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Equus Total Return (EQS) Competitors

Equus Total Return logo
$1.02 -0.03 (-2.38%)
As of 03:52 PM Eastern
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EQS vs. ICMB, MXE, CIF, CUBA, AGD, AWP, THQ, THW, AVK, and AFB

Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include Investcorp Credit Management BDC (ICMB), Mexico Equity & Income Fund (MXE), MFS Intermediate High Income Fund (CIF), The Herzfeld Caribbean Basin Fund (CUBA), Abrdn Global Dynamic Dividend Fund (AGD), abrdn Global Premier Properties Fund (AWP), Abrdn Healthcare Opportunities Fund (THQ), Abrdn World Healthcare Fund (THW), Advent Convertible and Income Fund (AVK), and AllianceBernstein National Municipal Income Fund (AFB). These companies are all part of the "financial services" industry.

Equus Total Return vs.

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

In the previous week, Investcorp Credit Management BDC's average media sentiment score of 0.00 equaled Equus Total Return'saverage media sentiment score.

Company Overall Sentiment
Investcorp Credit Management BDC Neutral
Equus Total Return Neutral

Investcorp Credit Management BDC has a beta of 1.29, suggesting that its share price is 29% more volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 1.05, suggesting that its share price is 5% more volatile than the S&P 500.

7.8% of Investcorp Credit Management BDC shares are held by institutional investors. 1.2% of Investcorp Credit Management BDC shares are held by insiders. Comparatively, 30.6% of Equus Total Return shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Equus Total Return received 78 more outperform votes than Investcorp Credit Management BDC when rated by MarketBeat users. Likewise, 63.10% of users gave Equus Total Return an outperform vote while only 43.75% of users gave Investcorp Credit Management BDC an outperform vote.

CompanyUnderperformOutperform
Investcorp Credit Management BDCOutperform Votes
28
43.75%
Underperform Votes
36
56.25%
Equus Total ReturnOutperform Votes
106
63.10%
Underperform Votes
62
36.90%

Equus Total Return has lower revenue, but higher earnings than Investcorp Credit Management BDC. Equus Total Return is trading at a lower price-to-earnings ratio than Investcorp Credit Management BDC, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Investcorp Credit Management BDC$11.43M3.73-$4.09M$0.466.43
Equus Total Return-$2.51M-5.55$12.95M-$0.50-2.05

Investcorp Credit Management BDC has a net margin of 18.53% compared to Equus Total Return's net margin of -621.28%. Investcorp Credit Management BDC's return on equity of 9.83% beat Equus Total Return's return on equity.

Company Net Margins Return on Equity Return on Assets
Investcorp Credit Management BDC18.53% 9.83% 3.71%
Equus Total Return -621.28%-7.73%-3.63%

Summary

Investcorp Credit Management BDC beats Equus Total Return on 9 of the 13 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 {thisCompany.Symbol} 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 ReturnInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$13.93M$7.25B$10.46B$17.69B
Dividend YieldN/A6.76%5.42%3.79%
P/E Ratio-2.053.6521.4329.96
Price / Sales-5.5515.2424.9424.26
Price / CashN/A7.5117.6217.54
Price / BookN/A0.862.574.13
Net Income$12.95M$66.51M$1.03B$1.02B
7 Day Performance-3.30%-4.44%-4.99%-8.68%
1 Month Performance-18.33%-5.73%494.49%-9.64%
1 Year Performance-32.12%-2.43%530.75%-4.93%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQS
Equus Total Return
N/A$1.03
-2.4%
N/A-30.7%$13.93M$-2,510,000.00-2.052,011Gap Down
High Trading Volume
ICMB
Investcorp Credit Management BDC
1.5495 of 5 stars
$3.20
-0.9%
N/A-6.1%$46.13M$11.43M9.702,019
MXE
Mexico Equity & Income Fund
N/A$8.72
+0.1%
N/A-21.2%$38.37M$-6,053,009.000.00N/A
CIF
MFS Intermediate High Income Fund
N/A$1.70
-0.5%
N/A-0.9%$30.63M$4.42M0.00N/ADividend Cut
Negative News
High Trading Volume
CUBA
The Herzfeld Caribbean Basin Fund
N/A$2.67
+1.5%
N/A-1.6%$19.09M$3.99M0.00N/AGap Up
AGD
Abrdn Global Dynamic Dividend Fund
N/A$9.94
-0.5%
N/A+2.5%$0.00$56.61M0.00N/AShort Interest ↓
High Trading Volume
AWP
abrdn Global Premier Properties Fund
N/A$3.87
+1.4%
N/A+1.3%$0.00$95.16M0.00N/A
THQ
Abrdn Healthcare Opportunities Fund
N/A$20.67
+1.0%
N/A+2.8%$0.00$191.10M0.001,088
THW
Abrdn World Healthcare Fund
N/A$11.50
-0.5%
N/A-12.7%$0.00$94.49M0.00N/APositive News
AVK
Advent Convertible and Income Fund
N/A$11.52
-0.5%
N/A-5.3%$0.00$110.08M0.00N/ADividend Announcement
AFB
AllianceBernstein National Municipal Income Fund
N/A$10.83
+0.1%
N/A+1.8%$0.00$61.85M0.00N/AEarnings Report
Short Interest ↑
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This page (NYSE:EQS) was last updated on 4/4/2025 by MarketBeat.com Staff
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