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Equus Total Return (EQS) Competitors

Equus Total Return logo
$1.06 +0.02 (+1.91%)
(As of 12/20/2024 04:33 PM ET)

EQS vs. EEA, JMM, RAND, ICMB, MXE, CIF, CUBA, AGD, AWP, and THW

Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include The European Equity Fund (EEA), Nuveen Multi-Market Income Fund (JMM), Rand Capital (RAND), 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), and Abrdn World Healthcare Fund (THW). These companies are all part of the "financial services" industry.

Equus Total Return vs.

Equus Total Return (NYSE:EQS) and The European Equity Fund (NYSE:EEA) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, risk, profitability, earnings, media sentiment, community ranking and analyst recommendations.

In the previous week, The European Equity Fund had 2 more articles in the media than Equus Total Return. MarketBeat recorded 2 mentions for The European Equity Fund and 0 mentions for Equus Total Return. The European Equity Fund's average media sentiment score of 0.88 beat Equus Total Return's score of 0.00 indicating that The European Equity Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Equus Total Return Neutral
The European Equity Fund Positive

The European Equity Fund has a net margin of 0.00% compared to Equus Total Return's net margin of -621.28%. The European Equity 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-621.28% -7.73% -3.63%
The European Equity Fund N/A N/A N/A

51.9% of The European Equity Fund shares are held by institutional investors. 30.6% of Equus Total Return shares are held by company insiders. Comparatively, 0.1% of The European Equity Fund shares are held by company 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 has higher earnings, but lower revenue than The European Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return-$2.51M-5.74$12.95M-$0.50-2.12
The European Equity Fund$6.29M9.31N/AN/AN/A

Equus Total Return received 35 more outperform votes than The European Equity Fund when rated by MarketBeat users. However, 68.93% of users gave The European Equity Fund an outperform vote while only 63.10% of users gave Equus Total Return an outperform vote.

CompanyUnderperformOutperform
Equus Total ReturnOutperform Votes
106
63.10%
Underperform Votes
62
36.90%
The European Equity FundOutperform Votes
71
68.93%
Underperform Votes
32
31.07%

Equus Total Return has a beta of 0.96, suggesting that its stock price is 4% less volatile than the S&P 500. Comparatively, The European Equity Fund has a beta of 1.11, suggesting that its stock price is 11% more volatile than the S&P 500.

Summary

The European Equity Fund beats Equus Total Return on 10 of the 12 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$14.40M$8.38B$11.09B$19.18B
Dividend YieldN/A6.75%9.81%3.60%
P/E Ratio-2.120.4427.7141.24
Price / Sales-5.7414.8243.2417.60
Price / CashN/A7.0330.6121.28
Price / Book0.410.882.745.32
Net Income$12.95M$73.96M$1.03B$989.88M
7 Day Performance-3.64%-2.96%-2.89%-3.54%
1 Month Performance-10.17%-2.31%-2.89%-3.68%
1 Year Performance-28.38%3.73%11.38%12.14%

Equus Total Return Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQS
Equus Total Return
N/A$1.06
+1.9%
N/A-27.9%$14.40M$-2,510,000.00-2.122,011
EEA
The European Equity Fund
N/A$8.62
-0.3%
N/A-2.7%$59.48MN/A0.0014,000Dividend Increase
News Coverage
JMM
Nuveen Multi-Market Income Fund
N/A$6.11
+0.5%
N/A+1.9%$57.81M$3.91M0.00N/A
RAND
Rand Capital
1.3094 of 5 stars
$19.46
+4.6%
N/A+26.3%$50.21M$14.09M3.915High Trading Volume
ICMB
Investcorp Credit Management BDC
3.4846 of 5 stars
$3.22
+0.6%
N/A-10.0%$46.39M$9.40M9.702,019Positive News
Gap Down
MXE
Mexico Equity & Income Fund
N/A$8.64
-0.7%
N/A-22.9%$38.02MN/A0.00N/ANegative News
High Trading Volume
CIF
MFS Intermediate High Income Fund
N/A$1.78
+0.9%
N/A+2.4%$31.96M$3.92M0.00N/AEx-Dividend
CUBA
The Herzfeld Caribbean Basin Fund
N/A$2.47
+0.4%
N/A-10.2%$17.66M$2.37M0.00N/ANews Coverage
AGD
Abrdn Global Dynamic Dividend Fund
N/A$10.10
+0.3%
N/A+6.0%$0.00$17.85M0.00N/A
AWP
abrdn Global Premier Properties Fund
N/A$4.06
-1.5%
N/A+1.7%$0.00$-9,264,203.000.00N/APositive News
THW
Abrdn World Healthcare Fund
N/A$11.32
-1.9%
N/A-7.1%$0.00$94.49M0.00N/AHigh Trading Volume

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This page (NYSE:EQS) was last updated on 12/21/2024 by MarketBeat.com Staff
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