IFS vs EQH-P-A

Comparison between Intercorp Financial Services Inc (IFS, Company) and Equitable Holdings Inc (EQH-P-A, Company).

5-Year PerformanceIFS has outperformed EQH-P-A, delivering a return of +14.7% compared to -0.4%

IFS vs EQH-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFS(COMPANY)	EQH-P-A(COMPANY)
Market Cap	$5.55B	$5.54B
Max Drawdown	59.47%	62.34%
Sharpe Ratio	1.15	0.19
5Y Beta	0.55	0.24
Industry	Banks - Regional	Other
P/E Ratio	9.34	-7.24
PEG Ratio	0.21	N/A
Dividend Yield	12.30%	N/A
5Y Dividends CAGR	9.86%	0.00%
5Y EPS CAGR	23.86%	-30.68%
Debt to Equity	112.48%	1405.49%
Free Cash Flow Yield	8.16%	19.05%
P/S Ratio	0.94	N/A
P/B Ratio	1.53	N/A

Market Cap

Winner

IFS

$5.55B

EQH-P-A

$5.54B

Max Drawdown

Winner

IFS

59.47%

EQH-P-A

62.34%

Sharpe Ratio

Winner

IFS

1.15

EQH-P-A

0.19

5Y Beta

IFS

0.55

Winner

EQH-P-A

0.24

Industry

IFS

Banks - Regional

EQH-P-A

Other

P/E Ratio

IFS

9.34

Winner

EQH-P-A

-7.24

PEG Ratio

IFS

0.21

EQH-P-A

N/A

Dividend Yield

IFS

12.30%

EQH-P-A

N/A

5Y Dividends CAGR

Winner

IFS

9.86%

EQH-P-A

0.00%

5Y EPS CAGR

Winner

IFS

23.86%

EQH-P-A

-30.68%

Debt to Equity

Winner

IFS

112.48%

EQH-P-A

1405.49%

Free Cash Flow Yield

IFS

8.16%

Winner

EQH-P-A

19.05%

P/S Ratio

IFS

0.94

EQH-P-A

N/A

P/B Ratio

IFS

1.53

EQH-P-A

N/A

IFS vs EQH-P-A - Historical Returns

Returns include dividend reinvestment.

Period	IFS	EQH-P-A
1 month	+5.58%	-1.11%
3 months	+8.94%	-3.82%
6 months	+22.94%	+1.90%
1 year	+38.44%	+4.98%
5 years(CAGR)	+14.69%	-0.38%
Max(CAGR)	+7.34%	+2.04%

Winner

IFS

+5.58%

EQH-P-A

-1.11%

Winner

IFS

+8.94%

EQH-P-A

-3.82%

Winner

IFS

+22.94%

EQH-P-A

+1.90%

Winner

IFS

+38.44%

EQH-P-A

+4.98%

5Y(CAGR)

Winner

IFS

+14.69%

EQH-P-A

-0.38%

Max(CAGR)

Winner

IFS

+7.34%

EQH-P-A

+2.04%

IFS vs EQH-P-A - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IFS	EQH-P-A
2026	+15.98%	-2.47%
2025	+49.57%	+3.26%
2024	+40.50%	+1.25%
2023	-1.37%	+17.41%
2022	-6.09%	-24.28%
2021	-12.56%	+6.01%
2020	-18.00%	+7.45%
2019	-0.46%	+4.95%

IFS vs EQH-P-A Drawdown Comparison

The maximum drawdown for IFS was -55.16%, occurring on Aug 9, 2021. Recovery took 1293 trading sessions.

The maximum drawdown for EQH-P-A was -61.75%, occurring on Mar 18, 2020. Recovery took 155 trading sessions.

The current IFS drawdown is -6.82%. The current EQH-P-A drawdown is -8.70%.

Rank	IFS	EQH-P-A
#1	-55.16% Jan 23, 2020 - Mar 17, 2025	-61.75% Feb 14, 2020 - Sep 25, 2020
#2	-13.55% Mar 25, 2025 - Apr 28, 2025	-28.45% Oct 14, 2021 - Aug 28, 2024
#3	-13.40% Feb 10, 2026 - Apr 8, 2026	-14.20% Sep 25, 2024 - Apr 11, 2025
#4	-11.77% Apr 8, 2026 - May 21, 2026	-5.11% Nov 16, 2020 - Apr 5, 2021
#5	-11.72% Nov 6, 2025 - Jan 8, 2026	-4.55% Oct 14, 2020 - Nov 9, 2020
#6	-8.89% Sep 19, 2019 - Jan 17, 2020	-2.47% Apr 14, 2021 - Jun 2, 2021
#7	-7.01% Aug 8, 2019 - Sep 5, 2019	-2.22% Jul 7, 2021 - Sep 1, 2021
#8	-6.82% May 21, 2026 - Jun 5, 2026	-2.14% Sep 29, 2021 - Oct 14, 2021
#9	-6.35% Jun 30, 2025 - Aug 12, 2025	-1.60% Oct 5, 2020 - Oct 14, 2020
#10	-6.12% Sep 11, 2025 - Oct 28, 2025	-1.11% Jun 14, 2021 - Jul 7, 2021
#11	-5.64% May 23, 2025 - Jun 12, 2025	-1.07% Jan 2, 2020 - Jan 23, 2020
#12	-4.82% Sep 5, 2019 - Sep 13, 2019	-1.05% Sep 22, 2021 - Sep 29, 2021
#13	-3.55% Aug 12, 2025 - Aug 22, 2025	-0.85% Sep 16, 2024 - Sep 24, 2024
#14	-3.38% Jun 12, 2025 - Jun 26, 2025	-0.82% Sep 5, 2024 - Sep 9, 2024
#15	-2.09% Aug 22, 2025 - Sep 2, 2025	-0.76% Nov 27, 2019 - Dec 4, 2019