Equus Total Return Closed Fund (EQS) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Equus Total Return Closed Fund stock (EQS) is currently trading at $1.83. Equus Total Return Closed Fund PS ratio (Price-to-Sales) is 16.84. WallStSmart rates EQS as Sell.
- EQS PE ratio analysis and historical PE chart
- EQS PS ratio (Price-to-Sales) history and trend
- EQS intrinsic value — DCF, Graham Number, EPV models
- EQS stock price prediction 2025 2026 2027 2028 2029 2030
- EQS fair value vs current price
- EQS insider transactions and insider buying
- Is EQS undervalued or overvalued?
- Equus Total Return Closed Fund financial analysis — revenue, earnings, cash flow
- EQS Piotroski F-Score and Altman Z-Score
- EQS analyst price target and Smart Rating
Equus Total Return Closed Fund
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Smart Analysis
Equus Total Return Closed Fund (EQS) · 8 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/book. Concerns around market cap and return on equity. Significant fundamental concerns warrant caution or avoidance.
Equus Total Return Closed Fund (EQS) Key Strengths (1)
Trading below book value, meaning the market prices it less than net assets
Equus Total Return Closed Fund (EQS) Areas to Watch (7)
Company is destroying shareholder value
Losing money on operations
Earnings declining -34.70%, profits shrinking
Very expensive at 16.8x annual revenue
Very low institutional interest at 1.07%
Micro-cap company with very limited liquidity and high volatility
Modest revenue growth at 6.60%
Supporting Valuation Data
Equus Total Return Closed Fund (EQS) Detailed Analysis Report
Overall Assessment
This company scores 23/100 in our Smart Analysis, earning a F grade. Out of 8 metrics analyzed, 1 register as strengths (avg 10.0/10) while 7 fall into concern territory (avg 1.6/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Price/Book. Valuation metrics including Price/Book (0.88) suggest the stock is attractively priced.
The Bear Case
The primary concerns are Return on Equity, Operating Margin, EPS Growth. Some valuation metrics including Price/Sales (16.84) suggest expensive pricing. Growth concerns include Revenue Growth at 6.60%, EPS Growth at -34.70%, which may limit upside. Profitability pressure is visible in Return on Equity at -44.70%, Operating Margin at -276.40%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at -44.70% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 6.60% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Return on Equity and Operating Margin are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
EQS Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
EQS's Price-to-Sales ratio of 16.84x trades 17% below its historical average of 20.32x (63th percentile). The current valuation is 74% below its historical high of 65x set in Nov 2012, and 398% above its historical low of 3.38x in Jan 2017. Over the past 12 months, the PS ratio has expanded from ~14.0x, reflecting growing market expectations outpacing revenue growth.
WallStSmart Analysis Synopsis
Data-driven financial summary for Equus Total Return Closed Fund (EQS) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Equus Total Return Closed Fund operates as a stable business with moderate growth and solid fundamentals. Revenue reached 1M with 7% growth year-over-year.
Key Findings
Generating 598,000 in free cash flow and 628,000 in operating cash flow. Earnings are translating into actual cash generation.
Debt-to-equity ratio of 0.07 indicates a conservative balance sheet with 329,000 in cash.
What to Watch Next
Debt management: total debt of 2M is significantly higher than cash (329,000). Monitor refinancing risk.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Equus Total Return Closed Fund.
Bottom Line
Equus Total Return Closed Fund offers stability with moderate growth and solid fundamentals. The valuation may present an opportunity for patient investors, though limited growth means returns will likely come from dividends and modest capital appreciation rather than explosive gains.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions
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About Equus Total Return Closed Fund(EQS)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Equus Total Return Closed Fund (EQS) is a closed-end investment company focused on achieving long-term capital appreciation through investments in distressed and undervalued equity and debt securities. The Fund leverages unique market opportunities and collaborates with industry experts to enhance return potential while employing a disciplined investment strategy. By diversifying its portfolio to successfully navigate turnaround situations, EQS provides institutional investors with a strategic platform for engaging in complex investments while prioritizing effective risk management.