EQS:NYE-Equus Total Return Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 1.4

Change

-0.04 (-2.78)%

Market Cap

USD 0.03B

Volume

1.65K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Equus Total Return, Inc. is a business development company providing financing solutions for privately-owned middle market and small capitalization companies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-28 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

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BLK BlackRock Inc

+0.61 (+0.07%)

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KKR KKR & Co LP

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BN Brookfield Corp

+0.41 (+0.84%)

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APO Apollo Global Management LLC C..

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ARES Ares Management LP

+3.56 (+2.47%)

USD 45.02B
AMP Ameriprise Financial Inc

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OWL Blue Owl Capital Inc

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RJF Raymond James Financial Inc.

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TROW T. Rowe Price Group Inc

-0.31 (-0.30%)

USD 23.29B

ETFs Containing EQS

SIHY Harbor ETF Trust - Harbor.. 100.10 % 0.00 %

+0.16 (+0.00%)

USD 0.13B
MEQT:CA Mackenzie All-Equity Allo.. 47.28 % 0.00 %

N/A

N/A
MGRW:CA Mackenzie Growth Allocati.. 35.66 % 0.00 %

+0.35 (+0.00%)

CAD 0.04B
MBAL:CA Mackenzie Balanced Alloca.. 26.71 % 0.00 %

+0.23 (+0.00%)

CAD 0.09B
MCON:CA Mackenzie Conservative Al.. 17.78 % 0.00 %

N/A

CAD 0.03B
BILD Macquarie ETF Trust 7.06 % 0.00 %

+0.20 (+0.00%)

USD 5.06M
IH2O:SW iShares Global Water UCIT.. 5.13 % 0.00 %

+0.76 (+0.00%)

USD 2.33B
IQQQ:XETRA iShares Global Water UCIT.. 5.06 % 0.00 %

+0.58 (+0.00%)

USD 2.29B
AQWA:LSE Global X Clean Water UCIT.. 5.02 % 0.00 %

+0.55 (+0.00%)

USD 0.02B
CGW Invesco S&P Global Water .. 5.00 % 0.60 %

+0.57 (+0.00%)

USD 0.98B
CWW:CA iShares Global Water Comm.. 4.78 % 0.66 %

+0.53 (+0.00%)

CAD 0.33B
AQWG:LSE Global X Clean Water UCIT.. 4.77 % 0.00 %

+0.45 (+0.00%)

N/A
EBLU Ecofin Global Water ESG F.. 4.73 % 0.00 %

+0.35 (+0.00%)

USD 0.05B
AQWA:SW Global X Clean Water UCIT.. 4.68 % 0.00 %

+0.27 (+0.00%)

N/A
AKWA:XETRA Global X Clean Water UCIT.. 4.67 % 0.00 %

+0.39 (+0.00%)

USD 0.01B
AQWA Global X Clean Water ETF 4.57 % 0.00 %

+0.20 (+0.00%)

USD 0.01B
CGRN:CA CI Global Sustainable Inf.. 4.25 % 0.00 %

N/A

N/A
TAAG 3.37 % 0.00 %

N/A

N/A
EUDV 2.55 % 0.55 %

N/A

N/A
ASR1:XETRA BNP PARIBAS EASY - ECPI G.. 2.34 % 0.00 %

+0.15 (+0.00%)

USD 0.25B
QAH:CA Mackenzie US Large Cap Eq.. 0.00 % 0.10 %

+1.38 (+0.00%)

CAD 0.04B
WUKD:LSE WisdomTree UK Equity Inco.. 0.00 % 0.00 %

+3.15 (+0.00%)

N/A
IQQQ:F iShares Global Water UCIT.. 0.00 % 0.00 %

+0.66 (+0.00%)

N/A
HERO Global X Video Games & Es.. 0.00 % 0.00 %

+0.06 (+0.00%)

N/A
META Meta Platforms Inc. 0.00 % 0.00 %

-0.98 (0.00%)

USD 1,265.59B
SIFI Harbor Scientific Alpha I.. 0.00 % 0.00 %

+0.07 (+0.00%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.45% 7% C- 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.45% 7% C- 19% F
Trailing 12 Months  
Capital Gain -8.50% 4% F 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.50% 6% D- 15% F
Trailing 5 Years  
Capital Gain -20.00% 41% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -20.00% 8% B- 15% F
Average Annual (5 Year Horizon)  
Capital Gain 7.78% 87% B+ 64% D
Dividend Return 7.78% 71% C- 57% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 42.41% 8% B- 22% F
Risk Adjusted Return 18.35% 48% F 39% F
Market Capitalization 0.03B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 5.90 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.