WBS vs EQH

Comparison between Webster Financial Corp (WBS, Company) and Equitable Holdings Inc (EQH, Company).

Both WBS and EQH are from the Financial Services sector.

5-Year PerformanceEQH has outperformed WBS, delivering a return of +10.0% compared to +9.1%

WBS vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBS(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	94.25%	61.62%
Sharpe Ratio	1.49	-0.55
5Y Beta	1.26	1.37
Industry	Banks - Regional	Asset Management
P/E Ratio	12.08	-15.94
Forward P/E	11.60	4.58
PEG Ratio	0.33	N/A
Dividend Yield	2.12%	1.85%
5Y Dividends CAGR	4.56%	14.87%
5Y EPS CAGR	14.90%	-30.68%
Debt to Equity	7.71%	1405.49%
Free Cash Flow Yield	9.82%	8.65%
P/S Ratio	4.48	1.04
P/B Ratio	1.31	164.14

Market Cap

Winner

WBS

$12B

EQH

$12B

Max Drawdown

WBS

94.25%

Winner

EQH

61.62%

Sharpe Ratio

Winner

WBS

1.49

EQH

-0.55

5Y Beta

Winner

WBS

1.26

EQH

1.37

Industry

WBS

Banks - Regional

EQH

Asset Management

P/E Ratio

WBS

12.08

Winner

EQH

-15.94

Forward P/E

WBS

11.60

Winner

EQH

4.58

PEG Ratio

WBS

0.33

EQH

N/A

Dividend Yield

Winner

WBS

2.12%

EQH

1.85%

5Y Dividends CAGR

WBS

4.56%

Winner

EQH

14.87%

5Y EPS CAGR

Winner

WBS

14.90%

EQH

-30.68%

Debt to Equity

Winner

WBS

7.71%

EQH

1405.49%

Free Cash Flow Yield

Winner

WBS

9.82%

EQH

8.65%

P/S Ratio

WBS

4.48

Winner

EQH

1.04

P/B Ratio

Winner

WBS

1.31

EQH

164.14

WBS vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	WBS	EQH
1 month	+3.92%	+4.91%
3 months	+11.06%	+15.04%
6 months	+18.69%	-8.14%
1 year	+41.78%	-19.45%
5 years(CAGR)	+9.12%	+9.99%
10 years(CAGR)	+12.56%	+12.80%
Max(CAGR)	+6.30%	+12.80%

WBS

+3.92%

Winner

EQH

+4.91%

WBS

+11.06%

Winner

EQH

+15.04%

Winner

WBS

+18.69%

EQH

-8.14%

Winner

WBS

+41.78%

EQH

-19.45%

5Y(CAGR)

WBS

+9.12%

Winner

EQH

+9.99%

10Y(CAGR)

WBS

+12.56%

Winner

EQH

+12.80%

Max(CAGR)

WBS

+6.30%

Winner

EQH

+12.80%

WBS vs EQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WBS	EQH
2026	+19.77%	-6.98%
2025	+18.15%	+2.13%
2024	+11.36%	+45.79%
2023	+12.53%	+19.98%
2022	-15.39%	-11.54%
2021	+37.28%	+35.63%
2020	-16.99%	+6.06%
2019	+9.59%	+55.18%
2018	-10.81%	-17.22%
2017	+5.98%	N/A
2016	+54.74%	N/A
2015	+17.95%	N/A
2014	+8.87%	N/A
2013	+50.00%	N/A
2012	-1.43%	N/A
2011	+4.02%	N/A
2010	+57.96%	N/A
2009	-13.80%	N/A
2008	-54.09%	N/A
2007	-32.59%	N/A
2006	+5.12%	N/A
2005	-3.58%	N/A
2004	+13.58%	N/A
2003	+31.02%	N/A
2002	+12.07%	N/A
2001	+15.67%	N/A
2000	+25.59%	N/A
1999	-16.60%	N/A

WBS vs EQH Drawdown Comparison

The maximum drawdown for WBS was -93.72%, occurring on Mar 6, 2009. Recovery took 2450 trading sessions.

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

The current WBS drawdown is -0.70%. The current EQH drawdown is -19.56%.

Rank	WBS	EQH
#1	-93.72% Feb 20, 2007 - Nov 9, 2016	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-71.99% Jul 23, 2018 - Jan 6, 2022	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-47.90% Jan 11, 2022 - Nov 6, 2024	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-33.07% Nov 25, 2024 - Aug 26, 2025	-34.83% Sep 4, 2018 - May 3, 2019
#5	-29.59% Nov 3, 1999 - Dec 22, 2000	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-24.02% Aug 16, 2001 - Mar 15, 2002	-19.60% May 5, 2021 - Nov 4, 2021
#7	-22.89% May 2, 2002 - Jul 8, 2003	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-21.59% Mar 1, 2017 - Nov 29, 2017	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-17.15% Mar 9, 2004 - Nov 11, 2004	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-14.49% Dec 1, 2004 - Dec 26, 2006	-12.24% May 3, 2019 - Jul 23, 2019
#11	-14.02% Sep 4, 2025 - Dec 5, 2025	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-12.77% Feb 13, 2001 - Apr 19, 2001	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-11.82% Jan 12, 2018 - Apr 20, 2018	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-8.91% Feb 25, 2026 - Jun 12, 2026	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-8.29% Jul 14, 2003 - Sep 4, 2003	-8.85% Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between WBS and EQH is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

WBS vs EQH dividend yield comparison.

Year	WBS	EQH
2026	1.06%	1.30%
2025	2.54%	2.20%
2024	2.90%	1.99%
2023	3.15%	2.58%
2022	3.38%	2.72%
2021	2.87%	2.17%
2020	3.80%	2.58%
2019	2.87%	2.34%
2018	2.54%	1.56%
2017	1.83%	0.00%
2016	1.81%	0.00%
2015	2.39%	0.00%
2014	2.31%	0.00%
2013	1.76%	0.00%
2012	1.70%	0.00%
2011	0.78%	0.00%
2010	0.20%	0.00%
2009	0.34%	0.00%
2008	8.71%	0.00%
2007	3.66%	0.00%
2006	2.18%	0.00%
2005	2.09%	0.00%
2004	1.78%	0.00%
2003	1.79%	0.00%
2002	2.13%	0.00%
2001	1.59%	0.00%
2000	1.62%	0.00%