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Equus Total Return, Inc. Stock AnalysisComprehensive stock analysis for Equus Total Return, Inc. (EQS) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisEQS
EQS
Equus Total Return, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EQS
Home🔹Stocks🔹Equus Total Return, Inc.

Equus Total Return, Inc.

🇺🇸EQS•NYSE

Equus Total Return, Inc.

🇺🇸EQS•NYSE
Market cap
$13.69M
Sentiment

Your view on EQS

Mkt Cap
$13.69M
Sentiment
Your view
EQS
Equus Total Return, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EQS
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Equus Total Return, Inc.

Industry
Asset Management
Sector
Financial Services
CEO
John A. Hardy
Headquarters
700 Louisiana Street, Houston, TX, US
Industry
Asset Management
Sector
Financial Services
CEO
John A. Hardy
Headquarters
700 Louisiana Street, Houston, TX, US
Description

Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing.

It invests in small to mid-sized companies and acts as a lead investor. It invests in technology, telecommunication, financial services, natural resource and industrial manufacturing and services.

It invests in companies engaged in the alternative energy, real estate, healthcare, education, e-learning, leisure and entertainment, and foreign investment sector in the United States, China, India, and Europe.

It investments include common and preferred stock, debt convertible into common or preferred stock, debt combined with warrants and options, and other rights to acquire common or preferred stock.

It seeks to invest in companies between $1 million to $25 million with revenues between $5 million and $150 million with EBITDA between $2 million to $50 million. It seeks to take control and non-control equity positions. Equus Total Return, Inc. was founded in 1991 and is based in Houston, Texas with additional office in Vancouver, Canada.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Equus Total Return, Inc., and the rating behind it. EQS last traded at $0.98; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Equus Total Return, Inc.. Starting points for Equus Total Return, Inc.: EPS -$1.32, beta 0.12 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Equus Total Return, Inc.. Equus Total Return, Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Equus Total Return, Inc.. Trailing twelve-month EPS for Equus Total Return, Inc. stands at -$1.32. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Equus Total Return, Inc.. Equus Total Return, Inc. has reported as a listed company since 1992. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Equus Total Return, Inc. valued side by side against its closest peers. Equus Total Return, Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Equus Total Return, Inc., and how their positions are changing. At a $13.7M market value, institutional positions materially move Equus Total Return, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Equus Total Return, Inc. executives and directors. Shares of Equus Total Return, Inc. have traded between $0.74 and $2.49 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Equus Total Return, Inc.. Equus Total Return, Inc. is a $13.7M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Equus Total Return, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Equus Total Return, Inc.. Coverage tracks Equus Total Return, Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • ATON — AlphaTON Capital Corp.
  • BCG — Binah Capital Group, Inc.
  • GROW — U.S. Global Investors, Inc.
  • LCAP — Principal Capital Appreciation Select ETF
  • PDPA — Pearl Diver Credit Company Inc.
  • RAND — Rand Capital Corporation

More Asset Management companies

  • TPG — TPG Inc.
  • TPGXL — TPG Operating Group II, L.P. 6.950% Fixed-Rate Junior Subordinated Notes due 2064
  • TPVG — TriplePoint Venture Growth BDC Corp.
  • TRIN — Trinity Capital Inc.
  • TRLC — TriLinc Global Impact Fund, LLC
  • TRNGF — The Trendlines Group Ltd.
  • TRNLY — The Trendlines Group Ltd.
  • TRNZ — Trinity Capital, Inc. 7.875 % Notes 2024-30.03.2029
  • TROW — T. Rowe Price Group, Inc.
  • TRRPF — Torrent Capital Ltd.
  • TSLX — Sixth Street Specialty Lending, Inc.
  • TSRUF — Pacific Current Group Limited

ETFs holding Equus Total Return, Inc.

  • SCHC — Schwab International Small-Cap Equity ETF (0.01%)

News

Latest Market News