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Equus Total Return (EQS) Competitors

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$1.02 -0.01 (-1.00%)
As of 11:56 AM Eastern

EQS vs. OFS, AURE, GROW, TGE, and LCCC

Should you buy Equus Total Return stock or one of its competitors? Equus Total Return's main competitors and comparable companies include OFS Capital (OFS), Prestige Wealth (AURE), U.S. Global Investors (GROW), The Generation Essentials Group (TGE), and Lakeshore Acquisition III (LCCC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Equus Total Return compare to OFS Capital?

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

OFS Capital has a net margin of -62.24% compared to Equus Total Return's net margin of -1,408.24%. OFS Capital's return on equity of 7.46% beat Equus Total Return's return on equity.

Company Net Margins Return on Equity Return on Assets
Equus Total Return-1,408.24% -14.25% -11.34%
OFS Capital -62.24%7.46%2.67%

In the previous week, OFS Capital's average media sentiment score of 0.75 beat Equus Total Return's score of 0.00 indicating that OFS Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Equus Total Return Neutral
OFS Capital Positive

OFS Capital has a consensus price target of $7.00, suggesting a potential upside of 78.12%. Given OFS Capital's stronger consensus rating and higher probable upside, analysts plainly believe OFS Capital is more favorable than Equus Total Return.

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
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

Equus Total Return has higher earnings, but lower revenue than OFS Capital. OFS Capital 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 Ratio
Equus Total Return$1.37M10.41-$14.16M-$1.40N/A
OFS Capital$40.69M1.29-$33.09M-$1.65N/A

10.8% of OFS Capital shares are owned by institutional investors. 30.5% of Equus Total Return shares are owned by company insiders. Comparatively, 0.5% of OFS Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Equus Total Return has a beta of 0.11, meaning that its stock price is 89% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.84, meaning that its stock price is 16% less volatile than the broader market.

Summary

OFS Capital beats Equus Total Return on 9 of the 14 factors compared between the two stocks.

How does Equus Total Return compare to Prestige Wealth?

Prestige Wealth (NASDAQ:AURE) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, profitability, analyst recommendations, valuation, earnings and risk.

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

Prestige Wealth has a beta of 2.38, suggesting that its stock price is 138% more volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.11, suggesting that its stock price is 89% less volatile than the broader market.

Equus Total Return has lower revenue, but higher earnings than Prestige Wealth. Prestige Wealth 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 Ratio
Prestige Wealth$1.79M28.70-$22.73M-$1.62N/A
Equus Total Return$1.37M10.41-$14.16M-$1.40N/A

Prestige Wealth has a net margin of 0.00% compared to Equus Total Return's net margin of -1,408.24%. Prestige Wealth's return on equity of 0.00% beat Equus Total Return's return on equity.

Company Net Margins Return on Equity Return on Assets
Prestige WealthN/A N/A N/A
Equus Total Return -1,408.24%-14.25%-11.34%

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

Company Overall Sentiment
Prestige Wealth Neutral
Equus Total Return Neutral

7.7% of Prestige Wealth shares are owned by institutional investors. 30.5% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Prestige Wealth beats Equus Total Return on 7 of the 11 factors compared between the two stocks.

How does Equus Total Return compare to U.S. Global Investors?

Equus Total Return (NYSE:EQS) and U.S. Global Investors (NASDAQ:GROW) 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, valuation, profitability, analyst recommendations, dividends, earnings and institutional ownership.

U.S. Global Investors has a net margin of 29.81% compared to Equus Total Return's net margin of -1,408.24%. U.S. Global Investors' return on equity of 6.70% beat Equus Total Return's return on equity.

Company Net Margins Return on Equity Return on Assets
Equus Total Return-1,408.24% -14.25% -11.34%
U.S. Global Investors 29.81%6.70%6.30%

In the previous week, U.S. Global Investors had 7 more articles in the media than Equus Total Return. MarketBeat recorded 7 mentions for U.S. Global Investors and 0 mentions for Equus Total Return. U.S. Global Investors' average media sentiment score of 0.86 beat Equus Total Return's score of 0.00 indicating that U.S. Global Investors is being referred to more favorably in the news media.

Company Overall Sentiment
Equus Total Return Neutral
U.S. Global Investors Positive

Equus Total Return has a beta of 0.11, indicating that its share price is 89% less volatile than the broader market. Comparatively, U.S. Global Investors has a beta of 0.68, indicating that its share price is 32% less volatile than the broader market.

