EQH vs ALLY

Comparison between Equitable Holdings Inc (EQH, Company) and Ally Financial Inc (ALLY, Company).

Both EQH and ALLY are from the Financial Services sector.

5-Year PerformanceEQH has outperformed ALLY, delivering a return of +13.1% compared to -0.5%

EQH vs ALLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	ALLY(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	61.62%	66.62%
Sharpe Ratio	-0.18	0.54
5Y Beta	1.38	1.22
Industry	Asset Management	Credit Services
P/E Ratio	-17.94	9.85
Forward P/E	4.58	8.29
PEG Ratio	N/A	0.03
Dividend Yield	1.67%	2.63%
5Y Dividends CAGR	14.87%	14.57%
5Y EPS CAGR	-30.68%	-5.10%
Debt to Equity	1405.49%	121.96%
Free Cash Flow Yield	7.69%	30.29%
P/S Ratio	1.18	1.77
P/B Ratio	164.14	1.02

Market Cap

EQH

$14B

Winner

ALLY

$14B

Max Drawdown

Winner

EQH

61.62%

ALLY

66.62%

Sharpe Ratio

EQH

-0.18

Winner

ALLY

0.54

5Y Beta

EQH

1.38

Winner

ALLY

1.22

Industry

EQH

Asset Management

ALLY

Credit Services

P/E Ratio

Winner

EQH

-17.94

ALLY

9.85

Forward P/E

Winner

EQH

4.58

ALLY

8.29

PEG Ratio

EQH

N/A

ALLY

0.03

Dividend Yield

EQH

1.67%

Winner

ALLY

2.63%

5Y Dividends CAGR

Winner

EQH

14.87%

ALLY

14.57%

5Y EPS CAGR

EQH

-30.68%

Winner

ALLY

-5.10%

Debt to Equity

EQH

1405.49%

Winner

ALLY

121.96%

Free Cash Flow Yield

EQH

7.69%

Winner

ALLY

30.29%

P/S Ratio

Winner

EQH

1.18

ALLY

1.77

P/B Ratio

EQH

164.14

Winner

ALLY

1.02

EQH vs ALLY - Historical Returns

Returns include dividend reinvestment.

Period	EQH	ALLY
1 month	+10.81%	-5.77%
3 months	+17.63%	-2.16%
6 months	+6.64%	+5.90%
1 year	-5.46%	+15.23%
5 years(CAGR)	+13.07%	-0.46%
10 years(CAGR)	+13.87%	+12.39%
Max(CAGR)	+13.87%	+7.25%

Winner

EQH

+10.81%

ALLY

-5.77%

Winner

EQH

+17.63%

ALLY

-2.16%

Winner

EQH

+6.64%

ALLY

+5.90%

EQH

-5.46%

Winner

ALLY

+15.23%

5Y(CAGR)

Winner

EQH

+13.07%

ALLY

-0.46%

10Y(CAGR)

Winner

EQH

+13.87%

ALLY

+12.39%

Max(CAGR)

Winner

EQH

+13.87%

ALLY

+7.25%

EQH vs ALLY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	EQH	ALLY
2026	+1.46%	-4.86%
2025	+2.13%	+30.85%
2024	+45.79%	+5.11%
2023	+19.98%	+49.22%
2022	-11.54%	-47.95%
2021	+35.63%	+36.92%
2020	+6.06%	+20.06%
2019	+55.18%	+36.66%
2018	-17.22%	-21.39%
2017	N/A	+54.37%
2016	N/A	+2.89%
2015	N/A	-21.18%
2014	N/A	-1.50%

EQH vs ALLY Drawdown Comparison

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

The maximum drawdown for ALLY was -66.24%, occurring on Mar 20, 2020. Recovery took 315 trading sessions.

The current EQH drawdown is -12.27%. The current ALLY drawdown is -9.87%.

Rank	EQH	ALLY
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-66.24% Sep 12, 2019 - Dec 10, 2020
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-58.15% Jun 1, 2021 - Mar 17, 2023
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-40.90% May 8, 2014 - Oct 20, 2017
#4	-34.83% Sep 4, 2018 - May 3, 2019	-31.31% Jan 30, 2018 - Apr 26, 2019
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-11.85% Jan 20, 2021 - Feb 4, 2021
#6	-19.60% May 5, 2021 - Nov 4, 2021	-11.51% Jul 24, 2019 - Sep 9, 2019
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-7.06% Mar 17, 2021 - Apr 5, 2021
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-5.32% May 7, 2021 - May 17, 2021
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-5.03% Nov 6, 2017 - Nov 30, 2017
#10	-12.24% May 3, 2019 - Jul 23, 2019	-4.25% Feb 19, 2021 - Mar 1, 2021
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-4.04% Apr 26, 2019 - Jun 20, 2019
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-2.93% Feb 16, 2021 - Feb 19, 2021
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-2.78% Dec 15, 2020 - Dec 21, 2020
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-2.70% Apr 19, 2021 - Apr 21, 2021
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-2.69% May 17, 2021 - May 27, 2021

Correlation

Correlation between EQH and ALLY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2016 - 2026)

EQH vs ALLY dividend yield comparison.

Year	EQH	ALLY
2026	1.19%	1.40%
2025	2.20%	2.65%
2024	1.99%	3.33%
2023	2.58%	3.44%
2022	2.72%	4.91%
2021	2.17%	1.85%
2020	2.58%	2.13%
2019	2.34%	2.23%
2018	1.56%	2.47%
2017	0.00%	1.37%
2016	0.00%	0.84%