ESP vs OZ

Comparison between Espey Manufacturing & Electronics Corp (ESP, Company) and Belpointe REIT Inc (OZ, Company).

ESP is from the Industrials sector, while OZ is from the Real Estate sector.

5-Year PerformanceESP has outperformed OZ, delivering a return of +35.6% compared to -14.2%

ESP vs OZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESP(COMPANY)	OZ(COMPANY)
Market Cap	$182M	$182M
Max Drawdown	62.05%	74.44%
Sharpe Ratio	1.05	-1.12
5Y Beta	0.60	0.23
Industry	Electrical Equipment & Parts	Real Estate - Development
P/E Ratio	16.63	-4.52
Forward P/E	11.38	N/A
PEG Ratio	0.26	-0.05
Dividend Yield	2.89%	N/A
5Y Dividends CAGR	21.67%	N/A
5Y EPS CAGR	58.45%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	2.42%	-13.59%

Market Cap

Winner

ESP

$182M

Max Drawdown

Winner

ESP

62.05%

74.44%

Sharpe Ratio

Winner

ESP

1.05

-1.12

5Y Beta

ESP

0.60

Winner

0.23

Industry

ESP

Electrical Equipment & Parts

Real Estate - Development

P/E Ratio

ESP

16.63

Winner

-4.52

Forward P/E

ESP

11.38

N/A

PEG Ratio

ESP

0.26

Winner

-0.05

Dividend Yield

ESP

2.89%

N/A

5Y Dividends CAGR

ESP

21.67%

N/A

5Y EPS CAGR

ESP

58.45%

N/A

Debt to Equity

ESP

0.00%

N/A

Free Cash Flow Yield

Winner

ESP

2.42%

-13.59%

ESP vs OZ - Historical Returns

Returns include dividend reinvestment.

Period	ESP	OZ
1 month	+1.72%	-3.92%
3 months	+10.33%	-17.76%
6 months	+40.39%	-30.17%
1 year	+54.37%	-27.18%
5 years(CAGR)	+35.63%	-14.24%
10 years(CAGR)	+12.84%	N/A
Max(CAGR)	+13.59%	-10.92%

Winner

ESP

+1.72%

-3.92%

Winner

ESP

+10.33%

-17.76%

Winner

ESP

+40.39%

-30.17%

Winner

ESP

+54.37%

-27.18%

5Y(CAGR)

Winner

ESP

+35.63%

-14.24%

10Y(CAGR)

ESP

+12.84%

N/A

Max(CAGR)

Winner

ESP

+13.59%

-10.92%

ESP vs OZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ESP	OZ
2026	+31.18%	-16.58%
2025	+67.48%	-7.76%
2024	+66.28%	+4.59%
2023	+32.03%	-18.90%
2022	-0.07%	+0.01%
2021	-26.35%	-0.73%
2020	-8.03%	+9.98%
2019	-11.86%	+0.25%
2018	+13.14%	N/A
2017	-2.07%	N/A
2016	+6.87%	N/A
2015	+7.40%	N/A
2014	-23.59%	N/A
2013	+35.92%	N/A
2012	+15.20%	N/A
2011	+6.60%	N/A
2010	+32.02%	N/A
2009	+9.33%	N/A
2008	+16.33%	N/A
2007	+4.64%	N/A
2006	+8.82%	N/A
2005	+39.04%	N/A
2004	+9.50%	N/A
2003	+40.11%	N/A
2002	+2.36%	N/A
2001	+20.54%	N/A
2000	+14.69%	N/A
1999	-0.47%	N/A

ESP vs OZ Drawdown Comparison

The maximum drawdown for ESP was -54.31%, occurring on May 16, 2022. Recovery took 1515 trading sessions.

The maximum drawdown for OZ was -74.44%, occurring on Jun 17, 2026. This drawdown has not yet recovered.

The current ESP drawdown is -15.22%. The current OZ drawdown is -73.97%.

Rank	ESP	OZ
#1	-54.31% Sep 20, 2018 - Sep 30, 2024	-74.44% Sep 8, 2021 - Jun 17, 2026
#2	-45.83% Dec 10, 2013 - May 2, 2018	-37.94% Sep 2, 2020 - Sep 7, 2021
#3	-35.40% Jun 5, 2008 - Oct 16, 2009	-5.94% Dec 6, 2019 - Aug 27, 2020
#4	-29.17% Sep 12, 2025 - Jan 15, 2026	N/A
#5	-27.50% Jun 18, 2007 - Mar 5, 2008	N/A
#6	-26.56% May 9, 2011 - Jun 27, 2012	N/A
#7	-24.76% Aug 27, 2012 - Aug 28, 2013	N/A
#8	-23.96% Nov 23, 2005 - Mar 23, 2007	N/A
#9	-23.46% May 12, 2026 - Jun 5, 2026	N/A
#10	-22.37% Nov 4, 2024 - May 13, 2025	N/A
#11	-18.55% Feb 10, 2026 - Apr 15, 2026	N/A
#12	-17.92% Jul 23, 2025 - Sep 12, 2025	N/A
#13	-17.27% Oct 17, 2003 - Oct 1, 2004	N/A
#14	-16.92% Jan 21, 2000 - Aug 10, 2000	N/A
#15	-16.68% Mar 5, 2008 - May 14, 2008	N/A