Equus Total Return (EQS) Competitors $1.53 +0.09 (+6.25%) As of 05/22/2026 03:59 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock EQS vs. PFX, CEV, PCM, EEA, and VLTShould you buy Equus Total Return stock or one of its competitors? MarketBeat compares Equus Total Return with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Equus Total Return include PhenixFIN (PFX), Eaton Vance California Municipal Income Trust (CEV), Pcm Fund (PCM), The European Equity Fund (EEA), and INV VK HI INC2 (VLT). These companies are all part of the "financial services" industry. EQS vs. PFXEQS vs. CEVEQS vs. PCMEQS vs. EEAEQS vs. VLTHow does Equus Total Return compare to PhenixFIN?Equus Total Return (NYSE:EQS) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk, earnings, profitability, dividends, analyst recommendations, valuation, media sentiment and institutional ownership. Do analysts prefer EQS or PFX? Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00PhenixFIN 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 Is EQS or PFX more profitable? PhenixFIN has a net margin of 72.98% compared to Equus Total Return's net margin of -1,036.67%. PhenixFIN's return on equity of 2.95% beat Equus Total Return's return on equity.Company Net Margins Return on Equity Return on Assets Equus Total Return-1,036.67% -14.05% -11.84% PhenixFIN 72.98%2.95%1.68% Which has better valuation and earnings, EQS or PFX? PhenixFIN has higher revenue and earnings than Equus Total Return. PhenixFIN is trading at a lower price-to-earnings ratio than Equus Total Return, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioEquus Total Return$1.37M15.60-$14.16M-$1.08N/APhenixFIN$8.58M9.95$18.62M-$0.52N/A Which has more risk and volatility, EQS or PFX? Equus Total Return has a beta of 0.06, meaning that its stock price is 94% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.27, meaning that its stock price is 73% less volatile than the broader market. Does the media favor EQS or PFX? In the previous week, Equus Total Return had 3 more articles in the media than PhenixFIN. MarketBeat recorded 5 mentions for Equus Total Return and 2 mentions for PhenixFIN. Equus Total Return's average media sentiment score of 0.34 beat PhenixFIN's score of -0.10 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 1 Very Positive mention(s) 1 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral PhenixFIN 1 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Do insiders & institutionals have more ownership in EQS or PFX? 43.3% of PhenixFIN shares are owned by institutional investors. 30.5% of Equus Total Return shares are owned by company insiders. Comparatively, 25.2% of PhenixFIN shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth. SummaryPhenixFIN beats Equus Total Return on 9 of the 13 factors compared between the two stocks.How does Equus Total Return compare to Eaton Vance California Municipal Income Trust?Eaton Vance California Municipal Income Trust (NYSE:CEV) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, analyst recommendations, profitability, institutional ownership and risk. Is CEV or EQS more profitable? Eaton Vance California Municipal Income Trust has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. Eaton Vance California Municipal Income Trust's return on equity of 0.00% beat Equus Total Return's return on equity.Company Net Margins Return on Equity Return on Assets Eaton Vance California Municipal Income TrustN/A N/A N/A Equus Total Return -1,036.67%-14.05%-11.84% Which has more risk & volatility, CEV or EQS? Eaton Vance California Municipal Income Trust has a beta of 0.59, meaning that its share price is 41% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.06, meaning that its share price is 94% less volatile than the broader market. Does the media prefer CEV or EQS? In the previous week, Equus Total Return had 5 more articles in the media than Eaton Vance California Municipal Income Trust. MarketBeat recorded 5 mentions for Equus Total Return and 0 mentions for Eaton Vance California Municipal Income Trust. Equus Total Return's average media sentiment score of 0.34 beat Eaton Vance California Municipal Income Trust's score of 0.00 indicating that Equus Total Return is being referred to more favorably in the news media. Company Overall Sentiment Eaton Vance California Municipal Income Trust Neutral Equus Total Return Neutral Which has better valuation & earnings, CEV or EQS? Eaton Vance California Municipal Income Trust has higher earnings, but lower revenue than Equus Total Return. