Equus Total Return (EQS) Equity Ratio (2021 - 2025)
Equus Total Return (EQS) reported Equity Ratio of 0.78 for Q4 2025, down 21.22% on a YoY basis from 0.99 in Q4 2024, and down 8.0% quarter-over-quarter from 0.84 in Q3 2025.
Equus Total Return (EQS) Equity Ratio (2021 - 2025) Analysis & Trends
Equus Total Return has reported Equity Ratio for 5 years, with the latest figure 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.
- The five-year high for Equity Ratio was 1.84 in Q3 2022, with the low at 0.33 in Q4 2021.
- Historically, Equity Ratio has averaged 0.82 across 5 years, with a median of 0.84 in 2025.
- Annual changes were most pronounced in 2022 — Equity Ratio surged 158.38% — and 2024, when it plunged 72.43%.
- Equus Total Return's Equity Ratio stood at 0.33 in 2021, then surged by 158.38% to 0.85 in 2022, then sank by 38.97% to 0.52 in 2023, then jumped by 90.97% to 0.99 in 2024, then dropped 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 | 163.18 Bn | 153.56 Bn | - | 0.33 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 0.17 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 0.07 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 0.07 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 0.14 |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 0.29 |
| 10 | Equus Total Return | 16.72 Mn | 6.12 Mn | 244,000.00 | 0.78 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |