Equus Total Return Stock Performance

EQS Stock  USD 1.01  0.05  4.72%   
The firm shows a Beta (market volatility) of -0.0718, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Equus Total are expected to decrease at a much lower rate. During the bear market, Equus Total is likely to outperform the market. At this point, Equus Total Return has a negative expected return of -0.16%. Please make sure to confirm Equus Total's potential upside, as well as the relationship between the kurtosis and day typical price , 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 latest unsteady performance, the Stock's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
Last Split Factor
110:100
Ex Dividend Date
2009-08-21
Last Split Date
2001-11-29
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JavaScript chart by amCharts 3.21.15Equus Total Return Equus Total Return Dividend Benchmark Dow Jones Industrial
1
Acquisition by Des Pallieres Bertrand of 986842 shares of Equus Total at 2.6455 subject to Rule 16b-3
01/10/2025
2
Joan Plowright, English actress of dazzling versatility, dies at 95
01/17/2025
3
Acquisition by Mvc Capital, Inc. of 850000 shares of Equus Total at 2.4 subject to Rule 16b-3
01/24/2025
4
DANIEL DILELLA APPOINTED HONORARY CONSUL OF THE REPUBLIC OF SAN MARINO
02/06/2025
5
AXA Stock Price Passes Above 200 Day Moving Average Whats Next - Defense World
02/25/2025
6
Acquisition by Benedetti Alessandro of 400000 shares of Equus Total at 2.75 subject to Rule 16b-3
02/28/2025
7
Short Interest in Equus Total Return, Inc. Increases By 31.9
03/05/2025
Begin Period Cash Flow19.3 M
  

Equus Total Relative Risk vs. Return Landscape

If you would invest  117.00  in Equus Total Return on January 2, 2025 and sell it today you would lose (16.00) from holding Equus Total Return or give up 13.68% of portfolio value over 90 days. Equus Total Return is generating negative expected returns assuming volatility of 4.2285% on return distribution over 90 days investment horizon. In other words, 37% 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   
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       Risk  
Considering the 90-day investment horizon Equus Total is expected to under-perform the market. In addition to that, the company is 4.8 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.01 per unit of volatility.

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 = -0.0374

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Negative ReturnsEQS

Estimated Market Risk

 4.23
  actual daily
37
63% of assets are more volatile

Expected Return

 -0.16
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.04
  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-0.16
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Return On Asset-0.0265
Operating Margin(1.86) %
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Current Valuation67.57 M
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Shares Outstanding13.59 M
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Price To Earning9.72 X
Price To Book0.34 X
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Price To Sales12.07 X
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Revenue225 K
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Gross Profit1.14 M
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EBITDA(1.02 M)
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Net Income12.95 M
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Cash And Equivalents23.46 M
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Cash Per Share1.60 X
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Total Debt44.95 M
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Debt To Equity0.11 %
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Current Ratio5.94 X
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Book Value Per Share2.96 X
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Cash Flow From Operations(51.36 M)
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Earnings Per Share(0.51) X
Market Capitalization13.72 M
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Total Asset93.55 M
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Retained Earnings(26.51 M)
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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 ReportedProjected for Next Year
Days Of Inventory On Hand2.3 K2.4 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 generated a negative expected return over the last 90 days
Equus Total Return has some characteristics of a very 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 thelincolnianonline.com: Short Interest in Equus Total Return, Inc. Increases By 31.9
Evaluating Equus Total's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Equus Total's stock performance include:
  • 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.
It's essential to remember that evaluating Equus Total's stock performance is not an exact science, and many factors can impact Equus Total's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.