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioEaton Vance California Municipal Income Trust$418.33K170.90N/AN/AN/AEquus Total Return$1.37M15.60-$14.16M-$1.08N/A Do analysts recommend CEV or EQS? Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Eaton Vance California Municipal Income Trust 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 Do institutionals and insiders hold more shares of CEV or EQS? 35.9% of Eaton Vance California Municipal Income Trust shares are held by institutional investors. 30.5% of Equus Total Return shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term. SummaryEaton Vance California Municipal Income Trust beats Equus Total Return on 6 of the 11 factors compared between the two stocks.How does Equus Total Return compare to Pcm Fund?Pcm Fund (NYSE:PCM) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, dividends, risk, institutional ownership, profitability and valuation. Is PCM or EQS more profitable? Pcm Fund has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. Pcm 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 Pcm FundN/A N/A N/A Equus Total Return -1,036.67%-14.05%-11.84% Does the media prefer PCM or EQS? In the previous week, Equus Total Return had 5 more articles in the media than Pcm Fund. MarketBeat recorded 5 mentions for Equus Total Return and 0 mentions for Pcm Fund. Equus Total Return's average media sentiment score of 0.34 beat Pcm Fund's score of 0.00 indicating that Equus Total Return is being referred to more favorably in the news media. Company Overall Sentiment Pcm Fund Neutral Equus Total Return Neutral Which has higher valuation & earnings, PCM or EQS? Pcm Fund has higher earnings, but lower revenue than Equus Total Return. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioPcm FundN/AN/AN/AN/AN/AEquus Total Return$1.37M15.60-$14.16M-$1.08N/A Do insiders & institutionals believe in PCM or EQS? 10.3% of Pcm Fund shares are owned by institutional investors. 1.0% of Pcm Fund shares are owned by insiders. Comparatively, 30.5% of Equus Total Return shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth. Which has more risk & volatility, PCM or EQS? Pcm Fund has a beta of 0.53, indicating that its stock price is 47% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.06, indicating that its stock price is 94% less volatile than the broader market. Do analysts rate PCM or EQS? Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Pcm Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 SummaryPcm Fund and Equus Total Return tied by winning 5 of the 10 factors compared between the two stocks.How does Equus Total Return compare to The European Equity Fund?The European Equity Fund (NYSE:EEA) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, analyst recommendations, media sentiment, dividends, risk, earnings, valuation and institutional ownership. Do analysts prefer EEA or EQS? Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score The European Equity Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 Does the media prefer EEA or EQS? In the previous week, Equus Total Return had 5 more articles in the media than The European Equity Fund. MarketBeat recorded 5 mentions for Equus Total Return and 0 mentions for The European Equity Fund. Equus Total Return's average media sentiment score of 0.34 beat The European Equity Fund's score of 0.00 indicating that Equus Total Return is being referred to more favorably in the news media. Company Overall Sentiment The European Equity Fund Neutral Equus Total Return Neutral Is EEA or EQS more profitable? The European Equity Fund has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. The European Equity 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 The European Equity FundN/A N/A N/A Equus Total Return -1,036.67%-14.05%-11.84% Which has preferable earnings & valuation, EEA or EQS? The European Equity Fund has higher earnings, but lower revenue than Equus Total Return. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe European Equity FundN/AN/AN/AN/AN/AEquus Total Return$1.37M15.60-$14.16M-$1.08N/A Do insiders & institutionals have more ownership in EEA or EQS? 51.9% of The European Equity Fund shares are held by institutional investors. 