Equitable vs Erie Indemnity
EQH and ERIE side by side, both in insurance agents, brokers, and service. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How EQH and ERIE compare
Equitable is the larger company, worth 1.2 times as much as Erie Indemnity ($14.7B against $12.1B).
Erie Indemnity grew revenue faster over the last twelve months (2.0% versus −22.1% for Equitable).
Erie Indemnity keeps more of each dollar of sales as profit, with a net margin of 14.0% compared with −8.7% at Equitable.
Both pay dividends: Equitable yields 2.1% and Erie Indemnity 2.2%.
Erie Indemnity scores higher on the StockData Score (13 against 5 for Equitable), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | EQH | ERIE |
|---|---|---|
| Size and price | ||
| Market cap | $14.7B | $12.1B |
| Share price | $53.85 | $261.39 |
| Change, 1 year | 13.0% | −13.4% |
| Change, 5 years | 53.0% | 16.5% |
| Beta (5Y) | 1.19 | 0.37 |
| Employees | 8,000 | 6,667 |
| StockData Score | ||
| Total score | 5 | 13 (better) |
| Valuation score | 1 | 2 (better) |
| Growth score | 1 | 1 |
| Performance score | 0 | 6 (better) |
| Health score | 1 | 1 |
| Dividend score | 2 | 3 (better) |
| Valuation | ||
| P/S | 1.4× (better) | 2.9× |
| P/B | – | 4.7× |
| EV/EBITDA | – | 15.8× |
| P/FCF | – | 21.8× |
| FCF yield | – | 4.6% |
| Growth | ||
| Revenue growth (TTM) | −22.1% | 2.0% (better) |
| Revenue growth, 5Y average | −1.2% | 9.9% (better) |
| Net income growth (TTM) | −295% | −11.1% (better) |
| EPS growth (TTM) | −368% | – |
| Profitability | ||
| Operating margin | – | 17.9% |
| Net margin | −8.7% | 14.0% (better) |
| FCF margin | – | 13.4% |
| Return on equity | −509% | 23.7% (better) |
| Return on invested capital | – | 30.3% |
| Financial health | ||
| Current ratio | – | 1.31 |
| Altman Z-score | 0.09 | 9.86 (better) |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 2.1% | 2.2% (better) |
| Payout ratio | – | 46.5% |
| Years of dividend growth | 8 | – |
| Dividend growth, 5Y average | 9.7% | – |
| Buyback yield | 10.0% | – |
| Shareholder yield | 12.1% (better) | 2.2% |
| Ownership | ||
| Held by institutions | 97.2% | 45.2% |
| Held by insiders | 0.59% | 45.8% |
| Insider net buying, 12 months | −$28.5M | $1.3M (better) |
| Superinvestors holding | 3 | – |
| Short interest, % of float | 2.0% | 10.2% |
Go deeper
- EQH stock overview
- EQH income statement
- EQH valuation and score
- ERIE stock overview
- ERIE income statement
- ERIE valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.