Equitable Group (EQB.TO) Buy, Sell or Hold

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Equitable Group (EQB.TO)

118.37

-2.11 (1.75%)

as of Jun 10, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jun 10, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Equitable Group (EQB) has garnered mixed reviews from experts, highlighting both its strengths and concerns. The company's CEO is praised for steering it towards organic growth and digital adaptability, which has been bolstered by a recent strategic acquisition of PC Financial. However, concerns linger regarding its exposure to the mortgage market, particularly amidst macroeconomic challenges and a potential credit cycle downturn. While some experts favor EQB for its agile operations and growth potential, others caution against its lack of diversification compared to larger banks, especially in a weak housing market. Overall, the sentiment is divided between optimism for its future and caution regarding current economic conditions.

Consensus

Buy

Valuation

Overvalued

Similar

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We cover EQB and we have also had it in our growth model portfolio for some time now. We are quite comfortable with the name - the management team is strong, the business is expanding into new product lines, and it is overall gaining market share. It will likely be more volatile than a large Canadian bank at times, but as a high-growth peer to the large banks, which is also trading at a discount to the Big 6, we feel it can complement the large banks nicely and add a growth component.
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Unspecified

It is a niche bank that specializes in Alt A lending. It lends a lot to the real estate industry, both personal and commercial, with mortgages on multi-family residential. It is also has an online component. He likes the bigger banks but the smaller ones could grow more.

BUY

Adding to small- and mid-caps?

That's right. They've been severely beaten up over the last few years. Massive outflow of funds out of Canada, and it hits the smaller stocks even more. A lot of retail investors put in fund redemptions last year, so that created many bargains.

Over the last 6 months, he added to many of his small- and mid-cap positions. Companies like QTRH, JWEL, and EQB.

HOLD

Very good business for investors. Return on equity very high. Strong management team. Consistent growth for the past 20 years. Only concern is that credit cycle will tighten and make it harder to perform.

BUY ON WEAKNESS

Are very well-managed. Are exposed to insurance, too. He's been wanting to buy this for years, but the price keeps running away from him. Trades at 1.3x book and 9.5x PE. Doesn't pay a big dividend, because they reinvest into the company, which is good.

DON'T BUY

Good, but is less diversified than the Canadian banks. Also, he fears the real estate market will hit a bigger snag than many believe, and that would impact EQB earnings (through mortgages).

WAIT

Great company, alternative lender, very well managed. Though stock's not that expensive, he's waiting for a pullback. Rising rates haven't slowed the mortgage market to a significant enough degree to impact the share price.

BUY ON WEAKNESS

It is very well managed and has a high ROE. There are risks in the sector with a real estate slowdown. Still not priced low enough yet, so wait.

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HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

One of the criteria we used is Total long-term debt to Total Equity less than 1.5x, and EQB does not meet those criteria.
However, we think EQB’s capital base is good, growth has been strong recently.
We like EQB and would be comfortable holding it for the long term.
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BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 10-year ROE average of 16.6%. More than 340,000 customers. Recent acquisition of Concentra Bank. Strong balance sheet and valuation. Unlock Premium - Try 5i Free

WEAK BUY

Trading close to book value. He's looking at it. Concerns are net interest margins and funding costs. Fairly diversified portfolio of sources of capital. Potential loan growth might be stunted with housing slowdown. Improved commercial mortgages. Pending acquisition should go well.

Unspecified

It is a fantastic business and has been a solid performer for many years. Other names will give better growth.

BUY

Extremely well managed company. Very successful in gaining market share in alternative lending. Launching initiative to become a challenger bank (will be 6th or 7th largest bank in Canada soon). Current share price presenting good buying opportunity. Share price to book value is currently a good price.

HOLD

Very well managed company. Has recently sold position as share price increased. Very strong growth in recent years with pandemic. Challenger bank that is executing well and growing. Dividend increasing, and stock priced cheap compared to large Canadian banks.

BUY

A great business with a strong management team. They take advantage of inefficiencies in Canadian industry that banks are not doing. Their bank offering is doing well with increase in account openings. They have seen big deferrals from last quarter but it has now stabilized. There is good organic growth and a possible expansion of the addressable market.

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Equitable Group (EQB.TO)