MetaCap

Equitable (EQH) vs Hagerty (HGTY)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Hagerty (HGTY) has outperformed Equitable (EQH) over the past year, gaining 17.3% versus a gain of 6.3%. Over five years, EQH leads with a +67.0% price change compared with +41.4% for HGTY. Equitable is the larger company by market cap ($14.36 billion vs $4.85 billion), about 3.0 times the size, while Hagerty is growing revenue faster (+17.3% vs -6.1%).

On valuation, Equitable trades at a lower forward P/E (5.9x vs 24.1x for Hagerty). Equitable pays a dividend yielding 2.17%, while Hagerty does not currently pay one. Hagerty converts more of its revenue into profit, with a net margin of 10.2% versus -11.8%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

EQH+6.34%HGTY+17.26%
+20%-6%-32%
Oct 8, 20251 yearOct 8, 2026
EQH+68.87%HGTY+41.08%
+90%+29%-31%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

EQH versus HGTY key metrics
MetricEQHHGTY
Share price$52.63$14.11
Market cap$14.36B$4.85B
1-day change-1.59%-0.63%
YTD return+12.24%+5.65%
1-year return+6.34%+17.26%
5-year return+66.97%+41.43%
P/E ratio (TTM)—128.27
Forward P/E5.8824.10
EPS (TTM)$-3.37$0.11
Dividend yield2.17%0.00%
Annual dividend$1.14$0.00
Revenue (latest FY)$11.66B$1.46B
Revenue growth (YoY)-6.12%+17.31%
Net income (latest FY)$-1.38B$149.22M
Net margin-11.83%10.25%
52-week high$55.23$14.36
52-week low$35.20$9.36
Distance from 52-week high-4.70%-1.71%
Analyst consensusstrong_buybuy
Avg. price target upside+19.53%+2.76%
Average volume2.81M343.93K
Shares outstanding272.77M111.32M
Employees8,0001,891
SectorFinanceFinance
IndustrySpecialty InsurersSpecialty Insurers

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Equitable is about 3.0 times larger than Hagerty by market value ($14.36B vs $4.85B).
  • HGTY has outperformed EQH by 10.9 percentage points over the past year.
  • Equitable offers a meaningfully higher dividend yield (2.17% vs 0.00%).
  • Hagerty is more profitable, keeping 10.2 cents of every revenue dollar as net income versus -11.8 cents for Equitable.
  • Hagerty grew revenue faster in its latest fiscal year (+17.31% vs -6.12%).

About Equitable

EQH stock →

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy.

Finance · Specialty Insurers · 8,000 employees

About Hagerty

HGTY stock →

Hagerty, Inc. provides insurance services for collector cars and enthusiast vehicles in the United States, Canada, and the United Kingdom.

Finance · Specialty Insurers · 1,891 employees

EQH vs HGTY FAQ

Which is bigger, Equitable or Hagerty?

Equitable (EQH) is larger, with a market capitalization of $14.36B compared with $4.85B for Hagerty (HGTY).

Which stock has performed better over the past year, EQH or HGTY?

HGTY returned +17.26% over the past 12 months, compared with +6.34% for EQH (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Equitable or Hagerty?

Equitable pays a dividend yielding 2.17%, while Hagerty does not currently pay a regular dividend.

Are Equitable and Hagerty in the same industry?

Yes. Both are classified in the Specialty Insurers industry within the Finance sector.

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