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Market Price

30.68 

0.72 2.4%

as of Mar 05 '21

52 Week Range:

9.89 31.37


Stock Analyzer Tutorials

S2O Stock Analyzer - General Info

General Info


type: video (mp4); length: 3:30

Demonstrates how to use Stock Analyzer, shows how to analyze a stock and explains in detail "General Info" section of the Stock Analyzer result page.

S2O Stock Analyzer - Financial Statements

Financial Statements


type: video (mp4); length: 5:10

Explains information presented in the Financial Statements section of the S2O Stock Analyzer: financial statements charts, absolute values and growth rates.

S2O Stock Analyzer - Growth Grade and Financial Ratios

Growth Grade and Financial Ratios


type: video (mp4); length: 5:09

Demonstrates how to use Growth Grade & Financial Ratios section; shows the difference between historical and year-over-year Growth Grade on the real life example.

S2O Stock Analyzer - Value Price

Value Price


type: video (mp4); length: 6:03

Demonstrates how to use Value Price (intrinsic value) and the Graham Number, MOS (margin of safety) and IRT - Investment Recovery Time; explains 3 different projection models used to compute value price - pessimistic, moderate and optimistic.

S2O Stock Analyzer - Price Charts

Price Charts


type: video (mp4); length: 8:34

Demonstrates basic rules of how to read a candlestick chart, long and short term moving averages, stochastic, MACD and relative strength (RS) charts. Explains how bull or bear market condition is computed.

General Info

AXA Equitable Holdings, Inc. provides various financial services worldwide. It operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products, which are primarily sold to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to a range of clients; and distributes its institutional research products and solutions. The Protection Solutions segment provides a range of universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was founded in 1859 and is based in New York, New York. AXA Equitable Holdings, Inc. is a subsidiary of AXA S.A.

Financial Statements

The charts below show selected Annual and Quarterly Financial Data.

The purpose of these charts is to discover long and short term change dynamics. When numbers are growing year after year in the annual statements chart, the business become stronger and stronger and this is a good sign.

Quarterly Data Chart can be used to do a short term analysis. It makes sense to pay attention to the quarterly dynamics and do not wait for the next yearly statement. We should be alerted if we see that quarterly numbers are going down.

You can check "Annual Financial Statements" and "Quarterly Financial Statements" sections for exact numbers and growth rates.

Annual Statements

On a charts below the Line shows absolute values and the Bar chart shows Year-Over-Year Growth Rate for selected financial statement item. A consistent GROWTH is generally considered necessary to fund future growth from within a business.
NOTE: Growth Rate is not provided if either the latest period or the year-ago period contains a net loss. (source: WSJ Digest of Earnings)
TIP! move your mouse pointer over bar or a circle on any chart below to see details.

Financial Statements

Income Statement



 

Cash Flow Statement



 

Balance Sheet



 

Liquidity Ratios

Current Ratio


 

Current Ratio measures the ability to meet short term obligations. Generally accepted standard is 2 (current assets should be 2 times or 200% of current liabilities).

Quick Ratio


 

Measures immediate liquidity or the cash available to cover immediate liabilities. A safe margin would be at least 1 (100%).

Financial Leverage


 

Defined as total assets divided by total shareholders' equity. The higher the ratio, the more debt a company uses in its capital structure.

Profitability Ratios

ROA


 

Return on Assets (ROA) measures the income (profit) that is generated by the use of the assets of the business.

ROE


 

Return on Equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders equity. ROE is sometimes called "return on net worth."

ROIC


 

The Return on Invested Capital (ROIC) measure gives a sense of how well a company is using its money to generate returns. Some investors use this figure as a final evaluation to determine whether or not to invest in a company.

