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

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 1.48

Change

+0.01 (+0.68)%

Market Cap

USD 0.03B

Volume

2.42K

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: 2024-09-17 )

Largest Industry Peers for Asset Management

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

-0.12 (-0.08%)

USD 188.78B
BLK BlackRock Inc

+18.19 (+2.01%)

USD 133.98B
KKR KKR & Co LP

+1.28 (+1.00%)

USD 116.67B
BN Brookfield Corp

-0.37 (-0.74%)

USD 75.93B
APO Apollo Global Management LLC C..

-0.24 (-0.20%)

USD 67.09B
ARES Ares Management LP

-0.45 (-0.29%)

USD 47.83B
AMP Ameriprise Financial Inc

-0.90 (-0.20%)

USD 44.40B
OWL Blue Owl Capital Inc

-0.03 (-0.16%)

USD 24.29B
RJF Raymond James Financial Inc.

+0.44 (+0.36%)

USD 24.28B
STT-PG State Street Corporation

-0.08 (-0.32%)

USD 19.16B

ETFs Containing EQS

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

+0.06 (+0.00%)

USD 0.13B
QAH:CA Mackenzie US Large Cap Eq.. 98.19 % 0.10 %

-0.24 (0.00%)

CAD 0.04B
MEQT:CA Mackenzie All-Equity Allo.. 47.28 % 0.00 %

-0.15 (0.00%)

N/A
MGRW:CA Mackenzie Growth Allocati.. 35.48 % 0.00 %

+0.05 (+0.00%)

CAD 0.04B
MBAL:CA Mackenzie Balanced Alloca.. 26.57 % 0.00 %

-0.04 (0.00%)

CAD 0.09B
MCON:CA Mackenzie Conservative Al.. 17.68 % 0.00 %

+0.04 (+0.00%)

CAD 0.03B
BILD Macquarie ETF Trust 7.06 % 0.00 %

-0.25 (0.00%)

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

-0.49 (0.00%)

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

-0.15 (0.00%)

USD 0.01B
CGW Invesco S&P Global Water .. 5.00 % 0.60 %

-0.30 (0.00%)

USD 0.98B
EBLU Ecofin Global Water ESG F.. 4.81 % 0.00 %

-0.20 (0.00%)

USD 0.06B
IH2O:SW iShares Global Water UCIT.. 4.80 % 0.00 %

-0.22 (0.00%)

USD 2.37B
CWW:CA iShares Global Water Comm.. 4.78 % 0.66 %

-0.07 (0.00%)

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

N/A

N/A
AKWA:XETRA Global X Clean Water UCIT.. 4.74 % 0.00 %

-0.16 (0.00%)

USD 0.01B
AQWA:SW Global X Clean Water UCIT.. 4.68 % 0.00 %

-0.15 (0.00%)

N/A
AQWA Global X Clean Water ETF 4.57 % 0.00 %

-0.01 (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 %

-0.08 (0.00%)

USD 0.25B
WUKD:LSE WisdomTree UK Equity Inco.. 0.00 % 0.00 %

-3.55 (0.00%)

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

-0.29 (0.00%)

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

-0.43 (0.00%)

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

+1.64 (+0.00%)

USD 1,327.19B
SIFI Harbor Scientific Alpha I.. 0.00 % 0.00 %

N/A

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 2.07% 15% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.07% 8% B- 25% F
Trailing 12 Months  
Capital Gain -1.33% 7% C- 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.33% 7% C- 19% F
Trailing 5 Years  
Capital Gain -10.84% 63% D 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.84% 13% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain 7.91% 87% B+ 64% D
Dividend Return 7.91% 71% C- 57% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 42.35% 7% C- 22% F
Risk Adjusted Return 18.68% 47% F 38% 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.