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

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 1.07

Change

+0.07 (+7.00)%

Market Cap

USD 0.03B

Volume

7.18K

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: 2025-05-29 )

Largest Industry Peers for Asset Management

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

-0.12 (-0.09%)

USD 177.98B
BLK BlackRock Inc

+3.57 (+0.37%)

USD 153.33B
KKR KKR & Co LP

-0.87 (-0.71%)

USD 116.48B
BAM Brookfield Asset Management In..

+0.34 (+0.61%)

USD 96.46B
BN Brookfield Corp

+0.01 (+0.02%)

USD 92.34B
APO Apollo Global Management LLC C..

-1.01 (-0.77%)

USD 82.20B
ARES Ares Management LP

+0.60 (+0.36%)

USD 52.35B
AMP Ameriprise Financial Inc

-0.68 (-0.13%)

USD 49.91B
EQBBF EQT AB (publ)

N/A

USD 32.99B
OWL Blue Owl Capital Inc

-0.07 (-0.37%)

USD 28.28B

ETFs Containing EQS

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

-0.03 (0.68%)

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

-0.15 (0.68%)

N/A
AKWA:XETRA Global X Clean Water UCIT.. 5.30 % 0.00 %

+0.25 (+0.68%)

USD 0.01B
AQWA:LSE Global X Clean Water UCIT.. 5.29 % 0.00 %

+0.18 (+0.68%)

USD 0.02B
IH2O:SW iShares Global Water UCIT.. 4.96 % 0.00 %

+0.10 (+0.68%)

USD 2.13B
AQWG:LSE Global X Clean Water UCIT.. 4.77 % 0.00 %

+0.15 (+0.68%)

N/A
AQWA:SW Global X Clean Water UCIT.. 4.68 % 0.00 %

N/A

N/A
CGRN:CA CI Global Sustainable Inf.. 4.25 % 0.00 %

N/A

N/A
BILD Macquarie ETF Trust 3.53 % 0.00 %

+0.20 (+0.68%)

USD 5.19M
TAAG 3.37 % 0.00 %

N/A

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

+0.02 (+0.68%)

N/A
XS6R:XETRA Xtrackers MSCI Europe Uti.. 2.33 % 0.00 %

+1.10 (+0.68%)

N/A
GLGG:LSE L&G Clean Water UCITS ETF 2.31 % 0.00 %

+5.40 (+0.68%)

USD 0.49B
GLUG:LSE L&G Clean Water UCITS ETF 2.31 % 0.00 %

+0.05 (+0.68%)

USD 0.49B
GLUG:SW L&G Clean Water UCITS ETF.. 2.31 % 0.00 %

-0.10 (0.68%)

USD 0.49B
CGW Invesco S&P Global Water .. 0.00 % 0.60 %

-0.02 (0.68%)

USD 0.93B
CWW:CA iShares Global Water Comm.. 0.00 % 0.66 %

-0.52 (0.68%)

CAD 0.30B
EUDV ProShares MSCI Europe Div.. 0.00 % 0.55 %

+0.26 (+0.68%)

USD 7.13M
QAH:CA Mackenzie US Large Cap Eq.. 0.00 % 0.10 %

+0.31 (+0.68%)

CAD 0.45B
WUKD:LSE 0.00 % 0.00 %

N/A

N/A
XS6R:LSE Xtrackers MSCI Europe Uti.. 0.00 % 0.00 %

+103.00 (+0.68%)

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

N/A

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

+0.25 (+0.68%)

N/A
MCON:CA Mackenzie Conservative Al.. 0.00 % 0.00 %

N/A

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

-0.08 (0.68%)

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

-0.06 (0.68%)

CAD 0.12B
H3R0:XETRA Global X Video Games & Es.. 0.00 % 0.00 %

-0.14 (0.68%)

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

N/A

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

-0.09 (0.68%)

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

+0.01 (+0.68%)

USD 0.01B
META Meta Platforms Inc. 0.00 % 0.00 %

+2.44 (+0.68%)

USD 1,489.72B
SIFI Harbor Scientific Alpha I.. 0.00 % 0.00 %

+0.07 (+0.68%)

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 -2.73% 46% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.73% 30% F 36% F
Trailing 12 Months  
Capital Gain -25.69% 1% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -25.69% 1% F 10% F
Trailing 5 Years  
Capital Gain -0.93% 63% D 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.93% 16% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain 1.37% 73% C 43% F
Dividend Return 1.37% 43% F 32% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 39.61% 9% A- 21% F
Risk Adjusted Return 3.46% 37% F 26% 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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.