EQH-P-A vs PEGA

Comparison between Equitable Holdings Inc (EQH-P-A, Company) and Pegasystems Inc (PEGA, Company).

5-Year PerformanceEQH-P-A has outperformed PEGA, delivering a return of -0.2% compared to -12.8%

EQH-P-A vs PEGA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH-P-A(COMPANY)	PEGA(COMPANY)
Market Cap	$5.54B	$5.55B
Max Drawdown	62.34%	92.16%
Sharpe Ratio	0.04	-0.71
5Y Beta	0.24	1.23
Industry	Other	Software - Application
P/E Ratio	-7.24	16.44
Forward P/E	N/A	11.70
PEG Ratio	N/A	0.22
Dividend Yield	N/A	0.30%
5Y Dividends CAGR	0.00%	17.61%
5Y EPS CAGR	-30.68%	N/A
Debt to Equity	1405.49%	0.00%
Free Cash Flow Yield	19.05%	8.91%
P/S Ratio	N/A	3.36
P/B Ratio	N/A	8.09

Market Cap

EQH-P-A

$5.54B

Winner

PEGA

$5.55B

Max Drawdown

Winner

EQH-P-A

62.34%

PEGA

92.16%

Sharpe Ratio

Winner

EQH-P-A

0.04

PEGA

-0.71

5Y Beta

Winner

EQH-P-A

0.24

PEGA

1.23

Industry

EQH-P-A

Other

PEGA

Software - Application

P/E Ratio

Winner

EQH-P-A

-7.24

PEGA

16.44

Forward P/E

EQH-P-A

N/A

PEGA

11.70

PEG Ratio

EQH-P-A

N/A

PEGA

0.22

Dividend Yield

EQH-P-A

N/A

PEGA

0.30%

5Y Dividends CAGR

EQH-P-A

0.00%

Winner

PEGA

17.61%

5Y EPS CAGR

EQH-P-A

-30.68%

PEGA

N/A

Debt to Equity

EQH-P-A

1405.49%

Winner

PEGA

0.00%

Free Cash Flow Yield

Winner

EQH-P-A

19.05%

PEGA

8.91%

P/S Ratio

EQH-P-A

N/A

PEGA

3.36

P/B Ratio

EQH-P-A

N/A

PEGA

8.09

EQH-P-A vs PEGA - Historical Returns

Returns include dividend reinvestment.

Period	EQH-P-A	PEGA
1 month	-0.07%	-3.68%
3 months	-0.39%	-22.86%
6 months	+0.90%	-44.99%
1 year	+3.64%	-35.11%
5 years(CAGR)	-0.24%	-12.79%
10 years(CAGR)	N/A	+9.41%
Max(CAGR)	+2.19%	+11.77%

Winner

EQH-P-A

-0.07%

PEGA

-3.68%

Winner

EQH-P-A

-0.39%

PEGA

-22.86%

Winner

EQH-P-A

+0.90%

PEGA

-44.99%

Winner

EQH-P-A

+3.64%

PEGA

-35.11%

5Y(CAGR)

Winner

EQH-P-A

-0.24%

PEGA

-12.79%

10Y(CAGR)

EQH-P-A

N/A

PEGA

+9.41%

Max(CAGR)

EQH-P-A

+2.19%

Winner

PEGA

+11.77%

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

Returns include dividend reinvestment.

Year	EQH-P-A	PEGA
2026	-1.51%	-41.52%
2025	+3.26%	+28.65%
2024	+1.25%	+99.13%
2023	+17.41%	+41.53%
2022	-24.28%	-68.86%
2021	+6.01%	-14.99%
2020	+7.45%	+63.54%
2019	+4.95%	+67.44%
2018	N/A	-0.14%
2017	N/A	+31.28%
2016	N/A	+33.59%
2015	N/A	+35.81%
2014	N/A	-14.75%
2013	N/A	+110.24%
2012	N/A	-22.85%
2011	N/A	-19.90%
2010	N/A	+5.18%
2009	N/A	+167.66%
2008	N/A	+12.31%
2007	N/A	+20.89%
2006	N/A	+32.67%
2005	N/A	-14.30%
2004	N/A	-1.39%
2003	N/A	+69.41%
2002	N/A	+19.39%
2001	N/A	+58.18%
2000	N/A	-78.86%
1999	N/A	+52.54%

EQH-P-A vs PEGA 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 PEGA was -92.16%, occurring on Dec 26, 2000. Recovery took 2311 trading sessions.

The current EQH-P-A drawdown is -7.80%. The current PEGA drawdown is -54.86%.

Rank	EQH-P-A	PEGA
#1	-61.75% Feb 14, 2020 - Sep 25, 2020	-92.16% Mar 2, 2000 - May 12, 2009
#2	-28.45% Oct 14, 2021 - Aug 28, 2024	-79.20% Feb 12, 2021 - Oct 11, 2022
#3	-14.20% Sep 25, 2024 - Apr 11, 2025	-58.68% Jul 8, 2011 - Nov 13, 2013
#4	-5.11% Nov 16, 2020 - Apr 5, 2021	-46.83% Apr 22, 2010 - Feb 25, 2011
#5	-4.55% Oct 14, 2020 - Nov 9, 2020	-40.08% Feb 20, 2020 - Jul 1, 2020
#6	-2.47% Apr 14, 2021 - Jun 2, 2021	-37.30% Nov 27, 2013 - Jul 30, 2015
#7	-2.22% Jul 7, 2021 - Sep 1, 2021	-33.81% Sep 18, 2018 - Apr 1, 2019
#8	-2.14% Sep 29, 2021 - Oct 14, 2021	-31.03% Nov 4, 2015 - Oct 18, 2016
#9	-1.60% Oct 5, 2020 - Oct 14, 2020	-26.82% Jun 8, 2017 - Apr 19, 2018
#10	-1.11% Jun 14, 2021 - Jul 7, 2021	-24.91% Jan 27, 2000 - Feb 15, 2000
#11	-1.07% Jan 2, 2020 - Jan 23, 2020	-21.94% Dec 9, 1999 - Jan 19, 2000
#12	-1.05% Sep 22, 2021 - Sep 29, 2021	-20.56% Oct 9, 2009 - Dec 28, 2009
#13	-0.85% Sep 16, 2024 - Sep 24, 2024	-20.52% Feb 25, 2011 - Jun 21, 2011
#14	-0.82% Sep 5, 2024 - Sep 9, 2024	-17.97% Jun 2, 2009 - Jul 29, 2009
#15	-0.76% Nov 27, 2019 - Dec 4, 2019	-17.97% Jun 6, 2018 - Sep 14, 2018

Correlation

Correlation between EQH-P-A and PEGA is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2006 - 2026)

EQH-P-A vs PEGA dividend yield comparison.

Year	EQH-P-A	PEGA
2026	3.35%	0.18%
2025	6.50%	0.15%
2024	6.41%	0.10%
2023	6.16%	0.25%
2022	6.98%	0.35%
2021	4.95%	0.11%
2020	5.17%	0.09%
2019	0.00%	0.15%
2018	0.00%	0.25%
2017	0.00%	0.25%
2016	0.00%	0.33%
2015	0.00%	0.44%
2014	0.00%	0.51%
2013	0.00%	0.24%
2012	0.00%	0.53%
2011	0.00%	0.41%
2010	0.00%	0.33%
2009	0.00%	0.35%
2008	0.00%	0.97%
2007	0.00%	1.26%
2006	0.00%	0.61%