EQH
Price
$52.84
Change
+$0.09 (+0.17%)
Updated
Sep 3 closing price
Capitalization
15.83B
55 days until earnings call
JHG
Price
$44.01
Change
-$0.29 (-0.65%)
Updated
Sep 3 closing price
Capitalization
6.86B
56 days until earnings call
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EQH vs JHG

Header iconEQH vs JHG Comparison
Open Charts EQH vs JHGBanner chart's image
Equitable Holdings
Price$52.84
Change+$0.09 (+0.17%)
Volume$3.68M
Capitalization15.83B
Janus Henderson Group
Price$44.01
Change-$0.29 (-0.65%)
Volume$1.01M
Capitalization6.86B
EQH vs JHG Comparison Chart in %
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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JHG
Daily Signalchanged days ago
Gain/Loss if bought
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EQH vs. JHG commentary
Sep 04, 2025

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 Hold and JHG is a Buy.

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COMPARISON
Comparison
Sep 04, 2025
Stock price -- (EQH: $52.84 vs. JHG: $44.01)
Brand notoriety: EQH and JHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: EQH: 137% vs. JHG: 93%
Market capitalization -- EQH: $15.83B vs. JHG: $6.86B
EQH [@Investment Managers] is valued at $15.83B. JHG’s [@Investment Managers] market capitalization is $6.86B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.26B to $0. The average market capitalization across the [@Investment Managers] industry is $7.48B.

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 4 FA rating(s) are green whileJHG’s FA Score has 2 green FA rating(s).

  • EQH’s FA Score: 4 green, 1 red.
  • JHG’s FA Score: 2 green, 3 red.
According to our system of comparison, EQH is a better buy in the long-term than JHG.

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 3 TA indicator(s) are bullish while JHG’s TA Score has 4 bullish TA indicator(s).

  • EQH’s TA Score: 3 bullish, 6 bearish.
  • JHG’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, JHG is a better buy in the short-term than EQH.

Price Growth

EQH (@Investment Managers) experienced а -1.75% price change this week, while JHG (@Investment Managers) price change was -1.48% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.55%. For the same industry, the average monthly price growth was +2.99%, and the average quarterly price growth was +20.25%.

Reported Earning Dates

EQH is expected to report earnings on Oct 29, 2025.

JHG is expected to report earnings on Oct 30, 2025.

Industries' Descriptions

@Investment Managers (+0.55% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
EQH($15.8B) has a higher market cap than JHG($6.87B). EQH has higher P/E ratio than JHG: EQH (40.96) vs JHG (16.55). EQH YTD gains are higher at: 13.726 vs. JHG (6.548). EQH has more cash in the bank: 43.5B vs. JHG (2.35B). JHG has less debt than EQH: JHG (395M) vs EQH (6.8B). EQH has higher revenues than JHG: EQH (13.6B) vs JHG (2.59B).
EQHJHGEQH / JHG
Capitalization15.8B6.87B230%
EBITDAN/A698M-
Gain YTD13.7266.548210%
P/E Ratio40.9616.55248%
Revenue13.6B2.59B526%
Total Cash43.5B2.35B1,849%
Total Debt6.8B395M1,722%
FUNDAMENTALS RATINGS
EQH vs JHG: Fundamental Ratings
EQH
JHG
OUTLOOK RATING
1..100
7875
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
23
Undervalued
PROFIT vs RISK RATING
1..100
938
SMR RATING
1..100
173
PRICE GROWTH RATING
1..100
5145
P/E GROWTH RATING
1..100
722
SEASONALITY SCORE
1..100
5050

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.

JHG's Valuation (23) in the Investment Managers industry is in the same range as EQH (25) in the Financial Conglomerates industry. This means that JHG’s stock grew similarly to EQH’s over the last 12 months.

EQH's Profit vs Risk Rating (9) in the Financial Conglomerates industry is in the same range as JHG (38) in the Investment Managers industry. This means that EQH’s stock grew similarly to JHG’s over the last 12 months.

EQH's SMR Rating (1) in the Financial Conglomerates industry is significantly better than the same rating for JHG (73) in the Investment Managers industry. This means that EQH’s stock grew significantly faster than JHG’s over the last 12 months.

JHG's Price Growth Rating (45) in the Investment Managers industry is in the same range as EQH (51) in the Financial Conglomerates industry. This means that JHG’s stock grew similarly to EQH’s over the last 12 months.

EQH's P/E Growth Rating (7) in the Financial Conglomerates industry is in the same range as JHG (22) in the Investment Managers industry. This means that EQH’s stock grew similarly to JHG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
EQHJHG
RSI
ODDS (%)
N/A
Bearish Trend 1 day ago
63%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
58%
Bearish Trend 1 day ago
57%
Momentum
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
70%
MACD
ODDS (%)
Bearish Trend 1 day ago
70%
Bearish Trend 1 day ago
57%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
61%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 1 day ago
67%
Advances
ODDS (%)
Bullish Trend 23 days ago
68%
Bullish Trend 8 days ago
68%
Declines
ODDS (%)
Bearish Trend 7 days ago
66%
Bearish Trend 1 day ago
61%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
76%
Bearish Trend 1 day ago
54%
Aroon
ODDS (%)
Bearish Trend 1 day ago
58%
Bullish Trend 1 day ago
57%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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JHG
Daily Signalchanged days ago
Gain/Loss if bought
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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 85% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
+0.17%
CRBG - EQH
85%
Closely correlated
-0.32%
AMP - EQH
82%
Closely correlated
-1.10%
PFG - EQH
80%
Closely correlated
+0.30%
JHG - EQH
80%
Closely correlated
-0.65%
CG - EQH
79%
Closely correlated
-1.63%
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