EQH vs AIT

Comparison between Equitable Holdings Inc (EQH, Company) and Applied Industrial Technologies Inc (AIT, Company).

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

5-Year PerformanceAIT has outperformed EQH, delivering a return of +26.1% compared to +7.1%

EQH vs AIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	AIT(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	60.53%
Sharpe Ratio	-0.75	1.10
5Y Beta	1.39	1.22
Industry	Asset Management	Industrial Distribution
P/E Ratio	-15.16	29.64
Forward P/E	4.58	26.39
PEG Ratio	N/A	3.60
Dividend Yield	0.07%	0.61%
5Y Dividends CAGR	9.72%	7.86%
5Y EPS CAGR	-30.68%	24.82%
Debt to Equity	1405.49%	19.64%
Free Cash Flow Yield	9.10%	4.03%

Market Cap

Winner

EQH

$12B

AIT

$12B

Max Drawdown

EQH

61.62%

Winner

AIT

60.53%

Sharpe Ratio

EQH

-0.75

Winner

AIT

1.10

5Y Beta

EQH

1.39

Winner

AIT

1.22

Industry

EQH

Asset Management

AIT

Industrial Distribution

P/E Ratio

Winner

EQH

-15.16

AIT

29.64

Forward P/E

Winner

EQH

4.58

AIT

26.39

PEG Ratio

EQH

N/A

AIT

3.60

Dividend Yield

EQH

0.07%

Winner

AIT

0.61%

5Y Dividends CAGR

Winner

EQH

9.72%

AIT

7.86%

5Y EPS CAGR

EQH

-30.68%

Winner

AIT

24.82%

Debt to Equity

EQH

1405.49%

Winner

AIT

19.64%

Free Cash Flow Yield

Winner

EQH

9.10%

AIT

4.03%

EQH vs AIT - Historical Returns

Returns include dividend reinvestment.

Period	EQH	AIT
1 month	+7.77%	+6.01%
3 months	-6.58%	+11.10%
6 months	-7.61%	+24.37%
1 year	-22.32%	+34.95%
5 years(CAGR)	+7.15%	+26.06%
10 years(CAGR)	+11.97%	+23.53%
Max(CAGR)	+11.97%	+17.63%

Winner

EQH

+7.77%

AIT

+6.01%

EQH

-6.58%

Winner

AIT

+11.10%

EQH

-7.61%

Winner

AIT

+24.37%

EQH

-22.32%

Winner

AIT

+34.95%

5Y(CAGR)

EQH

+7.15%

Winner

AIT

+26.06%

10Y(CAGR)

EQH

+11.97%

Winner

AIT

+23.53%

Max(CAGR)

EQH

+11.97%

Winner

AIT

+17.63%

EQH vs AIT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	AIT
2026	-13.56%	+19.96%
2025	+2.13%	+8.41%
2024	+45.79%	+41.57%
2023	+19.98%	+39.56%
2022	-11.54%	+24.41%
2021	+35.63%	+36.16%
2020	+6.06%	+19.49%
2019	+55.18%	+27.76%
2018	-17.22%	-19.25%
2017	N/A	+15.04%
2016	N/A	+53.09%
2015	N/A	-7.75%
2014	N/A	-3.40%
2013	N/A	+14.96%
2012	N/A	+20.64%
2011	N/A	+9.11%
2010	N/A	+46.82%
2009	N/A	+13.06%
2008	N/A	-29.65%
2007	N/A	+11.91%
2006	N/A	+14.12%
2005	N/A	+32.02%
2004	N/A	+70.53%
2003	N/A	+31.81%
2002	N/A	+4.95%
2001	N/A	-3.28%
2000	N/A	+27.15%
1999	N/A	+4.67%

EQH vs AIT Drawdown Comparison

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

The maximum drawdown for AIT was -59.29%, occurring on Mar 18, 2020. Recovery took 547 trading sessions.

The current EQH drawdown is -25.25%. The current AIT drawdown is -1.43%.

Rank	EQH	AIT
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-59.29% Sep 21, 2018 - Nov 23, 2020
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-57.17% Oct 31, 2007 - Oct 21, 2010
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-32.25% Apr 19, 2006 - Jul 3, 2007
#4	-34.83% Sep 4, 2018 - May 3, 2019	-30.33% Jul 7, 2011 - Jan 5, 2012
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-28.67% May 23, 2002 - Jun 17, 2003
#6	-19.60% May 5, 2021 - Nov 4, 2021	-27.51% Aug 1, 2013 - Oct 27, 2016
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-26.42% Nov 26, 2024 - Jan 13, 2026
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-24.72% Dec 21, 2004 - May 18, 2005
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-23.56% Dec 28, 2000 - Mar 6, 2002
#10	-12.24% May 3, 2019 - Jul 23, 2019	-22.88% Jan 23, 2004 - Apr 22, 2004
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-20.98% May 14, 2021 - Nov 12, 2021
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-19.97% Jul 19, 2007 - Aug 24, 2007
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-19.01% May 4, 2022 - Aug 11, 2022
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-18.97% Feb 29, 2000 - Aug 10, 2000
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-18.56% Aug 11, 2022 - Oct 27, 2022

Correlation

Correlation between EQH and AIT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

EQH vs AIT dividend yield comparison.

Year	EQH	AIT
2026	0.66%	0.16%
2025	2.20%	0.72%
2024	1.99%	0.62%
2023	2.58%	0.81%
2022	2.72%	1.08%
2021	2.17%	1.29%
2020	2.58%	1.64%
2019	2.34%	1.86%
2018	1.56%	2.22%
2017	0.00%	1.70%
2016	0.00%	1.89%
2015	0.00%	2.67%
2014	0.00%	2.19%
2013	0.00%	1.87%
2012	0.00%	2.00%
2011	0.00%	2.10%
2010	0.00%	1.97%
2009	0.00%	2.72%
2008	0.00%	3.17%
2007	0.00%	1.86%
2006	0.00%	1.75%
2005	0.00%	1.51%
2004	0.00%	1.26%
2003	0.00%	2.01%
2002	0.00%	2.54%
2001	0.00%	2.57%
2000	0.00%	2.33%
1999	0.00%	0.72%