Growth Metrics

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

Equitable Holdings (EQH) has 8 years of Return on Invested Capital data on record, last reported at 6.79% in Q2 2025.

  • For Q2 2025, Return on Invested Capital fell 568.0% year-over-year to 6.79%; the TTM value through Jun 2025 reached 6.79%, down 568.0%, while the annual FY2024 figure was 0.14%, 94.0% up from the prior year.
  • Return on Invested Capital reached 6.79% in Q2 2025 per EQH's latest filing, down from 3.91% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 3.58% in Q1 2021 and bottomed at 9.76% in Q2 2023.
  • Average Return on Invested Capital over 5 years is 1.33%, with a median of 0.46% recorded in 2021.
  • Peak YoY movement for Return on Invested Capital: tumbled -1098bps in 2023, then soared 865bps in 2024.
  • A 5-year view of Return on Invested Capital shows it stood at 0.77% in 2021, then plummeted by -75bps to 0.19% in 2022, then tumbled by -2060bps to 3.77% in 2023, then soared by 71bps to 1.11% in 2024, then plummeted by -512bps to 6.79% in 2025.
  • Per Business Quant database, its latest 3 readings for Return on Invested Capital were 6.79% in Q2 2025, 3.91% in Q1 2025, and 1.11% in Q2 2024.