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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is Equus Total Return Closed Fund?
is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing.
EQS · Verdict
Solid reward · moderate risk
EQS stands out on growth and volatility, but watch the profitability signal.
Based on 88% data coverage
EQS · Verdict
What’s working & what to watch
Strengths 2
- Growth96/100
Top decile vs peers
- Volatility80/100
Top decile vs peers
Watchouts 2
- Profitability40/100
-45% return on equity
- Balance sheet44/100
Current ratio 0.50
Model-based scoring. For information only — not financial advice.
What is Equus Total Return Closed Fund?
is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing. It invests in middle market companies and acts as a lead investor. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 19.13M.
Financial Highlights
Investment Breakdown
Analysis
Reward: High (68)The scoring profile indicates moderate reward potential, with growth and valuation as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.
For informational purposes only. Not financial advice.