EFSC vs. WBS
EFSC (Enterprise Financial Services Corp) and WBS (Webster Financial Corporation) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 10 years, EFSC returned 10.70%/yr vs 11.40%/yr for WBS. Their 0.57 correlation means they have sometimes moved together and sometimes differently.
Performance
EFSC vs. WBS - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with EFSC having a 24.21% return and WBS slightly lower at 24.04%. Over the past 10 years, EFSC has underperformed WBS with an annualized return of 10.70%, while WBS has yielded a comparatively higher 11.40% annualized return.
EFSC
- 1D
- 0.55%
- 1M
- 0.78%
- 6M
- 16.96%
- YTD
- 24.21%
- 1Y
- 26.00%
- 3Y*
- 19.81%
- 5Y*
- 10.63%
- 10Y*
- 10.70%
- ALL TIME*
- 8.75%
WBS
- 1D
- -0.10%
- 1M
- 0.65%
- 6M
- 18.71%
- YTD
- 24.04%
- 1Y
- 41.38%
- 3Y*
- 22.31%
- 5Y*
- 13.48%
- 10Y*
- 11.40%
- ALL TIME*
- 9.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.50M | $15.29M | $15.87M | |
| $314.34M | $303.34M | $266.04M |
EFSC vs. WBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFSC Enterprise Financial Services Corp | 24.21% | -2.14% | 29.29% | -6.64% | 6.02% | 36.90% | -25.74% | 29.99% | -15.86% | 6.10% |
WBS Webster Financial Corporation | 24.04% | 17.31% | 12.48% | 11.48% | -12.51% | 36.63% | -16.87% | 11.54% | -10.38% | 5.51% |
Correlation
The correlation between EFSC and WBS is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2003 | 0.57 |
The correlation between EFSC and WBS shifts across timeframes, from 0.57 (all time) to 0.73 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EFSC:
$2.40B
WBS:
$12.51B
EFSC:
$5.13
WBS:
$6.33
EFSC:
12.93
WBS:
12.21
EFSC:
1.32
WBS:
1.21
EFSC:
2.49
WBS:
2.92
EFSC:
1.24
WBS:
1.31
EFSC:
$988.36M
WBS:
$4.27B
EFSC:
$698.48M
WBS:
$2.03B
EFSC:
$283.59M
WBS:
$976.73M
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Return for Risk
EFSC vs. WBS — Risk / Return Rank
EFSC
WBS
EFSC vs. WBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enterprise Financial Services Corp (EFSC) and Webster Financial Corporation (WBS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EFSC | WBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.68 | -1.17 |
| Martin ratioReturn relative to average drawdown | 3.14 | 8.10 | -4.96 |
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Drawdowns
EFSC vs. WBS - Drawdown Comparison
The maximum EFSC drawdown since its inception was -77.62%, smaller than the maximum WBS drawdown of -93.72%. Use the drawdown chart below to compare losses from any high point for EFSC and WBS.
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Drawdown Indicators
| EFSC | WBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.62% | -93.72% | +16.10% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -14.02% | -1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -25.03% | -33.08% | +8.05% |
Max Drawdown (5Y)Largest decline over 5 years | -38.76% | -47.90% | +9.14% |
Max Drawdown (10Y)Largest decline over 10 years | -57.17% | -71.99% | +14.82% |
Current DrawdownCurrent decline from peak | -3.23% | -0.49% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -26.83% | -23.59% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 4.64% | +2.67% |
Volatility
EFSC vs. WBS - Volatility Comparison
Enterprise Financial Services Corp (EFSC) has a higher volatility of 6.03% compared to Webster Financial Corporation (WBS) at 4.73%. This indicates that EFSC's price experiences larger fluctuations and is considered to be riskier than WBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFSC | WBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 4.73% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 16.29% | 14.07% | +2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.41% | 24.11% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.65% | 35.76% | -7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.00% | 39.59% | -6.59% |
Dividends
EFSC vs. WBS - Dividend Comparison
EFSC's dividend yield for the trailing twelve months is around 1.96%, less than WBS's 2.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFSC Enterprise Financial Services Corp | 1.96% | 2.26% | 1.88% | 2.24% | 1.84% | 1.59% | 2.06% | 1.29% | 1.25% | 0.97% | 0.95% | 0.93% |
WBS Webster Financial Corporation | 2.07% | 2.54% | 2.90% | 3.15% | 3.38% | 2.87% | 3.80% | 2.87% | 2.54% | 1.83% | 1.81% | 2.39% |
Financials
EFSC vs. WBS - Financials Comparison
This section allows you to compare key financial metrics between Enterprise Financial Services Corp and Webster Financial Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EFSC vs. WBS - Profitability Comparison
EFSC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Enterprise Financial Services Corp reported a gross profit of 167.98M and revenue of 242.79M. Therefore, the gross margin over that period was 69.2%.
WBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Webster Financial Corporation reported a gross profit of 0.00 and revenue of 1.01B. Therefore, the gross margin over that period was 0.0%.
EFSC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Enterprise Financial Services Corp reported an operating income of 52.25M and revenue of 242.79M, resulting in an operating margin of 21.5%.
WBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Webster Financial Corporation reported an operating income of 0.00 and revenue of 1.01B, resulting in an operating margin of 0.0%.
EFSC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Enterprise Financial Services Corp reported a net income of 40.93M and revenue of 242.79M, resulting in a net margin of 16.9%.
WBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Webster Financial Corporation reported a net income of 256.79M and revenue of 1.01B, resulting in a net margin of 25.3%.
Frequently Asked Questions
EFSC and WBS have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EFSC has higher volatility (6.03%) compared to WBS (4.73%). In terms of maximum drawdown, EFSC dropped -77.62% vs WBS's -93.72%.
WBS currently has the higher Sharpe Ratio (1.56 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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