EQH vs BJ
Comparison between Equitable Holdings Inc (EQH, Company) and BJ`s Wholesale Club Holdings Inc (BJ, Company).
EQH is from the Financial Services sector, while BJ is from the Consumer Defensive sector.
5-Year PerformanceBJ has outperformed EQH, delivering a return of +13.8% compared to +9.9%
EQH vs BJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EQH vs BJ - Historical Returns
Returns include dividend reinvestment.
EQH vs BJ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | EQH | BJ |
|---|---|---|
| 2026 | -6.90% | -0.95% |
| 2025 | +2.13% | +2.07% |
| 2024 | +45.79% | +32.72% |
| 2023 | +19.98% | -1.81% |
| 2022 | -11.54% | +0.72% |
| 2021 | +35.63% | +79.35% |
| 2020 | +6.06% | +64.96% |
| 2019 | +55.18% | -1.22% |
| 2018 | -17.22% | +0.73% |
EQH vs BJ Drawdown Comparison
The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.
The current EQH drawdown is -19.50%. The current BJ drawdown is -24.09%.
| Rank | EQH | BJ |
|---|---|---|
| #1 | -61.31% Feb 20, 2020 - Nov 24, 2020 | -38.76% Sep 6, 2018 - May 21, 2020 |
| #2 | -35.87% Jun 30, 2025 - Mar 27, 2026 | -29.80% Apr 14, 2025 - May 27, 2026 |
| #3 | -35.10% Feb 10, 2022 - Dec 14, 2023 | -27.30% Nov 18, 2021 - Aug 18, 2022 |
| #4 | -34.83% Sep 4, 2018 - May 3, 2019 | -23.67% Nov 10, 2022 - May 20, 2024 |
| #5 | -20.65% Feb 19, 2025 - Jun 26, 2025 | -21.78% Jan 27, 2021 - Jul 20, 2021 |
| #6 | -19.60% May 5, 2021 - Nov 4, 2021 | -21.29% Aug 24, 2020 - Jan 27, 2021 |
| #7 | -15.04% Jul 31, 2024 - Oct 11, 2024 | -15.92% Jul 16, 2024 - Nov 21, 2024 |
| #8 | -13.18% Nov 4, 2021 - Jan 7, 2022 | -11.78% Dec 11, 2024 - Jan 30, 2025 |
| #9 | -13.03% Jul 24, 2019 - Sep 27, 2019 | -11.63% Sep 9, 2022 - Nov 10, 2022 |
| #10 | -12.24% May 3, 2019 - Jul 23, 2019 | -9.98% May 22, 2020 - Jun 22, 2020 |
| #11 | -11.55% Nov 6, 2024 - Jan 15, 2025 | -9.95% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -11.29% Jan 14, 2021 - Feb 16, 2021 | -9.65% Jul 13, 2018 - Aug 23, 2018 |
| #13 | -11.09% Jan 14, 2022 - Feb 9, 2022 | -7.41% Aug 24, 2018 - Aug 30, 2018 |
| #14 | -10.91% Sep 27, 2019 - Oct 28, 2019 | -7.07% Feb 11, 2025 - Mar 6, 2025 |
| #15 | -8.85% Dec 4, 2020 - Jan 12, 2021 | -6.47% Mar 7, 2025 - Apr 3, 2025 |
Correlation
Correlation between EQH and BJ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
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