EQUITABLE HOLDINGS, INC. (EQH) Scorecard
- 2026-Q2: Total return Win; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q3: Total return Lose; Revenue growth Win; EPS growth Win.
42/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 3 wins, 9 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q21/3 |
WinEQH / S&P 19.11% / 15.20% |
LoseEQH / S&P -22.10% / 15.00% |
LoseEQH / S&P -393.97% / 50.40% |
| 2026-Q10/3 |
LoseEQH / S&P -21.58% / -4.33% |
LoseEQH / S&P -23.37% / 11.30% |
LoseEQH / S&P -181.67% / 27.70% |
| 2025-Q40/3 |
LoseEQH / S&P -5.60% / 2.65% |
LoseEQH / S&P -6.12% / 9.00% |
LoseEQH / S&P -234.06% / 13.40% |
| 2025-Q32/3 |
LoseEQH / S&P -9.00% / 8.12% |
WinEQH / S&P 9.93% / 4.61% |
WinEQH / S&P 187.88% / 13.45% |
| 2025-Q21/3 |
LoseEQH / S&P 8.25% / 10.94% |
WinEQH / S&P 18.70% / 4.83% |
LoseEQH / S&P -52.46% / 10.63% |
| 2025-Q12/3 |
WinEQH / S&P 10.95% / -4.27% |
WinEQH / S&P 42.92% / 4.98% |
LoseEQH / S&P 10.09% / 10.57% |
| 2024-Q42/3 |
WinEQH / S&P 12.78% / 2.41% |
WinEQH / S&P 18.76% / 5.25% |
LoseEQH / S&P 5.16% / 6.15% |
| 2024-Q31/3 |
LoseEQH / S&P 3.53% / 5.89% |
WinEQH / S&P 7.38% / 5.89% |
LoseEQH / S&P -117.62% / 6.11% |
| 2024-Q22/3 |
WinEQH / S&P 8.12% / 4.28% |
WinEQH / S&P 20.48% / 5.38% |
LoseEQH / S&P -41.77% / 5.12% |
| 2024-Q11/3 |
WinEQH / S&P 14.88% / 10.56% |
LoseEQH / S&P -12.82% / 5.71% |
LoseEQH / S&P -28.91% / 5.59% |
| 2023-Q41/3 |
WinEQH / S&P 18.19% / 11.69% |
LoseEQH / S&P -17.26% / 6.81% |
LoseEQH / S&P -36.20% / 7.78% |
| 2023-Q31/3 |
WinEQH / S&P 5.34% / -3.27% |
LoseEQH / S&P -5.18% / 7.52% |
LoseEQH / S&P -49.23% / -5.03% |
| 2023-Q20/3 |
LoseEQH / S&P 7.92% / 8.74% |
LoseEQH / S&P -16.03% / 9.50% |
LoseEQH / S&P -62.32% / -8.57% |
| 2023-Q11/3 |
LoseEQH / S&P -10.97% / 7.50% |
WinEQH / S&P 23.40% / 10.77% |
LoseEQH / S&P -48.20% / -15.69% |
| 2022-Q43/3 |
WinEQH / S&P 9.62% / 7.56% |
WinEQH / S&P 66.06% / 11.88% |
WinEQH / S&P 33.41% / -17.99% |
| 2022-Q32/3 |
WinEQH / S&P 1.79% / -4.88% |
WinEQH / S&P 30.24% / 13.47% |
LoseEQH / S&P -350.45% / -1.41% |
| 2022-Q22/3 |
WinEQH / S&P -15.08% / -16.10% |
WinEQH / S&P 75.68% / 13.71% |
LoseEQH / S&P -242.93% / 11.04% |
| 2022-Q11/3 |
LoseEQH / S&P -5.20% / -4.60% |
WinEQH / S&P 901.77% / 15.97% |
LoseEQH / S&P -152.39% / 42.23% |
| 2021-Q41/3 |
WinEQH / S&P 11.22% / 11.03% |
LoseEQH / S&P -38.67% / 15.00% |
LoseEQH / S&P -316.93% / 96.40% |
| 2021-Q31/3 |
LoseEQH / S&P -2.13% / 0.58% |
LoseEQH / S&P -39.34% / 10.77% |
WinEQH / S&P 325.00% / 69.42% |
| 2021-Q21/3 |
LoseEQH / S&P -6.12% / 8.55% |
LoseEQH / S&P -56.40% / 6.58% |
WinEQH / S&P 25833.33% / 51.81% |
| 2021-Q11/3 |
WinEQH / S&P 28.19% / 6.17% |
LoseEQH / S&P -95.33% / -1.06% |
LoseEQH / S&P -275.83% / 7.39% |
| 2020-Q42/3 |
WinEQH / S&P 41.27% / 12.15% |
WinEQH / S&P 29.07% / -3.72% |
LoseEQH / S&P -46.15% / -33.42% |
| 2020-Q31/3 |
LoseEQH / S&P -4.69% / 8.93% |
WinEQH / S&P 3.71% / -2.04% |
LoseEQH / S&P -153.06% / -27.10% |
| 2020-Q22/3 |
WinEQH / S&P 34.66% / 20.54% |
WinEQH / S&P 33.52% / -0.46% |
LoseEQH / S&P -101.64% / -27.11% |
| 2020-Q12/3 |
