Financial study: Equus Total Return (EQS) and its competitors



Equus Total Return (NYSE: EQSGet an assessment) is one of 198 publicly traded companies in the “Investment Offices, Not Elsewhere Classified” sector, but how does it compare to its peers? We will compare Equus Total Return to similar companies based on strength of institutional ownership, risk, valuation, earnings, dividends, analyst recommendations and profitability.

Valuation and benefits

This chart compares the revenue, earnings per share (EPS), and valuation of Equus Total Return and its peers.

Gross revenue Net revenue Price/earnings ratio
Equus Total Return $320,000.00 $2.59 million 11:42
Competitors Equus Total Return $90.68 million $63.59 million 22.52

Equus Total Return peers have higher revenue and profit than Equus Total Return. Equus Total Return trades at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Profitability

This table compares the net margins, return on equity and return on assets of Equus Total Return and its peers.

Net margins Return on equity return on assets
Equus Total Return N / A -3.81% -3.60%
Competitors Equus Total Return -176.89% 6.98% 3.16%

Analyst Notes

This is a breakdown of recent ratings from Equus Total Return and its peers, provided by MarketBeat.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
Equus Total Return 0 0 0 0 N / A
Competitors Equus Total Return 107 528 633 4 2.42

Together, the “Investment Offices, Not Elsewhere Classified” companies have an upside potential of 5.40%. Since Equus Total Return peers have higher upside potential, analysts clearly believe that Equus Total Return has less favorable growth aspects than its peers.

Institutional and Insider Ownership

0.6% of Equus Total Return shares are held by institutional investors. By comparison, 25.4% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by institutional investors. 30.7% of the shares of Equus Total Return are held by insiders of the company. By comparison, 6.3% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by insiders of the company. Strong institutional ownership indicates that hedge funds, endowments, and large fund managers believe a company will outperform the market over the long term.

Risk and Volatility

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 peers have a beta of 0.66, indicating that their average price is 34% less volatile than the S&P. 500.

Summary

Equus Total Return’s peers beat Equus Total Return on 7 of the 10 factors compared.

Equus Total Return Company Profile

(Get an assessment)

Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, venture financing acquisition, deployment acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, shares and equity-like securities issued by private companies, debt securities, including subordinated debt, debt convertible into shares common or preferred, or debt combined with warrants and common and preferred shares, and preferred equity financing. It invests in small and medium enterprises and acts as lead investor. It invests in technology, telecommunications, financial services, natural resources, and industrial manufacturing and services. It invests in companies active in the sectors of alternative energy, real estate, healthcare, education, e-learning, leisure and entertainment and foreign investments in the United States, in China, India and Europe. Its 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 businesses between $1 million and $25 million with revenues between $5 million and $150 million and EBITDA between $2 million and $50 million. It seeks to acquire controlling and non-controlling interests. Equus Total Return, Inc. was founded in 1991 and is based in Houston, Texas with an additional office in Vancouver, Canada.



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