MC vs EQH-P-A

Comparison between Moelis & Co - Class A (MC, Company) and Equitable Holdings Inc (EQH-P-A, Company).

5-Year PerformanceMC has outperformed EQH-P-A, delivering a return of +10.2% compared to -0.0%

MC vs EQH-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	EQH-P-A(COMPANY)
Market Cap	$5.57B	$5.54B
Max Drawdown	64.41%	62.34%
Sharpe Ratio	0.18	-0.23
5Y Beta	1.50	0.25
Industry	Capital Markets	Other
P/E Ratio	25.10	-7.24
Forward P/E	19.27	N/A
PEG Ratio	0.90	N/A
Dividend Yield	3.72%	N/A
5Y Dividends CAGR	-14.64%	0.00%
5Y EPS CAGR	-3.92%	-30.68%
Debt to Equity	54.85%	1405.49%
Free Cash Flow Yield	7.49%	19.05%
P/S Ratio	3.26	N/A
P/B Ratio	9.71	N/A

Market Cap

Winner

$5.57B

EQH-P-A

$5.54B

Max Drawdown

64.41%

Winner

EQH-P-A

62.34%

Sharpe Ratio

Winner

0.18

EQH-P-A

-0.23

5Y Beta

1.50

Winner

EQH-P-A

0.25

Industry

Capital Markets

EQH-P-A

Other

P/E Ratio

25.10

Winner

EQH-P-A

-7.24

Forward P/E

19.27

EQH-P-A

N/A

PEG Ratio

0.90

EQH-P-A

N/A

Dividend Yield

3.72%

EQH-P-A

N/A

5Y Dividends CAGR

-14.64%

Winner

EQH-P-A

0.00%

5Y EPS CAGR

Winner

-3.92%

EQH-P-A

-30.68%

Debt to Equity

Winner

54.85%

EQH-P-A

1405.49%

Free Cash Flow Yield

7.49%

Winner

EQH-P-A

19.05%

P/S Ratio

3.26

EQH-P-A

N/A

P/B Ratio

9.71

EQH-P-A

N/A

MC vs EQH-P-A - Historical Returns

Returns include dividend reinvestment.

Period	MC	EQH-P-A
1 month	+1.78%	+0.15%
3 months	+0.90%	-1.32%
6 months	-11.12%	-3.69%
1 year	-2.19%	+1.40%
5 years(CAGR)	+10.22%	-0.01%
10 years(CAGR)	+18.55%	N/A
Max(CAGR)	+15.78%	+2.23%

Winner

+1.78%

EQH-P-A

+0.15%

Winner

+0.90%

EQH-P-A

-1.32%

-11.12%

Winner

EQH-P-A

-3.69%

-2.19%

Winner

EQH-P-A

+1.40%

5Y(CAGR)

Winner

+10.22%

EQH-P-A

-0.01%

10Y(CAGR)

+18.55%

EQH-P-A

N/A

Max(CAGR)

Winner

+15.78%

EQH-P-A

+2.23%

MC vs EQH-P-A - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	MC	EQH-P-A
2026	-3.26%	-1.01%
2025	-3.58%	+3.26%
2024	+38.29%	+1.25%
2023	+52.46%	+17.41%
2022	-35.28%	-24.28%
2021	+51.49%	+6.01%
2020	+60.40%	+7.45%
2019	-2.44%	+4.95%
2018	-23.43%	N/A
2017	+51.96%	N/A
2016	+33.42%	N/A
2015	-14.40%	N/A
2014	+39.19%	N/A

MC vs EQH-P-A Drawdown Comparison

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

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

The current MC drawdown is -11.69%. The current EQH-P-A drawdown is -7.33%.

Rank	MC	EQH-P-A
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-61.75% Feb 14, 2020 - Sep 25, 2020
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-28.45% Oct 14, 2021 - Aug 28, 2024
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-14.20% Sep 25, 2024 - Apr 11, 2025
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-5.11% Nov 16, 2020 - Apr 5, 2021
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-4.55% Oct 14, 2020 - Nov 9, 2020
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-2.47% Apr 14, 2021 - Jun 2, 2021
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-2.22% Jul 7, 2021 - Sep 1, 2021
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-2.14% Sep 29, 2021 - Oct 14, 2021
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-1.60% Oct 5, 2020 - Oct 14, 2020
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-1.11% Jun 14, 2021 - Jul 7, 2021
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-1.07% Jan 2, 2020 - Jan 23, 2020
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-1.05% Sep 22, 2021 - Sep 29, 2021
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-0.85% Sep 16, 2024 - Sep 24, 2024
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-0.82% Sep 5, 2024 - Sep 9, 2024
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-0.76% Nov 27, 2019 - Dec 4, 2019

Correlation

Correlation between MC and EQH-P-A is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2014 - 2026)

MC vs EQH-P-A dividend yield comparison.

Year	MC	EQH-P-A
2026	1.93%	3.34%
2025	3.78%	6.50%
2024	3.25%	6.41%
2023	4.28%	6.16%
2022	6.25%	6.98%
2021	10.88%	4.95%
2020	8.88%	5.17%
2019	10.18%	0.00%
2018	14.19%	0.00%
2017	5.11%	0.00%
2016	9.71%	0.00%
2015	3.43%	0.00%
2014	4.01%	0.00%