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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) Invested Capital (2017 - 2025)

Equitable Holdings (EQH) has 9 years of Invested Capital data on record, last reported at $2.6 billion in Q2 2025.

  • For Q2 2025, Invested Capital fell 21.98% year-over-year to $2.6 billion; the TTM value through Jun 2025 reached $2.6 billion, down 21.98%, while the annual FY2024 figure was $3.4 billion, 26.05% down from the prior year.
  • Invested Capital reached $2.6 billion in Q2 2025 per EQH's latest filing, up from -$19.0 million in the prior quarter.
  • Across five years, Invested Capital topped out at $17.2 billion in Q2 2021 and bottomed at -$19.0 million in Q1 2025.
  • Average Invested Capital over 5 years is $8.0 billion, with a median of $5.3 billion recorded in 2023.
  • Peak YoY movement for Invested Capital: rose 17.88% in 2023, then crashed 100.51% in 2025.
  • A 5-year view of Invested Capital shows it stood at $15.9 billion in 2021, then tumbled by 75.23% to $3.9 billion in 2022, then grew by 17.88% to $4.6 billion in 2023, then decreased by 26.05% to $3.4 billion in 2024, then dropped by 23.9% to $2.6 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Invested Capital were $2.6 billion in Q2 2025, -$19.0 million in Q1 2025, and $3.4 billion in Q4 2024.