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Business Description

Industry: Asset Management » Asset Management    NAICS: 523910    SIC: 6799
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Equus Total Return, Inc. is a business development company providing financing solutions for privately-held middle market and small capitalization companies.

Equus Total Return, Inc. a Delaware corporation was formed by Equus Investments II, L.P. (the Partnership) on August 16, 1991. Equus is a BDC that provides financing solutions for privately held middle market and small capitalization companies. It began operations in 1983 and has been a publicly traded closed-end fund since 1991. The Company's investment objective is to maximize the total return to the stockholders in the form of current investment income and long-term capital gains by investing in the debt and equity securities of small and middle market capitalization companies that are generally not publicly traded at the time of investment. The Company generates investment income from interest payable on the debt securities that the Fund holds, dividends received on equity interests in its portfolio companies and capital gains, if any, realized upon sales of equity and, to a lesser extent, debt securities in the investment portfolio. The Company's equity investments may include shares of common and preferred stock, membership interests in limited liability companies and warrants to purchase additional equity interests. These equity securities may or may not pay dividends, and the exercise prices of warrants that it acquire in connection with debt investments, if any, vary by investment. The Company's debt investments in portfolio companies may be in the form of senior or subordinated loans and may be unsecured or have a first or second lien on some or all of the assets of the borrower. The Company's loans typically have a term of three to seven years and bear interest at fixed or floating rates. From time to time, it uses leverage to finance a portion of its investments. It then repays such debt from the sale of portfolio securities. The Company competes with a large number of public and private equity and mezzanine funds and other financing sources, including traditional financial services companies such as finance companies and commercial banks. Many of the competitors are substantially larger and have considerably greater financial, technical and marketing resources. The Company is subject to federal, state and local laws and regulations and is subject to judicial and administrative decisions.

Ratios

vs
industry
vs
history
PE Ratio 6.60
EQS's PE Ratio is ranked higher than
81% of the 1149 Companies
in the Global Asset Management industry.

( Industry Median: 14.73 vs. EQS: 6.60 )
Ranked among companies with meaningful PE Ratio only.
EQS' s PE Ratio Range Over the Past 10 Years
Min: 2.79  Med: 5.76 Max: 67
Current: 6.6
2.79
67
PE Ratio without NRI 6.60
EQS's PE Ratio without NRI is ranked higher than
82% of the 1117 Companies
in the Global Asset Management industry.

( Industry Median: 14.85 vs. EQS: 6.60 )
Ranked among companies with meaningful PE Ratio without NRI only.
EQS' s PE Ratio without NRI Range Over the Past 10 Years
Min: 2.79  Med: 5.76 Max: 67
Current: 6.6
2.79
67
PB Ratio 0.66
EQS's PB Ratio is ranked higher than
86% of the 1593 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. EQS: 0.66 )
Ranked among companies with meaningful PB Ratio only.
EQS' s PB Ratio Range Over the Past 10 Years
Min: 0.25  Med: 0.6 Max: 0.83
Current: 0.66
0.25
0.83
PS Ratio 35.71
EQS's PS Ratio is ranked lower than
88% of the 1264 Companies
in the Global Asset Management industry.

( Industry Median: 6.75 vs. EQS: 35.71 )
Ranked among companies with meaningful PS Ratio only.
EQS' s PS Ratio Range Over the Past 10 Years
Min: 3.93  Med: 13.83 Max: 99999999.99
Current: 35.71
3.93
99999999.99
PEG Ratio 0.93
EQS's PEG Ratio is ranked higher than
54% of the 250 Companies
in the Global Asset Management industry.

( Industry Median: 1.20 vs. EQS: 0.93 )
Ranked among companies with meaningful PEG Ratio only.
EQS' s PEG Ratio Range Over the Past 10 Years
Min: 0  Med: 0 Max: N/A
Current: 0.93

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -6.30
EQS's 3-Year Average Share Buyback Ratio is ranked lower than
68% of the 874 Companies
in the Global Asset Management industry.

( Industry Median: -1.40 vs. EQS: -6.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
EQS' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -7.2  Med: -6.3 Max: -2.1
Current: -6.3
-7.2
-2.1

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 2.22
EQS's Price-to-Net-Cash is ranked higher than
61% of the 657 Companies
in the Global Asset Management industry.

