EQS vs. CUBA, NOM, CIF, MFV, EEA, CEE, GCV, CEV, DTF, and GIPR
Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include The Herzfeld Caribbean Basin Fund (CUBA), Nuveen Missouri Quality Municipal Income Fund (NOM), MFS Intermediate High Income Fund (CIF), MFS Special Value Trust (MFV), The European Equity Fund (EEA), The Central and Eastern Europe Fund (CEE), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), DTF Tax-Free Income 2028 Term Fund (DTF), and Generation Income Properties (GIPR). These companies are all part of the "finance" sector.
The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, community ranking, profitability, institutional ownership, valuation, risk, dividends and media sentiment.
15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Comparatively, 30.7% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
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.
The Herzfeld Caribbean Basin Fund has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 0.96, indicating that its stock price is 4% less volatile than the S&P 500.
Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.
In the previous week, The Herzfeld Caribbean Basin Fund had 2 more articles in the media than Equus Total Return. MarketBeat recorded 3 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 -0.18 indicating that Equus Total Return is being referred to more favorably in the news media.
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.
Summary
The Herzfeld Caribbean Basin Fund beats Equus Total Return on 6 of the 11 factors compared between the two stocks.
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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.
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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