EQH vs IVZ
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. IVZ: Global asset management and investment solutions company delivering actively managed equities, fixed income, ETFs, and alternative products to institutional and retail clients.
Side-by-side fundamentals
| Metric | EQH | IVZ | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $48.75 | $30.50 | |
| Market cap as of 2026-07-23 | $13.3B | $13.4B | |
| PEG as of 2026-07-23 | 0.32 | 0.51 | EQH lower |
| Net margin as of 2026-07-23 | -5.7% | -11.9% | EQH higher |
| Gross margin as of 2026-07-23 | +49.0% | +66.5% | IVZ higher |
| Operating margin as of 2026-07-23 | +14.1% | -18.4% | EQH higher |
| ROE as of 2026-07-23 | -198.2% | -1.9% | IVZ higher |
| ROA as of 2026-07-23 | -0.3% | -0.9% | EQH higher |
| Debt / equity as of 2026-07-23 | 89.65 | 0.77 | IVZ lower |
| Revenue growth (YoY) as of 2026-07-23 | -6.5% | -19.1% | EQH higher |
| Revenue CAGR (3y) SEC XBRL | -2.7% | +1.8% | IVZ higher |
| Dividend yield as of 2026-07-23 | +2.5% | +2.9% | IVZ higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 1.11 | 1.60 | |
| 1-year return as of 2026-07-22 close | -7.0% | +49.0% | IVZ higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.