Financial Comparison: Equus Total Return (EQS) vs. Its Competitors

Equus Total Return (NYSE:EQSGet Rating) is one of 198 publicly-traded companies in the “Investment offices, not elsewhere classified” industry, but how does it compare to its competitors? We will compare Equus Total Return to related companies based on the strength of its dividends, analyst recommendations, earnings, risk, profitability, institutional ownership and valuation.

Risk & Volatility

Equus Total Return has a beta of 0.91, suggesting that its share price is 9% less volatile than the S&P 500. Comparatively, Equus Total Return’s competitors have a beta of 0.66, suggesting that their average share price is 34% less volatile than the S&P 500.

Insider & Institutional Ownership

0.6% of Equus Total Return shares are held by institutional investors. Comparatively, 25.4% of shares of all “Investment offices, not elsewhere classified” companies are held by institutional investors. 30.7% of Equus Total Return shares are held by insiders. Comparatively, 6.3% of shares of all “Investment offices, not elsewhere classified” companies are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Analyst Recommendations

This is a summary of recent ratings and recommmendations for Equus Total Return and its competitors, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equus Total Return 0 0 0 0 N/A
Equus Total Return Competitors 106 522 629 4 2.42

As a group, “Investment offices, not elsewhere classified” companies have a potential upside of 12.51%. Given Equus Total Return’s competitors higher probable upside, analysts clearly believe Equus Total Return has less favorable growth aspects than its competitors.

Valuation and Earnings

This table compares Equus Total Return and its competitors revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Equus Total Return $320,000.00 $2.59 million 11.42
Equus Total Return Competitors $90.68 million $63.59 million 9.96

Equus Total Return’s competitors have higher revenue and earnings than Equus Total Return. Equus Total Return is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Profitability

This table compares Equus Total Return and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Equus Total Return N/A -3.81% -3.60%
Equus Total Return Competitors 364.00% 6.93% 3.21%

Summary

Equus Total Return competitors beat Equus Total Return on 7 of the 10 factors compared.

About Equus Total Return

(Get Rating)

Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing. It invests in small to mid-sized companies and acts as a lead investor. It invests in technology, telecommunication, financial services, natural resource and industrial manufacturing and services. It invests in companies engaged in the alternative energy, real estate, healthcare, education, e-learning, leisure and entertainment, and foreign investment sector in the United States, China, India, and Europe. It investments include common and preferred stock, debt convertible into common or preferred stock, debt combined with warrants and options, and other rights to acquire common or preferred stock. It seeks to invest in companies between $1 million to $25 million with revenues between $5 million and $150 million with EBITDA between $2 million to $50 million. It seeks to take control and non-control equity positions. Equus Total Return, Inc. was founded in 1991 and is based in Houston, Texas with additional office in Vancouver, Canada.

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