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Equus Total Return (EQS) Competitors

Equus Total Return logo
$1.20 -0.03 (-2.44%)
As of 11:19 AM Eastern

EQS vs. PCM, VLT, CXH, MXE, and JMM

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 Pcm Fund (PCM), INV VK HI INC2 (VLT), MFS Investment Grade Municipal Trust (CXH), Mexico Equity and Income Fund (MXE), and Nuveen Multi-Market Income Fund (JMM). These companies are all part of the "financial services" industry.

How does Equus Total Return compare to Pcm Fund?

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

Equus Total Return has a beta of 0.15, suggesting that its share price is 85% less volatile than the broader market. Comparatively, Pcm Fund has a beta of 0.52, suggesting that its share price is 48% less volatile than the broader market.

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

In the previous week, Equus Total Return and Equus Total Return both had 1 articles in the media. Pcm Fund's average media sentiment score of 1.00 beat Equus Total Return's score of 0.00 indicating that Pcm Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Equus Total Return Neutral
Pcm Fund Positive

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
Equus Total Return-1,036.67% -14.05% -11.84%
Pcm Fund 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
Pcm Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$1.37M12.24-$14.16M-$1.08N/A
Pcm FundN/AN/AN/AN/AN/A

Summary

Pcm Fund beats Equus Total Return on 6 of the 9 factors compared between the two stocks.

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

INV VK HI INC2 (NYSE:VLT) 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 risk, analyst recommendations, valuation, earnings, institutional ownership, profitability, media sentiment and dividends.

In the previous week, INV VK HI INC2 had 1 more articles in the media than Equus Total Return. MarketBeat recorded 2 mentions for INV VK HI INC2 and 1 mentions for Equus Total Return. INV VK HI INC2's average media sentiment score of 0.84 beat Equus Total Return's score of 0.00 indicating that INV VK HI INC2 is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
INV VK HI INC2
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Equus Total Return
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
INV VK HI INC2
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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
INV VK HI INC2N/AN/AN/AN/AN/A
Equus Total Return$1.37M12.24-$14.16M-$1.08N/A

21.6% of INV VK HI INC2 shares are held by institutional investors. 1.0% of INV VK HI INC2 shares are held by company insiders. Comparatively, 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 company is poised for long-term growth.

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
INV VK HI INC2N/A N/A N/A
Equus Total Return -1,036.67%-14.05%-11.84%

INV VK HI INC2 has a beta of 0.72, suggesting that its stock price is 28% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.15, suggesting that its stock price is 85% less volatile than the broader market.

Summary

INV VK HI INC2 beats Equus Total Return on 7 of the 10 factors compared between the two stocks.

How does Equus Total Return compare to MFS Investment Grade Municipal Trust?

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

MFS Investment Grade Municipal Trust has higher earnings, but lower revenue than Equus Total Return.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MFS Investment Grade Municipal TrustN/AN/AN/AN/AN/A
Equus Total Return$1.37M12.24-$14.16M-$1.08N/A

In the previous week, Equus Total Return had 1 more articles in the media than MFS Investment Grade Municipal Trust. MarketBeat recorded 1 mentions for Equus Total Return and 0 mentions for MFS Investment Grade Municipal Trust. MFS Investment Grade Municipal Trust's average media sentiment score of 0.00 equaled Equus Total Return'saverage media sentiment score.

Company Overall Sentiment
MFS Investment Grade Municipal Trust Neutral
Equus Total Return Neutral

MFS Investment Grade Municipal Trust has a beta of 0.68, indicating that its stock price is 32% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.15, indicating that its stock price is 85% less volatile than the broader market.

MFS Investment Grade Municipal Trust has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. MFS Investment Grade Municipal 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
MFS Investment Grade Municipal TrustN/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
MFS Investment Grade Municipal 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

Summary

MFS Investment Grade Municipal Trust beats Equus Total Return on 4 of the 7 factors compared between the two stocks.

How does Equus Total Return compare to Mexico Equity and Income Fund?

Mexico Equity and Income Fund (NYSE:MXE) 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 dividends, valuation, risk, analyst recommendations, institutional ownership, earnings, profitability and media sentiment.

