Equitable Holdings (EQH) Return on Invested Capital (2018 - 2026)
Equitable Holdings' (EQH) quarterly Return on Invested Capital came in at 2.14% in Q1 2026, down 49.73% quarter-over-quarter from 1.43% in Q3 2024.
Equitable Holdings (EQH) Return on Invested Capital (2018 - 2026) Analysis & Trends
Equitable Holdings' Return on Invested Capital history runs 8 years deep, the most recent figure standing at 2.14% for Q1 2026.
- On a quarterly basis, Return on Invested Capital changed N/A year-over-year to 2.14% in Q1 2026; TTM through Mar 2026 was 2.14%, a N/A change from a year earlier, with the FY2023 full-year figure at 0.51%, down 51.0% from the prior year.
- Return on Invested Capital slipped to 2.14% in Q1 2026 per EQH's latest filing, from 1.43% in the prior quarter.
- Across five years, Return on Invested Capital topped out at 0.01% in Q3 2023 and bottomed at 2.14% in Q1 2026.
- The 4-year median for Return on Invested Capital is 0.0% (2022), against an average of 0.39%.
- Across the five-year window, Return on Invested Capital climbed 1 bps in 2022 and slumped 144 bps in 2024, its largest moves.
- Year by year, Return on Invested Capital stood at 0.0% in 2022, then slumped by 12773 bps to 0.35% in 2023, then sank by 310 bps to 1.43% in 2024, then plunged by 50 bps to 2.14% in 2026.
- Per Business Quant, the three latest EQH Return on Invested Capital figures stand at 2.14% (Q1 2026), 1.43% (Q3 2024), and 0.48% (Q2 2024).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,264.05 Bn | 1,219.46 Bn | 18.56 Bn | 0.00% |
| 2 | BlackRock | 164.27 Bn | 151.12 Bn | - | 0.00% |
| 3 | Blackstone | 104.64 Bn | 102.19 Bn | - | - |
| 4 | Brookfield Asset Management | 76.15 Bn | 75.10 Bn | - | - |
| 5 | Apollo Global Management | 74.22 Bn | 74.22 Bn | -409.00 Mn | - |
| 6 | State Street | 51.20 Bn | 51.20 Bn | - | - |
| 7 | Ameriprise Financial | 50.41 Bn | 41.14 Bn | 4.57 Bn | - |
| 8 | Raymond James Financial | 33.88 Bn | 18.92 Bn | - | 0.01% |
| 9 | Northern Trust | 33.60 Bn | 33.60 Bn | - | - |
| 10 | Equitable Holdings | 13.67 Bn | 3.41 Bn | 3.85 Bn | -2.14% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -2.14% |
| Sep 30, 2024 | -1.43% |
| Jun 30, 2024 | -0.48% |
| Mar 31, 2024 | -0.29% |
| Dec 31, 2023 | -0.35% |
| Sep 30, 2023 | 0.01% |
| Jun 30, 2023 | 0.00% |
| Mar 31, 2023 | 0.00% |
| Dec 31, 2022 | 0.00% |
| Sep 30, 2022 | 0.00% |
| Jun 30, 2022 | 0.00% |
| Mar 31, 2022 | 0.00% |
| Dec 31, 2021 | 0.00% |
| Sep 30, 2021 | -0.01% |
| Jun 30, 2021 | -0.01% |
| Mar 31, 2021 | -0.01% |
| Dec 31, 2020 | -0.01% |
| Sep 30, 2020 | -0.01% |
| Jun 30, 2020 | -0.01% |
| Mar 31, 2020 | -0.01% |