COMP <GO>
RYAN vs EQH // EV/EBITDA & P/E VALUATION
Ryan Specialty Holdings Inc. (NYSE) VS. Equitable Holdings Inc. (NYSE) • 15-METRIC TALLY: RYAN 7
— EQH 2
■ METRIC PARITY
LAST: $43.84 (+1.29%) • MKT CAP: $11.07B
valuation
23.4x
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RYAN VS. EQH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RYAN | EQH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.30% | 0.00% | +10.30 | RYAN | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 23.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 1.27% | +3.33 | RYAN | /fcf-yield <GO> |
| Operating Margin | 16.50% | 0.00% | +16.50 | RYAN | /operating-margins <GO> |
| Net Profit Margin | 2.10% | 0.00% | +2.10 | RYAN | /net-margins <GO> |
| Revenue Growth (YoY) | 21.90% | -6.10% | +28.00 | RYAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.55% | 2.11% | -1.56 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 56.3 | +2.90 | RYAN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.02 | +0.02 | RYAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 35.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.07B | $14.91B | -$3.84B | EQH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RYAN REV | EQH REV | RYAN GROSS % | EQH GROSS % | RYAN FCF | EQH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.99B | $11.66B | — | — | $508.9M | $189.1M |
| FY 2024 | $2.46B | $12.43B | — | — | $404.4M | $1.45B |
| FY 2023 | $2.03B | $10.46B | — | — | $386.0M | -$678.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RYAN // BETA 1.04
EQH // BETA 1.02