Annual Statements

Item Name Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Equity (BVPS) 23.47
32.21
36.37
growth rate 37.2% 12.9%
Earnings BIT 2,816.00
567.00
2,222.00
1,466.00
2,934.00
-3,654.00
-3,608.00
growth rate -79.9% 291.9% -34.0% 100.1% -100.0% 0.0%
Avg.PE 14.34
14.33
14.33
14.33
growth rate -0.1% 0.0% 0.0%
ROA 0.16
0.57
0.37
0.80
-0.74
-0.27
growth rate 256.3% -35.1% 116.2% -100.0% 0.0%
ROE 3.19
10.98
6.76
13.31
-13.02
-5.18
growth rate 244.2% -38.4% 96.9% -100.0% 0.0%
Leverage 19.69
19.06
17.47
15.92
19.58
19.25
growth rate -3.2% -8.3% -8.9% 23.0% -1.7%
Balance Sheet Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Acct.Receivable 8,700.00
9,088.00
8,495.00
7,104.00
6,579.00
7,327.00
growth rate 4.5% -6.5% -16.4% -7.4% 11.4%
Acct.Payable 1,869.00
2,126.00
growth rate 13.8%
Cur.Assets 28,128.00
29,761.00
30,747.00
30,592.00
22,597.00
25,400.00
growth rate 5.8% 3.3% -0.5% -26.1% 12.4%
Total Assets 205,569.00
216,645.00
235,615.00
220,797.00
249,818.00
275,397.00
growth rate 5.4% 8.8% -6.3% 13.1% 10.2%
Cash 6,557.00
5,654.00
4,814.00
4,469.00
4,405.00
6,179.00
growth rate -13.8% -14.9% -7.2% -1.4% 40.3%
Cur.Liabilities 11,030.00
12,140.00
11,856.00
8,144.00
13,790.00
18,814.00
growth rate 10.1% -2.3% -31.3% 69.3% 36.4%
Liabilities 191,987.00
201,693.00
218,471.00
205,178.00
234,406.00
258,077.00
growth rate 5.1% 8.3% -6.1% 14.3% 10.1%
LT Debt 5,014.00
3,253.00
3,081.00
4,409.00
4,111.00
4,428.00
growth rate -35.1% -5.3% 43.1% -6.8% 7.7%
Equity 10,440.00
11,407.00
13,421.00
13,866.00
12,681.00
14,307.00
growth rate 9.3% 17.7% 3.3% -8.6% 12.8%
Common Shares 561.00
561.00
561.00
561.00
557.00
494.00
450.00
growth rate 0.0% 0.0% 0.0% -0.7% -11.3% -8.9%
Cash Flow Statement Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Capital Expenditures 92.00
83.00
97.00
102.00
123.00
93.00
107.00
growth rate -9.8% 16.9% 5.2% 20.6% -24.4% 15.1%
Cash Dividends 157.00
157.00
157.00
157.00
285.00
350.00
growth rate 0.0% 0.0% 0.0% 81.5% 22.8%
Cash From OA -628.00
-192.00
-236.00
-243.00
61.00
-216.00
-61.00
growth rate 0.0% 0.0% 0.0% 100.0% -100.0% 0.0%
FCF per Share -0.31
-0.41
0.03
growth rate 0.0% 100.0%
Sale Purchase of Stock 318.00
318.00
318.00
318.00
-986.00
-781.00
growth rate 0.0% 0.0% 0.0% -100.0% 0.0%
FCF -720.00
-275.00
-333.00
919.00
-62.00
-309.00
-168.00
growth rate 0.0% 0.0% 100.0% -100.0% 0.0% 0.0%
Income Statement Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Sales 13,063.00
10,043.00
11,763.00
12,460.00
12,069.00
7,582.00
9,592.00
growth rate -23.1% 17.1% 5.9% -3.1% -37.2% 26.5%
Op.Income 2,816.00
567.00
2,222.00
1,466.00
2,934.00
-3,654.00
-3,608.00
growth rate -79.9% 291.9% -34.0% 100.1% -100.0% 0.0%
IBT 2,427.00
428.00
2,027.00
1,306.00
2,490.00
-2,060.00
-1,093.00
growth rate -82.4% 373.6% -35.6% 90.7% -100.0% 0.0%
Net Income 1,630.00
325.00
1,254.00
834.00
1,855.00
-1,764.00
-648.00
growth rate -80.1% 285.9% -33.5% 122.4% -100.0% 0.0%
EPS 2.91
0.59
2.24
1.49
3.33
-3.57
-1.56
growth rate -79.7% 279.7% -33.5% 123.5% -100.0% 0.0%
Gross Profit 4,410.00
2,149.00
3,710.00
3,535.00
4,531.00
-1,986.00
-2,016.00
growth rate -51.3% 72.6% -4.7% 28.2% -100.0% 0.0%
R&D 0.00
growth rate

