Equus Total Return (EQS) Equity Ratio (2021 - 2025)

Equus Total Return posted quarterly Equity Ratio of 0.78 for Q4 2025, down 21.22% year-on-year from 0.99 in Q4 2024, and down 8.0% on a QoQ basis from 0.84 in Q3 2025.

Equus Total Return (EQS) has 5 years of Equity Ratio data on file, last reported at 0.78 in Q4 2025.

  • For the quarter ending Q4 2025, Equity Ratio fell 21.22% year-over-year to 0.78; the trailing twelve-month figure through Dec 2025 stood at 0.78 (down 21.22% YoY), and the FY2025 full-year result was 0.78, down 21.22% from the prior year.
  • Equity Ratio for Q4 2025 stood at 0.78, down from 0.84 in the prior quarter.
  • Across five years, Equity Ratio topped out at 1.84 in Q3 2022 and bottomed at 0.33 in Q4 2021.
  • The 5-year median for Equity Ratio is 0.84 (2025), against an average of 0.82.
  • The widest annual swing landed in 2022, when Equity Ratio surged 158.38%; it then slumped 72.43% in 2024.
  • A 5-year view of Equity Ratio shows it stood at 0.33 in 2021, then soared by 158.38% to 0.85 in 2022, then plunged by 38.97% to 0.52 in 2023, then surged by 90.97% to 0.99 in 2024, then declined by 21.22% to 0.78 in 2025.
  • The last three Equity Ratio figures came in at 0.78 (Q4 2025), 0.84 (Q3 2025), and 0.92 (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Equus Total Return 20.28 Mn 9.68 Mn 244,000.00 0.78

Historic Data

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DateValue
Dec 31, 2025 0.78
Sep 30, 2025 0.84
Jun 30, 2025 0.92
Mar 31, 2025 0.94
Dec 31, 2024 0.99
Sep 30, 2024 0.42
Jun 30, 2024 0.48
Mar 31, 2024 0.46
Dec 31, 2023 0.52
Sep 30, 2023 0.72
Jun 30, 2023 0.44
Mar 31, 2023 1.68
Dec 31, 2022 0.85
Sep 30, 2022 1.84
Jun 30, 2022 0.89
Mar 31, 2022 0.91
Dec 31, 2021 0.33