Equus Total Return (NYSE:EQS – Get Rating) is one of 198 public companies in the “Investment offices, not elsewhere classified” industry, but how does it weigh in compared to its rivals? We will compare Equus Total Return to similar companies based on the strength of its dividends, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations.
This is a summary of recent recommendations and price targets for Equus Total Return and its rivals, as provided 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||525||632||4||2.42|
As a group, “Investment offices, not elsewhere classified” companies have a potential upside of 8.91%. Given Equus Total Return’s rivals higher probable upside, analysts clearly believe Equus Total Return has less favorable growth aspects than its rivals.
|Net Margins||Return on Equity||Return on Assets|
|Equus Total Return||N/A||-3.81%||-3.60%|
|Equus Total Return Competitors||-176.07%||7.04%||3.20%|
Valuation & Earnings
This table compares Equus Total Return and its rivals gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Net Income||Price/Earnings Ratio|
|Equus Total Return||$320,000.00||$2.59 million||10.63|
|Equus Total Return Competitors||$90.68 million||$63.59 million||22.32|
Equus Total Return’s rivals have higher revenue and earnings than Equus Total Return. Equus Total Return is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.
Institutional and Insider 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, hedge funds and large money managers believe a stock will outperform the market over the long term.
Risk & Volatility
Equus Total Return has a beta of 0.77, indicating that its share price is 23% less volatile than the S&P 500. Comparatively, Equus Total Return’s rivals have a beta of 0.66, indicating that their average share price is 34% less volatile than the S&P 500.
Equus Total Return rivals beat Equus Total Return on 7 of the 10 factors compared.
Equus Total Return Company Profile
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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