EQH
Price
$52.65
Change
+$0.71 (+1.37%)
Updated
Sep 26, 03:46 PM (EDT)
Capitalization
15.56B
33 days until earnings call
WDH
Price
$1.94
Change
-$0.05 (-2.51%)
Updated
Sep 26, 04:59 PM (EDT)
Capitalization
719.71M
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EQH vs WDH

Header iconEQH vs WDH Comparison
Open Charts EQH vs WDHBanner chart's image
Equitable Holdings
Price$52.65
Change+$0.71 (+1.37%)
Volume$400
Capitalization15.56B
Waterdrop
Price$1.94
Change-$0.05 (-2.51%)
Volume$400
Capitalization719.71M
EQH vs WDH Comparison Chart in %
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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WDH
Daily Signalchanged days ago
Gain/Loss if bought
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EQH vs. WDH commentary
Sep 26, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQH is a StrongBuy and WDH is a Hold.

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COMPARISON
Comparison
Sep 26, 2025
Stock price -- (EQH: $51.94 vs. WDH: $1.99)
Brand notoriety: EQH and WDH are both not notable
EQH represents the Investment Managers, while WDH is part of the Multi-Line Insurance industry
Current volume relative to the 65-day Moving Average: EQH: 117% vs. WDH: 197%
Market capitalization -- EQH: $15.56B vs. WDH: $719.71M
EQH [@Investment Managers] is valued at $15.56B. WDH’s [@Multi-Line Insurance] market capitalization is $719.71M. The market cap for tickers in the [@Investment Managers] industry ranges from $177.66B to $0. The market cap for tickers in the [@Multi-Line Insurance] industry ranges from $634.15B to $0. The average market capitalization across the [@Investment Managers] industry is $7.45B. The average market capitalization across the [@Multi-Line Insurance] industry is $32.66B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

EQH’s FA Score shows that 4 FA rating(s) are green whileWDH’s FA Score has 0 green FA rating(s).

  • EQH’s FA Score: 4 green, 1 red.
  • WDH’s FA Score: 0 green, 5 red.
According to our system of comparison, EQH is a better buy in the long-term than WDH.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

EQH’s TA Score shows that 2 TA indicator(s) are bullish while WDH’s TA Score has 5 bullish TA indicator(s).

  • EQH’s TA Score: 2 bullish, 4 bearish.
  • WDH’s TA Score: 5 bullish, 1 bearish.
According to our system of comparison, WDH is a better buy in the short-term than EQH.

Price Growth

EQH (@Investment Managers) experienced а -4.54% price change this week, while WDH (@Multi-Line Insurance) price change was +6.99% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.05%. For the same industry, the average monthly price growth was +1.48%, and the average quarterly price growth was +39.41%.

The average weekly price growth across all stocks in the @Multi-Line Insurance industry was -0.49%. For the same industry, the average monthly price growth was -0.33%, and the average quarterly price growth was +17.82%.

Reported Earning Dates

EQH is expected to report earnings on Oct 29, 2025.

Industries' Descriptions

@Investment Managers (-2.05% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

@Multi-Line Insurance (-0.49% weekly)

A multi-line insurance contract bundles together exposures to risk and covers them under a single contract. For providers of such policies, the bundle is a potential risk diversification strategy since their exposure gets spread over several factors, which helps them mitigate a financial burden if a catastrophic event were to occur. Other potential benefits include getting more premiums from including more than one type of insurance in a bundle, and getting a competitive edge by procuring multiple insurance contracts with a customer. Examples of companies in this industry are Berkshire Hathaway (which owns several insurance companies), Chubb Limited, American International Group, Inc. and Sun Life Financial Inc.

SUMMARIES
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FUNDAMENTALS
Fundamentals
EQH($15.6B) has a higher market cap than WDH($720M). EQH has higher P/E ratio than WDH: EQH (40.26) vs WDH (11.80). WDH YTD gains are higher at: 71.342 vs. EQH (11.789). EQH has more cash in the bank: 43.5B vs. WDH (1.66B). WDH has less debt than EQH: WDH (79.8M) vs EQH (6.8B). EQH has higher revenues than WDH: EQH (13.6B) vs WDH (2.98B).
EQHWDHEQH / WDH
Capitalization15.6B720M2,167%
EBITDAN/A253M-
Gain YTD11.78971.34217%
P/E Ratio40.2611.80341%
Revenue13.6B2.98B456%
Total Cash43.5B1.66B2,614%
Total Debt6.8B79.8M8,525%
FUNDAMENTALS RATINGS
EQH: Fundamental Ratings
EQH
OUTLOOK RATING
1..100
65
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
11
SMR RATING
1..100
1
PRICE GROWTH RATING
1..100
55
P/E GROWTH RATING
1..100
7
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
EQHWDH
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
71%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
75%
MACD
ODDS (%)
Bearish Trend 2 days ago
76%
Bullish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
77%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
77%
Advances
ODDS (%)
Bullish Trend 9 days ago
69%
Bullish Trend 2 days ago
72%
Declines
ODDS (%)
Bearish Trend 2 days ago
65%
N/A
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
89%
Aroon
ODDS (%)
N/A
Bullish Trend 2 days ago
73%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WDH
Daily Signalchanged days ago
Gain/Loss if bought
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EQH and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
-1.24%
CRBG - EQH
85%
Closely correlated
-0.58%
AMP - EQH
81%
Closely correlated
+0.01%
JHG - EQH
79%
Closely correlated
+0.23%
CG - EQH
79%
Closely correlated
-0.55%
PFG - EQH
79%
Closely correlated
-0.42%
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WDH and

Correlation & Price change

A.I.dvisor tells us that WDH and BNT have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WDH and BNT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WDH
1D Price
Change %
WDH100%
+2.05%
BNT - WDH
25%
Poorly correlated
-1.81%
AEG - WDH
24%
Poorly correlated
-1.86%
AIG - WDH
21%
Poorly correlated
-1.03%
SLF - WDH
21%
Poorly correlated
+0.02%
EQH - WDH
21%
Poorly correlated
-1.24%
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