Reviewing Equus Total Return Inc. (EQS)’s and Its Peers results

Equus Total Return Inc. (NYSE:EQS) is a company in the Diversified Investments industry and that’s how we contrast it to its peers. The contrasting will be based on the institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Institutional and Insider Ownership

Equus Total Return Inc. has 13.5% of its shares held by institutional investors versus an average of 30.99% institutional ownership for its rivals. 22.93% of Equus Total Return Inc. shares are held by company insiders. Comparatively, 6.53% of all Diversified Investments companies shares are held by company insiders.

Profitability

Table 1 has Equus Total Return Inc. and its peers’ return on assets, return on equity and net margins.

Net Margins Return on Equity Return on Assets
Equus Total Return Inc. 0.00% 9.50% 6.90%
Industry Average 37.88% 132.19% 91.74%

Earnings and Valuation

In next table we are contrasting Equus Total Return Inc. and its peers’ valuation, gross revenue and net income.

Net Income Gross Revenue Price/Earnings Ratio
Equus Total Return Inc. N/A N/A 6.16
Industry Average 116.48M 307.48M 30.47

The business has a lower price-to-earnings ratio which is presently more affordable in contrast to its peers.

Analyst Ratings

Table 3 provides summary of current ratings for Equus Total Return Inc. and its peers.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Equus Total Return Inc. 0 0 0 0.00
Industry Average 0.00 1.25 2.13 2.82

As a group, Diversified Investments companies have a potential upside of 72.46%.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of Equus Total Return Inc. and its rivals.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Equus Total Return Inc. 1.07% -2.02% 1.57% -10.68% -20.32% -2.02%
Industry Average 1.17% 4.34% 8.08% 2.58% 7.82% 13.34%

For the past year Equus Total Return Inc. has -2.02% weaker performance while Equus Total Return Inc.’s peers have 13.34% stronger performance.

Volatility and Risk

Equus Total Return Inc. has a beta of 0.29 and its 71.00% less volatile than Standard and Poor’s 500. In other hand, Equus Total Return Inc.’s peers have beta of 0.75 which is 25.36% less volatile than Standard and Poor’s 500.

Dividends

Equus Total Return Inc. does not pay a dividend.

Summary

Equus Total Return Inc.’s peers beat on 5 of the 5 factors Equus Total Return Inc.