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Equitable Holdings (Equitable Holdings) 5-Year RORE % : -527.65% (As of Dec. 2023)


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What is Equitable Holdings 5-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Equitable Holdings's 5-Year RORE % for the quarter that ended in Dec. 2023 was -527.65%.

The industry rank for Equitable Holdings's 5-Year RORE % or its related term are showing as below:

EQH's 5-Year RORE % is ranked worse than
98.4% of 438 companies
in the Insurance industry
Industry Median: 7.59 vs EQH: -527.65

Equitable Holdings 5-Year RORE % Historical Data

The historical data trend for Equitable Holdings's 5-Year RORE % 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 5-Year RORE % Chart

Equitable Holdings Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only - 42.68 64.14 -284.13 -527.65

Equitable Holdings Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
5-Year RORE % 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 -284.13 -358.24 323.84 79.37 -527.65

Competitive Comparison of Equitable Holdings's 5-Year RORE %

For the Insurance - Diversified subindustry, Equitable Holdings's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % 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 5-Year RORE % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Equitable Holdings's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Equitable Holdings's 5-Year RORE % falls into.



Equitable Holdings 5-Year RORE % Calculation

Equitable Holdings's 5-Year RORE % for the quarter that ended in Dec. 2023 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( 3.38--3.49 )/( 2.288-3.59 )
=6.87/-1.302
=-527.65 %

* 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.

In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2023 and 5-year before.


Equitable Holdings  (NYSE:EQH) 5-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Equitable Holdings 5-Year RORE % Related Terms

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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

Equitable Holdings (Equitable Holdings) Headlines