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EQH vs HIG
Which Stock Would AI Choose? Equitable Holdings (EQH) vs. The Hartford (HIG) Stock Comparison
Key Takeaways
- EQH focuses on annuities and wealth management with record $1.1 trillion in assets, showing strong growth in recent market activity.
- HIG excels in property and casualty insurance, posting robust Q1 2026 results with $7.23 billion in revenue and 20.3% return on equity (ROE, a measure of profitability relative to shareholders' equity).
- HIG boasts a larger market cap around $39 billion versus EQH's $12 billion, indicating greater scale and stability.
- EQH trades at a forward P/E (price-to-earnings ratio, a valuation metric) of 4.59, suggesting potential value, while HIG's trailing P/E hovers around 10.
- Both stocks have shown resilience in the insurance sector amid recent volatility, with HIG demonstrating pricing discipline and EQH benefiting from asset accumulation.
- Tickeron's AI analysis leans toward HIG for its consistent momentum and higher ROE in current conditions.
Introduction
Equitable Holdings (EQH) and The Hartford (HIG) represent key players in the insurance sector, with EQH emphasizing life insurance and annuities, and HIG focusing on property and casualty lines. This comparison is timely amid shifting interest rates and economic uncertainty, helping traders assess relative performance, valuation, and growth potential. Investors seeking diversified exposure to insurance—whether value-oriented or momentum-driven—will find insights into how these stocks position against sector peers and broader market trends.
EQH Overview and Recent Performance
Equitable Holdings, Inc. (EQH) is a financial services firm primarily offering annuities, life insurance, and asset management through subsidiaries like Equitable Financial Life Insurance Company and AllianceBernstein. Its asset-light model generates strong free cash flow for share repurchases and dividends. In recent weeks, EQH shares have exhibited upward momentum, trading around $42 with a 3% gain in recent sessions, rebounding from a softer stretch. Key drivers include Q4 2025 earnings that beat estimates with $1.67 EPS (earnings per share) and record $1.1 trillion in assets under management (AUM, total assets managed), fueled by favorable market conditions and product demand. Sentiment has improved on strategic shifts toward fee-based revenue, though sensitivity to interest rates remains a factor.
HIG Overview and Recent Performance
The Hartford Financial Services Group, Inc. (HIG), commonly known as The Hartford, provides property and casualty insurance, group benefits, and mutual funds across commercial, personal, and employee lines. Its diversified model emphasizes underwriting discipline and technology integration. Recently, shares have traded near $136-$138, reflecting stability with modest gains amid sector rotation. Q1 2026 results highlighted core earnings of $866 million, revenue up 6-7% to $7.23 billion, and a 20.3% ROE, driven by pricing power in business insurance and improved personal lines margins. Investor sentiment benefits from consistent capital returns and resilience to catastrophe losses, positioning HIG well in a hardening P&C (property and casualty) market.
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Head-to-Head Comparison
While both operate in insurance, EQH's annuity-centric model contrasts HIG's P&C dominance, exposing EQH more to equity markets and rates, versus HIG's catastrophe risks balanced by premium growth. Growth drivers favor EQH via AUM expansion (1.0x P/S ratio), while HIG leverages scale (larger market cap) and 20%+ ROE. Recent momentum tilts to HIG with steady gains versus EQH's volatility. Risks include rate sensitivity for both, but HIG shows stronger sentiment from execution. Trade-offs: EQH offers value (low forward P/E), HIG stability.
Tickeron AI Verdict
Tickeron's AI currently favors HIG with higher probability due to superior trend consistency, elevated ROE, and robust Q1 catalysts amid favorable P&C dynamics. EQH holds appeal for value seekers, but HIG's relative positioning suggests stronger near-term upside potential in the current environment.
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. Disclaimers and Limitations
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 EQH is a Buy and HIG is a Buy.
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).
EQH’s FA Score shows that 2 FA rating(s) are green whileHIG’s FA Score has 1 green FA rating(s).
- EQH’s FA Score: 2 green, 3 red.
- HIG’s FA Score: 1 green, 4 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.
EQH’s TA Score shows that 5 TA indicator(s) are bullish while HIG’s TA Score has 5 bullish TA indicator(s).
- EQH’s TA Score: 5 bullish, 4 bearish.
- HIG’s TA Score: 5 bullish, 4 bearish.
Price Growth
EQH (@Investment Managers) experienced а -0.49% price change this week, while HIG (@Multi-Line Insurance) price change was +0.24% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
The average weekly price growth across all stocks in the @Multi-Line Insurance industry was -0.61%. For the same industry, the average monthly price growth was -0.81%, and the average quarterly price growth was -2.90%.
Reported Earning Dates
EQH is expected to report earnings on Aug 05, 2026.
HIG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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.
@Multi-Line Insurance (-0.61% 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.
| EQH | HIG | EQH / HIG | |
| Capitalization | 12.6B | 36B | 35% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -4.256 | -3.834 | 111% |
| P/E Ratio | 37.88 | 9.11 | 416% |
| Revenue | 11.3B | 28.5B | 40% |
| Total Cash | 41.1B | 21.8B | 189% |
| Total Debt | 6.93B | 4.37B | 158% |
EQH | HIG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 41 Fair valued | |
PROFIT vs RISK RATING 1..100 | 54 | 5 | |
SMR RATING 1..100 | 100 | 50 | |
PRICE GROWTH RATING 1..100 | 49 | 59 | |
P/E GROWTH RATING 1..100 | 10 | 78 | |
SEASONALITY SCORE 1..100 | 34 | 65 |
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 (13) in the Financial Conglomerates industry is in the same range as HIG (41) in the Multi Line Insurance industry. This means that EQH’s stock grew similarly to HIG’s over the last 12 months.
HIG's Profit vs Risk Rating (5) in the Multi Line Insurance industry is somewhat better than the same rating for EQH (54) in the Financial Conglomerates industry. This means that HIG’s stock grew somewhat faster than EQH’s over the last 12 months.
HIG's SMR Rating (50) in the Multi Line Insurance industry is somewhat better than the same rating for EQH (100) in the Financial Conglomerates industry. This means that HIG’s stock grew somewhat faster than EQH’s over the last 12 months.
EQH's Price Growth Rating (49) in the Financial Conglomerates industry is in the same range as HIG (59) in the Multi Line Insurance industry. This means that EQH’s stock grew similarly to HIG’s over the last 12 months.
EQH's P/E Growth Rating (10) in the Financial Conglomerates industry is significantly better than the same rating for HIG (78) in the Multi Line Insurance industry. This means that EQH’s stock grew significantly faster than HIG’s over the last 12 months.
| EQH | HIG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | 2 days ago 80% |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 38% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 61% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 42% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 41% |
| Advances ODDS (%) | 8 days ago 66% | 8 days ago 59% |
| Declines ODDS (%) | 2 days ago 69% | 6 days ago 44% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 46% |
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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 83% 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.