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Espey Mfg. & Electronics Corp. (ESP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS2966501049
CUSIP296650104
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap$56.11M
EPS$1.87
PE Ratio12.06
Revenue (TTM)$37.02M
Gross Profit (TTM)$8.05M
EBITDA (TTM)$5.73M
Year Range$14.38 - $27.13
Target Price$25.00
Short %0.07%
Short Ratio0.11

Share Price Chart


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Espey Mfg. & Electronics Corp.

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.


4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%NovemberDecember2024FebruaryMarchApril
7,061.00%
4,887.25%
ESP (Espey Mfg. & Electronics Corp.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Espey Mfg. & Electronics Corp. had a return of 21.42% year-to-date (YTD) and 5.60% in the last 12 months. Over the past 10 years, Espey Mfg. & Electronics Corp. had an annualized return of 1.78%, while the S&P 500 had an annualized return of 10.52%, indicating that Espey Mfg. & Electronics Corp. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date21.42%6.92%
1 month-10.09%-2.83%
6 months45.85%23.86%
1 year5.60%23.33%
5 years (annualized)0.41%11.66%
10 years (annualized)1.78%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202417.65%14.55%0.89%
2023-3.06%-1.18%6.20%11.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ESP is 50, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of ESP is 5050
Espey Mfg. & Electronics Corp.(ESP)
The Sharpe Ratio Rank of ESP is 5252Sharpe Ratio Rank
The Sortino Ratio Rank of ESP is 4848Sortino Ratio Rank
The Omega Ratio Rank of ESP is 4747Omega Ratio Rank
The Calmar Ratio Rank of ESP is 5353Calmar Ratio Rank
The Martin Ratio Rank of ESP is 5050Martin 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 0.11, compared to the broader market-2.00-1.000.001.002.003.004.000.11
Sortino ratio
The chart of Sortino ratio for ESP, currently valued at 0.47, compared to the broader market-4.00-2.000.002.004.006.000.47
Omega ratio
The chart of Omega ratio for ESP, currently valued at 1.05, compared to the broader market0.501.001.501.05
Calmar ratio
The chart of Calmar ratio for ESP, currently valued at 0.10, compared to the broader market0.002.004.006.000.10
Martin ratio
The chart of Martin ratio for ESP, currently valued at 0.22, compared to the broader market0.0010.0020.0030.000.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-4.00-2.000.002.004.006.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0010.0020.0030.008.62

Sharpe Ratio

The current Espey Mfg. & Electronics Corp. Sharpe ratio is 0.11. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.11
2.19
ESP (Espey Mfg. & Electronics Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Espey Mfg. & Electronics Corp. granted a 2.55% dividend yield in the last twelve months. The annual payout for that period amounted to $0.58 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.58$0.50$0.00$0.00$1.00$1.00$1.98$0.97$0.97$0.97$0.97$2.00

Dividend yield

2.55%2.67%0.00%0.00%5.29%4.63%7.96%4.04%3.72%3.76%4.07%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.18
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
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
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
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
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
2018$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$1.25$0.00$0.00$0.25
2017$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2016$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2015$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2014$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2013$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.25

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.6%
Espey Mfg. & Electronics Corp. has a dividend yield of 2.55%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%30.7%
Espey Mfg. & Electronics Corp. has a payout ratio of 30.71%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-16.51%
-2.94%
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 66.82%, occurring on Aug 23, 1990. Recovery took 2034 trading sessions.

The current Espey Mfg. & Electronics Corp. drawdown is 16.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.82%Jan 11, 19841464Aug 23, 19902034Sep 23, 20033498
-54.43%Sep 21, 2018874May 16, 2022
-45.88%Dec 11, 2013203Oct 7, 2014819May 2, 20181022
-42.78%Nov 23, 198144Jan 27, 1982259Feb 3, 1983303
-42.24%May 29, 198170Sep 8, 198136Oct 28, 1981106

Volatility

Volatility Chart

The current Espey Mfg. & Electronics Corp. volatility is 7.64%, 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%NovemberDecember2024FebruaryMarchApril
7.64%
3.65%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items