Do analysts rate SWZ or EQS?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00

Which has higher valuation and earnings, SWZ or EQS?

Total Return Securities has higher revenue and earnings than Equus Total Return. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Total Return Securities $3.34M 23.12 -$3.74M N/A N/A Equus Total Return $1.37M 12.49 -$14.16M -$1.08 N/A

Do analysts prefer EQS or EEA?

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) 1.00 The European Equity Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has stronger valuation and earnings, EQS or EEA?

The European Equity Fund has lower revenue, but higher earnings than Equus Total Return. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Equus Total Return $1.37M 12.49 -$14.16M -$1.08 N/A The European Equity Fund N/A N/A N/A N/A N/A

Do analysts prefer 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) 0.00 Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00

Which has preferable valuation and earnings, CEV or EQS?

Eaton Vance California Municipal Income Trust has higher earnings, but lower revenue than Equus Total Return. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Eaton Vance California Municipal Income Trust $418.33K 173.19 N/A N/A N/A Equus Total Return $1.37M 12.49 -$14.16M -$1.08 N/A

Do analysts prefer 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) 0.00 Equus Total Return 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00

Which has stronger earnings and valuation, PCM or EQS?

Pcm Fund has higher earnings, but lower revenue than Equus Total Return. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Pcm Fund N/A N/A N/A N/A N/A Equus Total Return $1.37M 12.49 -$14.16M -$1.08 N/A

Do analysts prefer 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) 1.00 INV VK HI INC2 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has stronger valuation & earnings, EQS or VLT?

INV VK HI INC2 has lower revenue, but higher earnings than Equus Total Return. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Equus Total Return $1.37M 12.49 -$14.16M -$1.08 N/A INV VK HI INC2 N/A N/A N/A N/A N/A

Equus Total Return (EQS) Competitors

$1.23 -0.05 (-3.54%)

As of 06/15/2026 03:30 PM Eastern

Compare

EQS vs. SWZ, EEA, CEV, PCM, and VLT

Should 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 Total Return Securities (SWZ), The European Equity Fund (EEA), Eaton Vance California Municipal Income Trust (CEV), Pcm Fund (PCM), and INV VK HI INC2 (VLT). These companies are all part of the "financial services" industry.

How does Equus Total Return compare to Total Return Securities?

Total Return Securities (NYSE:SWZ) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and earnings.

Total Return Securities has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. Total Return Securities' return on equity of 0.00% beat Equus Total Return's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
Equus Total Return	-1,036.67%	-14.05%	-11.84%

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Equus Total Return	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00

Total Return Securities has higher revenue and earnings than Equus Total Return.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Total Return Securities	$3.34M	23.12	-$3.74M	N/A	N/A
Equus Total Return	$1.37M	12.49	-$14.16M	-$1.08	N/A

41.1% of Total Return Securities shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by company insiders. Comparatively, 30.5% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Total Return Securities has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.13, meaning that its stock price is 87% less volatile than the broader market.

In the previous week, Total Return Securities had 1 more articles in the media than Equus Total Return. MarketBeat recorded 1 mentions for Total Return Securities and 0 mentions for Equus Total Return. Equus Total Return's average media sentiment score of 0.00 beat Total Return Securities' score of -1.00 indicating that Equus Total Return is being referred to more favorably in the news media.

Company	Overall Sentiment
Total Return Securities	Negative
Equus Total Return	Neutral

Summary

Total Return Securities beats Equus Total Return on 9 of the 12 factors compared between the two stocks.

How does Equus Total Return compare to The European Equity Fund?

Equus Total Return (NYSE:EQS) and The European Equity Fund (NYSE:EEA) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, profitability, earnings, risk, analyst recommendations, institutional ownership, media sentiment and dividends.

Equus Total Return has a beta of 0.13, suggesting that its stock price is 87% less volatile than the broader market. Comparatively, The European Equity Fund has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.

In the previous week, Equus Total Return's average media sentiment score of 0.00 equaled The European Equity Fund'saverage media sentiment score.

