Axa Equitable Holdings Stock Z Score

EQH Stock

USD 35.85 0.65 1.78%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Axa Equitable Piotroski F Score and Axa Equitable Valuation analysis.

As of now, Axa Equitable's Long Term Debt To Capitalization is increasing as compared to previous years. The Axa Equitable's current Return On Capital Employed is estimated to increase to 0, while Capital Surpluse is projected to decrease to under 1.8 B. As of now, Axa Equitable's Operating Income is decreasing as compared to previous years. The Axa Equitable's current Net Income From Continuing Ops is estimated to increase to about 2.1 B, while Depreciation And Amortization is projected to decrease to under 565.3 M.

Axa Equitable Holdings Company Z Score Analysis

Axa Equitable's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Axa Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Axa Equitable is extremely important. It helps to project a fair market value of Axa Stock properly, considering its historical fundamentals such as Z Score. Since Axa Equitable's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Axa Equitable's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Axa Equitable's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Long Term Debt Total	Capital Surpluse	Total Liab	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Total Current Assets	Short Term Debt	Intangible Assets	Cash And Equivalents	Common Stock	Net Invested Capital	Treasury Stock	Capital Stock	Current Deferred Revenue	Property Plant Equipment
Total Assets		-0.22	-0.22	-0.48	-0.25	0.94	-0.08	0.67	-0.57	0.23	-0.3	0.82	0.99	-0.42	0.94	-0.13	-0.11	-0.2	-0.06	-0.45	-0.84	-0.59	-0.88	0.92	0.78	-0.76
Total Stockholder Equity	-0.22		1.0	0.47	0.55	-0.23	0.35	-0.47	0.13	0.58	0.57	-0.4	-0.31	-0.46	-0.15	0.15	0.0	0.65	-0.38	0.6	0.46	0.85	0.61	-0.5	-0.74	0.51
Net Tangible Assets	-0.22	1.0		0.47	0.58	-0.23	0.35	-0.51	0.14	0.59	0.58	-0.39	-0.31	-0.48	-0.14	0.18	0.08	0.67	-0.4	0.61	0.46	0.84	0.61	-0.51	-0.75	0.48
Net Debt	-0.48	0.47	0.47		0.35	-0.61	0.38	-0.23	0.61	0.59	0.51	-0.43	-0.49	0.31	-0.29	0.33	0.27	0.27	-0.29	0.34	0.32	0.44	0.53	-0.5	-0.53	0.75
Retained Earnings	-0.25	0.55	0.58	0.35		-0.36	0.66	-0.52	0.04	0.16	0.69	0.03	-0.29	0.08	-0.28	0.44	0.06	0.29	-0.74	-0.11	0.27	0.35	0.46	-0.43	-0.55	0.38
Accounts Payable	0.94	-0.23	-0.23	-0.61	-0.36		-0.17	0.61	-0.51	0.11	-0.39	0.72	0.94	-0.52	0.87	-0.12	-0.03	-0.14	0.06	-0.28	-0.66	-0.54	-0.82	0.87	0.74	-0.84
Long Term Debt	-0.08	0.35	0.35	0.38	0.66	-0.17		-0.2	-0.17	0.01	0.91	0.01	-0.12	0.2	-0.23	0.71	-0.2	0.19	-0.83	-0.3	0.2	0.21	0.3	-0.3	-0.29	0.37
Net Receivables	0.67	-0.47	-0.51	-0.23	-0.52	0.61	-0.2		-0.19	0.07	-0.49	0.56	0.71	0.17	0.62	-0.19	-0.28	-0.69	0.15	-0.4	-0.71	-0.64	-0.73	0.74	0.85	-0.38
