EQH vs TRMB

Comparison between Equitable Holdings Inc (EQH, Company) and Trimble Inc (TRMB, Company).

EQH is from the Financial Services sector, while TRMB is from the Technology sector.

5-Year PerformanceEQH has outperformed TRMB, delivering a return of +9.9% compared to -8.5%

EQH vs TRMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	TRMB(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	87.23%
Sharpe Ratio	-0.59	-1.27
5Y Beta	1.38	1.32
Industry	Asset Management	Scientific & Technical Instruments
P/E Ratio	-15.42	26.16
Forward P/E	4.58	14.77
PEG Ratio	N/A	2.95
Dividend Yield	1.93%	N/A
5Y Dividends CAGR	14.87%	N/A
5Y EPS CAGR	-30.68%	1.84%
Debt to Equity	1405.49%	25.06%
Free Cash Flow Yield	8.94%	4.10%
P/S Ratio	1.04	3.35
P/B Ratio	164.14	2.19

Market Cap

Winner

EQH

$12B

TRMB

$12B

Max Drawdown

Winner

EQH

61.62%

TRMB

87.23%

Sharpe Ratio

Winner

EQH

-0.59

TRMB

-1.27

5Y Beta

EQH

1.38

Winner

TRMB

1.32

Industry

EQH

Asset Management

TRMB

Scientific & Technical Instruments

P/E Ratio

Winner

EQH

-15.42

TRMB

26.16

Forward P/E

Winner

EQH

4.58

TRMB

14.77

PEG Ratio

EQH

N/A

TRMB

2.95

Dividend Yield

EQH

1.93%

TRMB

N/A

5Y Dividends CAGR

EQH

14.87%

TRMB

N/A

5Y EPS CAGR

EQH

-30.68%

Winner

TRMB

1.84%

Debt to Equity

EQH

1405.49%

Winner

TRMB

25.06%

Free Cash Flow Yield

Winner

EQH

8.94%

TRMB

4.10%

P/S Ratio

Winner

EQH

1.04

TRMB

3.35

P/B Ratio

EQH

164.14

Winner

TRMB

2.19

EQH vs TRMB - Historical Returns

Returns include dividend reinvestment.

Period	EQH	TRMB
1 month	+9.26%	-10.78%
3 months	+19.70%	-23.79%
6 months	-7.46%	-37.18%
1 year	-14.92%	-30.32%
5 years(CAGR)	+9.87%	-8.50%
10 years(CAGR)	+12.87%	+6.87%
Max(CAGR)	+12.87%	+11.52%

Winner

EQH

+9.26%

TRMB

-10.78%

Winner

EQH

+19.70%

TRMB

-23.79%

Winner

EQH

-7.46%

TRMB

-37.18%

Winner

EQH

-14.92%

TRMB

-30.32%

5Y(CAGR)

Winner

EQH

+9.87%

TRMB

-8.50%

10Y(CAGR)

Winner

EQH

+12.87%

TRMB

+6.87%

Max(CAGR)

Winner

EQH

+12.87%

TRMB

+11.52%

EQH vs TRMB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	TRMB
2026	-6.90%	-35.63%
2025	+2.13%	+12.39%
2024	+45.79%	+34.72%
2023	+19.98%	+5.14%
2022	-11.54%	-41.67%
2021	+35.63%	+31.53%
2020	+6.06%	+59.20%
2019	+55.18%	+28.40%
2018	-17.22%	-19.85%
2017	N/A	+34.26%
2016	N/A	+39.65%
2015	N/A	-20.29%
2014	N/A	-22.94%
2013	N/A	+12.81%
2012	N/A	+43.60%
2011	N/A	+6.79%
2010	N/A	+55.67%
2009	N/A	+13.00%
2008	N/A	-27.21%
2007	N/A	+17.28%
2006	N/A	+40.68%
2005	N/A	+9.77%
2004	N/A	+34.97%
2003	N/A	+184.49%
2002	N/A	-22.85%
2001	N/A	-29.52%
2000	N/A	-3.54%
1999	N/A	+30.06%

EQH vs TRMB Drawdown Comparison

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

The maximum drawdown for TRMB was -87.23%, occurring on Oct 7, 2002. Recovery took 1256 trading sessions.

The current EQH drawdown is -19.50%. The current TRMB drawdown is -47.33%.

Rank	EQH	TRMB
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-87.23% Jul 18, 2000 - Jul 19, 2005
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-71.92% Oct 23, 2007 - Jan 14, 2011
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-59.66% Mar 6, 2014 - Sep 19, 2017
#4	-34.83% Sep 4, 2018 - May 3, 2019	-57.35% Aug 30, 2021 - Nov 13, 2023
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-53.78% Feb 20, 2020 - Aug 6, 2020
#6	-19.60% May 5, 2021 - Nov 4, 2021	-39.04% Mar 7, 2000 - May 1, 2000
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-37.49% Apr 4, 2011 - Mar 13, 2012
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-35.88% Jul 20, 2005 - Mar 22, 2006
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-33.10% Jan 23, 2018 - Jun 28, 2019
#10	-12.24% May 3, 2019 - Jul 23, 2019	-27.42% Mar 27, 2012 - Nov 29, 2012
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-23.63% Jan 3, 2000 - Mar 6, 2000
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-21.81% Jan 25, 2013 - Nov 1, 2013
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-21.27% Jul 3, 2019 - Feb 19, 2020
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-18.88% May 5, 2006 - Aug 3, 2006
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-15.55% Dec 28, 1999 - Jan 3, 2000