EQH vs ERIE
Equitable Holdings, Inc. and Erie Indemnity Co., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | EQH | ERIE |
|---|---|---|
| Revenue | $11.7B | $4.1B |
| Net income | $-1.4B | $559.3M |
| Gross margin | · | · |
| Net margin | −8.9% | 13.8% |
| Return on equity | · | 26.2% |
| Diluted EPS | −$4.83 | · |
| Dividend / share | $1.05 | · |
| Payout ratio | −22.8% | 45.5% |
| Free cash flow | · | $571.0M |
| Equity | $-74.0M | $2.3B |
| Net debt / equity | · | · |
| Current ratio | · | 1.27× |
| Revenue CAGR 5y | −1.2% | 9.9% |
| Profit CAGR 5y | · | 13.8% |
EQH bills 2.9× the revenue of ERIE, and EQH closed the last reported year at a loss.
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | EQH | ERIE |
|---|---|---|
| FY2025 | $11.7B | $4.1B |
| FY2024 | $12.4B | $3.8B |
| FY2023 | $10.5B | $3.3B |
| FY2022 | $12.6B | $2.8B |
| FY2021 | $7.6B | $2.6B |
| FY2020 | $12.4B | $2.5B |
| FY2019 | $9.6B | $2.5B |
| FY2018 | $12.1B | $2.4B |
| FY2017 | $12.5B | $1.7B |
| FY2016 | $11.8B | $1.6B |
Bottom line
| Fiscal year | EQH | ERIE |
|---|---|---|
| FY2025 | $-1.4B | $559.3M |
| FY2024 | $1.3B | $600.3M |
| FY2023 | $1.3B | $446.1M |
| FY2022 | $2.2B | $298.6M |
| FY2021 | $1.8B | $297.9M |
| FY2020 | $-648.0M | $293.3M |
| FY2019 | $-1.8B | $316.8M |
| FY2018 | $1.9B | $288.2M |
| FY2017 | $834.0M | $197.0M |
| FY2016 | $1.3B | $210.4M |
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$7,597,742,000 | EQH |
| FY2024 | +$8,629,885,000 | EQH |
| FY2023 | +$7,191,060,000 | EQH |
| FY2022 | +$9,803,876,000 | EQH |
| FY2021 | +$4,980,023,000 | EQH |
| FY2020 | +$9,878,511,000 | EQH |
| FY2019 | +$7,141,702,000 | EQH |
| FY2018 | +$9,686,788,000 | EQH |
| FY2017 | +$10,768,226,000 | EQH |
| FY2016 | +$10,166,369,000 | EQH |
EQH has reported the higher revenue in every one of these 10 fiscal years. The gap has narrowed since the earliest year compared.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −22.6 pp | ERIE |
| FY2024 | −1.4 pp | ERIE |
| FY2023 | +1.9 pp | EQH |
| FY2022 | +8.4 pp | EQH |
| FY2021 | +17.2 pp | EQH |
| FY2020 | −14.4 pp | ERIE |
| FY2019 | −28.0 pp | ERIE |
| FY2018 | +6.0 pp | EQH |
| FY2017 | −1.6 pp | ERIE |
| FY2016 | +0.8 pp | EQH |
The higher net margin has changed hands between EQH and ERIE over this period.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
EQH's net margin has been more volatile than ERIE's over the 10 comparable fiscal years — 13.1 percentage points of standard deviation against 1.5.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between EQH and ERIE over these 10 fiscal years — EQH led in 5 and ERIE in 5.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
EQH's return on equity has been more volatile than ERIE's over the 8 comparable fiscal years — 26.7 percentage points of standard deviation against 4.0.
8 of 16 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between EQH and ERIE over these 8 fiscal years — EQH led in 3 and ERIE in 5.
8 of 16 comparable fiscal years — a year missing data on either side is not counted.