Equus Total Return (EQS) Assets (2021 - 2025)
Equus Total Return (EQS) recorded Assets of $21.34 million in Q4 2025, down 28.7% from $29.94 million a year earlier and down 32.0% from the prior quarter.
Analysis
Equus Total Return (EQS) Assets (2021 - 2025) Analysis & Trends
Starting with Q4 2021, Equus Total Return's Assets history includes 17 quarters.
- Annual Assets has a four-year compound annual growth rate of -14.4% (FY2021 to FY2025).
- Across earlier years, Assets came in at $29.94 million in FY2024 (-68.0%), $93.55 million in FY2023 (+124.5%), $41.66 million in FY2022 (+4.9%) and $39.72 million in FY2021.
- The Q4 2025 figure is the lowest quarterly Assets in data going back to Q4 2021.
- On a year-over-year basis, Assets has declined for five consecutive quarters, with an average decline of 3.4% over the last eight quarters.
- Peak year-over-year performance for Assets in the last five years was growth of 124.5% in Q4 2023, against a decline of 68.0% in Q4 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at $31.4 million (Q3 2025), $37.07 million (Q2 2025) and $36.48 million (Q1 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Equus Total Return | 12.99 Mn | 1.16 Mn | - | 21.34 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 21.34 Mn |
| Sep 30, 2025 | 31.40 Mn |
| Jun 30, 2025 | 37.07 Mn |
| Mar 31, 2025 | 36.48 Mn |
| Dec 31, 2024 | 29.94 Mn |
| Sep 30, 2024 | 95.51 Mn |
| Jun 30, 2024 | 103.84 Mn |
| Mar 31, 2024 | 99.14 Mn |
| Dec 31, 2023 | 93.55 Mn |
| Sep 30, 2023 | 65.54 Mn |
| Jun 30, 2023 | 53.10 Mn |
| Mar 31, 2023 | 44.49 Mn |
| Dec 31, 2022 | 41.66 Mn |
| Sep 30, 2022 | 40.61 Mn |
| Jun 30, 2022 | 41.52 Mn |
| Mar 31, 2022 | 40.94 Mn |
| Dec 31, 2021 | 39.72 Mn |
API Access
Equus Total Return Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=EQS&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "EQS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=EQS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();