EQH vs AEIS

Comparison between Equitable Holdings Inc (EQH, Company) and Advanced Energy Industries Inc (AEIS, Company).

EQH is from the Financial Services sector, while AEIS is from the Industrials sector.

5-Year PerformanceAEIS has outperformed EQH, delivering a return of +28.1% compared to +8.4%

EQH vs AEIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	AEIS(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	92.51%
Sharpe Ratio	-0.55	2.37
5Y Beta	1.39	1.97
Industry	Asset Management	Electrical Equipment & Parts
P/E Ratio	-15.60	62.17
Forward P/E	4.58	37.88
PEG Ratio	N/A	0.39
Dividend Yield	0.07%	0.12%
5Y Dividends CAGR	9.72%	20.11%
5Y EPS CAGR	-30.68%	4.44%
Debt to Equity	1405.49%	82.09%
Free Cash Flow Yield	8.84%	0.57%
P/S Ratio	1.05	6.57
P/B Ratio	164.14	9.05

Market Cap

Winner

EQH

$12B

AEIS

$12B

Max Drawdown

Winner

EQH

61.62%

AEIS

92.51%

Sharpe Ratio

EQH

-0.55

Winner

AEIS

2.37

5Y Beta

Winner

EQH

1.39

AEIS

1.97

Industry

EQH

Asset Management

AEIS

Electrical Equipment & Parts

P/E Ratio

Winner

EQH

-15.60

AEIS

62.17

Forward P/E

Winner

EQH

4.58

AEIS

37.88

PEG Ratio

EQH

N/A

AEIS

0.39

Dividend Yield

EQH

0.07%

Winner

AEIS

0.12%

5Y Dividends CAGR

EQH

9.72%

Winner

AEIS

20.11%

5Y EPS CAGR

EQH

-30.68%

Winner

AEIS

4.44%

Debt to Equity

EQH

1405.49%

Winner

AEIS

82.09%

Free Cash Flow Yield

Winner

EQH

8.84%

AEIS

0.57%

P/S Ratio

Winner

EQH

1.05

AEIS

6.57

P/B Ratio

EQH

164.14

Winner

AEIS

9.05

EQH vs AEIS - Historical Returns

Returns include dividend reinvestment.

Period	EQH	AEIS
1 month	+1.68%	-11.91%
3 months	+1.47%	+0.71%
6 months	-9.15%	+61.91%
1 year	-19.89%	+189.55%
5 years(CAGR)	+8.45%	+28.13%
10 years(CAGR)	+12.27%	+25.03%
Max(CAGR)	+12.27%	+8.21%

Winner

EQH

+1.68%

AEIS

-11.91%

Winner

EQH

+1.47%

AEIS

+0.71%

EQH

-9.15%

Winner

AEIS

+61.91%

EQH

-19.89%

Winner

AEIS

+189.55%

5Y(CAGR)

EQH

+8.45%

Winner

AEIS

+28.13%

10Y(CAGR)

EQH

+12.27%

Winner

AEIS

+25.03%

Max(CAGR)

Winner

EQH

+12.27%

AEIS

+8.21%

EQH vs AEIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	AEIS
2026	-11.33%	+53.10%
2025	+2.13%	+82.04%
2024	+45.79%	+9.24%
2023	+19.98%	+27.85%
2022	-11.54%	-7.15%
2021	+35.63%	-6.68%
2020	+6.06%	+35.21%
2019	+55.18%	+64.24%
2018	-17.22%	-38.15%
2017	N/A	+23.14%
2016	N/A	+102.25%
2015	N/A	+16.58%
2014	N/A	+3.58%
2013	N/A	+59.86%
2012	N/A	+25.31%
2011	N/A	-22.47%
2010	N/A	-12.40%
2009	N/A	+51.25%
2008	N/A	-22.02%
2007	N/A	-30.24%
2006	N/A	+56.47%
2005	N/A	+33.22%
2004	N/A	-65.39%
2003	N/A	+84.36%
2002	N/A	-52.71%
2001	N/A	+32.87%
2000	N/A	-50.42%
1999	N/A	+15.53%

EQH vs AEIS Drawdown Comparison

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The maximum drawdown for AEIS was -92.51%, occurring on Mar 9, 2009. Recovery took 4316 trading sessions.

The current EQH drawdown is -23.33%. The current AEIS drawdown is -12.67%.

Rank	EQH	AEIS
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-92.51% Mar 1, 2000 - Apr 27, 2017
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-62.28% Oct 27, 2017 - Nov 23, 2020
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-43.73% Jan 19, 2021 - Jul 31, 2023
#4	-34.83% Sep 4, 2018 - May 3, 2019	-39.87% Feb 19, 2025 - Jun 24, 2025
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-32.81% Aug 1, 2023 - Jan 21, 2025
#6	-19.60% May 5, 2021 - Nov 4, 2021	-24.20% Jun 8, 2017 - Oct 12, 2017
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-23.57% Nov 2, 1999 - Dec 22, 1999
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-22.16% May 1, 2026 - May 19, 2026
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-20.17% Jan 26, 2000 - Feb 16, 2000
#10	-12.24% May 3, 2019 - Jul 23, 2019	-16.35% Nov 5, 2025 - Jan 5, 2026
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-16.30% Mar 24, 2026 - Apr 8, 2026
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-14.58% Mar 2, 2026 - Mar 24, 2026
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-12.84% Jan 21, 2025 - Feb 19, 2025
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-11.29% Dec 31, 1999 - Jan 18, 2000
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-10.57% Aug 13, 2025 - Sep 18, 2025