Balance Sheet
Cash Flow Statement
Growth Metrics
Income Statement
Others
Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInterest Coverage RatioInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Equitable Holdings (EQH-PC) Return on Invested Capital (2017 - 2025)

Equitable Holdings has reported Return on Invested Capital over the past 9 years, most recently at 2.58% for Q4 2025.

  • Quarterly results put Return on Invested Capital at 2.58% for Q4 2025, up 570.0% from a year ago — trailing twelve months through Dec 2025 was 2.58% (up 570.0% YoY), and the annual figure for FY2025 was 1.16%, up 209.0%.
  • Return on Invested Capital for Q4 2025 was 2.58% at Equitable Holdings, up from 11.83% in the prior quarter.
  • Over the last five years, Return on Invested Capital for EQH-PC hit a ceiling of 4.82% in Q3 2024 and a floor of 11.83% in Q3 2025.
  • Median Return on Invested Capital over the past 5 years was 0.19% (2022), compared with a mean of 0.8%.
  • Peak annual rise in Return on Invested Capital hit 570bps in 2025, while the deepest fall reached -1665bps in 2025.
  • Equitable Holdings' Return on Invested Capital stood at 0.16% in 2021, then skyrocketed by 738bps to 1.04% in 2022, then tumbled by -39bps to 0.64% in 2023, then crashed by -587bps to 3.11% in 2024, then surged by 183bps to 2.58% in 2025.
  • The last three reported values for Return on Invested Capital were 2.58% (Q4 2025), 11.83% (Q3 2025), and 10.82% (Q2 2025) per Business Quant data.