( Industry Median: 4.33 vs. EQS: 2.22 )
Ranked among companies with meaningful Price-to-Net-Cash only.
EQS' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 0.89  Med: 1.73 Max: 25.43
Current: 2.22
0.89
25.43
Price-to-Tangible-Book 0.66
EQS's Price-to-Tangible-Book is ranked higher than
86% of the 1528 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. EQS: 0.66 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
EQS' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.32  Med: 0.63 Max: 0.83
Current: 0.66
0.32
0.83
Price-to-Intrinsic-Value-Projected-FCF 1.40
EQS's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
69% of the 491 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. EQS: 1.40 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
EQS' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.19  Med: 0.31 Max: 1.41
Current: 1.4
0.19
1.41
Price-to-Median-PS-Value 2.60
EQS's Price-to-Median-PS-Value is ranked lower than
89% of the 887 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. EQS: 2.60 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
EQS' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.31  Med: 1.06 Max: 13.56
Current: 2.6
0.31
13.56
Price-to-Graham-Number 0.44
EQS's Price-to-Graham-Number is ranked higher than
90% of the 1033 Companies
in the Global Asset Management industry.

( Industry Median: 0.90 vs. EQS: 0.44 )
Ranked among companies with meaningful Price-to-Graham-Number only.
EQS' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.31  Med: 0.43 Max: 1.36
Current: 0.44
0.31
1.36
Earnings Yield (Greenblatt) % -13.77
EQS's Earnings Yield (Greenblatt) % is ranked lower than
88% of the 1527 Companies
in the Global Asset Management industry.

( Industry Median: 4.30 vs. EQS: -13.77 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
EQS' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -15.04  Med: 64.35 Max: 1034.8
Current: -13.77
-15.04
1034.8

More Statistics

Revenue (TTM) (Mil) $0.77
EPS (TTM) $ 0.33
Beta0.29
Short Percentage of Float0.09%
52-Week Range $1.42 - 2.20
Shares Outstanding (Mil)12.67
» More Articles for EQS

Headlines

Articles On GuruFocus.com
Equus Total Return Inc. (EQS) Chairman, President and C.E.O. Gregory J Flanagan buys 1,600 Shares Aug 28 2009 

More From Other Websites
Equus Shareholders Authorize Withdrawal of BDC Election Jan 06 2017
EQUUS TOTAL RETURN, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders,... Jan 06 2017
Equus Shareholders Authorize Withdrawal of BDC Election Jan 06 2017
EQUUS TOTAL RETURN, INC. Financials Nov 18 2016
EQUUS TOTAL RETURN, INC. Files SEC form 8-K, Other Events, Financial Statements and Exhibits Nov 14 2016
Equus Announces Third Quarter Net Asset Value Nov 11 2016
EQUUS Announces Third Quarter Net Asset Value Nov 11 2016
EQUUS TOTAL RETURN, INC. Files SEC form 10-Q, Quarterly Report Nov 10 2016
EQUUS TOTAL RETURN, INC. Files SEC form 8-K, Other Events Aug 15 2016
Equus Announces Second Quarter Net Asset Value Aug 12 2016
Equus Announces Second Quarter Net Asset Value Aug 12 2016
EQUUS TOTAL RETURN, INC. Files SEC form 10-Q, Quarterly Report Aug 12 2016
EQS Group AG :EQS-DE: Earnings Analysis: Q1, 2016 By the Numbers : June 23, 2016 Jun 23 2016
EQUUS TOTAL RETURN, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders,... Jun 16 2016
Equus Announces Results of Annual Shareholder Meeting Jun 16 2016
Equus Announces Results of Annual Shareholder Meeting Jun 16 2016
EQUUS TOTAL RETURN, INC. Files SEC form 8-K, Other Events May 12 2016
Equus Announces First Quarter Net Asset Value May 12 2016
Equus Announces First Quarter Net Asset Value May 12 2016
EQUUS TOTAL RETURN, INC. Files SEC form 10-Q, Quarterly Report May 11 2016

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