Stock comparison
Equitable Holdings
Visa
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
EQH
Equitable Holdings
Market cap
$11.94B
Sector
Financials
V
Visa
Market cap
$633.99B
Sector
Financials
Overall winner
Visa V
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EQH | V | Winner |
|---|---|---|---|
| Warren Buffett | 31F | 79B | V |
| Benjamin Graham | 56D | 74B | V |
| Philip Fisher | 49D | 78B | V |
| Peter Lynch | 74B | 64C | EQH |
| Joel Greenblatt | 2F | 74B | V |
| Charlie Munger | 25F | 85A | V |
| Terry Smith | 21F | 90A | V |
Side-by-side metrics
| Metric | EQH | V |
|---|---|---|
| Market cap | $11.94B | $633.99B |
| P/E (TTM) | - | 28.0x |
| EV/EBIT | - | 26.5x |
| ROIC (TTM) | -0.26% | 32.73% |
| Gross margin | 63.55% | 81.29% |
| Net margin | -7.26% | 51.68% |
| Revenue CAGR 5y | 11.25% | 13.5% |
| EPS CAGR 5y | 53.0% | 16.07% |
| Debt / Equity | 25.4x | 0.7x |
| Dividend yield | 2.54% | 0.8% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EQH leads on
- P/E (TTM)-vs 28.0x+152%
- EV/EBIT-vs 26.5x+128%
- EPS CAGR 5y53.0%vs 16.07%+70%
- Dividend yield2.54%vs 0.8%+69%
V leads on
- Net margin51.68%vs -7.26%+114%
- ROIC (TTM)32.73%vs -0.26%+101%
- Market cap$633.99Bvs $11.94B+98%
- Debt / Equity0.7xvs 25.4x+97%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.