PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Espey Mfg. & Electronics Corp. (ESP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS2966501049
CUSIP296650104
SectorIndustrials
IndustryElectrical Equipment & Parts
IPO DateMar 17, 1992

Highlights

Market Cap$86.35M
EPS (TTM)$2.29
PE Ratio13.52
Total Revenue (TTM)$30.17M
Gross Profit (TTM)$8.41M
EBITDA (TTM)$5.65M
Year Range$15.95 - $33.00
Target Price$25.00
Short %0.49%
Short Ratio0.29

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: ESP vs. ENS, ESP vs. BWA

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Espey Mfg. & Electronics Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%JuneJulyAugustSeptemberOctoberNovember
43.44%
12.31%
ESP (Espey Mfg. & Electronics Corp.)
Benchmark (^GSPC)

Returns By Period

Espey Mfg. & Electronics Corp. had a return of 65.29% year-to-date (YTD) and 71.27% in the last 12 months. Over the past 10 years, Espey Mfg. & Electronics Corp. had an annualized return of 7.04%, while the S&P 500 had an annualized return of 11.31%, indicating that Espey Mfg. & Electronics Corp. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date65.29%24.72%
1 month-2.21%2.30%
6 months43.44%12.31%
1 year71.27%32.12%
5 years (annualized)9.35%13.81%
10 years (annualized)7.04%11.31%

Monthly Returns

The table below presents the monthly returns of ESP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202417.65%14.55%0.89%0.20%-17.00%2.05%4.71%4.27%30.98%4.02%65.29%
202312.89%22.71%3.46%9.24%-23.61%-0.37%-2.06%2.54%-3.06%-1.18%6.20%11.26%35.47%
2022-8.16%0.00%6.51%-6.04%6.05%2.82%-5.48%10.55%-7.32%-2.90%1.20%4.80%-0.07%
20210.55%1.47%-21.24%-0.33%-2.89%0.74%1.69%-4.78%1.39%3.99%-2.71%-3.47%-24.87%
2020-5.09%4.39%-14.21%4.83%-1.32%-6.47%7.56%-6.82%9.43%0.54%0.82%0.77%-7.86%
20194.12%-7.12%3.74%0.78%-0.81%1.05%3.48%-1.95%-4.56%-4.17%-4.36%0.50%-9.61%
20182.66%9.67%-1.97%1.33%9.30%-6.71%-3.47%3.28%16.22%-6.31%-5.61%-4.79%11.27%
2017-1.08%-6.70%-3.41%0.70%-0.79%-1.39%0.22%0.76%0.45%1.07%0.88%5.56%-4.11%
2016-4.47%3.58%-2.52%-0.41%4.08%2.97%-0.85%2.71%-3.71%0.91%2.83%0.31%5.09%
201515.06%3.89%4.98%-7.66%-3.58%-0.49%2.00%-5.73%-0.83%2.65%1.19%1.96%12.28%
2014-4.26%-7.47%-4.96%-2.39%-2.48%-2.23%-2.87%-0.77%-15.97%-5.47%20.97%4.42%-24.22%
2013-0.48%4.40%-0.08%-1.93%1.26%0.88%5.91%4.19%1.76%13.64%1.32%2.96%38.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ESP is 83, placing it in the top 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ESP is 8383
Combined Rank
The Sharpe Ratio Rank of ESP is 8383Sharpe Ratio Rank
The Sortino Ratio Rank of ESP is 8484Sortino Ratio Rank
The Omega Ratio Rank of ESP is 8181Omega Ratio Rank
The Calmar Ratio Rank of ESP is 8686Calmar Ratio Rank
The Martin Ratio Rank of ESP is 8080Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Espey Mfg. & Electronics Corp. (ESP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ESP
Sharpe ratio
The chart of Sharpe ratio for ESP, currently valued at 1.58, compared to the broader market-4.00-2.000.002.004.001.59
Sortino ratio
The chart of Sortino ratio for ESP, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ESP, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ESP, currently valued at 1.82, compared to the broader market0.002.004.006.001.82
Martin ratio
The chart of Martin ratio for ESP, currently valued at 6.21, compared to the broader market0.0010.0020.0030.006.21
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.66, compared to the broader market-4.00-2.000.002.004.002.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.501.001.502.001.50
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.81, compared to the broader market0.002.004.006.003.81
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.03, compared to the broader market0.0010.0020.0030.0017.03

Sharpe Ratio

The current Espey Mfg. & Electronics Corp. Sharpe ratio is 1.59. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Espey Mfg. & Electronics Corp. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.59
2.66
ESP (Espey Mfg. & Electronics Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Espey Mfg. & Electronics Corp. provided a 2.57% dividend yield over the last twelve months, with an annual payout of $0.78 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.78$0.50$0.00$0.00$1.00$1.00$2.00$1.00$1.00$1.00$1.00$2.00

Dividend yield

2.57%2.67%0.00%0.00%5.29%4.63%8.03%4.17%3.84%3.88%4.20%6.13%

Monthly Dividends

The table displays the monthly dividend distributions for Espey Mfg. & Electronics Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.25$0.00$0.00$0.63
2023$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.15$0.00$0.00$0.15$0.50
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.00$0.25$0.00$0.25$1.00
2019$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2018$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.25$0.00$0.00$0.25$2.00
2017$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2016$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2015$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2014$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2013$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.25$2.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.6%
Espey Mfg. & Electronics Corp. has a dividend yield of 2.57%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%41.9%
Espey Mfg. & Electronics Corp. has a payout ratio of 41.86%, which is quite average when compared to the overall market. This suggests that Espey Mfg. & Electronics Corp. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.11%
-0.87%
ESP (Espey Mfg. & Electronics Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Espey Mfg. & Electronics Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Espey Mfg. & Electronics Corp. was 54.43%, occurring on May 16, 2022. Recovery took 595 trading sessions.

The current Espey Mfg. & Electronics Corp. drawdown is 8.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.43%Sep 21, 2018907May 16, 2022595Sep 30, 20241502
-45.88%Dec 11, 2013203Oct 7, 2014820May 2, 20181023
-37.92%Feb 12, 1997348Apr 15, 1999286Nov 20, 2000634
-35.3%Jun 6, 2008189Mar 9, 2009142Oct 16, 2009331
-27.5%Jun 22, 2007143Jan 28, 200825Mar 5, 2008168

Volatility

Volatility Chart

The current Espey Mfg. & Electronics Corp. volatility is 8.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
8.42%
3.81%
ESP (Espey Mfg. & Electronics Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Espey Mfg. & Electronics Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Espey Mfg. & Electronics Corp. compared to its peers in the Electrical Equipment & Parts industry.


PE Ratio
50.0100.0150.013.5
The chart displays the price to earnings (P/E) ratio for ESP in comparison to other companies of the Electrical Equipment & Parts industry. Currently, ESP has a PE value of 13.5. This PE ratio falls in the average range for the industry.
PEG Ratio
0.01.02.03.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for ESP in comparison to other companies of the Electrical Equipment & Parts industry. Currently, ESP has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Espey Mfg. & Electronics Corp..


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items