BHF vs EQH
BHF: A major U.S. annuity and life insurance provider offering fixed, variable, and index-linked annuities plus life insurance to millions of contract holders, currently struggling with derivative losses and revenue headwinds. EQH: Equitable Holdings integrates insurance product manufacturing, active asset management, and wealth advisory across a $1.1 trillion AUM platform focused on retirement and institutional solutions.
Side-by-side fundamentals
| Metric | BHF | EQH | Edge |
|---|---|---|---|
| Price as of 2026-07-30 close | $63.45 | $48.59 | |
| Market cap as of 2026-07-31 | $3.6B | $13.4B | |
| PEG as of 2026-07-31 | n/a | 0.32 | |
| Net margin as of 2026-07-31 | -1.1% | -5.7% | BHF higher |
| Gross margin as of 2026-07-31 | n/a | +49.0% | |
| Operating margin as of 2026-07-31 | -0.1% | +14.1% | EQH higher |
| ROE as of 2026-07-31 | -1.1% | -198.2% | BHF higher |
| ROA as of 2026-07-31 | -0.0% | -0.3% | BHF higher |
| Debt / equity as of 2026-07-31 | 0.57 | 89.65 | BHF lower |
| Revenue growth (YoY) as of 2026-07-31 | -16.1% | -6.5% | EQH higher |
| Revenue CAGR (3y) SEC XBRL | -0.5% | -2.7% | BHF higher |
| Dividend yield as of 2026-07-31 | +2.8% | +2.5% | BHF higher |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-07-31 | 1.09 | 1.10 | |
| 1-year return as of 2026-07-30 close | +34.6% | -7.7% | BHF higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-30.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.