Equus Total Return (EQS) Return on Capital Employed (2022 - 2025)

Equus Total Return (EQS) posted Return on Capital Employed of 17.0% for Q4 2025, down 234.9% on a QoQ basis from 12.6% in Q3 2025, and down 2524.0% year-over-year from 0.7% in Q4 2024.

Equus Total Return (EQS) Return on Capital Employed (2022 - 2025) Analysis & Trends

Equus Total Return's Return on Capital Employed history runs 4 years deep, the most recent figure standing at 17.0% for Q4 2025.

  • Quarterly Return on Capital Employed fell 2524.0% year-over-year to 17.0% in Q4 2025, while the trailing twelve-month figure through Dec 2025 was 17.0% (down 2524.0% YoY) and the FY2025 annual result came in at 15.59%, down 1804.0% from the prior year.
  • Return on Capital Employed was 17.0% for Q4 2025 at Equus Total Return, down from 12.6% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 12.6% in Q3 2025 and bottomed at 17.0% in Q4 2025.
  • A 4-year average of 1.62% and a median of 0.32% in 2023 frame the typical range for Return on Capital Employed.
  • Annual changes were most pronounced in 2024 — Return on Capital Employed surged 1068 bps — and 2025, when it tumbled 2524 bps.
  • Equus Total Return's Return on Capital Employed stood at 9.01% in 2022, then surged by 103 bps to 0.32% in 2023, then jumped by 2514 bps to 8.24% in 2024, then plunged by 306 bps to 17.0% in 2025.
  • Business Quant data shows EQS's Return on Capital Employed at 17.0% in Q4 2025, 12.6% in Q3 2025, and 5.69% in Q1 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Equus Total Return 15.21 Mn 12.08 Mn 279,000.00 -17.00%

Historic Data

Download Data
DateValue
Dec 31, 2025 -17.00%
Sep 30, 2025 12.60%
Mar 31, 2025 5.69%
Dec 31, 2024 8.24%
Sep 30, 2024 3.08%
Mar 31, 2024 1.71%
Dec 31, 2023 0.32%
Sep 30, 2023 -6.87%
Jun 30, 2023 -7.59%
Mar 31, 2023 -8.98%
Sep 30, 2022 -9.01%