The Herzfeld Caribbean Basin Fund (CUBA) Competitors

Equus Total Return (NYSE:EQS) and The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, dividends, risk, institutional ownership, valuation, analyst recommendations, earnings, community ranking and media sentiment.

Does the media favor EQS or CUBA?

In the previous week, The Herzfeld Caribbean Basin Fund had 1 more articles in the media than Equus Total Return. MarketBeat recorded 2 mentions for The Herzfeld Caribbean Basin Fund and 1 mentions for Equus Total Return. The Herzfeld Caribbean Basin Fund's average media sentiment score of 0.67 beat Equus Total Return's score of -0.27 indicating that Equus Total Return is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Equus Total Return	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
The Herzfeld Caribbean Basin Fund	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

Do insiders and institutionals hold more shares of EQS or CUBA?

15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 30.7% of Equus Total Return shares are owned by company insiders. Comparatively, 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Is EQS or CUBA more profitable?

Equus Total Return has a net margin of 5,200.40% compared to Equus Total Return's net margin of 0.00%. Equus Total Return's return on equity of 0.00% beat The Herzfeld Caribbean Basin Fund's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Equus Total Return	5,200.40%	-9.51%	-6.29%
The Herzfeld Caribbean Basin Fund	N/A	N/A	N/A

Which has stronger valuation and earnings, EQS or CUBA?

Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Equus Total Return	$250K	78.82	$12.95M	N/A	N/A
The Herzfeld Caribbean Basin Fund	N/A	N/A	N/A	N/A	N/A

Do analysts rate EQS or CUBA?

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
The Herzfeld Caribbean Basin Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	N/A

Which has more risk & volatility, EQS or CUBA?

Equus Total Return has a beta of 0.96, suggesting that its share price is 4% less volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 1.17, suggesting that its share price is 17% more volatile than the S&P 500.

Does the MarketBeat Community prefer EQS or CUBA?

Equus Total Return received 11 more outperform votes than The Herzfeld Caribbean Basin Fund when rated by MarketBeat users. However, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 63.10% of users gave Equus Total Return an outperform vote.

Company	Underperform	Outperform
Equus Total Return	Outperform Votes 106 63.10%	Underperform Votes 62 36.90%
The Herzfeld Caribbean Basin Fund	Outperform Votes 95 73.64%	Underperform Votes 34 26.36%

Summary

The Herzfeld Caribbean Basin Fund beats Equus Total Return on 6 of the 11 factors compared between the two stocks.