COMP <GO>
EQH vs WTW // PIOTROSKI F-SCORE QUALITY
Equitable Holdings Inc. (NYSE) VS. Willis Towers Watson Public Limited Company (NASDAQ) • 15-METRIC TALLY: EQH 1
— WTW 10
▲ PIOTROSKI F-SCORE QUALITY LEADER: WTW
LAST: $54.61 (+0.04%) • MKT CAP: $14.91B
piotroski-score
6/9
LAST: $320.73 (-0.28%) • MKT CAP: $29.79B
piotroski-score
8/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. WTW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | WTW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 16.60% | -16.60 | WTW | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 12.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 4.52% | -3.25 | WTW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 23.50% | -23.50 | WTW | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 16.90% | -16.90 | WTW | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | -2.30% | -3.80 | WTW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 1.20% | +0.91 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 6/9 | 8/9 | -2.00 | WTW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 56.8 | -0.50 | WTW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.12 | -0.10 | WTW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 17.3x | +17.70 | WTW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $29.79B | -$14.88B | WTW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | WTW REV | EQH GROSS % | WTW GROSS % | EQH FCF | WTW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $9.52B | — | — | $189.1M | $1.35B |
| FY 2024 | $12.43B | $9.74B | — | — | $1.45B | $1.07B |
| FY 2023 | $10.46B | $9.30B | — | — | -$678.7M | $926.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
WTW // BETA 1.12