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Equus Total Return (EQS) Competitors

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$1.36 +0.05 (+4.12%)
As of 02:49 PM Eastern
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EQS vs. VLT, CEV, EEA, CXH, JMM, RAND, LRFC, MXE, YOTA, and ICMB

Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include Invesco High Income Trust II (VLT), Eaton Vance California Municipal Income Trust (CEV), The European Equity Fund (EEA), MFS Investment Grade Municipal Trust (CXH), Nuveen Multi-Market Income Fund (JMM), Rand Capital (RAND), Logan Ridge Finance (LRFC), Mexico Equity & Income Fund (MXE), Yotta Acquisition (YOTA), and Investcorp Credit Management BDC (ICMB). These companies are all part of the "financial services" industry.

Equus Total Return vs. Its Competitors

Invesco High Income Trust II (NYSE:VLT) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their community ranking, media sentiment, earnings, dividends, valuation, institutional ownership, profitability, risk and analyst recommendations.

Equus Total Return received 14 more outperform votes than Invesco High Income Trust II when rated by MarketBeat users. Likewise, 63.10% of users gave Equus Total Return an outperform vote while only 61.33% of users gave Invesco High Income Trust II an outperform vote.

CompanyUnderperformOutperform
Invesco High Income Trust IIOutperform Votes
92
61.33%
Underperform Votes
58
38.67%
Equus Total ReturnOutperform Votes
106
63.10%
Underperform Votes
62
36.90%

Invesco High Income Trust II has a net margin of 0.00% compared to Equus Total Return's net margin of -621.28%. Invesco High Income Trust II's return on equity of 0.00% beat Equus Total Return's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco High Income Trust IIN/A N/A N/A
Equus Total Return -621.28%-7.73%-3.63%

In the previous week, Equus Total Return had 1 more articles in the media than Invesco High Income Trust II. MarketBeat recorded 2 mentions for Equus Total Return and 1 mentions for Invesco High Income Trust II. Equus Total Return's average media sentiment score of 0.23 beat Invesco High Income Trust II's score of 0.00 indicating that Equus Total Return is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco High Income Trust II
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Equus Total Return
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Equus Total Return has lower revenue, but higher earnings than Invesco High Income Trust II.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco High Income Trust II$7.72M9.03N/AN/AN/A
Equus Total Return-$7.91M-2.34$12.95M-$0.95-1.44

Invesco High Income Trust II has a beta of 0.75, meaning that its share price is 25% less volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 0.69, meaning that its share price is 31% less volatile than the S&P 500.

21.6% of Invesco High Income Trust II shares are owned by institutional investors. 1.0% of Invesco High Income Trust II shares are owned by insiders. Comparatively, 29.9% of Equus Total Return shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

Invesco High Income Trust II beats Equus Total Return on 7 of the 12 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$18.53M$7.06B$11.61B$19.66B
Dividend YieldN/A6.77%5.65%3.82%
P/E Ratio-2.733.5822.7935.09
Price / Sales-2.3424.5026.7742.90
Price / CashN/A7.5117.6017.51
Price / BookN/A0.912.854.79
Net Income$12.95M$66.51M$1.04B$1.02B
7 Day Performance6.90%0.03%-0.17%-0.15%
1 Month Performance74.87%0.90%0.28%1.25%
1 Year Performance-1.87%2.05%539.88%9.45%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQS
Equus Total Return
0.4509 of 5 stars
$1.36
+4.1%
N/A-4.4%$18.53M-$7.91M-2.732,011Short Interest ↑
Gap Up
VLT
Invesco High Income Trust II
N/A$10.76
+0.7%
N/A+0.7%$69.94M$7.72M0.00N/A
CEV
Eaton Vance California Municipal Income Trust
N/A$9.55
-0.1%
N/A-11.6%$67.18M$5.92M0.00N/ANegative News
Short Interest ↑
EEA
The European Equity Fund
N/A$10.01
-0.5%
N/A+10.0%$67.07M-$1.36M0.0014,000Short Interest ↓
CXH
MFS Investment Grade Municipal Trust
N/A$7.57
+0.3%
N/A-1.8%$62.03M$7.33M0.00147,000Negative News
Short Interest ↑
High Trading Volume
JMM
Nuveen Multi-Market Income Fund
N/A$6.23
+1.0%
N/A+5.1%$58.95M$3.08M0.00N/A
RAND
Rand Capital
3.5704 of 5 stars
$15.52
+2.5%
N/A-3.4%$46.08M$9.61M3.125Short Interest ↓
Gap Down
LRFC
Logan Ridge Finance
1.1126 of 5 stars
$17.29
+0.3%
N/A-24.7%$45.75M-$1.95M-13.721Short Interest ↑
MXE
Mexico Equity & Income Fund
N/A$10.22
+0.4%
N/A+8.3%$44.97M-$14.92M0.00N/AShort Interest ↓
YOTA
Yotta Acquisition
N/A$12.10
flat
N/A+10.5%$44.56MN/A0.00N/A
ICMB
Investcorp Credit Management BDC
2.9425 of 5 stars
$2.83
+2.9%
N/A-12.9%$40.79M$11.43M8.582,019Positive News

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This page (NYSE:EQS) was last updated on 6/13/2025 by MarketBeat.com Staff
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