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AIG vs EQH
Which Stock Would AI Choose? American International Group (AIG) vs. Equitable Holdings (EQH) Stock Comparison
Key Takeaways
- AIG trades at a trailing P/E of 13.83 with positive EPS of 5.68, while EQH reports negative EPS of -2.85 amid ongoing merger integration.
- Both stocks have underperformed the S&P 500 year-to-date, with AIG returning 6.99% and EQH returning 1.43% as of late July 2026.
- AIG offers a higher dividend yield of 2.55% compared to EQH's 2.39%, supported by a market capitalization of approximately 41.66 billion versus 13.01 billion.
- EQH benefits from recent stockholder approval of its merger with Corebridge Financial, creating a larger combined entity with over 1 trillion in assets under management.
- AIG maintains a more diversified global insurance portfolio focused on property and casualty lines, contrasting with EQH's emphasis on retirement, annuities, and asset management through AllianceBernstein.
- Analyst price targets remain above current levels for both, with AIG averaging 88.55 and EQH averaging 60.82.
Introduction
This comparison examines AIG and EQH within the financial services sector, where insurance and asset management firms navigate evolving interest rates, regulatory changes, and consolidation trends. Professional investors and traders evaluating relative performance, dividend sustainability, and exposure to market volatility may find this analysis relevant for portfolio positioning or sector allocation decisions. The review draws on observable metrics such as valuation ratios, recent returns, and corporate developments to highlight key contrasts without projecting future outcomes.
AIG Overview and Recent Performance
American International Group, Inc. operates as a diversified insurer providing commercial property, casualty, and specialty products across North America and international markets through segments including North America Commercial, International Commercial, and Global Personal. In recent market activity, the stock has traded in a range reflecting broader financial sector pressures, closing at 78.58 on July 31, 2026, with a market capitalization of 41.66 billion. Year-to-date performance reached 6.99%, trailing the S&P 500's 9.41% gain, while the one-year return stood at 3.64%. Factors influencing sentiment include upcoming second-quarter earnings expectations of 1.89 EPS and a moderate buy consensus among analysts, alongside a trailing P/E ratio of 13.83 and a forward dividend yield of 2.55%. The company's beta of 0.52 indicates lower volatility relative to the market, supporting stability in its insurance underwriting and risk management operations.
EQH Overview and Recent Performance
Equitable Holdings, Inc. functions as a diversified financial services company offering retirement products, annuities, life insurance, wealth management, and asset management services via segments such as Individual Retirement, Group Retirement, Asset Management, and Protection Solutions, including its AllianceBernstein affiliate. Recent market activity shows the stock closing at 47.65 on July 31, 2026, with a market capitalization of 13.01 billion. Year-to-date returns reached 1.43%, below the S&P 500 benchmark, with a one-year return of 4.81%. Developments shaping performance include stockholder approvals for the merger with Corebridge Financial in recent weeks, alongside multiple analyst target increases. The company maintains a forward dividend yield of 2.39%, though trailing EPS stands at -2.85 and profitability metrics reflect a negative profit margin. A beta of 1.09 suggests greater sensitivity to market movements compared to peers in the asset management and retirement space.
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Head-to-Head Comparison
AIG and EQH differ markedly in business models, with AIG centered on global property-casualty and specialty insurance underwriting while EQH emphasizes retirement annuities, variable life products, and institutional asset management. Growth drivers contrast accordingly: AIG relies on premium volume and underwriting discipline across commercial lines, whereas EQH draws from asset accumulation, fee income, and the recently approved merger integration expected to expand scale significantly. Recent momentum shows both lagging broader indices, though EQH carries a notable corporate catalyst from the Corebridge transaction amid analyst upgrades, while AIG exhibits steadier valuation metrics including a price-to-book ratio near 1.03. Risk factors include AIG's exposure to catastrophe losses and interest rate impacts on reserves, contrasted with EQH's higher leverage and sensitivity to equity market performance affecting annuity reserves. Sector exposure places AIG firmly in diversified insurance, while EQH blends insurance with asset management, potentially offering different correlations to economic cycles. Market sentiment reflects analyst support for both, tempered by EQH's current negative earnings and AIG's more consistent profitability profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative catalysts, Tickeron’s AI models currently assign a modest probabilistic edge to EQH due to the momentum from its approved merger and associated analyst target revisions, which could support positioning in the near term. AIG demonstrates stronger valuation stability and positive earnings, providing a more defensive profile amid sector volatility. The assessment remains probabilistic and tied to current data patterns rather than guarantees of outperformance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AIG is a Hold and EQH is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AIG’s FA Score shows that 2 FA rating(s) are green whileEQH’s FA Score has 2 green FA rating(s).
