Equitable Holdings (EQH) Return on Invested Capital (2018 - 2026)
Equitable Holdings (EQH) posted quarterly Return on Invested Capital of 2.14% for 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.
- In Q1 2026, Return on Invested Capital changed N/A year-over-year to 2.14%; the TTM figure through Mar 2026 stood at 2.14% (changed N/A YoY), while the FY2023 annual figure was 0.51%, down 51.0% from the prior year.
- Return on Invested Capital for Q1 2026 stood at 2.14%, down from 1.43% in the prior quarter.
- The five-year high for Return on Invested Capital was 0.01% in Q3 2023, with the low 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%.
- The sharpest annual moves came in 2022 and 2024: Return on Invested Capital rose 1 bps in 2022, then sank 144 bps in 2024.
- Equitable Holdings' Return on Invested Capital stood at 0.0% in 2022, then tumbled by 12773 bps to 0.35% in 2023, then slumped by 310 bps to 1.43% in 2024, then sank by 50 bps to 2.14% in 2026.
- Business Quant data shows EQH's Return on Invested Capital at 2.14% in Q1 2026, 1.43% in Q3 2024, and 0.48% in Q2 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 0.00% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 0.16% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 0.01% |
| 10 | Equitable Holdings | 13.61 Bn | -5.33 Bn | 1.22 Bn | -0.79% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -0.79% |
| 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% |