EQH vs JHX

Comparison between Equitable Holdings Inc (EQH, Company) and James Hardie Industries plc (JHX, Company).

EQH is from the Financial Services sector, while JHX is from the Basic Materials sector.

5-Year PerformanceEQH has outperformed JHX, delivering a return of +8.4% compared to -7.8%

EQH vs JHX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	JHX(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	76.66%
Sharpe Ratio	-0.55	0.07
5Y Beta	1.39	1.22
Industry	Asset Management	Building Materials
P/E Ratio	-15.60	114.95
Forward P/E	4.58	20.66
PEG Ratio	N/A	0.82
Dividend Yield	0.07%	N/A
5Y Dividends CAGR	9.72%	18.31%
5Y EPS CAGR	-30.68%	-29.52%
Debt to Equity	1405.49%	70.58%
Free Cash Flow Yield	8.84%	1.72%
P/S Ratio	1.05	2.45
P/B Ratio	164.14	1.69

Market Cap

EQH

$12B

Winner

JHX

$12B

Max Drawdown

Winner

EQH

61.62%

JHX

76.66%

Sharpe Ratio

EQH

-0.55

Winner

JHX

0.07

5Y Beta

EQH

1.39

Winner

JHX

1.22

Industry

EQH

Asset Management

JHX

Building Materials

P/E Ratio

Winner

EQH

-15.60

JHX

114.95

Forward P/E

Winner

EQH

4.58

JHX

20.66

PEG Ratio

EQH

N/A

JHX

0.82

Dividend Yield

EQH

0.07%

JHX

N/A

5Y Dividends CAGR

EQH

9.72%

Winner

JHX

18.31%

5Y EPS CAGR

EQH

-30.68%

Winner

JHX

-29.52%

Debt to Equity

EQH

1405.49%

Winner

JHX

70.58%

Free Cash Flow Yield

Winner

EQH

8.84%

JHX

1.72%

P/S Ratio

Winner

EQH

1.05

JHX

2.45

P/B Ratio

EQH

164.14

Winner

JHX

1.69

EQH vs JHX - Historical Returns

Returns include dividend reinvestment.

Period	EQH	JHX
1 month	+1.68%	-3.46%
3 months	+1.47%	-13.42%
6 months	-9.15%	+10.10%
1 year	-19.89%	-7.41%
5 years(CAGR)	+8.45%	-7.83%
10 years(CAGR)	+12.27%	+5.03%
Max(CAGR)	+12.27%	+10.01%

Winner

EQH

+1.68%

JHX

-3.46%

Winner

EQH

+1.47%

JHX

-13.42%

EQH

-9.15%

Winner

JHX

+10.10%

EQH

-19.89%

Winner

JHX

-7.41%

5Y(CAGR)

Winner

EQH

+8.45%

JHX

-7.83%

10Y(CAGR)

Winner

EQH

+12.27%

JHX

+5.03%

Max(CAGR)

Winner

EQH

+12.27%

JHX

+10.01%

EQH vs JHX - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	EQH	JHX
2026	-11.33%	+3.22%
2025	+2.13%	-32.32%
2024	+45.79%	-19.51%
2023	+19.98%	+115.43%
2022	-11.54%	-55.18%
2021	+35.63%	+41.63%
2020	+6.06%	+49.72%
2019	+55.18%	+87.91%
2018	-17.22%	-32.11%
2017	N/A	+11.50%
2016	N/A	+31.34%
2015	N/A	+23.66%
2014	N/A	+2.89%
2013	N/A	+22.69%
2012	N/A	+44.92%
2011	N/A	-0.48%
2010	N/A	-10.05%
2009	N/A	+131.34%
2008	N/A	-41.31%
2007	N/A	-23.57%
2006	N/A	+16.30%
2005	N/A	+26.70%
2004	N/A	+1.74%
2003	N/A	+40.59%
2002	N/A	+29.99%
2001	N/A	+35.64%
2000	N/A	-24.54%

EQH vs JHX Drawdown Comparison

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

The maximum drawdown for JHX was -75.87%, occurring on Mar 6, 2009. Recovery took 622 trading sessions.

The current EQH drawdown is -23.33%. The current JHX drawdown is -48.86%.

Rank	EQH	JHX
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-75.87% Jun 18, 2007 - Dec 3, 2009
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-60.26% Sep 20, 2024 - Nov 14, 2025
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-57.38% Jan 4, 2022 - Mar 6, 2024
#4	-34.83% Sep 4, 2018 - May 3, 2019	-56.76% Feb 11, 2020 - Aug 6, 2020
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-44.25% Jan 14, 2010 - Feb 7, 2012
#6	-19.60% May 5, 2021 - Nov 4, 2021	-43.56% Feb 2, 2018 - Oct 24, 2019
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-39.40% Jul 24, 2001 - Jun 19, 2002
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-38.24% Aug 8, 2000 - May 18, 2001
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-33.89% Feb 17, 2004 - Jun 14, 2005
#10	-12.24% May 3, 2019 - Jul 23, 2019	-31.68% May 10, 2006 - Dec 20, 2006
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-27.74% Aug 4, 2015 - Apr 13, 2016
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-27.15% Mar 7, 2024 - Sep 20, 2024
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-26.46% Jun 23, 2014 - May 21, 2015
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-23.66% Jan 4, 2000 - Jun 30, 2000
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-21.93% May 10, 2013 - Oct 17, 2013

Correlation

Correlation between EQH and JHX is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2001 - 2026)

EQH vs JHX dividend yield comparison.

Year	EQH	JHX
2026	0.64%	0.00%
2025	2.20%	0.00%
2024	1.99%	0.00%
2023	2.58%	0.00%
2022	2.72%	1.67%
2021	2.17%	2.70%
2020	2.58%	0.00%
2019	2.34%	1.83%
2018	1.56%	3.41%
2017	0.00%	1.61%
2016	0.00%	1.90%
2015	0.00%	4.58%
2014	0.00%	8.09%
2013	0.00%	3.92%
2012	0.00%	4.41%
2011	0.00%	1.03%
2008	0.00%	1.96%
2007	0.00%	3.93%
2006	0.00%	0.96%
2005	0.00%	1.15%
2004	0.00%	0.43%
2003	0.00%	4.01%
2002	0.00%	6.83%
2001	0.00%	1.62%