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ESOA vs. UFPT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ESOA vs. UFPT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Energy Services Of America Corp (ESOA) and UFP Technologies, Inc. (UFPT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESOA achieves a 89.54% return, which is significantly higher than UFPT's 2.11% return. Over the past 10 years, ESOA has outperformed UFPT with an annualized return of 27.68%, while UFPT has yielded a comparatively lower 26.04% annualized return.


ESOA

1D
3.55%
1M
-10.75%
YTD
89.54%
6M
82.22%
1Y
42.15%
3Y*
91.64%
5Y*
49.24%
10Y*
27.68%

UFPT

1D
1.27%
1M
-1.67%
YTD
2.11%
6M
5.06%
1Y
-4.53%
3Y*
10.66%
5Y*
31.64%
10Y*
26.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESOA vs. UFPT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ESOA
Energy Services Of America Corp
89.54%-34.42%111.44%140.93%-22.02%223.53%32.47%-30.56%38.82%-36.06%
UFPT
UFP Technologies, Inc.
2.11%-9.19%42.12%45.93%67.79%50.77%-6.07%65.15%8.06%9.23%

Correlation

The correlation between ESOA and UFPT is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Nov 19, 2012

0.06

The correlation between ESOA and UFPT shifts across timeframes, from 0.06 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ESOA:

$271.43M

UFPT:

$1.77B

EPS

ESOA:

$0.55

UFPT:

$8.81

PE Ratio

ESOA:

28.25

UFPT:

25.73

PEG Ratio

ESOA:

0.65

UFPT:

0.48

PS Ratio

ESOA:

0.59

UFPT:

2.90

PB Ratio

ESOA:

3.33

UFPT:

4.03

Total Revenue (TTM)

ESOA:

$440.96M

UFPT:

$608.85M

Gross Profit (TTM)

ESOA:

$52.66M

UFPT:

$172.62M

EBITDA (TTM)

ESOA:

$27.20M

UFPT:

$111.39M

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Return for Risk

ESOA vs. UFPT — Risk / Return Rank

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

ESOA
ESOA Risk / Return Rank: 6666
Overall Rank
ESOA Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ESOA Sortino Ratio Rank: 6767
Sortino Ratio Rank
ESOA Omega Ratio Rank: 6464
Omega Ratio Rank
ESOA Calmar Ratio Rank: 6868
Calmar Ratio Rank
ESOA Martin Ratio Rank: 6666
Martin Ratio Rank

UFPT
UFPT Risk / Return Rank: 3737
Overall Rank
UFPT Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
UFPT Sortino Ratio Rank: 3535
Sortino Ratio Rank
UFPT Omega Ratio Rank: 3535
Omega Ratio Rank
UFPT Calmar Ratio Rank: 3838
Calmar Ratio Rank
UFPT Martin Ratio Rank: 3737
Martin Ratio Rank
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.

ESOA vs. UFPT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Energy Services Of America Corp (ESOA) and UFP Technologies, Inc. (UFPT). 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.


ESOAUFPTDifference
Sharpe ratioReturn per unit of total volatility

+0.78

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.18

1.02

+0.16

Calmar ratioReturn relative to maximum drawdown

1.36

-0.15

+1.51

Martin ratioReturn relative to average drawdown

2.75

-0.27

+3.02

ESOA vs. UFPT - Sharpe Ratio Comparison

The current ESOA Sharpe Ratio is 0.67, which is higher than the UFPT Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of ESOA and UFPT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ESOAUFPTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

-0.10

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.72

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.66

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.16

+0.07

Drawdowns

ESOA vs. UFPT - Drawdown Comparison

The maximum ESOA drawdown since its inception was -76.67%, smaller than the maximum UFPT drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for ESOA and UFPT.


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Drawdown Indicators


ESOAUFPTDifference

Max Drawdown

Largest peak-to-trough decline

-76.67%

-88.53%

+11.86%

Max Drawdown (1Y)

Largest decline over 1 year

-31.16%

-30.69%

-0.47%

Max Drawdown (3Y)

Largest decline over 3 years

-57.43%

-48.31%

-9.12%

Max Drawdown (5Y)

Largest decline over 5 years

-57.43%

-48.31%

-9.12%

Max Drawdown (10Y)

Largest decline over 10 years

-69.62%

-48.31%

-21.31%

Current Drawdown

Current decline from peak

-19.03%

-36.75%

+17.72%

Average Drawdown

Average peak-to-trough decline

-33.05%

-32.24%

-0.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.37%

16.77%

-1.40%

Volatility

ESOA vs. UFPT - Volatility Comparison

Energy Services Of America Corp (ESOA) has a higher volatility of 23.82% compared to UFP Technologies, Inc. (UFPT) at 9.41%. This indicates that ESOA's price experiences larger fluctuations and is considered to be riskier than UFPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESOAUFPTDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.82%

9.41%

+14.41%

Volatility (6M)

Calculated over the trailing 6-month period

47.21%

30.26%

+16.95%

Volatility (1Y)

Calculated over the trailing 1-year period

63.12%

43.47%

+19.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

76.04%

44.22%

+31.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

96.13%

39.62%

+56.51%

Dividends

ESOA vs. UFPT - Dividend Comparison

ESOA's dividend yield for the trailing twelve months is around 0.78%, while UFPT has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
ESOA
Energy Services Of America Corp
0.78%1.47%0.24%1.84%0.00%0.00%0.00%6.49%0.00%5.88%
UFPT
UFP Technologies, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ESOA vs. UFPT - Financials Comparison

This section allows you to compare key financial metrics between Energy Services Of America Corp and UFP Technologies, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00M40.00M60.00M80.00M100.00M120.00M140.00M160.00M20222023202420252026
93.17M
154.20M
(ESOA) Total Revenue
(UFPT) Total Revenue
Values in USD except per share items

ESOA vs. UFPT - Profitability Comparison

The chart below illustrates the profitability comparison between Energy Services Of America Corp and UFP Technologies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%20222023202420252026
11.0%
28.8%
Portfolio components
ESOA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Energy Services Of America Corp reported a gross profit of 10.23M and revenue of 93.17M. Therefore, the gross margin over that period was 11.0%.

UFPT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UFP Technologies, Inc. reported a gross profit of 44.36M and revenue of 154.20M. Therefore, the gross margin over that period was 28.8%.

ESOA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Energy Services Of America Corp reported an operating income of 1.06M and revenue of 93.17M, resulting in an operating margin of 1.1%.

UFPT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UFP Technologies, Inc. reported an operating income of 23.37M and revenue of 154.20M, resulting in an operating margin of 15.2%.

ESOA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Energy Services Of America Corp reported a net income of 215.55K and revenue of 93.17M, resulting in a net margin of 0.2%.

UFPT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UFP Technologies, Inc. reported a net income of 17.50M and revenue of 154.20M, resulting in a net margin of 11.4%.


Frequently Asked Questions


ESOA and UFPT have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ESOA has higher volatility (23.82%) compared to UFPT (9.41%). In terms of maximum drawdown, ESOA dropped -76.67% vs UFPT's -88.53%.

ESOA currently has the higher Sharpe Ratio (0.67 vs -0.10), 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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