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EQH vs SWK

Comparison between Equitable Holdings Inc (EQH, Company) and Stanley Black & Decker Inc (SWK, Company).

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

5-Year PerformanceEQH has outperformed SWK, delivering a return of +9.9% compared to -13.2%

EQH vs SWK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EQH
$12B
SWK
$12B
Max Drawdown
Winner
EQH
61.62%
SWK
74.69%
Sharpe Ratio
EQH
-0.59
Winner
SWK
0.70
5Y Beta
Winner
EQH
1.38
SWK
1.42
Industry
EQH
Asset Management
SWK
Tools & Accessories
P/E Ratio
Winner
EQH
-15.42
SWK
38.64
Forward P/E
Winner
EQH
4.58
SWK
14.84
PEG Ratio
EQH
N/A
SWK
0.20
Dividend Yield
EQH
1.93%
Winner
SWK
4.21%
5Y Dividends CAGR
Winner
EQH
14.87%
SWK
3.47%
5Y EPS CAGR
EQH
-30.68%
Winner
SWK
-22.54%
Debt to Equity
EQH
1405.49%
Winner
SWK
53.01%
Free Cash Flow Yield
Winner
EQH
8.94%
SWK
5.94%
P/S Ratio
EQH
1.04
Winner
SWK
0.82
P/B Ratio
EQH
164.14
Winner
SWK
1.39

EQH vs SWK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EQH
+9.26%
SWK
+7.13%
3M
Winner
EQH
+19.70%
SWK
+18.87%
6M
EQH
-7.46%
Winner
SWK
+12.91%
1Y
EQH
-14.92%
Winner
SWK
+29.72%
5Y(CAGR)
Winner
EQH
+9.87%
SWK
-13.22%
10Y(CAGR)
Winner
EQH
+12.87%
SWK
-0.26%
Max(CAGR)
Winner
EQH
+12.87%
SWK
+7.11%

EQH vs SWK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQHSWK
2026-6.90%+11.74%
2025+2.13%-2.64%
2024+45.79%-15.25%
2023+19.98%+33.56%
2022-11.54%-58.34%
2021+35.63%+13.14%
2020+6.06%+8.25%
2019+55.18%+39.99%
2018-17.22%-27.63%
2017N/A+49.10%
2016N/A+11.60%
2015N/A+13.49%
2014N/A+22.61%
2013N/A+9.61%
2012N/A+8.12%
2011N/A+1.70%
2010N/A+30.56%
2009N/A+50.60%
2008N/A-24.56%
2007N/A-2.39%
2006N/A+6.93%
2005N/A+2.75%
2004N/A+35.59%
2003N/A+8.89%
2002N/A-22.82%
2001N/A+55.14%
2000N/A+12.37%
1999N/A+10.34%

EQH vs SWK Drawdown Comparison

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

The maximum drawdown for SWK was -71.31%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current EQH drawdown is -19.50%. The current SWK drawdown is -54.51%.

RankEQHSWK
#1-61.31%
Feb 20, 2020 - Nov 24, 2020
-71.31%
May 10, 2021 - Apr 8, 2025
#2-35.87%
Jun 30, 2025 - Mar 27, 2026
-62.43%
Jul 19, 2007 - Mar 1, 2010
#3-35.10%
Feb 10, 2022 - Dec 14, 2023
-58.33%
Mar 4, 2002 - Nov 17, 2004
#4-34.83%
Sep 4, 2018 - May 3, 2019
-58.05%
Jan 17, 2020 - Oct 7, 2020
#5-20.65%
Feb 19, 2025 - Jun 26, 2025
-39.60%
Nov 16, 1999 - Jan 26, 2001
#6-19.60%
May 5, 2021 - Nov 4, 2021
-37.54%
Jan 19, 2018 - Jan 16, 2020
#7-15.04%
Jul 31, 2024 - Oct 11, 2024
-37.36%
Apr 26, 2011 - Feb 28, 2012
#8-13.18%
Nov 4, 2021 - Jan 7, 2022
-26.68%
Mar 15, 2012 - Mar 11, 2013
#9-13.03%
Jul 24, 2019 - Sep 27, 2019
-26.14%
Aug 7, 2001 - Dec 10, 2001
#10-12.24%
May 3, 2019 - Jul 23, 2019
-23.35%
Apr 29, 2010 - Dec 9, 2010
#11-11.55%
Nov 6, 2024 - Jan 15, 2025
-22.32%
Apr 19, 2006 - Jan 17, 2007
#12-11.29%
Jan 14, 2021 - Feb 16, 2021
-19.48%
Oct 1, 2013 - Jul 25, 2014
#13-11.09%
Jan 14, 2022 - Feb 9, 2022
-18.18%
Dec 7, 2015 - Apr 21, 2016
#14-10.91%
Sep 27, 2019 - Oct 28, 2019
-16.58%
Mar 8, 2001 - May 18, 2001
#15-8.85%
Dec 4, 2020 - Jan 12, 2021
-13.63%
Dec 27, 2001 - Feb 15, 2002

Correlation

Correlation between EQH and SWK is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46
-101

Dividend Comparison (1999 - 2026)

EQH vs SWK dividend yield comparison.

YearEQHSWK
20261.29%1.99%
20252.20%4.44%
20241.99%4.06%
20232.58%3.28%
20222.72%4.23%
20212.17%1.58%
20202.58%1.56%
20192.34%1.63%
20181.56%2.15%
20170.00%1.43%
20160.00%1.97%
20150.00%2.01%
20140.00%2.12%
20130.00%2.45%
20120.00%2.43%
20110.00%2.43%
20100.00%2.51%
20090.00%2.52%
20080.00%3.70%
20070.00%2.52%
20060.00%2.35%
20050.00%2.37%
20040.00%2.20%
20030.00%2.72%
20020.00%2.86%
20010.00%2.02%
20000.00%2.89%
19990.00%0.73%

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