Quarterly Statements

Item Name Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Earnings BIT 1,785.00
3,281.00
-4,917.00
-871.00
-1,101.00
growth rate 83.8% -100.0% 0.0% 0.0%
Balance Sheet Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Acct.Receivable 6,579.00
7,576.00
7,234.00
6,509.00
7,327.00
growth rate 15.2% -4.5% -10.0% 12.6%
Acct.Payable 2,126.00
2,381.00
2,400.00
4,221.00
growth rate 12.0% 0.8% 75.9%
Cur.Assets 23,259.00
30,361.00
27,497.00
26,240.00
25,400.00
growth rate 30.5% -9.4% -4.6% -3.2%
Total Assets 249,818.00
240,781.00
254,110.00
262,496.00
275,397.00
growth rate -3.6% 5.5% 3.3% 4.9%
Cash 4,405.00
10,315.00
8,364.00
8,684.00
6,179.00
growth rate 134.2% -18.9% 3.8% -28.9%
Inventory
growth rate
Cur.Liabilities 13,948.00
14,759.00
17,304.00
18,158.00
18,814.00
growth rate 5.8% 17.2% 4.9% 3.6%
Liabilities 236,362.00
218,884.00
234,889.00
243,549.00
258,077.00
growth rate -7.4% 7.3% 3.7% 6.0%
LT Debt 6,403.00
4,112.00
4,113.00
4,114.00
4,428.00
growth rate -35.8% 0.0% 0.0% 7.6%
Equity 13,456.00
19,311.00
16,819.00
16,031.00
14,307.00
growth rate 43.5% -12.9% -4.7% -10.8%
Common Shares 463.71
5.00
5.00
5.00
5.00
growth rate -98.9% 0.0% 0.0% 0.0%
Cash Flow Statement Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Capital Expenditures 93.00
14.00
14.00
16.00
63.00
growth rate -85.0% 0.0% 14.3% 293.8%
Cash Dividends 70.00
82.00
87.00
87.00
94.00
growth rate 17.1% 6.1% 0.0% 8.1%
Cash From OA 76.00
-582.00
34.00
553.00
-66.00
growth rate -100.0% 100.0% 1,526.5% -100.0%
Sale Purchase of Stock 192.00
-298.00
-94.00
326.00
growth rate -100.0% 0.0% 100.0%
FCF -17.00
-596.00
20.00
537.00
-129.00
growth rate 0.0% 100.0% 2,585.0% -100.0%
Income Statement Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Sales 1,689.00
8,935.00
-2,463.00
1,840.00
1,280.00
growth rate 429.0% -100.0% 100.0% -30.4%
Op.Income 625.00
3,281.00
-4,917.00
-871.00
-1,101.00
growth rate 425.0% -100.0% 0.0% 0.0%
IBT -1,112.00
6,887.00
-5,036.00
-923.00
-2,021.00
growth rate 100.0% -100.0% 0.0% 0.0%
Net Income -937.00
5,410.00
-4,041.00
-779.00
-1,238.00
growth rate 100.0% -100.0% 0.0% 0.0%
Gross Profit 1,879.00
3,718.00
-4,482.00
-435.00
-817.00
growth rate 97.9% -100.0% 0.0% 0.0%
R&D
growth rate

Growth Grade & Financial Ratios

All financial ratios below are calculated based on latest annual statements available and present the most up to date snapshot of a company finances.

Growth Grade

Historical Growth Grade:

F (0.00)

YOY Growth Grade:

F (8.58)

Click on buttons above for detailed yearly growth rates.

Market Ratios

Profitability Ratios

Liquidity Ratios

Efficiency Ratios

Value Price

PE and EPS

Historical Current Forward
PE 14.33 20.14 5.47
EPS / Growth 1.52

Value Price & Investment Recovery Time

Read more about Stock2Own value price in Stock Market: Fundamental Analysis.

Equity Growth Rate: 5.8%

Estimates Pessimistic Moderate Optimistic My Numbers
Rate of Return 15.0%
MOS Price % 50 %
Future EPS Growth 5.8% 5.8% 5.8%
Future PE 5.47 10.45 10.45
Future EPS 2.67 2.67 2.67
Value Price
MOS %
3.61
-88.2%
6.90
-77.5%
6.90
-77.5%
MOS Price 1.81 3.45 3.45
IRT 13.21 13.21 13.21

Graham Number:

NOTE: The Graham Number applies only to certain types of stocks in combination with a number of other criteria.

Read more about Graham Number in Stock Market: Fundamental Analysis.

Price Chart

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Risk / Reward Ratios

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