Company / Return on Equity (ROE)
Equitable Holdings Return on Equity (ROE) History
FY2016-FY2024 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
81.8%
FY2024
5-year range
15.2% / 153.7%
FY2020-FY2024
Trend
+68.1%
vs FY2023
Sector context
#4 of 388
Financials
What the data says
Among 388 Financials companies, Equitable Holdings is in the top 1% for return on equity (roe). Return on Equity (ROE) has fluctuated over the past 9 years, ranging from -13.1% in FY2019 to 153.7% in FY2022.
Based on SEC 10-K filings.
81.8% in FY2024 with a 5-year CAGR of +94.9%. Top quartile in the Financials sector.
Declined from 153.7% to 81.8% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +66.5pp
- 5-Year Change
- +94.9pp
- 10-Year Change
- -
Sector benchmark
+399.9% above sector average
Key checks
Key Insights
- In FY2024, return on equity (roe) increased 68.1% year-over-year.
- Currently 65.4pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2022.
- Lowest return on equity (roe) in the period was in FY2019.
Company context
Key Data Points
- Altman Z-Score 0.06 (distress zone, below 1.8 threshold)
- Negative profit margin: -5.6%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | - | - |
| FY2024 | 81.8% | +68.1% |
| FY2023 | 48.7% | -68.3% |
| FY2022 | 153.7% | +908.4% |
| FY2021 | 15.2% | +466.3% |
| FY2020 | -4.2% | +68.3% |
| FY2019 | -13.1% | -198.0% |
| FY2018 | 13.4% | +163.4% |
| FY2017 | 5.1% | -41.1% |
| FY2016 | 8.6% | - |
As of FY2024 · SEC 10-K · Updated Feb 28, 2026