Equus Total Return (EQS)

2.05 +0.00  +0.00%  May 29, 2:01PM Go Pro
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Equus Total Return Performance

Historical performance is a good guide for the future, but it is imperfect. Pay attention to a company's history, but be realistic about what you can project into the future.

5 Year Total Returns Performance

Returns from price appreciation only give a partial view of the returns to an investor. This total returns chart shows the returns to an investor from both price appreciation and dividends (dividends are assumed to be reinvested)

Returns -76.33%
Total Returns -76.33%

1 Year Total Returns Performance Comparison

Here are Equus Total Return's total returns compared to the market and some of its peers. High historical total returns are excellent - especially if you held the stock at the time - but returns can change direction quickly. To predict future performance, looking at the business is more important than looking at historic returns.

  • EQS Total Returns
  • ^SPXTR Total Returns
  • MVC Total Returns
  • GAIN Total Returns
1 month total returns YTD total returns 1 year total returns* 3 year total returns
EQS -2.38% -8.48% -21.16% -21.15%
^SPXTR -5.89% 5.70% 1.18% 54.61%
MVC -6.28% 7.91% -2.35% 72.33%
GAIN -3.19% 3.44% 8.95% 119.3%

* May differ from chart if one year ago today was not a trading day. Table uses the previous trading day as a base while chart uses the next trading day.

Fundamental Performance

Price vs Earnings

In the long run, the price and earnings of a company are correlated. If the two metrics are diverging, there should be a good reason why. Divergence without reason can signal danger or opportunity.

Price 2.05%
Earnings Per Share TTM

Earnings Yield vs Dividend Yield

Yields show how much you are getting for the price you pay. For example, an earnings yield of 8% means that for every dollar you pay, you get 8 cents worth of current earnings. Take these numbers into account when buying to see if you are over-paying or getting a good deal.

Earnings Yield
Dividend Yield

Revenue and Earnings Growth

Revenues show how much the company is selling to customers, while net income is what remains for shareholders after the company pays its expenses. Revenue growth often persists over time, but net income is more fickle. Watch closely to see if revenue and income grow at similar rates.

Revenues TTM
Net Income TTM

Efficent Use of Assets

Profit margins show what percentage of every dollar of sales turns into earnings. Asset Uitlization shows how many dollars of sales a company gets for each dollar that the company invests in assets. Multiplying the two numbers together gives you Return on Assets which tells you approximately how efficiently the company invests money to earn more money.

Profit Margin
Asset Utilization

Reinvestment Strategy

Return on Invested Capital (ROIC) tells you how much income a company earned after investing $1 in its business. The Payout Ratio tells what percentage of the company's income it pays to shareholders instead of reinvesting in its own growth. Watch out for companies that pay out very little when their ROIC is low.

5 Year Average ROIC
5 Year Average Payout Ratio
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EQS News

$EQS filed latest Quarterly Report http://stks.co/3q3S
about 14 days ago by MarketBrief
$EQS filed latest Proxy Statement with the SEC (Form DEF 14A) http://stks.co/3aNN
about 29 days ago by MarketBrief
$EQS filed latest Annual Report http://stks.co/2ubg
about 74 days ago by MarketBrief
3 Ways To Grab Closed-End Funds At A Discount
Dec 21, 5:16AM Seeking Alpha
$EQS filed latest Quarterly Report http://stks.co/17Xe
about 197 days ago by MarketBrief
Equus II Inc falls 7.4%
Oct 12, 12:00PM FlyOnTheWall
Equus II Inc rises 11%
Oct 11, 12:00PM FlyOnTheWall
long $EQS. huge discount from NAV
about 866 days ago by LitheLyricist
CEF review: $EQS looks very cheap at 60% discount but avoid it. Inappropriate valuations, insider selling, & negative NII. BDCs are better.
about 951 days ago by derekbobbe
Read $EQS annual report last night, discounted close end fund. Mostly private deals so NAV is based on management valuations. pass.
about 1028 days ago by compoundinglife

Recent Quotes

Symbol Price Chg Chg % Market Cap
EQS 2.05 +0.00 +0.00%
FLL 2.96 -0.02 -0.63% 55.26M
FLIR 21.63 +0.32 +1.50% 3.283B
FLIC 27.31 +0.05 +0.18% 240.98M
FLEX 6.455 +0.04 +0.55% 4.579B
FLDM 14.35 +0.41 +2.94% 285.77M
FLC 18.97 -0.13 -0.68%
FL 32.65 +0.23 +0.71% 4.925B
FJP 34.88 -0.08 -0.23%
FIZZ 14.15 +0.14 +1.00% 648.38M
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