Growth Metrics

Equitable Holdings (EQH) Return on Invested Capital (2017 - 2026)

Equitable Holdings' quarterly Return on Invested Capital came in at 0.21% in Q1 2026, down 17.0% year-on-year from 0.26% in Q1 2025, and up 84.53% quarter-over-quarter from 1.38% in Q4 2025.

Equitable Holdings has reported Return on Invested Capital for 10 years, with the latest figure at 0.21% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Invested Capital fell 17.0% year-over-year to 0.21%; the trailing twelve-month figure through Mar 2026 stood at 0.21% (down 17.0% YoY), and the FY2025 full-year result was 0.02%, up 1.0% from the prior year.
  • Return on Invested Capital for Q1 2026 stood at 0.21%, up from 1.38% in the prior quarter.
  • The five-year high for Return on Invested Capital was 0.03% in Q3 2023, with the low at 1.38% in Q4 2025.
  • Average Return on Invested Capital over 5 years is 0.11%, with a median of 0.01% recorded in 2024.
  • Year-over-year, Return on Invested Capital gained 4 bps in 2023 and slumped 135 bps in 2025.
  • Tracing EQH's Return on Invested Capital over 5 years: stood at 0.0% in 2022, then sank by 243 bps to 0.0% in 2023, then tumbled by 550 bps to 0.03% in 2024, then slumped by 4268 bps to 1.38% in 2025, then soared by 85 bps to 0.21% in 2026.
  • The last three Return on Invested Capital figures came in at 0.21% (Q1 2026), 1.38% (Q4 2025), and 0.14% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.00%
2 Blackstone 92.68 Bn 91.63 Bn - 0.00%
3 Kkr 84.94 Bn 132.45 Bn - 0.00%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.00%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.00%
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.00%
8 Northern Trust 31.21 Bn 31.21 Bn - 0.01%
9 Ares Management 28.85 Bn 32.22 Bn - 0.00%
10 Equitable Holdings 11.43 Bn 1.57 Bn 3.83 Bn -0.21%

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 -0.21%
Dec 31, 2025 -1.38%
Sep 30, 2025 -0.14%
Jun 30, 2025 -0.05%
Mar 31, 2025 -0.05%
Dec 31, 2024 -0.03%
Sep 30, 2024 -0.03%
Jun 30, 2024 -0.01%
Mar 31, 2024 0.00%
Dec 31, 2023 0.00%
Sep 30, 2023 0.03%
Jun 30, 2023 0.03%
Mar 31, 2023 0.01%
Dec 31, 2022 0.00%
Sep 30, 2022 -0.01%
Jun 30, 2022 -0.01%
Mar 31, 2022 -0.01%
Dec 31, 2021 -0.01%
Sep 30, 2021 0.00%
Jun 30, 2021 0.00%
Mar 31, 2021 0.00%
Dec 31, 2020 0.01%
Sep 30, 2020 0.00%
Jun 30, 2020 0.00%
Mar 31, 2020 0.00%
Dec 31, 2019 0.00%
Sep 30, 2019 0.00%
Jun 30, 2019 0.00%
Mar 31, 2019 0.00%
Dec 31, 2018 0.00%
Sep 30, 2018 0.00%
Jun 30, 2018 0.00%
Mar 31, 2018 0.00%
Dec 31, 2017 0.00%