Equitable Holdings, Inc.
Other · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B |
| Operating income | — | — | — | — | — | — |
| Net income | −$1.38B | $1.28B | $1.28B | $2.15B | $1.75B | −$648.0M |
| Total assets | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B |
| Total liabilities | $316.20B | $292.18B | $271.55B | $249.11B | $278.70B | $258.08B |
| Equity | −$74.0M | $1.56B | $2.64B | $1.40B | $11.52B | $15.58B |
| EPS (diluted) | $-4.83 | $3.69 | $3.42 | $5.46 | $3.98 | $-1.56 |
| Shares out. | 307.8M | 329.7M | 361.8M | 389.6M | 435.5M | 463.7M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- −11.8%
- Return on equity
- 1864.9%
- Return on assets
- −0.4%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 99.4%
- Debt / equity
- —
- Book value / share
- $-0.24
- Revenue growth (YoY)
- −6.1%
- Net income growth (YoY)
- −207.8%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −0.7%clean
- Piotroski F-Score
- 3/7weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 3 warning● 3 good- Negative shareholder equity
- Reported a net loss
- Revenue declined year-over-year
- High leverage (liabilities > 70% of assets)
- Strong return on equity (>15%)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Material events
SEC Form 8-K · most recent- Results of operations · Regulation FD disclosureMay 4, 2026
- Regulation FD disclosureApr 16, 2026
- Entered a material agreementApr 8, 2026
- Entered a material agreement · Other material eventMar 26, 2026
- Results of operations · Regulation FD disclosureFeb 4, 2026
- Results of operations · Regulation FD disclosureNov 4, 2025
- Regulation FD disclosureOct 22, 2025
- Other material eventSep 9, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.