP & GC C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104
Francis Hondal director C/O EQUITABLE HOLDINGS, INC., 1290 AVENUE OF THE AMERICAS, NEW YORK NY 10104