0.1% of The European Equity Fund shares are held by insiders. Comparatively, 30.5% of Equus Total Return shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth. Which has more risk and volatility, EEA or EQS? The European Equity Fund has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.Comparatively, Equus Total Return has a beta of 0.06, suggesting that its stock price is 94% less volatile than the broader market. SummaryThe European Equity Fund and Equus Total Return tied by winning 5 of the 10 factors compared between the two stocks.How does Equus Total Return compare to INV VK HI INC2?Equus Total Return (NYSE:EQS) and INV VK HI INC2 (NYSE:VLT) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, dividends, profitability, institutional ownership, media sentiment, earnings and analyst recommendations. Which has higher earnings & valuation, EQS or VLT? INV VK HI INC2 has lower revenue, but higher earnings than Equus Total Return. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioEquus Total Return$1.37M15.60-$14.16M-$1.08N/AINV VK HI INC2N/AN/AN/AN/AN/A Do institutionals and insiders believe in EQS or VLT? 21.6% of INV VK HI INC2 shares are owned by institutional investors. 30.5% of Equus Total Return shares are owned by company insiders. Comparatively, 1.0% of INV VK HI INC2 shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth. Do analysts rate EQS or VLT? Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00INV VK HI INC2 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Which has more volatility & risk, EQS or VLT? Equus Total Return has a beta of 0.06, meaning that its share price is 94% less volatile than the broader market. Comparatively, INV VK HI INC2 has a beta of 0.73, meaning that its share price is 27% less volatile than the broader market. Does the media favor EQS or VLT? In the previous week, Equus Total Return had 5 more articles in the media than INV VK HI INC2. MarketBeat recorded 5 mentions for Equus Total Return and 0 mentions for INV VK HI INC2. Equus Total Return's average media sentiment score of 0.34 beat INV VK HI INC2's score of 0.00 indicating that Equus Total Return is being referred to more favorably in the media. Company Overall Sentiment Equus Total Return Neutral INV VK HI INC2 Neutral Is EQS or VLT more profitable? INV VK HI INC2 has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. INV VK HI INC2'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 Return-1,036.67% -14.05% -11.84% INV VK HI INC2 N/A N/A N/A SummaryEquus Total Return and INV VK HI INC2 tied by winning 5 of the 10 factors compared between the two stocks. Get Equus Total Return News Delivered to You Automatically Sign up to receive the latest news and ratings for EQS and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. 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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.Skip Chart EQS vs. The Competition ExportMetricEquus Total ReturnFIN IndustryFinance SectorNYSE ExchangeMarket Cap$21.37M$4.69B$13.61B$23.17BDividend YieldN/A7.27%5.84%4.10%P/E Ratio-1.420.0223.9630.65Price / Sales15.6039.85153.3094.62Price / CashN/A5.3820.1525.10Price / Book1.024.412.154.74Net Income-$14.16M$388.27M$1.13B$1.07B7 Day Performance10.87%-0.02%0.88%1.95%1 Month Performance23.17%-0.26%-0.05%0.66%1 Year Performance55.33%14.37%12.01%28.43% Equus Total Return Competitors List ExportCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)EQSEquus Total Return0.8326 of 5 stars$1.53+6.3%N/A+55.3%$21.37M$1.37MN/A2,011News CoverageEarnings ReportPFXPhenixFIN1.9315 of 5 stars$39.17-3.5%N/A-10.9%$75.71M$8.58M4.817CEVEaton Vance California Municipal Income TrustN/A$10.41+0.9%N/A+6.4%$73.22M$418.33KN/AN/AHigh Trading VolumePCMPcm FundN/A$5.76-0.7%N/A-9.9%$71.62MN/AN/AN/AEEAThe European Equity FundN/A$10.66+0.1%N/A+8.8%$71.39MN/AN/A14,000 Related Companies and Tools Related Companies PhenixFIN Competitors Eaton Vance California Municipal Income Trust Competitors Pcm Fund Competitors The European Equity Fund Competitors INV VK HI INC2 Competitors MFS Investment Grade Municipal Trust Competitors Mexico Equity and Income Fund Competitors Beeline Competitors Nuveen Multi-Market Income Fund Competitors Rand Capital Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:EQS) was last updated on 5/24/2026 by MarketBeat.com Staff. 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