EQH
Price
$53.90
Change
-$0.74 (-1.35%)
Updated
Aug 15 closing price
Capitalization
16.15B
74 days until earnings call
WBIF
Price
$30.15
Change
+$0.17 (+0.57%)
Updated
Aug 13 closing price
Net Assets
29.66M
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EQH vs WBIF

Header iconEQH vs WBIF Comparison
Open Charts EQH vs WBIFBanner chart's image
Equitable Holdings
Price$53.90
Change-$0.74 (-1.35%)
Volume$3.32M
Capitalization16.15B
WBI BullBear Value 3000 ETF
Price$30.15
Change+$0.17 (+0.57%)
Volume$2.78K
Net Assets29.66M
EQH vs WBIF Comparison Chart in %
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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WBIF
Daily Signalchanged days ago
Gain/Loss if bought
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EQH vs. WBIF commentary
Aug 16, 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 WBIF is a Buy.

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COMPARISON
Comparison
Aug 16, 2025
Stock price -- (EQH: $53.90)
Brand notoriety:
Market capitalization --

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 while.

  • EQH’s FA Score: 4 green, 1 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 4 TA indicator(s) are bullish.

  • EQH’s TA Score: 4 bullish, 5 bearish.

Price Growth

EQH (@Investment Managers) experienced а +3.69% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.96%. For the same industry, the average monthly price growth was +1.72%, and the average quarterly price growth was +13.52%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (+0.96% 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 RATINGS
EQH: Fundamental Ratings
EQH
OUTLOOK RATING
1..100
19
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
8
SMR RATING
1..100
12
PRICE GROWTH RATING
1..100
48
P/E GROWTH RATING
1..100
6
SEASONALITY SCORE
1..100
85

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.

TECHNICAL ANALYSIS
Technical Analysis
EQHWBIF
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
74%
Momentum
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
74%
MACD
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
77%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
73%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
73%
Advances
ODDS (%)
Bullish Trend 5 days ago
68%
Bullish Trend 4 days ago
71%
Declines
ODDS (%)
Bearish Trend 18 days ago
66%
Bearish Trend 16 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
77%
Aroon
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
77%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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WBIF
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 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
-1.35%
CRBG - EQH
86%
Closely correlated
-1.31%
AMP - EQH
82%
Closely correlated
-2.07%
PFG - EQH
80%
Closely correlated
-0.58%
JHG - EQH
79%
Closely correlated
-1.97%
CG - EQH
78%
Closely correlated
-1.62%
More