Good Will	-0.57	0.13	0.14	0.61	0.04	-0.51	-0.17	-0.19		0.33	-0.13	-0.39	-0.52	0.42	-0.39	0.05	0.34	0.19	0.36	0.51	0.51	0.19	0.43	-0.37	-0.41	0.54
Short Term Investments	0.23	0.58	0.59	0.59	0.16	0.11	0.01	0.07	0.33		0.1	0.06	0.2	-0.33	0.46	-0.01	0.3	0.44	-0.08	0.39	-0.16	0.24	-0.03	0.13	-0.17	0.17
Long Term Debt Total	-0.3	0.57	0.58	0.51	0.69	-0.39	0.91	-0.49	-0.13	0.1		-0.31	-0.37	0.02	-0.38	0.66	-0.07	0.41	-0.79	-0.01	0.39	0.54	0.56	-0.57	-0.58	0.53
Capital Surpluse	0.82	-0.4	-0.39	-0.43	0.03	0.72	0.01	0.56	-0.39	0.06	-0.31		0.85	-0.03	0.76	-0.18	-0.07	-0.32	-0.16	-0.73	-0.82	-0.8	-0.85	0.87	0.75	-0.71
Total Liab	0.99	-0.31	-0.31	-0.49	-0.29	0.94	-0.12	0.71	-0.52	0.2	-0.37	0.85		-0.34	0.93	-0.15	-0.1	-0.26	-0.01	-0.49	-0.86	-0.68	-0.92	0.95	0.83	-0.78
Deferred Long Term Liab	-0.42	-0.46	-0.48	0.31	0.08	-0.52	0.2	0.17	0.42	-0.33	0.02	-0.03	-0.34		-0.48	0.16	-0.23	-0.49	0.02	-0.42	0.09	-0.32	0.12	-0.18	0.07	0.44
Long Term Investments	0.94	-0.15	-0.14	-0.29	-0.28	0.87	-0.23	0.62	-0.39	0.46	-0.38	0.76	0.93	-0.48		-0.23	0.14	-0.12	0.0	-0.26	-0.85	-0.53	-0.85	0.89	0.71	-0.74
Short Long Term Debt	-0.13	0.15	0.18	0.33	0.44	-0.12	0.71	-0.19	0.05	-0.01	0.66	-0.18	-0.15	0.16	-0.23		0.21	0.11	-0.58	-0.08	0.28	0.14	0.28	-0.31	-0.21	0.25
Total Current Assets	-0.11	0.0	0.08	0.27	0.06	-0.03	-0.2	-0.28	0.34	0.3	-0.07	-0.07	-0.1	-0.23	0.14	0.21		0.17	-0.05	0.35	0.05	0.01	0.05	-0.05	-0.1	-0.21
Short Term Debt	-0.2	0.65	0.67	0.27	0.29	-0.14	0.19	-0.69	0.19	0.44	0.41	-0.32	-0.26	-0.49	-0.12	0.11	0.17		0.01	0.5	0.48	0.56	0.4	-0.33	-0.66	0.23
Intangible Assets	-0.06	-0.38	-0.4	-0.29	-0.74	0.06	-0.83	0.15	0.36	-0.08	-0.79	-0.16	-0.01	0.02	0.0	-0.58	-0.05	0.01		0.31	0.04	-0.19	-0.2	0.2	0.18	-0.15
Cash And Equivalents	-0.45	0.6	0.61	0.34	-0.11	-0.28	-0.3	-0.4	0.51	0.39	-0.01	-0.73	-0.49	-0.42	-0.26	-0.08	0.35	0.5	0.31		0.63	0.76	0.6	-0.52	-0.62	0.38
Common Stock	-0.84	0.46	0.46	0.32	0.27	-0.66	0.2	-0.71	0.51	-0.16	0.39	-0.82	-0.86	0.09	-0.85	0.28	0.05	0.48	0.04	0.63		0.74	0.91	-0.88	-0.85	0.67
Net Invested Capital	-0.59	0.85	0.84	0.44	0.35	-0.54	0.21	-0.64	0.19	0.24	0.54	-0.8	-0.68	-0.32	-0.53	0.14	0.01	0.56	-0.19	0.76	0.74		0.87	-0.82	-0.89	0.67
Treasury Stock	-0.88	0.61	0.61	0.53	0.46	-0.82	0.3	-0.73	0.43	-0.03	0.56	-0.85	-0.92	0.12	-0.85	0.28	0.05	0.4	-0.2	0.6	0.91	0.87		-0.98	-0.93	0.82
Capital Stock	0.92	-0.5	-0.51	-0.5	-0.43	0.87	-0.3	0.74	-0.37	0.13	-0.57	0.87	0.95	-0.18	0.89	-0.31	-0.05	-0.33	0.2	-0.52	-0.88	-0.82	-0.98		0.9	-0.81
Current Deferred Revenue	0.78	-0.74	-0.75	-0.53	-0.55	0.74	-0.29	0.85	-0.41	-0.17	-0.58	0.75	0.83	0.07	0.71	-0.21	-0.1	-0.66	0.18	-0.62	-0.85	-0.89	-0.93	0.9		-0.75
Property Plant Equipment	-0.76	0.51	0.48	0.75	0.38	-0.84	0.37	-0.38	0.54	0.17	0.53	-0.71	-0.78	0.44	-0.74	0.25	-0.21	0.23	-0.15	0.38	0.67	0.67	0.82	-0.81	-0.75

