EQH-P-A vs OTEX

Comparison between Equitable Holdings Inc (EQH-P-A, Company) and Open Text Corp (OTEX, Company).

5-Year PerformanceEQH-P-A has outperformed OTEX, delivering a return of -0.7% compared to -12.2%

EQH-P-A vs OTEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH-P-A(COMPANY)	OTEX(COMPANY)
Market Cap	$5.54B	$5.53B
Max Drawdown	62.34%	70.46%
Sharpe Ratio	-0.42	-0.49
5Y Beta	0.25	0.94
Industry	Other	Software - Application
P/E Ratio	-7.24	11.01
Forward P/E	N/A	5.18
PEG Ratio	N/A	1.02
Dividend Yield	N/A	4.72%
5Y Dividends CAGR	0.00%	11.89%
5Y EPS CAGR	-30.68%	29.41%
Debt to Equity	1405.49%	156.74%
Free Cash Flow Yield	19.05%	17.69%
P/S Ratio	N/A	1.06
P/B Ratio	N/A	1.36

Market Cap

Winner

EQH-P-A

$5.54B

OTEX

$5.53B

Max Drawdown

Winner

EQH-P-A

62.34%

OTEX

70.46%

Sharpe Ratio

Winner

EQH-P-A

-0.42

OTEX

-0.49

5Y Beta

Winner

EQH-P-A

0.25

OTEX

0.94

Industry

EQH-P-A

Other

OTEX

Software - Application

P/E Ratio

Winner

EQH-P-A

-7.24

OTEX

11.01

Forward P/E

EQH-P-A

N/A

OTEX

5.18

PEG Ratio

EQH-P-A

N/A

OTEX

1.02

Dividend Yield

EQH-P-A

N/A

OTEX

4.72%

5Y Dividends CAGR

EQH-P-A

0.00%

Winner

OTEX

11.89%

5Y EPS CAGR

EQH-P-A

-30.68%

Winner

OTEX

29.41%

Debt to Equity

EQH-P-A

1405.49%

Winner

OTEX

156.74%

Free Cash Flow Yield

Winner

EQH-P-A

19.05%

OTEX

17.69%

P/S Ratio

EQH-P-A

N/A

OTEX

1.06

P/B Ratio

EQH-P-A

N/A

OTEX

1.36

EQH-P-A vs OTEX - Historical Returns

Returns include dividend reinvestment.

Period	EQH-P-A	OTEX
1 month	-0.31%	+3.42%
3 months	-1.48%	+6.11%
6 months	-4.06%	-26.07%
1 year	-0.64%	-18.85%
5 years(CAGR)	-0.72%	-12.17%
10 years(CAGR)	N/A	+0.08%
Max(CAGR)	+1.91%	+11.94%

EQH-P-A

-0.31%

Winner

OTEX

+3.42%

EQH-P-A

-1.48%

Winner

OTEX

+6.11%

Winner

EQH-P-A

-4.06%

OTEX

-26.07%

Winner

EQH-P-A

-0.64%

OTEX

-18.85%

5Y(CAGR)

Winner

EQH-P-A

-0.72%

OTEX

-12.17%

10Y(CAGR)

EQH-P-A

N/A

OTEX

+0.08%

Max(CAGR)

EQH-P-A

+1.91%

Winner

OTEX

+11.94%

EQH-P-A vs OTEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH-P-A	OTEX
2026	-3.12%	-24.95%
2025	+3.26%	+19.52%
2024	+1.25%	-28.08%
2023	+17.41%	+43.27%
2022	-24.28%	-35.70%
2021	+6.01%	+6.32%
2020	+7.45%	+4.07%
2019	+4.95%	+38.20%
2018	N/A	-4.81%
2017	N/A	+17.80%
2016	N/A	+31.72%
2015	N/A	-16.17%
2014	N/A	+28.63%
2013	N/A	+61.93%
2012	N/A	+6.94%
2011	N/A	+8.83%
2010	N/A	+13.50%
2009	N/A	+32.24%
2008	N/A	-0.59%
2007	N/A	+56.86%
2006	N/A	+31.22%
2005	N/A	-29.34%
2004	N/A	+4.97%
2003	N/A	+57.71%
2002	N/A	-24.18%
2001	N/A	+38.71%
2000	N/A	+13.84%
1999	N/A	+47.66%

EQH-P-A vs OTEX Drawdown Comparison

The maximum drawdown for EQH-P-A was -61.75%, occurring on Mar 18, 2020. Recovery took 155 trading sessions.

The maximum drawdown for OTEX was -70.46%, occurring on Jul 26, 2002. Recovery took 989 trading sessions.

The current EQH-P-A drawdown is -9.31%. The current OTEX drawdown is -50.91%.

Rank	EQH-P-A	OTEX
#1	-61.75% Feb 14, 2020 - Sep 25, 2020	-70.46% Mar 1, 2000 - Feb 9, 2004
#2	-28.45% Oct 14, 2021 - Aug 28, 2024	-64.31% Mar 5, 2004 - Nov 2, 2007
#3	-14.20% Sep 25, 2024 - Apr 11, 2025	-57.83% Sep 2, 2021 - Jun 22, 2026
#4	-5.11% Nov 16, 2020 - Apr 5, 2021	-40.62% May 6, 2008 - Jul 23, 2009
#5	-4.55% Oct 14, 2020 - Nov 9, 2020	-39.23% Feb 13, 2015 - Jun 3, 2016
#6	-2.47% Apr 14, 2021 - Jun 2, 2021	-38.62% Feb 14, 2020 - Jan 20, 2021
#7	-2.22% Jul 7, 2021 - Sep 1, 2021	-35.23% Jul 22, 2011 - May 17, 2013
#8	-2.14% Sep 29, 2021 - Oct 14, 2021	-27.15% Apr 23, 2010 - Feb 1, 2011
#9	-1.60% Oct 5, 2020 - Oct 14, 2020	-20.51% Aug 30, 2018 - May 2, 2019
#10	-1.11% Jun 14, 2021 - Jul 7, 2021	-19.94% Nov 5, 2007 - Apr 30, 2008
#11	-1.07% Jan 2, 2020 - Jan 23, 2020	-14.82% Jul 26, 2019 - Nov 26, 2019
#12	-1.05% Sep 22, 2021 - Sep 29, 2021	-13.80% Aug 13, 2009 - Oct 14, 2009
#13	-0.85% Sep 16, 2024 - Sep 24, 2024	-13.27% Dec 6, 1999 - Jan 27, 2000
#14	-0.82% Sep 5, 2024 - Sep 9, 2024	-13.06% Feb 24, 2000 - Feb 29, 2000
#15	-0.76% Nov 27, 2019 - Dec 4, 2019	-12.14% Sep 16, 2014 - Nov 10, 2014

Correlation

Correlation between EQH-P-A and OTEX is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (2013 - 2026)

EQH-P-A vs OTEX dividend yield comparison.

Year	EQH-P-A	OTEX
2026	3.41%	2.36%
2025	6.50%	3.30%
2024	6.41%	3.62%
2023	6.16%	2.35%
2022	6.98%	3.13%
2021	4.95%	1.78%
2020	5.17%	1.59%
2019	0.00%	1.53%
2018	0.00%	1.80%
2017	0.00%	1.43%
2016	0.00%	1.44%
2015	0.00%	1.61%
2014	0.00%	1.15%
2013	0.00%	0.98%