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EQH Stock Analysis

Data source: Trade-Ideas Alerts | 4 alerts analyzed | Backtest period: 2023-07-28 → 2024-12-03

⚠️ Small sample size (4 alerts). Statistics may have high variance. Interpret with caution.

🏢 Company Profile

📍 NYSE 📅 IPO: May 10, 2018 🔗 www.equitable.com
💰 Market Cap: $13.08B 👥 Employees: 8,000
Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. It generates the majority of its revenue from the Asset Management segment which provides diversified investment management and related solutions globally to a broad range of clients through three main client channels - Institutional, Retail, and Private Wealth.
📊
4
Total Alerts
🎯
50.0%
Win Rate (5MIN)
💰
+0.24%
Avg Gain (5MIN)
🚀
+0.73%
Avg MFE (Max Potential)

📈 Performance by Timeframe

5MIN

Win Rate: 50.0%
Avg Gain: +0.24%
Avg Winner: +0.89%
Avg Loser: -0.42%
Best: +1.12%
Worst: -0.53%
Trades: 2/2

15MIN

Win Rate: 50.0%
Avg Gain: -0.08%
Avg Winner: +0.73%
Avg Loser: -0.88%
Best: +0.76%
Worst: -0.98%
Trades: 2/2

30MIN

Win Rate: 50.0%
Avg Gain: -0.28%
Avg Winner: +0.88%
Avg Loser: -1.44%
Best: +1.01%
Worst: -1.72%
Trades: 2/2

60MIN

Win Rate: 50.0%
Avg Gain: -0.78%
Avg Winner: +0.50%
Avg Loser: -2.05%
Best: +0.78%
Worst: -2.41%
Trades: 2/2

EOD (End of Day)

Win Rate: 25.0%
Avg Gain: -1.20%
Avg Winner: +0.38%
Avg Loser: -1.73%
Best: +0.38%
Worst: -2.69%
Trades: 1/3

🚀 Max Favorable / Adverse Excursion (MFE/MAE)

Institutional-grade metrics showing the maximum profit potential and risk for each alert.

📈 MFE (Max Profit Potential)

Average MFE: +0.73%
Best MFE: +1.55%
Avg Time to MFE: 3 min

On average, EQH alerts reach +0.73% profit potential within 3 minutes.

📉 MAE (Max Drawdown Risk)

Average MAE: +0.11%
Worst MAE: -0.88%
Avg Time to MAE: 2 min

Before reaching MFE, expect an average drawdown of 0.11%.

⚖️ Risk/Reward Ratio

6.43:1

Excellent risk/reward - potential gain is 6.43x the typical drawdown.

💡 Trading Insight: Based on 4 alerts, EQH typically reaches +0.73% profit before pulling back. Consider setting profit targets around 0.6% to capture most of the move.

🌅 Premarket Gap Analysis (9:25 → 9:30)

Total Gaps Analyzed 4
Gap Up % 50.0%
Avg Gap +0.35%
Best Gap +1.49%

🏭 Sector Comparison: INSURANCE AGENTS, BROKERS & SERVICE

How EQH compares to 11 other tickers in the same sector.

5-Min Gain
EQH: +0.24% Sector: +0.05% +0.18%
EOD Gain
EQH: -1.20% Sector: +3236.33% -3237.54%
Avg MFE
EQH: +0.73% Sector: +9.09% -8.35%

📋 Last 20 Alerts

Historical EQH alerts with performance metrics calculated from 1-minute price data. Each row shows the actual price movement at different timeframes after the alert.

Date Time Price 5min 15min 30min 60min EOD MFE MAE Gap Result
2024-12-03 09:26:46 $47.38 +1.12% +0.70% +0.75% +0.21% +0.38% +1.55% +0.60% +0.93% WIN
2024-12-02 09:27:08 $48.66 -0.31% -0.78% -1.15% -1.69% -2.69% +0.27% -0.41% -0.27% LOSS
2023-09-07 09:29:00 $28.43 -0.53% -0.98% -1.72% -2.41% -1.97% -0.39% -0.88% -0.77% LOSS
2023-07-28 09:28:00 $28.81 +0.66% +0.76% +1.01% +0.78% -0.52% +1.49% +1.15% +1.49% WIN

Table Metrics Explained:

  • 5min/15min/30min/60min/EOD: Price change at each timeframe (calculated from real minute-by-minute data)
  • MFE: Maximum Favorable Excursion - highest profit potential reached during the day
  • MAE: Maximum Adverse Excursion - worst drawdown experienced before reaching MFE
  • Gap: Premarket price gap from 9:25 AM to 9:30 AM market open
  • Result: WIN if 5min change > 0%, LOSS otherwise

🚀 Beat the 50.0% Baseline on EQH

The 50.0% win rate is just the raw starting point. Launch the app to apply filters (Volume, RSI, Time) and see if you can push EQH's performance to 75%+.

Optimize EQH Strategy →

Why Analyze EQH with FILTRIX?

🛡️ Realistic Entry Simulation

We don't inflate stats. Our analysis tracks only the first alert of the day for EQH. This simulates a true "Gap & Go" entry at pre-market hours (9:25-9:30 AM), avoiding the trap of chasing a stock that has already extended.

💰 Max Potential (MFE) Analysis

How much is left in the move? On winning days, EQH historically offers an average upside of +0.73% intraday. Our data helps you distinguish between a quick scalp and a runner.

📊 EQH Momentum Personality

With a baseline win rate of 50.0%, EQH shows neutral behavior, suggesting the need for additional volume confirmation.

⏱️ Optimized Exit Timing

Don't guess when to sell. Our backtests show EQH performs best on the 5MIN timeframe (Avg Gain: +0.24%), signaling that gains often fade later in the session.