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Equus Total Return (EQS) Competitors

$1.48
-0.01 (-0.67%)
(As of 06/7/2024 ET)

EQS vs. DTF, CEV, GCV, CEE, EEA, CIF, NOM, CUBA, VFL, and AWF

Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include DTF Tax-Free Income 2028 Term Fund (DTF), Eaton Vance California Municipal Income Trust (CEV), The Gabelli Convertible and Income Securities Fund (GCV), The Central and Eastern Europe Fund (CEE), The European Equity Fund (EEA), MFS Intermediate High Income Fund (CIF), Nuveen Missouri Quality Municipal Income Fund (NOM), The Herzfeld Caribbean Basin Fund (CUBA), abrdn National Municipal Income Fund (VFL), and AllianceBernstein Global High Income Fund (AWF). These companies are all part of the "investment offices, not elsewhere classified" industry.

Equus Total Return vs.

Equus Total Return (NYSE:EQS) and DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, community ranking, media sentiment, dividends, institutional ownership, valuation and profitability.

Equus Total Return has a net margin of 2,221.48% compared to DTF Tax-Free Income 2028 Term Fund's net margin of 0.00%. DTF Tax-Free Income 2028 Term Fund's return on equity of 0.00% beat Equus Total Return's return on equity.

Company Net Margins Return on Equity Return on Assets
Equus Total Return2,221.48% -11.68% -6.81%
DTF Tax-Free Income 2028 Term Fund N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equus Total Return
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
DTF Tax-Free Income 2028 Term Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Equus Total Return has a beta of 0.96, meaning that its share price is 4% less volatile than the S&P 500. Comparatively, DTF Tax-Free Income 2028 Term Fund has a beta of 0.31, meaning that its share price is 69% less volatile than the S&P 500.

In the previous week, DTF Tax-Free Income 2028 Term Fund had 1 more articles in the media than Equus Total Return. MarketBeat recorded 1 mentions for DTF Tax-Free Income 2028 Term Fund and 0 mentions for Equus Total Return. DTF Tax-Free Income 2028 Term Fund's average media sentiment score of 1.83 beat Equus Total Return's score of 0.00 indicating that DTF Tax-Free Income 2028 Term Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Equus Total Return Neutral
DTF Tax-Free Income 2028 Term Fund Very Positive

43.8% of DTF Tax-Free Income 2028 Term Fund shares are owned by institutional investors. 30.7% of Equus Total Return shares are owned by insiders. Comparatively, 0.2% of DTF Tax-Free Income 2028 Term Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Equus Total Return received 30 more outperform votes than DTF Tax-Free Income 2028 Term Fund when rated by MarketBeat users. Likewise, 63.10% of users gave Equus Total Return an outperform vote while only 58.91% of users gave DTF Tax-Free Income 2028 Term Fund an outperform vote.

CompanyUnderperformOutperform
Equus Total ReturnOutperform Votes
106
63.10%
Underperform Votes
62
36.90%
DTF Tax-Free Income 2028 Term FundOutperform Votes
76
58.91%
Underperform Votes
53
41.09%

Equus Total Return has higher revenue and earnings than DTF Tax-Free Income 2028 Term Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$16.15M1.25$12.95MN/AN/A
DTF Tax-Free Income 2028 Term FundN/AN/AN/AN/AN/A

Summary

Equus Total Return beats DTF Tax-Free Income 2028 Term Fund on 6 of the 11 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EQS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EQS vs. The Competition

MetricEquus Total ReturnInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$20.11M$7.51B$9.37B$17.65B
Dividend YieldN/A6.26%6.79%3.54%
P/E RatioN/A0.4559.7125.60
Price / Sales1.2517.133,271.8614.06
Price / CashN/A7.9215.6919.71
Price / Book0.571.012.484.99
Net Income$12.95M$73.96M$1.01B$975.33M
7 Day Performance2.78%0.55%-0.74%-1.87%
1 Month Performance2.07%0.24%-0.14%-0.74%
1 Year Performance-2.63%4.08%12.25%8.66%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DTF
DTF Tax-Free Income 2028 Term Fund
0 of 5 stars
$10.93
flat
N/A+1.6%$76.84MN/A0.00N/APositive News
CEV
Eaton Vance California Municipal Income Trust
0 of 5 stars
$10.84
+1.1%
N/A+7.9%$76.21MN/A0.00N/ADividend Announcement
News Coverage
High Trading Volume
GCV
The Gabelli Convertible and Income Securities Fund
0 of 5 stars
$3.67
+0.5%
N/A-17.3%$70.76MN/A0.00N/APositive News
CEE
The Central and Eastern Europe Fund
0 of 5 stars
$10.57
-1.5%
N/A+23.6%$66.59MN/A0.00N/AGap Up
EEA
The European Equity Fund
0 of 5 stars
$9.16
-0.8%
N/A+10.4%$63.22M$12.41M0.00N/A
CIF
MFS Intermediate High Income Fund
0 of 5 stars
$1.70
+1.2%
N/A+2.4%$32.16MN/A0.00N/ADividend Increase
Positive News
High Trading Volume
NOM
Nuveen Missouri Quality Municipal Income Fund
0 of 5 stars
$10.15
-1.3%
N/A+2.5%$23.85MN/A0.00N/ADividend Increase
Positive News
CUBA
The Herzfeld Caribbean Basin Fund
0 of 5 stars
$2.32
-0.9%
N/A-40.2%$16.59MN/A0.00N/A
VFL
abrdn National Municipal Income Fund
0 of 5 stars
$10.30
flat
N/A+2.0%$0.00N/A0.00N/A
AWF
AllianceBernstein Global High Income Fund
0 of 5 stars
$10.61
-0.4%
N/A+10.2%$0.00N/A0.00N/A

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This page (NYSE:EQS) was last updated on 6/8/2024 by MarketBeat.com Staff

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