Company	Overall Sentiment
Equus Total Return	Neutral
The European Equity Fund	Neutral

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
Equus Total Return	-1,036.67%	-14.05%	-11.84%
The European Equity Fund	N/A	N/A	N/A

51.9% of The European Equity Fund shares are held by institutional investors. 30.5% of Equus Total Return shares are held by insiders. Comparatively, 0.1% of The European Equity Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

The European Equity Fund has lower revenue, but higher earnings than Equus Total Return.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Equus Total Return	$1.37M	12.49	-$14.16M	-$1.08	N/A
The European Equity Fund	N/A	N/A	N/A	N/A	N/A

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)	1.00
The European Equity Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Summary

The European Equity Fund beats Equus Total Return on 5 of the 8 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 stock? We will contrast the two companies based on the strength of their valuation, risk, dividends, analyst recommendations, earnings, media sentiment, institutional ownership and profitability.

Eaton Vance California Municipal Income Trust has higher earnings, but lower revenue than Equus Total Return.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Eaton Vance California Municipal Income Trust	$418.33K	173.19	N/A	N/A	N/A
Equus Total Return	$1.37M	12.49	-$14.16M	-$1.08	N/A

In the previous week, Eaton Vance California Municipal Income Trust's average media sentiment score of 0.00 equaled Equus Total Return'saverage media sentiment score.

Company	Overall Sentiment
Eaton Vance California Municipal Income Trust	Neutral
Equus Total Return	Neutral

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

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 Trust	N/A	N/A	N/A
Equus Total Return	-1,036.67%	-14.05%	-11.84%

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)	0.00
Equus Total Return	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00

Eaton Vance California Municipal Income Trust has a beta of 0.58, indicating that its share price is 42% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.13, indicating that its share price is 87% less volatile than the broader market.

Summary

Eaton Vance California Municipal Income Trust beats Equus Total Return on 6 of the 9 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 investment? We will compare the two companies based on the strength of their valuation, dividends, institutional ownership, profitability, earnings, media sentiment, analyst recommendations and risk.

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 Fund	N/A	N/A	N/A
Equus Total Return	-1,036.67%	-14.05%	-11.84%

Pcm Fund has higher earnings, but lower revenue than Equus Total Return.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pcm Fund	N/A	N/A	N/A	N/A	N/A
Equus Total Return	$1.37M	12.49	-$14.16M	-$1.08	N/A

In the previous week, Pcm Fund's average media sentiment score of 0.00 equaled Equus Total Return'saverage media sentiment score.

Company	Overall Sentiment
Pcm Fund	Neutral
Equus Total Return	Neutral

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 0.13, indicating that its stock price is 87% less volatile than the broader market.

10.3% of Pcm Fund shares are owned by institutional investors. 1.0% of Pcm Fund shares are owned by company insiders. Comparatively, 30.5% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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)	0.00
Equus Total Return	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00

Summary

Pcm Fund beats Equus Total Return on 5 of the 8 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 better investment? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, institutional ownership, risk, dividends, earnings and profitability.

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)	1.00
INV VK HI INC2	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

INV VK HI INC2 has lower revenue, but higher earnings than Equus Total Return.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Equus Total Return	$1.37M	12.49	-$14.16M	-$1.08	N/A
INV VK HI INC2	N/A	N/A	N/A	N/A	N/A

In the previous week, INV VK HI INC2 had 2 more articles in the media than Equus Total Return. MarketBeat recorded 2 mentions for INV VK HI INC2 and 0 mentions for Equus Total Return. INV VK HI INC2's average media sentiment score of 0.05 beat Equus Total Return's score of 0.00 indicating that INV VK HI INC2 is being referred to more favorably in the news media.

Company	Overall Sentiment
Equus Total Return	Neutral
INV VK HI INC2	Neutral

Equus Total Return has a beta of 0.13, meaning that its stock price is 87% less volatile than the broader market. Comparatively, INV VK HI INC2 has a beta of 0.73, meaning that its stock price is 27% less volatile than the broader market.

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

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 large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

INV VK HI INC2 beats Equus Total Return on 7 of the 10 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.

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.

