COMP <GO>
EQH vs RYAN // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Equitable Holdings Inc. (NYSE) VS. Ryan Specialty Holdings Inc. (NYSE) • 15-METRIC TALLY: EQH 2
— RYAN 7
■ METRIC PARITY
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
options-implied-move
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LAST: $43.84 (+1.29%) • MKT CAP: $11.07B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. RYAN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | RYAN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 10.30% | -10.30 | RYAN | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 23.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 4.60% | -3.33 | RYAN | /fcf-yield <GO> |
| Operating Margin | 0.00% | 16.50% | -16.50 | RYAN | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 2.10% | -2.10 | RYAN | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 21.90% | -28.00 | RYAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.55% | +1.56 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 59.2 | -2.90 | RYAN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.04 | -0.02 | RYAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $11.07B | $3.84B | EQH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | RYAN REV | EQH GROSS % | RYAN GROSS % | EQH FCF | RYAN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $2.99B | — | — | $189.1M | $508.9M |
| FY 2024 | $12.43B | $2.46B | — | — | $1.45B | $404.4M |
| FY 2023 | $10.46B | $2.03B | — | — | -$678.7M | $386.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
RYAN // BETA 1.04