Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
EQHSector12 quartersMarket cap$15.03B$6.02BEnterprise value$1.68B$8.09BAvg daily $ volume$197.3M$69.62MDaily turnover1.3%0.9%
EQHSector12 quartersRevenue CAGR 3y3.7%9.3%Revenue CAGR 5y10.4%7.4%Revenue growth YoY-29.8%10.7%Revenue acceleration−22.2 pp−0.5 ppFCF growth YoY—13.9%FCF conversion—111.5%Forward growth (HoM est.)—10.6% EQHSector12 quartersP/E (trailing)—13.0×P/E (forward, HoM est.)—11.9×P/E vs. sector—1.0×PEG (HoM est.)—1.33EV/Sales0.2×2.7×FCF yield—7.4%Dividend yield2.0%2.0%Shareholder yield11.8%4.6%
EQHSector12 quartersQuality checks passed23ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y-22.0%-1.6%Stock compensation / revenue—2.0%Accruals ratio-0.7%-0.5% EQHSector12 quartersEfficiency ratio—58.5%Net interest income / assets—3.2%Credit cost—0.2%Return on tangible equity—14.6%Equity / assets-0.2%13.4%Price / tangible book—1.8× EQHSector12 quartersDays to next report1513
EQHSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$1.73M-$161.4KInstitutional ownership97.2%85.8%Institutional Δ QoQ+13.5 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying+0.4 pp−0.0 ppActive funds net buying−0.7 pp+0.0 ppDays to cover1.524.49Short % of shares out2.0%4.4%Short interest Δ−0.4 pp+0.1 pp