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Axa Equitable

According to the company's disclosures, Axa Equitable Holdings has a Z Score of 0.0. This is 100.0% lower than that of the Financial Services sector and about the same as Financials (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Axa Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Axa Equitable's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Axa Equitable could also be used in its relative valuation, which is a method of valuing Axa Equitable by comparing valuation metrics of similar companies.

Axa Equitable is currently under evaluation in z score category among related companies.

Axa Equitable Institutional Holders

Institutional Holdings refers to the ownership stake in Axa Equitable that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Axa Equitable's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Axa Equitable's value.

		Shares
Hsbc Holdings Plc	2023-12-31	7.8 M
Conifer Management, Llc	2023-12-31	7.6 M
Geode Capital Management, Llc	2023-12-31	6.5 M
First Trust Advisors L.p.	2023-12-31	6.2 M
Thornburg Investment Management Inc	2023-12-31	5.4 M
Goldman Sachs Group Inc	2023-12-31	5.2 M
Dimensional Fund Advisors, Inc.	2023-12-31	4 M
Northern Trust Corp	2023-12-31	4 M
Bank Of New York Mellon Corp	2023-12-31	3.8 M
Vanguard Group Inc	2023-12-31	38 M
Blackrock Inc	2023-12-31	32.8 M

Axa Fundamentals

	Return On Equity	0.38
	Return On Asset	0.0023
	Profit Margin	0.12 %
	Operating Margin	(0.57) %
	Current Valuation	12.81 B
	Shares Outstanding	327.62 M
	Shares Owned By Insiders	0.47 %
	Shares Owned By Institutions	99.53 %
	Number Of Shares Shorted	4.25 M
	Price To Earning	3.79 X
	Price To Book	11.00 X
	Price To Sales	1.14 X
	Revenue	10.53 B
	Gross Profit	5.41 B
	EBITDA	2.21 B
	Net Income	1.3 B
	Cash And Equivalents	4.28 B
	Cash Per Share	15.03 X
	Total Debt	4.65 B
	Debt To Equity	0.71 %
	Current Ratio	2.58 X
	Book Value Per Share	3.26 X
	Cash Flow From Operations	(863 M)
	Short Ratio	1.43 X
	Earnings Per Share	3.48 X
	Price To Earnings To Growth	1.71 X
	Target Price	40.67
	Number Of Employees	8.5 K
	Beta	1.4
	Market Capitalization	11.75 B
	Total Asset	266.8 B
	Retained Earnings	10.24 B
	Annual Yield	0.02 %
	Net Asset	266.8 B
	Last Dividend Paid	0.88

