EFSC vs. FBMS

Last updated Jun 4, 2026

EFSC (Enterprise Financial Services Corp) and FBMS (The First Bancshares, Inc.) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. At a 0.23 correlation, their price movements are largely independent.

Performance

EFSC vs. FBMS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Enterprise Financial Services Corp (EFSC) and The First Bancshares, Inc. (FBMS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EFSC

• 1D: -2.91%
• 1M: 1.50%
• YTD: 9.91%
• 6M: 6.86%
• 1Y: 14.20%
• 3Y*: 14.12%
• 5Y*: 5.70%
• 10Y*: 9.39%

FBMS

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EFSC vs. FBMS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EFSC Enterprise Financial Services Corp	9.91%	-2.14%	29.29%	-6.64%	6.02%	36.90%	-25.74%	29.99%	-15.86%	6.10%
FBMS The First Bancshares, Inc.	0.00%	-2.76%	23.60%	-5.37%	-15.21%	26.97%	-11.48%	18.56%	-11.04%	25.01%

Correlation

The correlation between EFSC and FBMS is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.57
Correlation (5Y) Calculated over the trailing 5-year period	0.62
Correlation (10Y) Calculated over the trailing 10-year period	0.58
Correlation (All Time) Calculated using the full available price history since Jul 16, 2003	0.23

The correlation between EFSC and FBMS shifts across timeframes, from 0.23 (all time) to 0.62 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) EFSC : $954.93M FBMS : $412.55M
Gross Profit (TTM) EFSC : $670.18M FBMS : $203.18M
EBITDA (TTM) EFSC : $290.91M FBMS : $108.17M

Return for Risk

EFSC vs. FBMS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EFSC

EFSC Risk / Return Rank: 57
EFSC Sharpe Ratio Rank: 60
EFSC Sortino Ratio Rank: 54
EFSC Omega Ratio Rank: 52
EFSC Calmar Ratio Rank: 60
EFSC Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EFSC vs. FBMS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Enterprise Financial Services Corp (EFSC) and The First Bancshares, Inc. (FBMS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	EFSC	FBMS	Difference
Sharpe ratio Return per unit of total volatility	0.58	—	—
Sortino ratio Return per unit of downside risk	0.98	—	—
Omega ratio Gain probability vs. loss probability	1.12	—	—
Calmar ratio Return relative to maximum drawdown	0.93	—	—
Martin ratio Return relative to average drawdown	1.92	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EFSC	FBMS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.58	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	—	—

Drawdowns

Drawdown Indicators

	EFSC	FBMS	Difference
Max Drawdown Largest peak-to-trough decline	-77.62%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.28%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.03%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-38.76%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-57.17%	—	—
Current Drawdown Current decline from peak	-4.02%	—	—
Average Drawdown Average peak-to-trough decline	-27.01%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	7.42%	—	—

Volatility

Volatility by Period

	EFSC	FBMS	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.23%	—	—
Volatility (6M) Calculated over the trailing 6-month period	17.29%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	24.55%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.87%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.01%	—	—

Dividends

EFSC vs. FBMS - Dividend Comparison

EFSC's dividend yield for the trailing twelve months is around 2.14%, while FBMS has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EFSC Enterprise Financial Services Corp	2.14%	2.26%	1.88%	2.24%	1.84%	1.59%	2.06%	1.29%	1.25%	0.97%	0.95%	0.93%
FBMS The First Bancshares, Inc.	0.00%	0.74%	2.86%	3.07%	2.31%	1.50%	1.36%	0.87%	0.66%	0.44%	0.55%	0.82%

Financials

Frequently Asked Questions

Can I hold both EFSC and FBMS in my portfolio?

EFSC and FBMS have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.