EQH vs CSL

Comparison between Equitable Holdings Inc (EQH, Company) and Carlisle Companies Inc (CSL, Company).

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

5-Year PerformanceEQH has outperformed CSL, delivering a return of +13.7% compared to +13.1%

EQH vs CSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	CSL(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	61.62%	65.48%
Sharpe Ratio	-0.11	-0.36
5Y Beta	1.37	1.00
Industry	Asset Management	Building Products & Equipment
P/E Ratio	-18.20	19.57
Forward P/E	4.58	15.92
Dividend Yield	1.71%	1.29%
5Y Dividends CAGR	14.87%	20.79%
5Y EPS CAGR	-30.68%	24.16%
Debt to Equity	1405.49%	174.73%
Free Cash Flow Yield	7.58%	6.64%

Market Cap

EQH

$14B

Winner

CSL

$14B

Max Drawdown

Winner

EQH

61.62%

CSL

65.48%

Sharpe Ratio

Winner

EQH

-0.11

CSL

-0.36

5Y Beta

EQH

1.37

Winner

CSL

1.00

Industry

EQH

Asset Management

CSL

Building Products & Equipment

P/E Ratio

Winner

EQH

-18.20

CSL

19.57

Forward P/E

Winner

EQH

4.58

CSL

15.92

Dividend Yield

Winner

EQH

1.71%

CSL

1.29%

5Y Dividends CAGR

EQH

14.87%

Winner

CSL

20.79%

5Y EPS CAGR

EQH

-30.68%

Winner

CSL

24.16%

Debt to Equity

EQH

1405.49%

Winner

CSL

174.73%

Free Cash Flow Yield

Winner

EQH

7.58%

CSL

6.64%

EQH vs CSL - Historical Returns

Returns include dividend reinvestment.

Period	EQH	CSL
1 month	+9.45%	-2.67%
3 months	+18.66%	-1.54%
6 months	+6.05%	-5.46%
1 year	-2.15%	-12.59%
5 years(CAGR)	+13.74%	+13.14%
10 years(CAGR)	+14.34%	+13.66%
Max(CAGR)	+14.34%	+13.78%

Winner

EQH

+9.45%

CSL

-2.67%

Winner

EQH

+18.66%

CSL

-1.54%

Winner

EQH

+6.05%

CSL

-5.46%

Winner

EQH

-2.15%

CSL

-12.59%

5Y(CAGR)

Winner

EQH

+13.74%

CSL

+13.14%

10Y(CAGR)

Winner

EQH

+14.34%

CSL

+13.66%

Max(CAGR)

Winner

EQH

+14.34%

CSL

+13.78%

EQH vs CSL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	CSL
2026	+4.59%	+5.39%
2025	+2.13%	-11.66%
2024	+45.79%	+20.08%
2023	+19.98%	+35.04%
2022	-11.54%	-3.01%
2021	+35.63%	+62.98%
2020	+6.06%	-3.31%
2019	+55.18%	+62.36%
2018	-17.22%	-12.87%
2017	N/A	+5.48%
2016	N/A	+29.32%
2015	N/A	-0.33%
2014	N/A	+16.22%
2013	N/A	+32.88%
2012	N/A	+30.90%
2011	N/A	+11.21%
2010	N/A	+15.36%
2009	N/A	+64.68%
2008	N/A	-43.52%
2007	N/A	-5.44%
2006	N/A	+13.24%
2005	N/A	+10.86%
2004	N/A	+8.11%
2003	N/A	+44.81%
2002	N/A	+17.03%
2001	N/A	-9.48%
2000	N/A	+26.79%
1999	N/A	+10.53%

EQH vs CSL Drawdown Comparison

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

The maximum drawdown for CSL was -64.55%, occurring on Nov 20, 2008. Recovery took 918 trading sessions.

The current EQH drawdown is -9.56%. The current CSL drawdown is -27.01%.

Rank	EQH	CSL
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-64.55% Sep 4, 2007 - Apr 26, 2011
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-45.55% Jun 29, 2000 - Oct 8, 2003
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-39.12% May 10, 2011 - Feb 21, 2012
#4	-34.83% Sep 4, 2018 - May 3, 2019	-38.68% Jan 2, 2020 - Mar 25, 2021
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-37.71% Oct 14, 2024 - Nov 20, 2025
#6	-19.60% May 5, 2021 - Nov 4, 2021	-34.51% Aug 18, 2022 - Dec 15, 2023
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-27.39% Aug 29, 2018 - Apr 18, 2019
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-25.34% Aug 17, 2015 - Apr 27, 2016
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-19.70% May 18, 2005 - Feb 9, 2006
#10	-12.24% May 3, 2019 - Jul 23, 2019	-19.47% Nov 25, 2016 - Nov 29, 2017
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-17.69% Jan 8, 2018 - Jul 25, 2018
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-15.01% May 4, 2022 - Jul 28, 2022
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-14.86% Jun 10, 2014 - Oct 30, 2014
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-14.45% Jul 16, 2024 - Sep 23, 2024
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-13.99% Jul 16, 2004 - Feb 3, 2005

Correlation

Correlation between EQH and CSL is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (1999 - 2026)

EQH vs CSL dividend yield comparison.

Year	EQH	CSL
2026	1.15%	0.64%
2025	2.20%	1.31%
2024	1.99%	1.00%
2023	2.58%	1.02%
2022	2.72%	1.09%
2021	2.17%	0.86%
2020	2.58%	1.31%
2019	2.34%	1.11%
2018	1.56%	1.53%
2017	0.00%	1.27%
2016	0.00%	1.18%
2015	0.00%	1.24%
2014	0.00%	1.04%
2013	0.00%	1.06%
2012	0.00%	1.29%
2011	0.00%	1.58%
2010	0.00%	1.66%
2009	0.00%	1.84%
2008	0.00%	2.90%
2007	0.00%	1.51%
2006	0.00%	1.32%
2005	0.00%	1.39%
2004	0.00%	1.39%
2003	0.00%	1.43%
2002	0.00%	2.05%
2001	0.00%	2.22%
2000	0.00%	1.77%
1999	0.00%	0.50%