EQH vs SF

Comparison between Equitable Holdings Inc (EQH, Company) and Stifel Financial Corp (SF, Company).

Both EQH and SF are from the Financial Services sector.

5-Year PerformanceSF has outperformed EQH, delivering a return of +12.3% compared to +7.1%

EQH vs SF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	SF(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	55.25%
Sharpe Ratio	-0.75	0.55
5Y Beta	1.39	1.32
Industry	Asset Management	Capital Markets
P/E Ratio	-15.16	17.24
Forward P/E	4.58	11.74
PEG Ratio	N/A	0.79
Dividend Yield	0.07%	1.64%
5Y Dividends CAGR	9.72%	36.82%
5Y EPS CAGR	-30.68%	11.92%
Debt to Equity	1405.49%	10.32%
Free Cash Flow Yield	9.10%	8.51%

Market Cap

Winner

EQH

$12B

Max Drawdown

EQH

61.62%

Winner

55.25%

Sharpe Ratio

EQH

-0.75

Winner

0.55

5Y Beta

EQH

1.39

Winner

1.32

Industry

EQH

Asset Management

Capital Markets

P/E Ratio

Winner

EQH

-15.16

17.24

Forward P/E

Winner

EQH

4.58

11.74

PEG Ratio

EQH

N/A

0.79

Dividend Yield

EQH

0.07%

Winner

1.64%

5Y Dividends CAGR

EQH

9.72%

Winner

36.82%

5Y EPS CAGR

EQH

-30.68%

Winner

11.92%

Debt to Equity

EQH

1405.49%

Winner

10.32%

Free Cash Flow Yield

Winner

EQH

9.10%

8.51%

EQH vs SF - Historical Returns

Returns include dividend reinvestment.

Period	EQH	SF
1 month	+7.77%	-6.43%
3 months	-6.58%	-5.71%
6 months	-7.61%	-7.71%
1 year	-22.32%	+14.19%
5 years(CAGR)	+7.15%	+12.33%
10 years(CAGR)	+11.97%	+18.97%
Max(CAGR)	+11.97%	+16.32%

Winner

EQH

+7.77%

-6.43%

EQH

-6.58%

Winner

-5.71%

Winner

EQH

-7.61%

-7.71%

EQH

-22.32%

Winner

+14.19%

5Y(CAGR)

EQH

+7.15%

Winner

+12.33%

10Y(CAGR)

EQH

+11.97%

Winner

+18.97%

Max(CAGR)

EQH

+11.97%

Winner

+16.32%

EQH vs SF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	SF
2026	-13.56%	-12.55%
2025	+2.13%	+20.03%
2024	+45.79%	+56.07%
2023	+19.98%	+19.01%
2022	-11.54%	-17.01%
2021	+35.63%	+45.12%
2020	+6.06%	+24.74%
2019	+55.18%	+48.01%
2018	-17.22%	-30.66%
2017	N/A	+19.75%
2016	N/A	+20.54%
2015	N/A	-16.30%
2014	N/A	+8.46%
2013	N/A	+44.21%
2012	N/A	-4.60%
2011	N/A	-23.70%
2010	N/A	+4.94%
2009	N/A	+29.63%
2008	N/A	+35.57%
2007	N/A	+34.90%
2006	N/A	+2.56%
2005	N/A	+85.90%
2004	N/A	+50.83%
2003	N/A	+77.28%
2002	N/A	+7.63%
2001	N/A	-4.65%
2000	N/A	+19.52%
1999	N/A	-6.80%

EQH vs SF Drawdown Comparison

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

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

The current EQH drawdown is -25.25%. The current SF drawdown is -15.77%.

Rank	EQH	SF
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-55.25% Jun 23, 2015 - Dec 4, 2017
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-51.89% Feb 20, 2020 - Nov 9, 2020
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-50.85% Mar 8, 2011 - Jan 16, 2014
#4	-34.83% Sep 4, 2018 - May 3, 2019	-42.10% Feb 1, 2018 - Feb 4, 2020
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-41.41% Sep 19, 2008 - May 4, 2009
#6	-19.60% May 5, 2021 - Nov 4, 2021	-40.06% Oct 11, 2007 - Jul 23, 2008
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-36.25% Feb 8, 2022 - Mar 28, 2024
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-34.67% Jan 30, 2025 - Oct 22, 2025
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-32.45% Oct 16, 2000 - Nov 3, 2003
#10	-12.24% May 3, 2019 - Jul 23, 2019	-31.50% Mar 30, 2006 - Jan 11, 2007
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-27.20% Dec 30, 2009 - Dec 14, 2010
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-25.97% Mar 9, 2004 - Nov 22, 2004
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-21.42% Feb 21, 2007 - May 25, 2007
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-21.02% Jan 6, 2026 - Mar 16, 2026
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-19.86% Dec 3, 2004 - Jun 23, 2005

Correlation

Correlation between EQH and SF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

EQH vs SF dividend yield comparison.

Year	EQH	SF
2026	0.66%	0.46%
2025	2.20%	1.47%
2024	1.99%	1.58%
2023	2.58%	2.08%
2022	2.72%	2.06%
2021	2.17%	0.85%
2020	2.58%	0.90%
2019	2.34%	0.99%
2018	1.56%	1.16%
2017	0.00%	0.34%
2002	0.00%	0.53%
2001	0.00%	1.13%
2000	0.00%	1.04%
1999	0.00%	0.30%