ESP vs. IBEX

Last updated Jun 3, 2026

ESP (Espey Mfg. & Electronics Corp.) and IBEX (IBEX Limited) are both stocks. ESP operates in Electrical Equipment & Parts (Industrials), while IBEX operates in Information Technology Services (Technology). Over the past 5 years, ESP returned 34.13%/yr vs 8.34%/yr for IBEX. At a 0.06 correlation, their price movements are largely independent.

Performance

ESP vs. IBEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Espey Mfg. & Electronics Corp. (ESP) and IBEX Limited (IBEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ESP achieves a 23.29% return, which is significantly higher than IBEX's -16.42% return.

ESP

• 1D: 0.42%
• 1M: -18.52%
• YTD: 23.29%
• 6M: 49.27%
• 1Y: 63.67%
• 3Y*: 56.43%
• 5Y*: 34.13%
• 10Y*: 12.34%

IBEX

• 1D: -0.93%
• 1M: 12.96%
• YTD: -16.42%
• 6M: -8.98%
• 1Y: 12.16%
• 3Y*: 13.91%
• 5Y*: 8.34%
• 10Y*: —

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

ESP vs. IBEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ESP Espey Mfg. & Electronics Corp.	23.29%	63.34%	66.83%	35.47%	-0.07%	-24.87%	3.49%
IBEX IBEX Limited	-16.42%	77.66%	13.05%	-23.50%	92.79%	-31.07%	21.43%

Correlation

The correlation between ESP and IBEX is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.06
Correlation (All Time) Calculated using the full available price history since Aug 10, 2020	0.06

Fundamentals

Market Cap ESP : $166.95M IBEX : $478.46M
EPS ESP : $3.79 IBEX : $3.21
PE Ratio ESP : 15.27 IBEX : 9.95
PEG Ratio ESP : 0.21 IBEX : 0.05
PS Ratio ESP : 3.89 IBEX : 0.75
PB Ratio ESP : 2.96 IBEX : 2.98
Total Revenue (TTM) ESP : $42.25M IBEX : $626.95M
Gross Profit (TTM) ESP : $15.43M IBEX : $133.71M
EBITDA (TTM) ESP : $11.61M IBEX : $70.34M

Return for Risk

ESP vs. IBEX — Risk / Return Rank

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

ESP

ESP Risk / Return Rank: 73
ESP Sharpe Ratio Rank: 76
ESP Sortino Ratio Rank: 69
ESP Omega Ratio Rank: 69
ESP Calmar Ratio Rank: 76
ESP Martin Ratio Rank: 73

IBEX

IBEX Risk / Return Rank: 48
IBEX Sharpe Ratio Rank: 48
IBEX Sortino Ratio Rank: 51
IBEX Omega Ratio Rank: 50
IBEX Calmar Ratio Rank: 47
IBEX Martin Ratio Rank: 46

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.

ESP vs. IBEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Espey Mfg. & Electronics Corp. (ESP) and IBEX Limited (IBEX). 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.

	ESP	IBEX	Difference
Sharpe ratio Return per unit of total volatility	1.23	0.23	+1.00
Sortino ratio Return per unit of downside risk	1.72	0.89	+0.83
Omega ratio Gain probability vs. loss probability	1.23	1.11	+0.12
Calmar ratio Return relative to maximum drawdown	2.21	0.29	+1.92
Martin ratio Return relative to average drawdown	4.55	0.58	+3.97
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ESP vs. IBEX - Sharpe Ratio Comparison

The current ESP Sharpe Ratio is 1.23, which is higher than the IBEX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of ESP and IBEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ESP	IBEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.23	0.23	+1.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	0.17	+0.63
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	0.25	+0.11

Drawdowns

ESP vs. IBEX - Drawdown Comparison

The maximum ESP drawdown since its inception was -54.43%, roughly equal to the maximum IBEX drawdown of -56.04%. Use the drawdown chart below to compare losses from any high point for ESP and IBEX.

Drawdown Indicators

	ESP	IBEX	Difference
Max Drawdown Largest peak-to-trough decline	-54.43%	-56.04%	+1.61%
Max Drawdown (1Y) Largest decline over 1 year	-29.09%	-37.14%	+8.05%
Max Drawdown (3Y) Largest decline over 3 years	-29.09%	-43.57%	+14.48%
Max Drawdown (5Y) Largest decline over 5 years	-33.59%	-56.04%	+22.45%
Max Drawdown (10Y) Largest decline over 10 years	-54.43%	—	—
Current Drawdown Current decline from peak	-19.90%	-24.02%	+4.12%
Average Drawdown Average peak-to-trough decline	-15.01%	-25.46%	+10.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.14%	18.75%	-4.61%

Volatility

ESP vs. IBEX - Volatility Comparison

The current volatility for Espey Mfg. & Electronics Corp. (ESP) is 15.03%, while IBEX Limited (IBEX) has a volatility of 17.59%. This indicates that ESP experiences smaller price fluctuations and is considered to be less risky than IBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ESP	IBEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.03%	17.59%	-2.56%
Volatility (6M) Calculated over the trailing 6-month period	37.98%	28.54%	+9.44%
Volatility (1Y) Calculated over the trailing 1-year period	51.90%	52.01%	-0.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.82%	48.20%	-5.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.00%	52.87%	-14.87%

Dividends

ESP vs. IBEX - Dividend Comparison

ESP's dividend yield for the trailing twelve months is around 3.03%, while IBEX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESP Espey Mfg. & Electronics Corp.	3.03%	3.71%	2.90%	2.67%	0.00%	0.00%	5.29%	4.63%	8.03%	4.17%	3.84%	3.88%
IBEX IBEX Limited	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

ESP vs. IBEX - Profitability Comparison

The chart below illustrates the profitability comparison between Espey Mfg. & Electronics Corp. and IBEX Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ESP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Espey Mfg. & Electronics Corp. reported a gross profit of 4.23M and revenue of 11.42M. Therefore, the gross margin over that period was 37.0%.

IBEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IBEX Limited reported a gross profit of 0.00 and revenue of 164.41M. Therefore, the gross margin over that period was 0.0%.

ESP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Espey Mfg. & Electronics Corp. reported an operating income of 2.98M and revenue of 11.42M, resulting in an operating margin of 26.1%.

IBEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IBEX Limited reported an operating income of 16.16M and revenue of 164.41M, resulting in an operating margin of 9.8%.

ESP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Espey Mfg. & Electronics Corp. reported a net income of 2.86M and revenue of 11.42M, resulting in a net margin of 25.1%.

IBEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IBEX Limited reported a net income of 13.33M and revenue of 164.41M, resulting in a net margin of 8.1%.

Frequently Asked Questions

Can I hold both ESP and IBEX in my portfolio?

ESP and IBEX have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ESP or IBEX?

IBEX has higher volatility (17.59%) compared to ESP (15.03%). In terms of maximum drawdown, ESP dropped -54.43% vs IBEX's -56.04%.

Which has better risk-adjusted returns?

ESP currently has the higher Sharpe Ratio (1.23 vs 0.23), 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.