EQH vs PRI
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. PRI: Primerica distributes life insurance, investment products, and financial services to middle-income consumers through an independent sales force network in the US and Canada.
Side-by-side fundamentals
| Metric | EQH | PRI | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $48.59 | $314.71 | |
| Market cap as of 2026-07-31 | $13.4B | $9.8B | |
| P/E as of 2026-07-31 | n/a | 12.92 | |
| PEG as of 2026-07-31 | 0.32 | 0.22 | PRI lower |
| Net margin as of 2026-07-31 | -5.7% | +23.0% | PRI higher |
| Gross margin as of 2026-07-31 | +49.0% | n/a | |
| Operating margin as of 2026-07-31 | +14.1% | +30.6% | PRI higher |
| ROE as of 2026-07-31 | -198.2% | +32.3% | PRI higher |
| ROA as of 2026-07-31 | -0.3% | +5.2% | PRI higher |
| Debt / equity as of 2026-07-31 | 89.65 | 0.69 | PRI lower |
| Revenue growth (YoY) as of 2026-07-31 | -6.5% | +6.0% | PRI higher |
| Revenue CAGR (3y) SEC XBRL | -2.7% | +7.4% | PRI higher |
| Dividend yield as of 2026-07-31 | +2.5% | +1.5% | EQH higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-31 | 1.10 | 0.87 | |
| 1-year return as of 2026-07-27 close | -7.7% | +18.4% | PRI higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
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.