Equus Total Return Stock Performance
| EQS Stock | USD 1.17 0.03 2.50% |
The firm shows a Beta (market volatility) of 0.38, which means possible diversification benefits within a given portfolio. 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. At this point, Equus Total Return has a negative expected return of -0.21%. Please make sure to confirm Equus Total's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Equus Total Return performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Equus Total Return has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Last Split Factor 110:100 | Ex Dividend Date 2009-08-21 | Last Split Date 2001-11-29 |
1 | Sprott Focus Trust, ARC Document Solutions, Another 6 Companies Have A High Estimated Dividend Yield - Via News Agency | 09/16/2024 |
2 | Acquisition by Tokarz Michael T of 850000 shares of Equus Total at 2.4 subject to Rule 16b-3 | 10/15/2024 |
3 | Disposition of 608310 shares by Tokarz Group Advisers Llc of Equus Total at 1.62 subject to Rule 16b-3 | 11/01/2024 |
4 | Acquisition by Robert Knauss of 5000 shares of Equus Total at 1.51 subject to Rule 16b-3 | 11/11/2024 |
5 | Equus Total Return Reports 19 percent Drop in Net Assets Amid Oil Price Decline EQS Stock News - StockTitan | 11/14/2024 |
| Begin Period Cash Flow | 19.3 M |
Equus |
Equus Total Relative Risk vs. Return Landscape
If you would invest 136.00 in Equus Total Return on September 3, 2024 and sell it today you would lose (19.28) from holding Equus Total Return or give up 14.18% of portfolio value over 90 days. Equus Total Return is generating negative expected returns assuming volatility of 3.0319% on return distribution over 90 days investment horizon. In other words, 26% of stocks are less volatile than Equus, and above 99% 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 = -0.0677
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EQS |
Estimated Market Risk
| 3.03 actual daily | 26 74% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equus Total is not performing at its full potential. However, 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 Equus Total 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 | 0.21 | |||
| Return On Asset | -0.0312 | |||
| Profit Margin | 11.41 % | |||
| Operating Margin | (2.56) % | |||
| Current Valuation | 68.37 M | |||
| Shares Outstanding | 13.59 M | |||
| Price To Earning | 9.72 X | |||
| Price To Book | 0.41 X | |||
| Price To Sales | 19.94 X | |||
| Revenue | 225 K | |||
| Gross Profit | 318 K | |||
| 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 | 3.55 X | |||
| Cash Flow From Operations | (51.36 M) | |||
| Earnings Per Share | (0.51) X | |||
| Market Capitalization | 16.85 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 | 0.14 | 0.15 | |
| Return On Capital Employed | 0.27 | 0.28 | |
| Return On Assets | 0.14 | 0.15 | |
| Return On Equity | 0.27 | 0.28 |
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 generated a negative expected return over the last 90 days | |
| Equus Total Return may become a speculative penny stock | |
| Equus Total Return has high historical volatility and very poor performance | |
| 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 news.google.com: Equus Total Return Reports 19 percent Drop in Net Assets Amid Oil Price Decline EQS Stock News - StockTitan |
- 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.