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

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 0.9

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

191.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

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
EQS VTI
  • VTI
Relative Returns (From:    To: 2025-04-13 )

Largest Industry Peers for Asset Management

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

N/A

USD 154.99B
BLK BlackRock Inc

N/A

USD 136.23B
KKR KKR & Co LP

N/A

USD 93.61B
BAM Brookfield Asset Management In..

N/A

USD 77.46B
BN Brookfield Corp

N/A

USD 72.81B
APO Apollo Global Management LLC C..

N/A

USD 71.83B
ARES Ares Management LP

N/A

USD 46.13B
AMP Ameriprise Financial Inc

N/A

USD 44.91B
RJF Raymond James Financial Inc.

N/A

USD 29.04B
OWL Blue Owl Capital Inc

N/A

USD 25.98B

ETFs Containing EQS

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

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USD 0.17B
MEQT:CA Mackenzie All-Equity Allo.. 47.28 % 0.00 %

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CWW:CA iShares Global Water Comm.. 5.41 % 0.66 %

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CAD 0.30B
IH2O:SW iShares Global Water UCIT.. 5.22 % 0.00 %

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USD 2.13B
H3R0:XETRA Global X Video Games & Es.. 4.84 % 0.00 %

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

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AQWA:LSE Global X Clean Water UCIT.. 4.72 % 0.00 %

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USD 0.02B
AQWA:SW Global X Clean Water UCIT.. 4.68 % 0.00 %

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AKWA:XETRA Global X Clean Water UCIT.. 4.35 % 0.00 %

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

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BILD Macquarie ETF Trust 3.53 % 0.00 %

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USD 4.98M
TAAG 3.37 % 0.00 %

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QAH:CA Mackenzie US Large Cap Eq.. 3.08 % 0.10 %

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CAD 0.45B
ASR1:XETRA BNP PARIBAS EASY - ECPI G.. 2.34 % 0.00 %

N/A

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CGW Invesco S&P Global Water .. 0.00 % 0.60 %

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USD 0.85B
WUKD:LSE 0.00 % 0.00 %

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XS6R:LSE Xtrackers MSCI Europe Uti.. 0.00 % 0.00 %

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USD 0.03B
IQQQ:F iShares Global Water UCIT.. 0.00 % 0.00 %

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IQQQ:XETRA iShares Global Water UCIT.. 0.00 % 0.00 %

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MCON:CA Mackenzie Conservative Al.. 0.00 % 0.00 %

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CAD 0.02B
MGRW:CA Mackenzie Growth Allocati.. 0.00 % 0.00 %

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

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CAD 0.12B
EBLU Ecofin Global Water ESG F.. 0.00 % 0.00 %

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USD 0.05B
HERO Global X Video Games & Es.. 0.00 % 0.00 %

N/A

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AQWA Global X Clean Water ETF 0.00 % 0.00 %

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USD 9.70M
META Meta Platforms Inc. 0.00 % 0.00 %

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USD 1,278.81B
SIFI Harbor Scientific Alpha I.. 0.00 % 0.00 %

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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 -18.18% 7% C- 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -18.18% 6% D- 18% F
Trailing 12 Months  
Capital Gain -37.93% 1% F 9% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return -37.93% 1% F 8% B-
Trailing 5 Years  
Capital Gain -17.43% 39% F 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.43% 3% F 12% F
Average Annual (5 Year Horizon)  
Capital Gain 4.40% 78% C+ 52% F
Dividend Return 4.40% 58% F 45% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 40.74% 10% F 22% F
Risk Adjusted Return 10.79% 43% F 29% 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

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.