COMP <GO>
EQH vs BRO // EV/EBITDA & P/E VALUATION
Equitable Holdings Inc. (NYSE) VS. Brown & Brown Inc. (NYSE) • 15-METRIC TALLY: EQH 3
— BRO 8
■ METRIC PARITY
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
valuation
—
LAST: $69.76 (+2.83%) • MKT CAP: $22.50B
valuation
21.1x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. BRO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | BRO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 4.70% | -4.70 | BRO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 21.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 6.14% | -4.87 | BRO | /fcf-yield <GO> |
| Operating Margin | 0.00% | 21.80% | -21.80 | BRO | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 17.90% | -17.90 | BRO | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 22.80% | -28.90 | BRO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.86% | +1.25 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | BRO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 51.1 | +5.20 | EQH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.91 | +0.11 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 17.9x | +17.10 | BRO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $22.50B | -$7.59B | BRO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | BRO REV | EQH GROSS % | BRO GROSS % | EQH FCF | BRO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $5.90B | — | — | $189.1M | $1.38B |
| FY 2024 | $12.43B | $4.80B | — | — | $1.45B | $1.09B |
| FY 2023 | $10.46B | $4.26B | — | — | -$678.7M | $818.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
BRO // BETA 0.91