COMP <GO>
EQH vs ERIE // 10Y YIELD & FRED MACRO BETA
Equitable Holdings Inc. (NYSE) VS. Erie Indemnity Company (NASDAQ) • 15-METRIC TALLY: EQH 2
— ERIE 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: EQH
LAST: $54.26 (+0.76%) • MKT CAP: $14.70B
macro-sensitivity
1.02
LAST: $273.93 (+4.80%) • MKT CAP: $12.07B
macro-sensitivity
0.89
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. ERIE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | ERIE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 24.30% | -24.30 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 13.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 4.35% | -3.08 | ERIE | /fcf-yield <GO> |
| Operating Margin | 0.00% | 17.60% | -17.60 | ERIE | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 13.80% | -13.80 | ERIE | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 7.20% | -13.30 | ERIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 2.20% | -0.09 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 63.1 | -11.80 | ERIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.02 | 0.89 | +0.13 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 19.3x | +15.70 | ERIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.70B | $12.07B | $2.63B | EQH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | ERIE REV | EQH GROSS % | ERIE GROSS % | EQH FCF | ERIE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $4.07B | — | — | $189.1M | $503.6M |
| FY 2024 | $12.43B | $3.80B | — | — | $1.45B | $440.5M |
| FY 2023 | $10.46B | $3.27B | — | — | -$678.7M | $234.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
ERIE // BETA 0.89