- AIG’s FA Score: 2 green, 3 red.
- EQH’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AIG’s TA Score shows that 4 TA indicator(s) are bullish while EQH’s TA Score has 4 bullish TA indicator(s).
- AIG’s TA Score: 4 bullish, 5 bearish.
- EQH’s TA Score: 4 bullish, 5 bearish.
Price Growth
AIG (@Multi-Line Insurance) experienced а -0.68% price change this week, while EQH (@Investment Managers) price change was -7.89% for the same time period.
The average weekly price growth across all stocks in the @Multi-Line Insurance industry was -0.54%. For the same industry, the average monthly price growth was -2.91%, and the average quarterly price growth was +0.32%.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.12%. For the same industry, the average monthly price growth was +8.00%, and the average quarterly price growth was +4.69%.
Reported Earning Dates
AIG is expected to report earnings on Nov 04, 2026.
EQH is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Multi-Line Insurance (-0.54% weekly)A multi-line insurance contract bundles together exposures to risk and covers them under a single contract. For providers of such policies, the bundle is a potential risk diversification strategy since their exposure gets spread over several factors, which helps them mitigate a financial burden if a catastrophic event were to occur. Other potential benefits include getting more premiums from including more than one type of insurance in a bundle, and getting a competitive edge by procuring multiple insurance contracts with a customer. Examples of companies in this industry are Berkshire Hathaway (which owns several insurance companies), Chubb Limited, American International Group, Inc. and Sun Life Financial Inc.
@Investment Managers (+2.12% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| AIG | EQH | AIG / EQH | |
| Capitalization | 39.8B | 13.3B | 299% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -9.903 | 4.748 | -209% |
| P/E Ratio | 13.89 | 37.88 | 37% |
| Revenue | 26.6B | 11.3B | 235% |
| Total Cash | N/A | N/A | - |
| Total Debt | 9.16B | 6.93B | 132% |
AIG | EQH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 92 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 32 Undervalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 21 | 43 | |
SMR RATING 1..100 | 91 | 100 | |
PRICE GROWTH RATING 1..100 | 59 | 49 | |
P/E GROWTH RATING 1..100 | 58 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EQH's Valuation (11) in the Financial Conglomerates industry is in the same range as AIG (32) in the Multi Line Insurance industry. This means that EQH’s stock grew similarly to AIG’s over the last 12 months.
AIG's Profit vs Risk Rating (21) in the Multi Line Insurance industry is in the same range as EQH (43) in the Financial Conglomerates industry. This means that AIG’s stock grew similarly to EQH’s over the last 12 months.
AIG's SMR Rating (91) in the Multi Line Insurance industry is in the same range as EQH (100) in the Financial Conglomerates industry. This means that AIG’s stock grew similarly to EQH’s over the last 12 months.
EQH's Price Growth Rating (49) in the Financial Conglomerates industry is in the same range as AIG (59) in the Multi Line Insurance industry. This means that EQH’s stock grew similarly to AIG’s over the last 12 months.
EQH's P/E Growth Rating (9) in the Financial Conglomerates industry is somewhat better than the same rating for AIG (58) in the Multi Line Insurance industry. This means that EQH’s stock grew somewhat faster than AIG’s over the last 12 months.
| AIG | EQH | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 81% |
| Stochastic ODDS (%) | 3 days ago 70% | 3 days ago 79% |
| Momentum ODDS (%) | 3 days ago 48% | 3 days ago 67% |
| MACD ODDS (%) | 3 days ago 43% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 50% | 3 days ago 67% |
| TrendMonth ODDS (%) | 3 days ago 45% | 3 days ago 65% |
| Advances ODDS (%) | 3 days ago 60% | 10 days ago 67% |
| Declines ODDS (%) | 11 days ago 49% | 4 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 78% | 3 days ago 64% |
| Aroon ODDS (%) | N/A | 3 days ago 58% |
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EQH and
Correlation & Price change
A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.