AXA Equitable (NYSE: EQH) is one of 19 public companies in the “Insurance agents, brokers, & service” industry, but how does it contrast to its rivals? We will compare AXA Equitable to related businesses based on the strength of its dividends, risk, analyst recommendations, institutional ownership, earnings, valuation and profitability.

Valuation and Earnings

This table compares AXA Equitable and its rivals gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
AXA Equitable $12.08 billion N/A 5.35
AXA Equitable Competitors $13.74 billion $1.13 billion 33.60

AXA Equitable’s rivals have higher revenue and earnings than AXA Equitable. AXA Equitable is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Dividends

AXA Equitable pays an annual dividend of $0.52 per share and has a dividend yield of 2.5%. AXA Equitable pays out 13.4% of its earnings in the form of a dividend. As a group, “Insurance agents, brokers, & service” companies pay a dividend yield of 1.6% and pay out 31.8% of their earnings in the form of a dividend. AXA Equitable is clearly a better dividend stock than its rivals, given its higher yield and lower payout ratio.

Institutional and Insider Ownership

41.1% of AXA Equitable shares are held by institutional investors. Comparatively, 59.6% of shares of all “Insurance agents, brokers, & service” companies are held by institutional investors. 0.1% of AXA Equitable shares are held by company insiders. Comparatively, 20.3% of shares of all “Insurance agents, brokers, & service” companies are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares AXA Equitable and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
AXA Equitable N/A N/A N/A
AXA Equitable Competitors 7.10% 18.06% 9.00%

Analyst Ratings

This is a breakdown of recent ratings for AXA Equitable and its rivals, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AXA Equitable 0 5 8 0 2.62
AXA Equitable Competitors 184 675 763 39 2.40

AXA Equitable currently has a consensus price target of $25.00, indicating a potential upside of 20.02%. As a group, “Insurance agents, brokers, & service” companies have a potential upside of 9.04%. Given AXA Equitable’s stronger consensus rating and higher possible upside, analysts clearly believe AXA Equitable is more favorable than its rivals.

Summary

AXA Equitable rivals beat AXA Equitable on 8 of the 13 factors compared.

AXA Equitable Company Profile

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.

Receive News & Ratings for AXA Equitable Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for AXA Equitable and related companies with MarketBeat.com's FREE daily email newsletter.