EQS vs. CUBA, NOM, CIF, CEE, EEA, GCV, CEV, DTF, NYC, and BMTX
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), The Central and Eastern Europe Fund (CEE), The European Equity Fund (EEA), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), DTF Tax-Free Income 2028 Term Fund (DTF), American Strategic Investment (NYC), and BM Technologies (BMTX). 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 businesses based on the strength of their community ranking, earnings, analyst recommendations, valuation, risk, media sentiment, dividends, institutional ownership and profitability.
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.
Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.
The Herzfeld Caribbean Basin Fund has a beta of 1.16, suggesting that its stock price is 16% more volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 0.95, suggesting that its stock price is 5% less volatile than the S&P 500.
Equus Total Return has a net margin of 2,221.48% 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.
In the previous week, Equus Total Return had 1 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 1 mentions for Equus Total Return and 0 mentions for The Herzfeld Caribbean Basin Fund. Equus Total Return's average media sentiment score of 0.67 beat The Herzfeld Caribbean Basin Fund's score of 0.00 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the media.
15.7% of The Herzfeld Caribbean Basin Fund shares are held by institutional investors. 17.7% of The Herzfeld Caribbean Basin Fund shares are held by insiders. Comparatively, 30.7% of Equus Total Return shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
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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