Equitable Holdings Inc
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement corn… Read more
Equitable Holdings Inc (AXJ) - Net Assets
Latest net assets as of September 2025: €1.95 Billion EUR
Based on the latest financial reports, Equitable Holdings Inc (AXJ) has net assets worth €1.95 Billion EUR as of September 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€314.41 Billion) and total liabilities (€312.46 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | €1.95 Billion |
| % of Total Assets | 0.62% |
| Annual Growth Rate | -19.7% |
| 5-Year Change | -79.23% |
| 10-Year Change | N/A |
| Growth Volatility | 33.82 |
Equitable Holdings Inc - Net Assets Trend (2017–2024)
This chart illustrates how Equitable Holdings Inc's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Equitable Holdings Inc (2017–2024)
The table below shows the annual net assets of Equitable Holdings Inc from 2017 to 2024.
| Year | Net Assets | Change |
|---|---|---|
| 2024-12-31 | €3.57 Billion | -30.83% |
| 2023-12-31 | €5.16 Billion | +43.44% |
| 2022-12-31 | €3.60 Billion | -72.54% |
| 2021-12-31 | €13.10 Billion | -23.76% |
| 2020-12-31 | €17.18 Billion | +13.56% |
| 2019-12-31 | €15.13 Billion | -1.98% |
| 2018-12-31 | €15.43 Billion | -6.94% |
| 2017-12-31 | €16.58 Billion | -- |
Equity Component Analysis
This analysis shows how different components contribute to Equitable Holdings Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have decreased by 12.9% over the analyzed period, potentially due to dividend distributions or operating losses.
Current Equity Component Breakdown (December 2024)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | €10.65 Billion | 671.74% |
| Total Equity | €1.58 Billion | 100.00% |
Equitable Holdings Inc Competitors by Market Cap
The table below lists competitors of Equitable Holdings Inc ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Siemens Healthineers AG
PINK:SEMHF
|
$9.43 Billion |
|
Avidity Biosciences, Inc
NASDAQ:RNAM
|
$9.43 Billion |
|
Aspeed Technology
TWO:5274
|
$9.45 Billion |
|
Innovent Biologics Inc
PINK:IVBXF
|
$9.46 Billion |
|
Agree Realty Corporation
NYSE:ADC
|
$9.41 Billion |
|
DocuSign Inc
NASDAQ:DOCU
|
$9.41 Billion |
|
IREN Limited
F:F8P
|
$9.41 Billion |
|
Ascendas Real Estate Investment Trust
PINK:ACDSF
|
$9.40 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Equitable Holdings Inc's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2023 to 2024, total equity changed from 2,649,000,000 to 1,585,000,000, a change of -1,064,000,000 (-40.2%).
- Net income of 1,307,000,000 contributed positively to equity growth.
- Dividend payments of 382,000,000 reduced retained earnings.
- Share repurchases of 1,069,000,000 reduced equity.
- Other factors decreased equity by 920,000,000.
Equity Change Factors (2023 to 2024)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | €1.31 Billion | +82.46% |
| Dividends Paid | €382.00 Million | -24.1% |
| Share Repurchases | €1.07 Billion | -67.44% |
| Other Changes | €-920.00 Million | -58.04% |
| Total Change | €- | -40.17% |
Book Value vs Market Value Analysis
This analysis compares Equitable Holdings Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 6.30x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
- The price-to-book ratio has increased from 1.34x to 6.30x over the analyzed period, suggesting growing market confidence.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2017-12-31 | €24.04 | €32.20 | x |
| 2018-12-31 | €26.22 | €32.20 | x |
| 2019-12-31 | €29.19 | €32.20 | x |
| 2020-12-31 | €35.34 | €32.20 | x |
| 2021-12-31 | €28.46 | €32.20 | x |
| 2022-12-31 | €3.84 | €32.20 | x |
| 2023-12-31 | €7.93 | €32.20 | x |
| 2024-12-31 | €5.11 | €32.20 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Equitable Holdings Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 82.46%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 10.51%
- • Asset Turnover: 0.04x
- • Equity Multiplier: 186.67x
- Recent ROE (82.46%) is above the historical average (35.49%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2017 | 6.30% | 6.79% | 0.05x | 17.47x | €-498.50 Million |
| 2018 | 13.13% | 15.07% | 0.05x | 15.92x | €433.40 Million |
| 2019 | -12.80% | -18.07% | 0.04x | 18.46x | €-3.09 Billion |
| 2020 | -4.16% | -5.22% | 0.05x | 17.68x | €-2.21 Billion |
| 2021 | -3.81% | -3.98% | 0.04x | 25.37x | €-1.59 Billion |
| 2022 | 153.68% | 17.03% | 0.05x | 180.37x | €2.01 Billion |
| 2023 | 49.15% | 12.37% | 0.04x | 104.50x | €1.04 Billion |
| 2024 | 82.46% | 10.51% | 0.04x | 186.67x | €1.15 Billion |
Industry Comparison
This section compares Equitable Holdings Inc's net assets metrics with peer companies in the Asset Management industry.
Industry Context
- Industry: Asset Management
- Average net assets among peers: $23,105,982,113
- Average return on equity (ROE) among peers: -14.66%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Equitable Holdings Inc (AXJ) | €1.95 Billion | 6.30% | 160.40x | $9.41 Billion |
| China Cinda Asset Management Co., Ltd. (0CI) | $223.16 Billion | 1.36% | 6.34x | $1.17 Billion |
| Anima Holding SpA (124) | $1.26 Billion | 11.57% | 0.78x | $176.71 Million |
| tokentus investment AG (14D) | $2.19 Million | -21.54% | 0.09x | $8.13K |
| GOAT Industries Ltd. (26B) | $10.81 Million | -56.27% | 0.02x | $2.16K |
| Hunter Capital AB (publ) (2DD0) | $28.23 Million | -45.64% | 0.45x | $2.66 Million |
| ALDER RESOURCES VTG (2JA) | $12.56 Million | 2.19% | 0.94x | $6.72 Million |
| 3330 (3330) | $577.92K | -45.47% | 0.58x | $2.73 Million |
| Federated Hermes Inc (3KC) | $657.71 Million | 25.82% | 0.81x | $3.55 Billion |
| 47U0 (47U0) | $250.00 Million | 7.21% | 0.13x | $131.18 Million |
| MOH Nippon Plc (4HS) | $5.68 Billion | -25.84% | 0.11x | $2.82 Million |