EQH vs ALLE

Comparison between Equitable Holdings Inc (EQH, Company) and Allegion plc (ALLE, Company).

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

5-Year PerformanceEQH has outperformed ALLE, delivering a return of +13.1% compared to +5.7%

EQH vs ALLE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	ALLE(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	61.62%	43.41%
Sharpe Ratio	0.20	0.12
5Y Beta	1.34	0.61
Industry	Asset Management	Security & Protection Services
P/E Ratio	-18.88	21.94
Forward P/E	4.58	17.57
PEG Ratio	N/A	3.76
Dividend Yield	1.05%	1.28%
5Y Dividends CAGR	15.36%	4.76%
5Y EPS CAGR	-30.68%	8.38%
Debt to Equity	1405.49%	95.87%
Free Cash Flow Yield	7.30%	5.37%
P/S Ratio	1.34	3.34
P/B Ratio	164.14	6.32

Market Cap

Winner

EQH

$14B

ALLE

$14B

Max Drawdown

EQH

61.62%

Winner

ALLE

43.41%

Sharpe Ratio

Winner

EQH

0.20

ALLE

0.12

5Y Beta

EQH

1.34

Winner

ALLE

0.61

Industry

EQH

Asset Management

ALLE

Security & Protection Services

P/E Ratio

Winner

EQH

-18.88

ALLE

21.94

Forward P/E

Winner

EQH

4.58

ALLE

17.57

PEG Ratio

EQH

N/A

ALLE

3.76

Dividend Yield

EQH

1.05%

Winner

ALLE

1.28%

5Y Dividends CAGR

Winner

EQH

15.36%

ALLE

4.76%

5Y EPS CAGR

EQH

-30.68%

Winner

ALLE

8.38%

Debt to Equity

EQH

1405.49%

Winner

ALLE

95.87%

Free Cash Flow Yield

Winner

EQH

7.30%

ALLE

5.37%

P/S Ratio

Winner

EQH

1.34

ALLE

3.34

P/B Ratio

EQH

164.14

Winner

ALLE

6.32

EQH vs ALLE - Historical Returns

Returns include dividend reinvestment.

Period	EQH	ALLE
1 month	+10.56%	+20.41%
3 months	+20.96%	+25.20%
6 months	+16.96%	-5.39%
1 year	+4.70%	+4.03%
5 years(CAGR)	+13.05%	+5.72%
10 years(CAGR)	+15.05%	+10.34%
Max(CAGR)	+15.05%	+11.53%

EQH

+10.56%

Winner

ALLE

+20.41%

EQH

+20.96%

Winner

ALLE

+25.20%

Winner

EQH

+16.96%

ALLE

-5.39%

Winner

EQH

+4.70%

ALLE

+4.03%

5Y(CAGR)

Winner

EQH

+13.05%

ALLE

+5.72%

10Y(CAGR)

Winner

EQH

+15.05%

ALLE

+10.34%

Max(CAGR)

Winner

EQH

+15.05%

ALLE

+11.53%

EQH vs ALLE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	EQH	ALLE
2026	+10.99%	+5.70%
2025	+2.13%	+25.55%
2024	+45.79%	+6.73%
2023	+19.98%	+19.54%
2022	-11.54%	-17.33%
2021	+35.63%	+16.96%
2020	+6.06%	-6.03%
2019	+55.18%	+55.27%
2018	-17.22%	+0.74%
2017	N/A	+23.96%
2016	N/A	-0.10%
2015	N/A	+20.53%
2014	N/A	+27.82%
2013	N/A	-8.84%

EQH vs ALLE Drawdown Comparison

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

The maximum drawdown for ALLE was -43.23%, occurring on Mar 23, 2020. Recovery took 299 trading sessions.

The current EQH drawdown is -4.03%. The current ALLE drawdown is -5.39%.

Rank	EQH	ALLE
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-43.23% Feb 14, 2020 - Apr 23, 2021
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-38.87% Sep 3, 2021 - Sep 16, 2024
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-29.84% Feb 6, 2026 - May 15, 2026
#4	-34.83% Sep 4, 2018 - May 3, 2019	-22.13% Oct 18, 2024 - Jul 17, 2025
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-21.68% Jun 20, 2014 - Feb 6, 2015
#6	-19.60% May 5, 2021 - Nov 4, 2021	-20.84% Dec 1, 2015 - May 24, 2016
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-18.80% Dec 3, 2018 - Feb 12, 2019
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-16.23% Jul 1, 2019 - Oct 24, 2019
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-16.09% Oct 12, 2017 - Sep 5, 2018
#10	-12.24% May 3, 2019 - Jul 23, 2019	-16.04% Nov 18, 2013 - Jan 22, 2014
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-13.55% Aug 15, 2016 - Feb 16, 2017
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-13.17% Aug 17, 2015 - Oct 28, 2015
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-12.68% Oct 2, 2018 - Nov 28, 2018
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-12.62% Feb 27, 2014 - Jun 6, 2014
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-12.25% Oct 21, 2025 - Feb 6, 2026

Correlation

Correlation between EQH and ALLE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2014 - 2026)

EQH vs ALLE dividend yield comparison.

Year	EQH	ALLE
2026	1.67%	0.65%
2025	2.20%	1.28%
2024	1.99%	1.47%
2023	2.58%	1.42%
2022	2.72%	1.56%
2021	2.17%	1.09%
2020	2.58%	1.10%
2019	2.34%	0.87%
2018	1.56%	1.05%
2017	0.00%	0.80%
2016	0.00%	0.75%
2015	0.00%	0.61%
2014	0.00%	0.58%