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
U.S. Global Investors
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

23.6% of U.S. Global Investors shares are owned by institutional investors. 30.5% of Equus Total Return shares are owned by company insiders. Comparatively, 19.2% of U.S. Global Investors 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.

U.S. Global Investors has higher revenue and earnings than Equus Total Return. Equus Total Return is trading at a lower price-to-earnings ratio than U.S. Global Investors, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$1.37M10.41-$14.16M-$1.40N/A
U.S. Global Investors$10.25M3.51$3.06M$0.2511.60

Summary

U.S. Global Investors beats Equus Total Return on 13 of the 15 factors compared between the two stocks.

How does Equus Total Return compare to The Generation Essentials Group?

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

The Generation Essentials Group has higher revenue and earnings than Equus Total Return.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$1.37M10.41-$14.16M-$1.40N/A
The Generation Essentials Group$98.32M0.40-$7.75MN/AN/A

Equus Total Return has a beta of 0.11, meaning that its share price is 89% less volatile than the broader market. Comparatively, The Generation Essentials Group has a beta of -1.27, meaning that its share price is 227% less volatile than the broader market.

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 Generation Essentials Group
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

The Generation Essentials Group has a net margin of 0.00% compared to Equus Total Return's net margin of -1,408.24%. The Generation Essentials Group'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-1,408.24% -14.25% -11.34%
The Generation Essentials Group N/A N/A N/A

In the previous week, Equus Total Return's average media sentiment score of 0.00 equaled The Generation Essentials Group'saverage media sentiment score.

Company Overall Sentiment
Equus Total Return Neutral
The Generation Essentials Group Neutral

Summary

The Generation Essentials Group beats Equus Total Return on 5 of the 7 factors compared between the two stocks.

How does Equus Total Return compare to Lakeshore Acquisition III?

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

Lakeshore Acquisition III has lower revenue, but higher earnings than Equus Total Return.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$1.37M10.41-$14.16M-$1.40N/A
Lakeshore Acquisition IIIN/AN/AN/AN/AN/A

Lakeshore Acquisition III has a net margin of 0.00% compared to Equus Total Return's net margin of -1,408.24%. Lakeshore Acquisition III'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-1,408.24% -14.25% -11.34%
Lakeshore Acquisition III N/A N/A N/A

In the previous week, Equus Total Return's average media sentiment score of 0.00 equaled Lakeshore Acquisition III'saverage media sentiment score.

Company Overall Sentiment
Equus Total Return Neutral
Lakeshore Acquisition III Neutral

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
Lakeshore Acquisition III
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Equus Total Return has a beta of 0.11, suggesting that its share price is 89% less volatile than the broader market. Comparatively, Lakeshore Acquisition III has a beta of 0.01, suggesting that its share price is 99% less volatile than the broader market.

Summary

Lakeshore Acquisition III beats Equus Total Return on 3 of the 5 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 ReturnCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$14.26M$5.60B$14.04B$23.44B
Dividend YieldN/A7.41%5.89%3.72%
P/E Ratio-0.7331.2726.0429.07
Price / Sales10.411,165.20504.4020.28
Price / CashN/A48.0730.8419.95
Price / Book0.863.582.774.80
Net Income-$14.16M$419.48M$1.32B$1.07B
7 Day Performance0.06%7.66%4.15%0.77%
1 Month Performance-14.59%-0.25%1.00%-1.40%
1 Year Performance-58.00%6.57%11.17%12.32%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQS
Equus Total Return
0.8341 of 5 stars
$1.02
-1.0%
N/A-54.7%$14.26M$1.37MN/A2,011
OFS
OFS Capital
1.8396 of 5 stars
$3.97
+2.8%
$7.00
+76.3%
-55.0%$51.72M-$17.07MN/A50
AURE
Prestige Wealth
0.4484 of 5 stars
$1.47
+4.3%
N/AN/A$48.78M$1.79MN/AN/A
GROW
U.S. Global Investors
3.1222 of 5 stars
$3.23
-3.9%
N/A+23.1%$41.68M$9.48M12.4220
TGE
The Generation Essentials Group
0.8203 of 5 stars
$0.90
-2.3%
N/A-69.5%$40.69M$98.32MN/A750

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This page (NYSE:EQS) was last updated on 9/8/2026 by MarketBeat.com Staff.
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