EQS vs. The Competition

Export

Metric	Equus Total Return	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$17.74M	$4.70B	$13.88B	$23.32B
Dividend Yield	N/A	6.98%	5.75%	4.05%
P/E Ratio	-1.13	0.02	20.12	31.59
Price / Sales	12.49	51.77	149.66	20.84
Price / Cash	N/A	4.86	19.50	18.65
Price / Book	1.03	3.14	2.25	4.70
Net Income	-$14.16M	$388.27M	$1.14B	$1.08B
7 Day Performance	-9.26%	0.85%	0.63%	1.28%
1 Month Performance	-11.23%	0.78%	2.05%	3.33%
1 Year Performance	-8.65%	13.56%	11.98%	23.15%

Equus Total Return Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
EQS Equus Total Return	0.1668 of 5 stars	$1.23 -3.5%	N/A	-10.3%	$17.74M	$1.37M	N/A	2,011	Gap Up High Trading Volume
SWZ Total Return Securities	1.3513 of 5 stars	$5.93 -0.3%	N/A	-4.9%	$77.07M	$3.34M	N/A	N/A
EEA The European Equity Fund	N/A	$10.56 -0.4%	N/A	+7.8%	$72.37M	N/A	N/A	14,000
CEV Eaton Vance California Municipal Income Trust	N/A	$10.24 -0.7%	N/A	+7.6%	$72.03M	$418.33K	N/A	N/A
PCM Pcm Fund	N/A	$5.66 -0.4%	N/A	-10.9%	$70.14M	N/A	N/A	N/A

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This page (NYSE:EQS) was last updated on 6/16/2026 by MarketBeat.com Staff.

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Equus Total Return (EQS) Competitors

EQS vs. SWZ, EEA, CEV, PCM, and VLT

How does Equus Total Return compare to Total Return Securities?

Summary

How does Equus Total Return compare to The European Equity Fund?

Summary

How does Equus Total Return compare to Eaton Vance California Municipal Income Trust?

Summary

How does Equus Total Return compare to Pcm Fund?

Summary

How does Equus Total Return compare to INV VK HI INC2?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

EQS vs. The Competition

Equus Total Return Competitors List

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Stock Ideas and Recommendations

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Equus Total Return (EQS) Competitors

EQS vs. SWZ, EEA, CEV, PCM, and VLT

How does Equus Total Return compare to Total Return Securities?

Is SWZ or EQS more profitable?

Do analysts rate SWZ or EQS?

Which has higher valuation and earnings, SWZ or EQS?

Do insiders & institutionals hold more shares of SWZ or EQS?

Which has more risk and volatility, SWZ or EQS?

Does the media prefer SWZ or EQS?

Summary

How does Equus Total Return compare to The European Equity Fund?

Which has more volatility & risk, EQS or EEA?

Does the media favor EQS or EEA?

Is EQS or EEA more profitable?

Do insiders and institutionals believe in EQS or EEA?

Which has stronger valuation and earnings, EQS or EEA?

Do analysts prefer EQS or EEA?

Summary

How does Equus Total Return compare to Eaton Vance California Municipal Income Trust?

Which has preferable valuation and earnings, CEV or EQS?

Does the media prefer CEV or EQS?

Do insiders & institutionals hold more shares of CEV or EQS?

Is CEV or EQS more profitable?

Do analysts prefer CEV or EQS?

Which has more volatility and risk, CEV or EQS?

Summary

How does Equus Total Return compare to Pcm Fund?

Is PCM or EQS more profitable?

Which has stronger earnings and valuation, PCM or EQS?

Does the media prefer PCM or EQS?

Which has more risk & volatility, PCM or EQS?

Do insiders & institutionals have more ownership in PCM or EQS?

Do analysts prefer PCM or EQS?

Summary

How does Equus Total Return compare to INV VK HI INC2?

Do analysts prefer EQS or VLT?

Which has stronger valuation & earnings, EQS or VLT?

Does the media refer more to EQS or VLT?

Which has more risk and volatility, EQS or VLT?

Is EQS or VLT more profitable?

Do institutionals & insiders hold more shares of EQS or VLT?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

EQS vs. The Competition

Equus Total Return Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools