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Equitable Holdings EQH Investment Management and Research — Adjusted Operating Income (Loss)

Discontinued — last reported Q1 '24

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Other financials

Income statement

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Revenue$4.2B-7.6%
Net income$621.0M+886%
EPS (diluted)$2.14+1,238%

Balance sheet

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Cash & equivalents$9.9B+21.3%
Total debt$3.8B-11.4%
Total equity$273.0M-88.6%
Total assets$310.38B+8.0%

Cash flow

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Operating cash flow$499.0M+216%

Valuation

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Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-0.2×

Profitability

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Net margin-5.9%—

Returns & leverage

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Return on equity-42%—
Debt / equity14.1×+12.3×

Where this comes from

Reported directly by Equitable Holdings in its filing.

Tagged under the XBRL concept eqh:AdjustedOperatingIncomeLoss.

The official record: Equitable Holdings’s 10-Q, filed May 2, 2024, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's investment management and research — adjusted operating income (loss)?
Equitable Holdings (EQH) reported investment management and research — adjusted operating income (loss) of $106M in Q1 2024.
How has Equitable Holdings's investment management and research — adjusted operating income (loss) changed year-over-year?
Equitable Holdings's investment management and research — adjusted operating income (loss) increased by 7.1% year-over-year, from $99M to $106M.
What is the long-term trend for Equitable Holdings's investment management and research — adjusted operating income (loss)?
Over 2 years (2021 to 2023), Equitable Holdings's investment management and research — adjusted operating income (loss) has grown at a -14.6% compound annual growth rate (CAGR), from $564M to $411M.
What does investment management and research — adjusted operating income (loss) mean?
The core profit generated by the investment management business after adjusting for non-operational items.
How do you interpret investment management and research — adjusted operating income (loss)?
An increase indicates improved operational efficiency or higher fee-based revenue, while a decrease signals margin pressure or declining assets under management.
How does investment management and research — adjusted operating income (loss) compare across companies?
Comparable to 'Segment Operating Income' or 'Core Earnings' reported by diversified financial services firms and asset managers.