Mexico Equity and Income Fund has higher earnings, but lower revenue than Equus Total Return.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico Equity and Income FundN/AN/AN/AN/AN/A
Equus Total Return$1.37M12.24-$14.16M-$1.08N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mexico Equity and Income 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

In the previous week, Equus Total Return had 1 more articles in the media than Mexico Equity and Income Fund. MarketBeat recorded 1 mentions for Equus Total Return and 0 mentions for Mexico Equity and Income Fund. Mexico Equity and Income Fund's average media sentiment score of 0.00 equaled Equus Total Return'saverage media sentiment score.

Company Overall Sentiment
Mexico Equity and Income Fund Neutral
Equus Total Return Neutral

Mexico Equity and Income Fund has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. Mexico Equity and Income 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
Mexico Equity and Income FundN/A N/A N/A
Equus Total Return -1,036.67%-14.05%-11.84%

Mexico Equity and Income Fund has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Equus Total Return has a beta of 0.15, indicating that its share price is 85% less volatile than the broader market.

Summary

Mexico Equity and Income Fund beats Equus Total Return on 4 of the 7 factors compared between the two stocks.

How does Equus Total Return compare to Nuveen Multi-Market Income Fund?

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

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
Nuveen Multi-Market Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

67.3% of Nuveen Multi-Market Income Fund shares are owned by institutional investors. 30.5% of Equus Total Return shares are owned by company insiders. Comparatively, 16.7% of Nuveen Multi-Market Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Nuveen Multi-Market Income Fund has a net margin of 0.00% compared to Equus Total Return's net margin of -1,036.67%. Nuveen Multi-Market Income 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%
Nuveen Multi-Market Income Fund N/A N/A N/A

Equus Total Return has a beta of 0.15, indicating that its stock price is 85% less volatile than the broader market. Comparatively, Nuveen Multi-Market Income Fund has a beta of 0.37, indicating that its stock price is 63% less volatile than the broader market.

Nuveen Multi-Market Income Fund has lower revenue, but higher earnings than Equus Total Return.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$1.37M12.24-$14.16M-$1.08N/A
Nuveen Multi-Market Income FundN/AN/AN/AN/AN/A

In the previous week, Nuveen Multi-Market Income Fund had 3 more articles in the media than Equus Total Return. MarketBeat recorded 4 mentions for Nuveen Multi-Market Income Fund and 1 mentions for Equus Total Return. Nuveen Multi-Market Income Fund's average media sentiment score of 0.25 beat Equus Total Return's score of 0.00 indicating that Nuveen Multi-Market Income Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equus Total Return
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Nuveen Multi-Market Income Fund
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Nuveen Multi-Market Income Fund 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.
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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 ReturnFIN IndustryFinance SectorNYSE Exchange
Market Cap$16.76M$4.76B$14.22B$23.62B
Dividend YieldN/A6.76%5.67%3.98%
P/E Ratio-1.110.0220.6131.58
Price / Sales12.2416.3743.59177.83
Price / CashN/A4.9619.4518.69
Price / Book1.013.112.294.83
Net Income-$14.16M$388.27M$1.14B$1.07B
7 Day Performance-3.23%0.63%1.49%0.72%
1 Month Performance-12.41%1.91%3.18%3.64%
1 Year Performance-14.89%11.40%12.39%18.34%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQS
Equus Total Return
0.4304 of 5 stars
$1.20
-2.4%
N/A-10.6%$16.76M$1.37MN/A2,011
PCM
Pcm Fund
N/A$5.52
-0.4%
N/A-10.1%$68.41MN/AN/AN/A
VLT
INV VK HI INC2
N/A$10.33
0.0%
N/A-4.8%$67.26MN/AN/AN/A
CXH
MFS Investment Grade Municipal Trust
N/A$7.62
-0.2%
N/A-0.1%$62.44MN/AN/A147,000
MXE
Mexico Equity and Income Fund
N/A$13.00
+1.0%
N/A+22.1%$56.63MN/AN/AN/A

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This page (NYSE:EQS) was last updated on 7/6/2026 by MarketBeat.com Staff.
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