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EFSC vs SPY

Comparison between Enterprise Financial Services Corp (EFSC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EFSC, delivering a return of +13.4% compared to +8.2%

EFSC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EFSC
$2.31B
Winner
SPY
$784B
Expense Ratio
EFSC
N/A
SPY
0.09%
Max Drawdown
EFSC
78.59%
Winner
SPY
56.47%
Sharpe Ratio
EFSC
0.69
Winner
SPY
1.50
5Y Beta
Winner
EFSC
0.82
SPY
1.00
Industry
EFSC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
EFSC
11.58
SPY
28.29
Forward P/E
Winner
EFSC
12.14
SPY
21.76
PEG Ratio
EFSC
3.13
SPY
N/A
Dividend Yield
EFSC
2.04%
SPY
N/A
5Y Dividends CAGR
Winner
EFSC
11.49%
SPY
5.43%
5Y EPS CAGR
EFSC
14.10%
Winner
SPY
25.98%
Debt to Equity
Winner
EFSC
0.00%
SPY
30.79%
Free Cash Flow Yield
EFSC
8.82%
SPY
N/A
P/S Ratio
Winner
EFSC
3.29
SPY
3.79
P/B Ratio
Winner
EFSC
1.17
SPY
5.67

EFSC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EFSC
+8.67%
SPY
+0.48%
3M
Winner
EFSC
+19.83%
SPY
+11.67%
6M
Winner
EFSC
+14.53%
SPY
+9.42%
1Y
EFSC
+22.81%
Winner
SPY
+24.27%
5Y(CAGR)
EFSC
+8.15%
Winner
SPY
+13.36%
10Y(CAGR)
EFSC
+10.86%
Winner
SPY
+15.42%
Max(CAGR)
Winner
EFSC
+8.62%
SPY
+8.49%

EFSC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEFSCSPY
2026+19.50%+8.88%
2025-0.49%+18.00%
2024+27.99%+25.59%
2023-6.12%+26.72%
2022+4.51%-18.64%
2021+38.15%+30.52%
2020-25.67%+17.28%
2019+28.34%+31.09%
2018-15.75%-5.24%
2017+6.98%+20.78%
2016+55.43%+13.59%
2015+47.16%+1.31%
2014+0.18%+14.56%
2013+49.46%+29.00%
2012-12.90%+14.17%
2011+37.95%+0.85%
2010+33.67%+13.14%
2009-46.74%+22.67%
2008-32.40%-36.25%
2007-21.55%+5.32%
2006+42.44%+13.85%
2005+23.41%+5.32%
2004+34.06%+10.75%
2003+4.49%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EFSC vs SPY Drawdown Comparison

The maximum drawdown for EFSC was -77.62%, occurring on Dec 22, 2009. Recovery took 2261 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -2.35%.

RankEFSCSPY
#1-77.62%
Oct 30, 2006 - Oct 23, 2015		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.20%
Jul 26, 2018 - Feb 1, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.77%
Feb 7, 2023 - Jul 26, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.04%
Feb 6, 2025 - Aug 27, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.19%
Jul 11, 2005 - Feb 14, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.79%
Feb 22, 2017 - Nov 29, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.30%
Nov 10, 2015 - Aug 5, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.27%
Aug 27, 2025 - Feb 17, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.01%
Feb 20, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.67%
Apr 5, 2006 - Aug 16, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.43%
Feb 8, 2005 - Jun 6, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.54%
Jul 26, 2024 - Oct 17, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.48%
Nov 25, 2024 - Feb 5, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.21%
Dec 29, 2016 - Feb 13, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.00%
Apr 27, 2004 - Jun 7, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EFSC and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

EFSC vs SPY dividend yield comparison.

YearEFSCSPY
20260.51%0.24%
20252.26%1.07%
20241.88%1.21%
20232.24%1.40%
20221.84%1.65%
20211.59%1.20%
20202.06%1.52%
20191.29%1.75%
20181.25%2.04%
20170.97%1.80%
20160.95%2.03%
20150.93%2.06%
20141.06%1.87%
20131.03%1.81%
20121.61%2.18%
20111.42%2.05%
20102.01%1.80%
20092.72%1.95%
20081.38%3.02%
20070.88%1.85%
20060.55%1.73%
20050.62%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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