About Axa Equitable Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Axa Equitable Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Axa Equitable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Axa Equitable Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Axa Equitable Investors Sentiment

The influence of Axa Equitable's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Axa. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to Axa Equitable's public news can be used to forecast risks associated with an investment in Axa. The trend in average sentiment can be used to explain how an investor holding Axa can time the market purely based on public headlines and social activities around Axa Equitable Holdings. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Axa Equitable's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Axa Equitable's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Axa Equitable's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Axa Equitable.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Axa Equitable in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Axa Equitable's short interest history, or implied volatility extrapolated from Axa Equitable options trading.

Pair Trading with Axa Equitable

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Axa Equitable position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Axa Equitable will appreciate offsetting losses from the drop in the long position's value.

Moving together with Axa Stock

0.67	ESGR	Enstar Group Limited	Pair Corr
0.87	FIHL	Fidelis Insurance Report 28th of June 2024	Pair Corr
0.61	AEG	Aegon NV ADR	Pair Corr
0.89	AIG	American International Financial Report 2nd of May 2024	Pair Corr

Moving against Axa Stock

0.72	AC	Associated Capital	Pair Corr
0.67	GSHD	Goosehead Insurance Financial Report 24th of April 2024	Pair Corr
0.53	DHIL	Diamond Hill Investment	Pair Corr

The ability to find closely correlated positions to Axa Equitable could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Axa Equitable when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Axa Equitable - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Axa Equitable Holdings to buy it.

The correlation of Axa Equitable is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Axa Equitable moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Axa Equitable Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Axa Equitable can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Axa Equitable Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Axa Equitable's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Axa Equitable Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Axa Equitable Holdings Stock:

How To Invest In Axa

Details

Is Axa Stock a good investment?

Details

What is Axa Equitable's Net Worth?

Details

Largest Diversified Financial Services Companies

View

Largest Insurance - Diversified Companies

View

Check out Axa Equitable Piotroski F Score and Axa Equitable Valuation analysis.

You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Complementary Tools for Axa Stock analysis

When running Axa Equitable's price analysis, check to measure Axa Equitable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Axa Equitable is operating at the current time. Most of Axa Equitable's value examination focuses on studying past and present price action to predict the probability of Axa Equitable's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Axa Equitable's price. Additionally, you may evaluate how the addition of Axa Equitable to your portfolios can decrease your overall portfolio volatility.

	Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
	Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
	Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments
	Insider Screener Find insiders across different sectors to evaluate their impact on performance
	FinTech Suite Use AI to screen and filter profitable investment opportunities
	Analyst Advice Analyst recommendations and target price estimates broken down by several categories
	Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format
	AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities
	Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges
	Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities
	Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk
	Commodity Directory Find actively traded commodities issued by global exchanges
	Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes

Is Axa Equitable's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Axa Equitable. If investors know Axa will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Axa Equitable listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.961

Dividend Share

0.88

Earnings Share

3.48

Revenue Per Share

30.037

Quarterly Revenue Growth

(0.01)

The market value of Axa Equitable Holdings is measured differently than its book value, which is the value of Axa that is recorded on the company's balance sheet. Investors also form their own opinion of Axa Equitable's value that differs from its market value or its book value, called intrinsic value, which is Axa Equitable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Axa Equitable's market value can be influenced by many factors that don't directly affect Axa Equitable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Axa Equitable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Axa Equitable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Axa Equitable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Axa Equitable Holdings Stock Z Score

Axa Equitable Holdings Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Axa Z Score Driver Correlations

Axa Z Score Peer Comparison

Axa Equitable Institutional Holders

Axa Fundamentals

About Axa Equitable Fundamental Analysis

Axa Equitable Investors Sentiment

Pair Trading with Axa Equitable

Moving together with Axa Stock

Moving against Axa Stock

Complementary Tools for Axa Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY