COMP <GO>
ERIE vs EQH // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Erie Indemnity Company (NASDAQ) VS. Equitable Holdings Inc. (NYSE) • 15-METRIC TALLY: ERIE 9
— EQH 2
■ METRIC PARITY
LAST: $261.39 (+4.23%) • MKT CAP: $11.58B
options-implied-move
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LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ERIE VS. EQH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ERIE | EQH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.30% | 0.00% | +24.30 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.3x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.35% | 1.27% | +3.08 | ERIE | /fcf-yield <GO> |
| Operating Margin | 17.60% | 0.00% | +17.60 | ERIE | /operating-margins <GO> |
| Net Profit Margin | 13.80% | 0.00% | +13.80 | ERIE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | -6.10% | +13.30 | ERIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 2.11% | +0.09 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.4 | 56.3 | +0.10 | ERIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.02 | -0.13 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.3x | 35.0x | -15.70 | ERIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.58B | $14.91B | -$3.33B | EQH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ERIE REV | EQH REV | ERIE GROSS % | EQH GROSS % | ERIE FCF | EQH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.07B | $11.66B | — | — | $503.6M | $189.1M |
| FY 2024 | $3.80B | $12.43B | — | — | $440.5M | $1.45B |
| FY 2023 | $3.27B | $10.46B | — | — | $234.1M | -$678.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ERIE // BETA 0.89
EQH // BETA 1.02