Analyzing Equus Total Return (EQS) and Western Asset Inv Grade Income Fund (PAI)

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Equus Total Return (NYSE:EQS) and Western Asset Inv Grade Income Fund (NYSE:PAI) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, institutional ownership and valuation.

Profitability

This table compares Equus Total Return and Western Asset Inv Grade Income Fund’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Equus Total Return 373.23% 0.03% 0.02%
Western Asset Inv Grade Income Fund N/A N/A N/A

Earnings & Valuation

This table compares Equus Total Return and Western Asset Inv Grade Income Fund’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Equus Total Return $560,000.00 45.87 -$820,000.00 N/A N/A
Western Asset Inv Grade Income Fund N/A N/A N/A N/A N/A

Western Asset Inv Grade Income Fund has lower revenue, but higher earnings than Equus Total Return.

Risk and Volatility

Equus Total Return has a beta of 0.18, indicating that its stock price is 82% less volatile than the S&P 500. Comparatively, Western Asset Inv Grade Income Fund has a beta of 0.34, indicating that its stock price is 66% less volatile than the S&P 500.

Dividends

Western Asset Inv Grade Income Fund pays an annual dividend of $0.69 per share and has a dividend yield of 5.2%. Equus Total Return does not pay a dividend.

Institutional & Insider Ownership

12.9% of Equus Total Return shares are owned by institutional investors. Comparatively, 6.9% of Western Asset Inv Grade Income Fund shares are owned by institutional investors. 6.7% of Equus Total Return shares are owned by company insiders. Comparatively, 1.0% of Western Asset Inv Grade Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Equus Total Return and Western Asset Inv Grade Income Fund, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equus Total Return 0 0 0 0 N/A
Western Asset Inv Grade Income Fund 0 0 0 0 N/A

Summary

Equus Total Return beats Western Asset Inv Grade Income Fund on 6 of the 8 factors compared between the two stocks.

About Equus Total Return

Equus Total Return, Inc. acts as a closed-ended fund and business development company that seeks investment opportunities in debt and equity securities of small and middle market capitalization companies that are generally not publicly traded at the time of our investment. It also seeks purchase working interests and revenue leasehold interests in oil and gas properties. The company was founded on August 16, 1991 and is headquartered in Houston, TX.

About Western Asset Inv Grade Income Fund

There is no company description available for Western Asset Inv Grade Income Fund Inc.

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