Head-To-Head Survey: Equus Total Return (EQS) & 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 weigh in compared to its rivals? We will compare Equus Total Return to similar businesses based on the strength of its dividends, analyst recommendations, profitability, institutional ownership, earnings, risk and valuation.

Analyst Ratings

This is a summary of current ratings and price targets for Equus Total Return and its rivals, as reported by MarketBeat.com.

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 possible upside, analysts clearly believe Equus Total Return has less favorable growth aspects than its rivals.

Volatility and Risk

Equus Total Return has a beta of 0.77, indicating that its stock 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 stock price is 34% less volatile than the S&P 500.

Profitability

This table compares Equus Total Return and its rivals’ 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 -176.07% 7.04% 3.20%

Institutional and Insider Ownership

0.6% of Equus Total Return shares are owned by institutional investors. Comparatively, 25.4% of shares of all “Investment offices, not elsewhere classified” companies are owned by institutional investors. 30.7% of Equus Total Return shares are owned by insiders. Comparatively, 6.3% of shares of all “Investment offices, not elsewhere classified” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares Equus Total Return and its rivals top-line revenue, earnings per share 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.

Summary

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

Equus Total Return Company Profile

(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.

Receive News & Ratings for Equus Total Return Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Equus Total Return and related companies with MarketBeat.com's FREE daily email newsletter.