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
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