OBT vs. EXPO
OBT (Orange County Bancorp, Inc.) and EXPO (Exponent, Inc.) are both stocks. OBT operates in Banks - Regional (Financial Services), while EXPO operates in Consulting Services (Industrials). Over the past 10 years, OBT returned 15.52%/yr vs 11.53%/yr for EXPO. Their 0.11 correlation means their historical movements had little consistent relationship.
Performance
OBT vs. EXPO - Performance Comparison
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Returns By Period
In the year-to-date period, OBT achieves a 35.44% return, which is significantly higher than EXPO's -2.85% return. Over the past 10 years, OBT has outperformed EXPO with an annualized return of 15.52%, while EXPO has yielded a comparatively lower 11.53% annualized return.
OBT
- 1D
- 1.27%
- 1M
- 1.59%
- 6M
- 25.46%
- YTD
- 35.44%
- 1Y
- 63.93%
- 3Y*
- 22.15%
- 5Y*
- 20.37%
- 10Y*
- 15.52%
- ALL TIME*
- 9.53%
EXPO
- 1D
- 3.53%
- 1M
- 9.63%
- 6M
- -6.11%
- YTD
- -2.85%
- 1Y
- -0.43%
- 3Y*
- -7.53%
- 5Y*
- -7.86%
- 10Y*
- 11.53%
- ALL TIME*
- 11.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
EXPO Exponent, Inc. | $43.57M | $36.37M | $35.92M |
| $2.59M | $2.39M | $2.48M |
OBT vs. EXPO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBT Orange County Bancorp, Inc. | 35.44% | 5.02% | -6.07% | 32.08% | 18.34% | 51.16% | -4.40% | 12.13% | -1.23% | 24.58% |
EXPO Exponent, Inc. | -2.85% | -20.81% | 2.42% | -10.14% | -14.25% | 30.67% | 31.74% | 37.51% | 44.22% | 19.46% |
Correlation
The correlation between OBT and EXPO is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2007 | 0.11 |
Over the past year, OBT and EXPO have become more correlated (0.36) than their long-term average of 0.11, meaning their price movements have been converging.
Fundamentals
OBT:
$512.85M
EXPO:
$3.24B
OBT:
$3.55
EXPO:
$1.63
OBT:
10.77
EXPO:
40.90
OBT:
0.84
EXPO:
19.38
OBT:
3.40
EXPO:
11.41
OBT:
1.67
EXPO:
11.35
OBT:
$150.27M
EXPO:
$294.55M
OBT:
$61.31M
EXPO:
$72.55M
OBT:
$55.68M
EXPO:
$118.56M
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Return for Risk
OBT vs. EXPO — Risk / Return Rank
OBT
EXPO
OBT vs. EXPO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Orange County Bancorp, Inc. (OBT) and Exponent, Inc. (EXPO). 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.
| OBT | EXPO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.02 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 4.14 | -0.04 | +4.18 |
| Martin ratioReturn relative to average drawdown | 10.77 | -0.09 | +10.86 |
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Drawdowns
OBT vs. EXPO - Drawdown Comparison
The maximum OBT drawdown since its inception was -57.55%, smaller than the maximum EXPO drawdown of -86.44%. Use the drawdown chart below to compare losses from any high point for OBT and EXPO.
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Drawdown Indicators
| OBT | EXPO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -86.44% | +28.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -32.45% | +18.72% |
Max Drawdown (3Y)Largest decline over 3 years | -32.48% | -52.37% | +19.89% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -54.79% | +9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -57.55% | -54.79% | -2.76% |
Current DrawdownCurrent decline from peak | -1.62% | -43.40% | +41.78% |
Average DrawdownAverage peak-to-trough decline | -18.64% | -32.78% | +14.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 14.47% | -9.16% |
Volatility
OBT vs. EXPO - Volatility Comparison
The current volatility for Orange County Bancorp, Inc. (OBT) is 7.35%, while Exponent, Inc. (EXPO) has a volatility of 9.73%. This indicates that OBT experiences smaller price fluctuations and is considered to be less risky than EXPO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBT | EXPO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 9.73% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 19.01% | 26.79% | -7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.68% | 32.13% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.06% | 30.14% | +10.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.62% | 28.87% | +30.75% |
Dividends
OBT vs. EXPO - Dividend Comparison
OBT's dividend yield for the trailing twelve months is around 1.75%, less than EXPO's 1.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | 1.82% | 1.73% | 1.26% | 1.18% | 0.97% | 0.69% | 0.84% | 0.93% | 1.03% | 1.18% | 1.19% | 1.20% |
OBT Orange County Bancorp, Inc. | 1.75% | 2.00% | 1.69% | 1.53% | 1.78% | 1.99% | 2.94% | 2.72% | 3.00% | 2.93% | 3.53% | 3.40% |
Financials
OBT vs. EXPO - Financials Comparison
This section allows you to compare key financial metrics between Orange County Bancorp, Inc. and Exponent, 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
OBT vs. EXPO - Profitability Comparison
OBT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Orange County Bancorp, Inc. reported a gross profit of -27.90M and revenue of 34.55M. Therefore, the gross margin over that period was -80.8%.
EXPO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Exponent, Inc. reported a gross profit of -47.58M and revenue of -166.30M. Therefore, the gross margin over that period was 28.6%.
OBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Orange County Bancorp, Inc. reported an operating income of -10.41M and revenue of 34.55M, resulting in an operating margin of -30.1%.
EXPO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Exponent, Inc. reported an operating income of -13.36M and revenue of -166.30M, resulting in an operating margin of 8.0%.
OBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Orange County Bancorp, Inc. reported a net income of 13.66M and revenue of 34.55M, resulting in a net margin of 39.5%.
EXPO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Exponent, Inc. reported a net income of -174.00K and revenue of -166.30M, resulting in a net margin of 0.1%.
Frequently Asked Questions
OBT and EXPO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EXPO has higher volatility (9.73%) compared to OBT (7.35%). In terms of maximum drawdown, OBT dropped -57.55% vs EXPO's -86.44%.
OBT currently has the higher Sharpe Ratio (1.99 vs -0.04), 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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