ESQ vs. SPGI

Last updated Jun 23, 2026

ESQ (Esquire Financial Holdings Inc) and SPGI (S&P Global Inc.) are both stocks. Both are in the Financial Services sector — ESQ in Banks - Regional, SPGI in Financial Data & Stock Exchanges. Over the past 5 years, ESQ returned 37.63%/yr vs 1.17%/yr for SPGI. At a 0.18 correlation, their price movements are largely independent.

Performance

ESQ vs. SPGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Esquire Financial Holdings Inc (ESQ) and S&P Global Inc. (SPGI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ESQ achieves a 12.15% return, which is significantly higher than SPGI's -21.68% return.

ESQ

• 1D: 0.45%
• 1M: 2.92%
• YTD: 12.15%
• 6M: 7.57%
• 1Y: 28.65%
• 3Y*: 37.60%
• 5Y*: 37.63%
• 10Y*: —

SPGI

• 1D: -0.86%
• 1M: -2.22%
• YTD: -21.68%
• 6M: -21.58%
• 1Y: -18.52%
• 3Y*: 2.26%
• 5Y*: 1.17%
• 10Y*: 15.68%

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

ESQ vs. SPGI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ESQ Esquire Financial Holdings Inc	12.15%	29.37%	60.89%	16.72%	38.33%	64.15%	-26.39%	20.14%	9.93%	24.15%
SPGI S&P Global Inc.	-21.68%	5.71%	13.94%	32.79%	-28.38%	44.68%	21.40%	62.27%	1.37%	16.42%

Correlation

The correlation between ESQ and SPGI is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.14
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (5Y) Calculated over the trailing 5-year period	0.23
Correlation (All Time) Calculated using the full available price history since Jun 27, 2017	0.18

The correlation between ESQ and SPGI shifts across timeframes, from 0.14 (1 year) to 0.27 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap ESQ : $992.18M SPGI : $121.24B
EPS ESQ : $5.96 SPGI : $15.79
PE Ratio ESQ : 19.14 SPGI : 25.80
PEG Ratio ESQ : 0.66 SPGI : 3.37
PS Ratio ESQ : 5.74 SPGI : 7.84
PB Ratio ESQ : 3.29 SPGI : 3.87
Total Revenue (TTM) ESQ : $172.32M SPGI : $15.73B
Gross Profit (TTM) ESQ : $147.99M SPGI : $8.15B
EBITDA (TTM) ESQ : $71.96M SPGI : $7.83B

Return for Risk

ESQ vs. SPGI — Risk / Return Rank

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

ESQ

ESQ Risk / Return Rank: 69
ESQ Sharpe Ratio Rank: 70
ESQ Sortino Ratio Rank: 65
ESQ Omega Ratio Rank: 63
ESQ Calmar Ratio Rank: 74
ESQ Martin Ratio Rank: 74

SPGI

SPGI Risk / Return Rank: 16
SPGI Sharpe Ratio Rank: 13
SPGI Sortino Ratio Rank: 16
SPGI Omega Ratio Rank: 14
SPGI Calmar Ratio Rank: 19
SPGI Martin Ratio Rank: 17

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.

ESQ vs. SPGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Esquire Financial Holdings Inc (ESQ) and S&P Global Inc. (SPGI). 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	SPGI	Difference
Sharpe ratio: Return per unit of total volatility	0.91	-0.67	+1.57
Sortino ratio: Return per unit of downside risk	1.41	-0.72	+2.13
Omega ratio: Gain probability vs. loss probability	1.17	0.89	+0.28
Calmar ratio: Return relative to maximum drawdown	1.87	-0.61	+2.48
Martin ratio: Return relative to average drawdown	4.58	-1.13	+5.71

ESQ vs. SPGI - Sharpe Ratio Comparison

The current ESQ Sharpe Ratio is 0.91, which is higher than the SPGI Sharpe Ratio of -0.67. The chart below compares the historical Sharpe Ratios of ESQ and SPGI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ESQ vs. SPGI - Drawdown Comparison

The maximum ESQ drawdown since its inception was -56.52%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for ESQ and SPGI.

Drawdown Indicators

	ESQ	SPGI	Difference
Max Drawdown Largest peak-to-trough decline	-56.52%	-74.67%	+18.15%
Max Drawdown (1Y) Largest decline over 1 year	-15.42%	-30.48%	+15.06%
Max Drawdown (3Y) Largest decline over 3 years	-20.68%	-30.48%	+9.80%
Max Drawdown (5Y) Largest decline over 5 years	-24.78%	-39.76%	+14.98%
Max Drawdown (10Y) Largest decline over 10 years	—	-39.76%	—
Current Drawdown Current decline from peak	-2.06%	-27.18%	+25.12%
Average Drawdown Average peak-to-trough decline	-10.73%	-15.24%	+4.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.27%	16.46%	-10.19%

Volatility

ESQ vs. SPGI - Volatility Comparison

The current volatility for Esquire Financial Holdings Inc (ESQ) is 7.23%, while S&P Global Inc. (SPGI) has a volatility of 7.95%. This indicates that ESQ experiences smaller price fluctuations and is considered to be less risky than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ESQ	SPGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.23%	7.95%	-0.72%
Volatility (6M) Calculated over the trailing 6-month period	24.64%	24.42%	+0.22%
Volatility (1Y) Calculated over the trailing 1-year period	31.80%	28.00%	+3.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.21%	24.55%	+6.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.54%	26.07%	+14.47%

Dividends

ESQ vs. SPGI - Dividend Comparison

ESQ's dividend yield for the trailing twelve months is around 0.66%, less than SPGI's 0.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESQ Esquire Financial Holdings Inc	0.66%	0.69%	0.75%	0.95%	0.65%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPGI S&P Global Inc.	0.95%	0.73%	0.73%	0.82%	0.99%	0.65%	0.82%	0.84%	1.18%	0.97%	1.34%	1.34%

Financials

ESQ vs. SPGI - Profitability Comparison

The chart below illustrates the profitability comparison between Esquire Financial Holdings Inc and S&P Global Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ESQ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

SPGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a gross profit of 0.00 and revenue of 4.17B. Therefore, the gross margin over that period was 0.0%.

ESQ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.

SPGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported an operating income of 2.00B and revenue of 4.17B, resulting in an operating margin of 48.0%.

ESQ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.

SPGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a net income of 1.40B and revenue of 4.17B, resulting in a net margin of 33.5%.

Frequently Asked Questions

Can I hold both ESQ and SPGI in my portfolio?

ESQ and SPGI have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ESQ or SPGI?

SPGI has higher volatility (7.95%) compared to ESQ (7.23%). In terms of maximum drawdown, ESQ dropped -56.52% vs SPGI's -74.67%.

Which has better risk-adjusted returns?

ESQ currently has the higher Sharpe Ratio (0.91 vs -0.67), 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.