COMP <GO>
EQH vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
Equitable Holdings Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: EQH 3
— BAC 9
■ METRIC PARITY
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
balance-sheet
0.45
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
balance-sheet
0.45
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 2.50% | -2.50 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 2.10% | -0.83 | BAC | /fcf-yield <GO> |
| Operating Margin | 0.00% | 32.90% | -32.90 | BAC | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 27.00% | -27.00 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 6.80% | -12.90 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.00% | +2.11 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.45 | 0.45 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.3 | 27.7 | +24.61 | EQH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.90 | +0.12 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 10.9x | +24.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $357.61B | -$342.70B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | BAC REV | EQH GROSS % | BAC GROSS % | EQH FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $113.10B | 44.0% | 44.0% | $189.1M | $7.52B |
| FY 2024 | $12.43B | $105.86B | 44.0% | 44.0% | $1.45B | -$13.57B |
| FY 2023 | $10.46B | $102.77B | 44.0% | 44.0% | -$678.7M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
BAC // BETA 0.90