EQH-P-A vs VCTR

Comparison between Equitable Holdings Inc (EQH-P-A, Company) and Victory Capital Holdings Inc - Class A (VCTR, Company).

5-Year PerformanceVCTR has outperformed EQH-P-A, delivering a return of +26.0% compared to -0.7%

EQH-P-A vs VCTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH-P-A(COMPANY)	VCTR(COMPANY)
Market Cap	$5.54B	$5.52B
Max Drawdown	62.34%	46.45%
Sharpe Ratio	-0.46	1.15
5Y Beta	0.24	1.32
Industry	Other	Asset Management
P/E Ratio	-7.24	14.92
Forward P/E	N/A	12.47
PEG Ratio	N/A	0.52
Dividend Yield	N/A	2.16%
5Y Dividends CAGR	0.00%	48.56%
5Y EPS CAGR	-30.68%	12.45%
Debt to Equity	1405.49%	41.02%
Free Cash Flow Yield	19.05%	7.65%

Market Cap

Winner

EQH-P-A

$5.54B

VCTR

$5.52B

Max Drawdown

EQH-P-A

62.34%

Winner

VCTR

46.45%

Sharpe Ratio

EQH-P-A

-0.46

Winner

VCTR

1.15

5Y Beta

Winner

EQH-P-A

0.24

VCTR

1.32

Industry

EQH-P-A

Other

VCTR

Asset Management

P/E Ratio

Winner

EQH-P-A

-7.24

VCTR

14.92

Forward P/E

EQH-P-A

N/A

VCTR

12.47

PEG Ratio

EQH-P-A

N/A

VCTR

0.52

Dividend Yield

EQH-P-A

N/A

VCTR

2.16%

5Y Dividends CAGR

EQH-P-A

0.00%

Winner

VCTR

48.56%

5Y EPS CAGR

EQH-P-A

-30.68%

Winner

VCTR

12.45%

Debt to Equity

EQH-P-A

1405.49%

Winner

VCTR

41.02%

Free Cash Flow Yield

Winner

EQH-P-A

19.05%

VCTR

7.65%

EQH-P-A vs VCTR - Historical Returns

Returns include dividend reinvestment.

Period	EQH-P-A	VCTR
1 month	-0.83%	+1.54%
3 months	-2.24%	+32.81%
6 months	-4.60%	+31.50%
1 year	-1.14%	+40.64%
5 years(CAGR)	-0.68%	+26.01%
10 years(CAGR)	N/A	+30.07%
Max(CAGR)	+1.83%	+30.07%

EQH-P-A

-0.83%

Winner

VCTR

+1.54%

EQH-P-A

-2.24%

Winner

VCTR

+32.81%

EQH-P-A

-4.60%

Winner

VCTR

+31.50%

EQH-P-A

-1.14%

Winner

VCTR

+40.64%

5Y(CAGR)

EQH-P-A

-0.68%

Winner

VCTR

+26.01%

10Y(CAGR)

EQH-P-A

N/A

VCTR

+30.07%

Max(CAGR)

EQH-P-A

+1.83%

Winner

VCTR

+30.07%

EQH-P-A vs VCTR - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	EQH-P-A	VCTR
2026	-3.63%	+39.46%
2025	+3.26%	-1.28%
2024	+1.25%	+100.05%
2023	+17.41%	+32.45%
2022	-24.28%	-23.30%
2021	+6.01%	+49.14%
2020	+7.45%	+17.65%
2019	+4.95%	+101.16%
2018	N/A	-11.90%

EQH-P-A vs VCTR 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 VCTR was -45.24%, occurring on Jul 14, 2022. Recovery took 585 trading sessions.

The current EQH-P-A drawdown is -9.78%. The current VCTR drawdown is -2.80%.

Rank	EQH-P-A	VCTR
#1	-61.75% Feb 14, 2020 - Sep 25, 2020	-45.24% Nov 5, 2021 - Mar 7, 2024
#2	-28.45% Oct 14, 2021 - Aug 28, 2024	-44.90% Feb 18, 2020 - Dec 11, 2020
#3	-14.20% Sep 25, 2024 - Apr 11, 2025	-43.61% Mar 2, 2018 - Mar 14, 2019
#4	-5.11% Nov 16, 2020 - Apr 5, 2021	-28.04% Nov 26, 2024 - Jul 17, 2025
#5	-4.55% Oct 14, 2020 - Nov 9, 2020	-24.66% Jul 12, 2019 - Nov 22, 2019
#6	-2.47% Apr 14, 2021 - Jun 2, 2021	-18.12% Feb 25, 2026 - Apr 30, 2026
#7	-2.22% Jul 7, 2021 - Sep 1, 2021	-15.79% Aug 12, 2025 - Feb 9, 2026
#8	-2.14% Sep 29, 2021 - Oct 14, 2021	-15.77% Jul 23, 2024 - Aug 23, 2024
#9	-1.60% Oct 5, 2020 - Oct 14, 2020	-14.81% Jan 4, 2021 - Feb 9, 2021
#10	-1.11% Jun 14, 2021 - Jul 7, 2021	-12.28% May 24, 2024 - Jul 23, 2024
#11	-1.07% Jan 2, 2020 - Jan 23, 2020	-11.74% Jul 1, 2021 - Aug 6, 2021
#12	-1.05% Sep 22, 2021 - Sep 29, 2021	-11.27% May 21, 2019 - Jul 2, 2019
#13	-0.85% Sep 16, 2024 - Sep 24, 2024	-9.98% Nov 11, 2024 - Nov 25, 2024
#14	-0.82% Sep 5, 2024 - Sep 9, 2024	-8.31% Apr 5, 2019 - Apr 29, 2019
#15	-0.76% Nov 27, 2019 - Dec 4, 2019	-8.10% May 7, 2021 - May 21, 2021

Correlation

Correlation between EQH-P-A and VCTR is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101