VCTR vs EQH-P-A

Comparison between Victory Capital Holdings Inc - Class A (VCTR, Company) and Equitable Holdings Inc (EQH-P-A, Company).

5-Year PerformanceVCTR has outperformed EQH-P-A, delivering a return of +26.0% compared to -0.7%

VCTR vs EQH-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VCTR(COMPANY)	EQH-P-A(COMPANY)
Market Cap	$5.52B	$5.54B
Max Drawdown	46.45%	62.34%
Sharpe Ratio	1.15	-0.46
5Y Beta	1.32	0.24
Industry	Asset Management	Other
P/E Ratio	14.92	-7.24
Forward P/E	12.47	N/A
PEG Ratio	0.52	N/A
Dividend Yield	2.16%	N/A
5Y Dividends CAGR	48.56%	0.00%
5Y EPS CAGR	12.45%	-30.68%
Debt to Equity	41.02%	1405.49%
Free Cash Flow Yield	7.65%	19.05%

Market Cap

VCTR

$5.52B

Winner

EQH-P-A

$5.54B

Max Drawdown

Winner

VCTR

46.45%

EQH-P-A

62.34%

Sharpe Ratio

Winner

VCTR

1.15

EQH-P-A

-0.46

5Y Beta

VCTR

1.32

Winner

EQH-P-A

0.24

Industry

VCTR

Asset Management

EQH-P-A

Other

P/E Ratio

VCTR

14.92

Winner

EQH-P-A

-7.24

Forward P/E

VCTR

12.47

EQH-P-A

N/A

PEG Ratio

VCTR

0.52

EQH-P-A

N/A

Dividend Yield

VCTR

2.16%

EQH-P-A

N/A

5Y Dividends CAGR

Winner

VCTR

48.56%

EQH-P-A

0.00%

5Y EPS CAGR

Winner

VCTR

12.45%

EQH-P-A

-30.68%

Debt to Equity

Winner

VCTR

41.02%

EQH-P-A

1405.49%

Free Cash Flow Yield

VCTR

7.65%

Winner

EQH-P-A

19.05%

VCTR vs EQH-P-A - Historical Returns

Returns include dividend reinvestment.

Period	VCTR	EQH-P-A
1 month	+1.54%	-0.83%
3 months	+32.81%	-2.24%
6 months	+31.50%	-4.60%
1 year	+40.64%	-1.14%
5 years(CAGR)	+26.01%	-0.68%
10 years(CAGR)	+30.07%	N/A
Max(CAGR)	+30.07%	+1.83%

Winner

VCTR

+1.54%

EQH-P-A

-0.83%

Winner

VCTR

+32.81%

EQH-P-A

-2.24%

Winner

VCTR

+31.50%

EQH-P-A

-4.60%

Winner

VCTR

+40.64%

EQH-P-A

-1.14%

5Y(CAGR)

Winner

VCTR

+26.01%

EQH-P-A

-0.68%

10Y(CAGR)

VCTR

+30.07%

EQH-P-A

N/A

Max(CAGR)

Winner

VCTR

+30.07%

EQH-P-A

+1.83%

VCTR vs EQH-P-A - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	VCTR	EQH-P-A
2026	+39.46%	-3.63%
2025	-1.28%	+3.26%
2024	+100.05%	+1.25%
2023	+32.45%	+17.41%
2022	-23.30%	-24.28%
2021	+49.14%	+6.01%
2020	+17.65%	+7.45%
2019	+101.16%	+4.95%
2018	-11.90%	N/A

VCTR vs EQH-P-A Drawdown Comparison

The maximum drawdown for VCTR was -45.24%, occurring on Jul 14, 2022. Recovery took 585 trading sessions.

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

The current VCTR drawdown is -2.80%. The current EQH-P-A drawdown is -9.78%.

Rank	VCTR	EQH-P-A
#1	-45.24% Nov 5, 2021 - Mar 7, 2024	-61.75% Feb 14, 2020 - Sep 25, 2020
#2	-44.90% Feb 18, 2020 - Dec 11, 2020	-28.45% Oct 14, 2021 - Aug 28, 2024
#3	-43.61% Mar 2, 2018 - Mar 14, 2019	-14.20% Sep 25, 2024 - Apr 11, 2025
#4	-28.04% Nov 26, 2024 - Jul 17, 2025	-5.11% Nov 16, 2020 - Apr 5, 2021
#5	-24.66% Jul 12, 2019 - Nov 22, 2019	-4.55% Oct 14, 2020 - Nov 9, 2020
#6	-18.12% Feb 25, 2026 - Apr 30, 2026	-2.47% Apr 14, 2021 - Jun 2, 2021
#7	-15.79% Aug 12, 2025 - Feb 9, 2026	-2.22% Jul 7, 2021 - Sep 1, 2021
#8	-15.77% Jul 23, 2024 - Aug 23, 2024	-2.14% Sep 29, 2021 - Oct 14, 2021
#9	-14.81% Jan 4, 2021 - Feb 9, 2021	-1.60% Oct 5, 2020 - Oct 14, 2020
#10	-12.28% May 24, 2024 - Jul 23, 2024	-1.11% Jun 14, 2021 - Jul 7, 2021
#11	-11.74% Jul 1, 2021 - Aug 6, 2021	-1.07% Jan 2, 2020 - Jan 23, 2020
#12	-11.27% May 21, 2019 - Jul 2, 2019	-1.05% Sep 22, 2021 - Sep 29, 2021
#13	-9.98% Nov 11, 2024 - Nov 25, 2024	-0.85% Sep 16, 2024 - Sep 24, 2024
#14	-8.31% Apr 5, 2019 - Apr 29, 2019	-0.82% Sep 5, 2024 - Sep 9, 2024
#15	-8.10% May 7, 2021 - May 21, 2021	-0.76% Nov 27, 2019 - Dec 4, 2019

Correlation

Correlation between VCTR and EQH-P-A is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101