LoseEQH / S&P -41.25% / -19.60% |
WinEQH / S&P 88.18% / 3.47% |
WinEQH / S&P 593.53% / -14.75% |
| 2019-Q41/3 |
WinEQH / S&P 12.54% / 9.07% |
LoseEQH / S&P -20.30% / 5.36% |
LoseEQH / S&P -205.72% / 2.99% |
| 2019-Q33/3 |
WinEQH / S&P 6.82% / 1.70% |
WinEQH / S&P 32.95% / 5.02% |
WinEQH / S&P 206.25% / 0.21% |
| 2019-Q22/3 |
WinEQH / S&P 4.51% / 4.30% |
LoseEQH / S&P -4.10% / 6.64% |
WinEQH / S&P 18.06% / 8.65% |
| 2019-Q11/3 |
WinEQH / S&P 21.89% / 13.65% |
LoseEQH / S&P -12.66% / 8.12% |
LoseEQH / S&P -40.60% / 14.29% |
| 2018-Q41/3 |
LoseEQH / S&P -21.95% / -13.52% |
LoseEQH / S&P -3.09% / 9.05% |
WinEQH / S&P 130.56% / 18.23% |
| 2018-Q30/3 |
LoseEQH / S&P 4.68% / 7.71% |
LoseEQH / S&P EQH unavailable / 10.21% |
LoseEQH / S&P EQH unavailable / 19.06% |
| 2018-Q20/3 |
LoseEQH / S&P EQH unavailable / 3.43% |
LoseEQH / S&P EQH unavailable / 9.03% |
LoseEQH / S&P EQH unavailable / 14.46% |
| 2018-Q10/3 |
LoseEQH / S&P EQH unavailable / -0.76% |
LoseEQH / S&P EQH unavailable / 7.68% |
LoseEQH / S&P EQH unavailable / 12.46% |
| 2017-Q40/3 |
LoseEQH / S&P EQH unavailable / 6.64% |
LoseEQH / S&P EQH unavailable / 7.03% |
LoseEQH / S&P EQH unavailable / 13.82% |
| 2017-Q30/3 |
LoseEQH / S&P EQH unavailable / 4.48% |
LoseEQH / S&P EQH unavailable / 5.68% |
LoseEQH / S&P EQH unavailable / 17.57% |
| 2017-Q20/3 |
LoseEQH / S&P EQH unavailable / 3.09% |
LoseEQH / S&P EQH unavailable / 4.83% |
LoseEQH / S&P EQH unavailable / 17.74% |
| 2017-Q10/3 |
LoseEQH / S&P EQH unavailable / 6.07% |
LoseEQH / S&P EQH unavailable / 3.67% |
LoseEQH / S&P EQH unavailable / 13.32% |
| 2016-Q40/3 |
LoseEQH / S&P EQH unavailable / 3.82% |
LoseEQH / S&P EQH unavailable / 2.09% |
LoseEQH / S&P EQH unavailable / 7.05% |
| 2016-Q30/3 |
LoseEQH / S&P EQH unavailable / 3.85% |
LoseEQH / S&P EQH unavailable / 0.20% |
LoseEQH / S&P EQH unavailable / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | EQH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -3.31% | 20.78% |
| Annualized return | -3.31% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | EQH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 83.75% | 83.14% |
| Annualized return | 12.94% | 12.86% |
10Y · 2018-05-10 to 2026-08-27
| Metric | EQH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 205.55% | 319.30% |
| Annualized return | 11.82% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.
Similar stocks
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| BROWN & BROWN, INC. (BRO) | United States | $20.190B | 17.57 |
| RYAN SPECIALTY HOLDINGS, INC. (RYAN) | United States | $4.038B | 67.32 |
| CORVEL CORP (CRVL) | United States | $3.727B | 27.41 |
| WILLIS TOWERS WATSON PLC (WTW) | $27.268B | 15.77 | |
| Baldwin Insurance Group, Inc. (BWIN) | United States | $1.083B | -498.48 |
| Goosehead Insurance, Inc. (GSHD) | United States | $0.922B | 276.12 |
| Roadzen Inc. (RDZN) | United States | $0.109B | |
| SelectQuote, Inc. (SLQT) | United States | $0.073B | 2.34 |
| eHealth, Inc. (EHTH) | United States | $0.026B | 1.75 |
| Reliance Global Group, Inc. (EZRA) | United States | $0.003B |