Equus Total Return Stock Performance
| EQS Stock | USD 1.09 0.02 1.87% |
Equus Total has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.01, which means not very significant fluctuations relative to the market. As returns on the market increase, Equus Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equus Total is expected to be smaller as well. Equus Total Return right now shows a risk of 4.55%. Please confirm Equus Total Return potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Equus Total Return will be following its price patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equus Total Return are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, Equus Total may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
Last Split Factor 110:100 | Ex Dividend Date 2009-08-21 | Last Split Date 2001-11-29 |
1 | High Income Securities Fund and Equus Total Return Financial Review | 12/20/2024 |
2 | Equus Announces Appointments of Fraser Atkinson as Chairman and John J. May as Director - The Manila Times | 01/07/2025 |
3 | Acquisition by Des Pallieres Bertrand of 986842 shares of Equus Total at 2.6455 subject to Rule 16b-3 | 01/10/2025 |
4 | Dame Joan Plowright | 01/17/2025 |
5 | Acquisition by Mvc Capital, Inc. of 850000 shares of Equus Total at 2.4 subject to Rule 16b-3 | 01/24/2025 |
6 | Mercedes-Benz Is Practically Begging People To Buy Its EVs With 15,000 Discounts | 02/06/2025 |
7 | AXA Stock Price Passes Above 200 Day Moving Average Whats Next - Defense World | 02/25/2025 |
8 | Acquisition by Benedetti Alessandro of 400000 shares of Equus Total at 2.75 subject to Rule 16b-3 | 02/28/2025 |
9 | Short Interest in Equus Total Return, Inc. Increases By 31.9 | 03/05/2025 |
| Begin Period Cash Flow | 19.3 M |
Equus |
Equus Total Relative Risk vs. Return Landscape
If you would invest 105.00 in Equus Total Return on December 22, 2024 and sell it today you would earn a total of 4.00 from holding Equus Total Return or generate 3.81% return on investment over 90 days. Equus Total Return is generating 0.1633% of daily returns assuming volatility of 4.5478% on return distribution over 90 days investment horizon. In other words, 40% of stocks are less volatile than Equus, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Equus Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equus Total's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equus Total Return, and traders can use it to determine the average amount a Equus Total's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0359
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| Small Returns | EQS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 4.55 actual daily | 40 60% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Equus Total is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equus Total by adding it to a well-diversified portfolio.
Equus Total Fundamentals Growth
Equus Stock prices reflect investors' perceptions of the future prospects and financial health of Equus Total, and Equus Total fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equus Stock performance.
| Return On Equity | -0.16 | ||||
| Return On Asset | -0.0265 | ||||
| Operating Margin | (1.86) % | ||||
| Current Valuation | 68.38 M | ||||
| Shares Outstanding | 13.59 M | ||||
| Price To Earning | 9.72 X | ||||
| Price To Book | 0.36 X | ||||
| Price To Sales | 12.79 X | ||||
| Revenue | 225 K | ||||
| Gross Profit | 1.14 M | ||||
| EBITDA | (1.02 M) | ||||
| Net Income | 12.95 M | ||||
| Cash And Equivalents | 23.46 M | ||||
| Cash Per Share | 1.60 X | ||||
| Total Debt | 44.95 M | ||||
| Debt To Equity | 0.11 % | ||||
| Current Ratio | 5.94 X | ||||
| Book Value Per Share | 2.96 X | ||||
| Cash Flow From Operations | (51.36 M) | ||||
| Earnings Per Share | (0.51) X | ||||
| Market Capitalization | 14.54 M | ||||
| Total Asset | 93.55 M | ||||
| Retained Earnings | (26.51 M) | ||||
About Equus Total Performance
Assessing Equus Total's fundamental ratios provides investors with valuable insights into Equus Total's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Equus Total is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 2.3 K | 2.4 K | |
| Return On Tangible Assets | 0.16 | 0.17 | |
| Return On Capital Employed | 0.24 | 0.25 | |
| Return On Assets | 0.16 | 0.17 | |
| Return On Equity | 0.31 | 0.32 |
Things to note about Equus Total Return performance evaluation
Checking the ongoing alerts about Equus Total for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equus Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equus Total Return has some characteristics of a very speculative penny stock | |
| Equus Total Return had very high historical volatility over the last 90 days | |
| Equus Total Return has high likelihood to experience some financial distress in the next 2 years | |
| Equus Total Return has about 23.46 M in cash with (51.36 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.6, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 61.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Short Interest in Equus Total Return, Inc. Increases By 31.9 |
- Analyzing Equus Total's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equus Total's stock is overvalued or undervalued compared to its peers.
- Examining Equus Total's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equus Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equus Total's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equus Total's stock. These opinions can provide insight into Equus Total's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Equus Stock Analysis
When running Equus Total's price analysis, check to measure Equus Total's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equus Total is operating at the current time. Most of Equus Total's value examination focuses on studying past and present price action to predict the probability of Equus Total's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equus Total's price. Additionally, you may evaluate how the addition of Equus Total to your portfolios can decrease your overall portfolio volatility.