ESQ vs. CAT
ESQ (Esquire Financial Holdings Inc) and CAT (Caterpillar Inc.) are both stocks. ESQ operates in Banks - Regional (Financial Services), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 5 years, ESQ returned 39.39%/yr vs 37.07%/yr for CAT. At a 0.27 correlation, their price movements are largely independent.
Performance
ESQ vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, ESQ achieves a 18.35% return, which is significantly lower than CAT's 68.91% return.
ESQ
- 1D
- -2.66%
- 1M
- 9.51%
- 6M
- 18.35%
- YTD
- 18.35%
- 1Y
- 23.83%
- 3Y*
- 39.00%
- 5Y*
- 39.39%
- 10Y*
- —
CAT
- 1D
- -2.81%
- 1M
- 5.90%
- 6M
- 68.91%
- YTD
- 68.91%
- 1Y
- 144.45%
- 3Y*
- 59.74%
- 5Y*
- 37.07%
- 10Y*
- 31.80%
ESQ vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESQ Esquire Financial Holdings Inc | 18.35% | 29.37% | 60.89% | 16.72% | 38.33% | 64.15% | -26.39% | 20.14% | 9.93% | 24.15% |
CAT Caterpillar Inc. | 68.91% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 53.16% |
Correlation
The correlation between ESQ and CAT is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2017 | 0.27 |
Fundamentals
ESQ:
$1.04B
CAT:
$443.84B
ESQ:
$5.95
CAT:
$20.10
ESQ:
20.23
CAT:
47.93
ESQ:
0.70
CAT:
3.17
ESQ:
6.07
CAT:
6.38
ESQ:
3.48
CAT:
24.05
ESQ:
$172.32M
CAT:
$70.76B
ESQ:
$147.99M
CAT:
$23.01B
ESQ:
$71.96M
CAT:
$15.31B
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Return for Risk
ESQ vs. CAT — Risk / Return Rank
ESQ
CAT
ESQ vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Esquire Financial Holdings Inc (ESQ) and Caterpillar Inc. (CAT). 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.
| ESQ | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.10 | ||
| Sortino ratioReturn per unit of downside risk | -3.13 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.56 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 10.47 | -8.92 |
| Martin ratioReturn relative to average drawdown | 3.81 | 33.58 | -29.77 |
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Drawdowns
ESQ vs. CAT - Drawdown Comparison
The maximum ESQ drawdown since its inception was -56.52%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for ESQ and CAT.
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Drawdown Indicators
| ESQ | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.52% | -73.43% | +16.91% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -13.88% | -1.54% |
Max Drawdown (3Y)Largest decline over 3 years | -20.68% | -34.05% | +13.37% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -34.05% | +9.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | -2.66% | -9.52% | +6.86% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -19.72% | +9.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.27% | 4.32% | +1.95% |
Volatility
ESQ vs. CAT - Volatility Comparison
The current volatility for Esquire Financial Holdings Inc (ESQ) is 7.98%, while Caterpillar Inc. (CAT) has a volatility of 17.39%. This indicates that ESQ experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESQ | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 17.39% | -9.41% |
Volatility (6M)Calculated over the trailing 6-month period | 24.89% | 30.71% | -5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.41% | 37.61% | -6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.29% | 31.35% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.51% | 31.19% | +9.32% |
Dividends
ESQ vs. CAT - Dividend Comparison
ESQ's dividend yield for the trailing twelve months is around 0.62%, less than CAT's 0.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.63% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
ESQ Esquire Financial Holdings Inc | 0.62% | 0.69% | 0.75% | 0.95% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ESQ vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Esquire Financial Holdings Inc and Caterpillar 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.
Total Revenue: Total amount of money received from sales and other business activities
ESQ vs. CAT - Profitability Comparison
ESQ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Esquire Financial Holdings Inc reported a gross profit of 40.46M and revenue of 45.49M. Therefore, the gross margin over that period was 88.9%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
ESQ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Esquire Financial Holdings Inc reported an operating income of 17.10M and revenue of 45.49M, resulting in an operating margin of 37.6%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
ESQ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Esquire Financial Holdings Inc reported a net income of 12.21M and revenue of 45.49M, resulting in a net margin of 26.8%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
ESQ and CAT have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (17.39%) compared to ESQ (7.98%). In terms of maximum drawdown, ESQ dropped -56.52% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (3.87 vs 0.76), 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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