EQH-P-C vs TFSL

Comparison between Equitable Holdings Inc (EQH-P-C, Company) and TFS Financial Corporation (TFSL, Company).

5-Year PerformanceTFSL has outperformed EQH-P-C, delivering a return of +3.5% compared to -2.8%

EQH-P-C vs TFSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH-P-C(COMPANY)	TFSL(COMPANY)
Market Cap	$4.68B	$4.68B
Max Drawdown	45.74%	50.93%
Sharpe Ratio	0.28	1.37
5Y Beta	0.25	0.63
Industry	N/A	Banks - Regional
P/E Ratio	-3.50	50.34
Forward P/E	N/A	76.92
PEG Ratio	N/A	3.58
Dividend Yield	N/A	6.77%
5Y Dividends CAGR	23.43%	4.76%
5Y EPS CAGR	25.02%	1.00%
Debt to Equity	-5216.22%	0.00%
Free Cash Flow Yield	15.27%	1.76%
P/S Ratio	N/A	14.06
P/B Ratio	N/A	2.44

Market Cap

EQH-P-C

$4.68B

Winner

TFSL

$4.68B

Max Drawdown

Winner

EQH-P-C

45.74%

TFSL

50.93%

Sharpe Ratio

EQH-P-C

0.28

Winner

TFSL

1.37

5Y Beta

Winner

EQH-P-C

0.25

TFSL

0.63

Industry

EQH-P-C

N/A

TFSL

Banks - Regional

P/E Ratio

Winner

EQH-P-C

-3.50

TFSL

50.34

Forward P/E

EQH-P-C

N/A

TFSL

76.92

PEG Ratio

EQH-P-C

N/A

TFSL

3.58

Dividend Yield

EQH-P-C

N/A

TFSL

6.77%

5Y Dividends CAGR

Winner

EQH-P-C

23.43%

TFSL

4.76%

5Y EPS CAGR

Winner

EQH-P-C

25.02%

TFSL

1.00%

Debt to Equity

Winner

EQH-P-C

-5216.22%

TFSL

0.00%

Free Cash Flow Yield

Winner

EQH-P-C

15.27%

TFSL

1.76%

P/S Ratio

EQH-P-C

N/A

TFSL

14.06

P/B Ratio

EQH-P-C

N/A

TFSL

2.44

EQH-P-C vs TFSL - Historical Returns

Returns include dividend reinvestment.

Period	EQH-P-C	TFSL
1 month	+1.58%	+14.79%
3 months	+2.66%	+27.84%
6 months	+3.49%	+27.85%
1 year	+5.57%	+40.87%
5 years(CAGR)	-2.84%	+3.53%
10 years(CAGR)	N/A	+6.37%
Max(CAGR)	-2.19%	+5.97%

EQH-P-C

+1.58%

Winner

TFSL

+14.79%

EQH-P-C

+2.66%

Winner

TFSL

+27.84%

EQH-P-C

+3.49%

Winner

TFSL

+27.85%

EQH-P-C

+5.57%

Winner

TFSL

+40.87%

5Y(CAGR)

EQH-P-C

-2.84%

Winner

TFSL

+3.53%

10Y(CAGR)

EQH-P-C

N/A

TFSL

+6.37%

Max(CAGR)

EQH-P-C

-2.19%

Winner

TFSL

+5.97%

EQH-P-C vs TFSL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EQH-P-C	TFSL
2026	+1.79%	+29.45%
2025	-3.07%	+17.30%
2024	+11.09%	-6.30%
2023	-0.91%	+11.06%
2022	-25.50%	-13.71%
2021	+5.15%	+6.76%
2020	N/A	-4.53%
2019	N/A	+28.21%
2018	N/A	+15.14%
2017	N/A	-18.44%
2016	N/A	+6.03%
2015	N/A	+30.82%
2014	N/A	+25.12%
2013	N/A	+23.37%
2012	N/A	+6.65%
2011	N/A	-2.29%
2010	N/A	-25.10%
2009	N/A	-3.41%
2008	N/A	+10.73%
2007	N/A	+1.27%

EQH-P-C vs TFSL Drawdown Comparison

The maximum drawdown for EQH-P-C was -38.69%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for TFSL was -45.52%, occurring on Sep 22, 2011. Recovery took 1053 trading sessions.

The current EQH-P-C drawdown is -15.69%.

Rank	EQH-P-C	TFSL
#1	-38.69% Dec 31, 2021 - Oct 19, 2023	-45.52% Apr 22, 2010 - Jun 27, 2014
#2	-4.90% Feb 10, 2021 - Jun 9, 2021	-42.89% Jun 4, 2021 - May 14, 2026
#3	-2.99% Nov 4, 2021 - Dec 31, 2021	-42.39% Mar 4, 2020 - Mar 5, 2021
#4	-2.17% Sep 16, 2021 - Nov 4, 2021	-26.79% Oct 9, 2007 - Sep 19, 2008
#5	-1.72% Jan 6, 2021 - Feb 1, 2021	-24.51% Dec 9, 2016 - Jun 7, 2019
#6	-0.87% Jun 30, 2021 - Sep 2, 2021	-22.96% Nov 5, 2008 - Mar 11, 2010
#7	-0.79% Jun 9, 2021 - Jun 30, 2021	-18.88% Dec 16, 2015 - Nov 25, 2016
#8	-0.16% Sep 3, 2021 - Sep 8, 2021	-14.57% May 16, 2007 - Sep 21, 2007
#9	-0.16% Feb 2, 2021 - Feb 8, 2021	-9.51% Sep 19, 2008 - Nov 5, 2008
#10	-0.12% Sep 10, 2021 - Sep 14, 2021	-9.23% Mar 8, 2021 - May 13, 2021
#11	N/A	-8.99% Aug 17, 2015 - Oct 8, 2015
#12	N/A	-8.09% Feb 21, 2020 - Mar 4, 2020
#13	N/A	-8.01% Jun 27, 2014 - Sep 2, 2014
#14	N/A	-7.82% Nov 24, 2014 - Jun 5, 2015
#15	N/A	-5.15% Jul 26, 2019 - Sep 17, 2019

Correlation

Correlation between EQH-P-C and TFSL is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2008 - 2026)

EQH-P-C vs TFSL dividend yield comparison.

Year	EQH-P-C	TFSL
2026	3.32%	3.34%
2025	6.61%	8.45%
2024	6.17%	9.00%
2023	6.49%	7.69%
2022	6.08%	7.84%
2021	3.99%	6.30%
2020	0.00%	6.35%
2019	0.00%	5.28%
2018	0.00%	5.21%
2017	0.00%	3.95%
2016	0.00%	2.36%
2015	0.00%	1.81%
2014	0.00%	0.94%
2010	0.00%	1.55%
2009	0.00%	2.31%
2008	0.00%	1.55%