ESQ vs OCSL

Comparison between Esquire Financial Holdings Inc (ESQ, Company) and Oaktree Specialty Lending Corp (OCSL, Company).

Both ESQ and OCSL are from the Financial Services sector.

5-Year PerformanceESQ has outperformed OCSL, delivering a return of +38.4% compared to +0.6%

ESQ vs OCSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESQ(COMPANY)	OCSL(COMPANY)
Market Cap	$1.05B	$1.04B
Max Drawdown	56.52%	83.08%
Sharpe Ratio	0.44	-0.41
5Y Beta	0.66	0.62
Industry	Banks - Regional	Asset Management
P/E Ratio	20.07	21.02
Forward P/E	N/A	9.35
PEG Ratio	1.69	0.07
Dividend Yield	0.59%	13.40%
5Y Dividends CAGR	N/A	7.04%
5Y EPS CAGR	26.89%	N/A
Debt to Equity	0.00%	107.21%
Free Cash Flow Yield	5.87%	6.67%
P/S Ratio	7.45	3.50
P/B Ratio	3.54	0.76

Market Cap

Winner

ESQ

$1.05B

OCSL

$1.04B

Max Drawdown

Winner

ESQ

56.52%

OCSL

83.08%

Sharpe Ratio

Winner

ESQ

0.44

OCSL

-0.41

5Y Beta

ESQ

0.66

Winner

OCSL

0.62

Industry

ESQ

Banks - Regional

OCSL

Asset Management

P/E Ratio

Winner

ESQ

20.07

OCSL

21.02

Forward P/E

ESQ

N/A

OCSL

9.35

PEG Ratio

ESQ

1.69

Winner

OCSL

0.07

Dividend Yield

ESQ

0.59%

Winner

OCSL

13.40%

5Y Dividends CAGR

ESQ

N/A

OCSL

7.04%

5Y EPS CAGR

ESQ

26.89%

OCSL

N/A

Debt to Equity

Winner

ESQ

0.00%

OCSL

107.21%

Free Cash Flow Yield

ESQ

5.87%

Winner

OCSL

6.67%

P/S Ratio

ESQ

7.45

Winner

OCSL

3.50

P/B Ratio

ESQ

3.54

Winner

OCSL

0.76

ESQ vs OCSL - Historical Returns

Returns include dividend reinvestment.

Period	ESQ	OCSL
1 month	+0.47%	+0.61%
3 months	+1.39%	-4.27%
6 months	+7.66%	-3.57%
1 year	+12.63%	-8.59%
5 years(CAGR)	+38.42%	+0.58%
10 years(CAGR)	+25.62%	+6.72%
Max(CAGR)	+25.62%	+4.33%

ESQ

+0.47%

Winner

OCSL

+0.61%

Winner

ESQ

+1.39%

OCSL

-4.27%

Winner

ESQ

+7.66%

OCSL

-3.57%

Winner

ESQ

+12.63%

OCSL

-8.59%

5Y(CAGR)

Winner

ESQ

+38.42%

OCSL

+0.58%

10Y(CAGR)

Winner

ESQ

+25.62%

OCSL

+6.72%

Max(CAGR)

Winner

ESQ

+25.62%

OCSL

+4.33%

ESQ vs OCSL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	ESQ	OCSL
2026	+14.95%	-2.51%
2025	+31.69%	-6.12%
2024	+60.06%	-15.06%
2023	+17.82%	+9.45%
2022	+36.58%	+2.78%
2021	+68.45%	+44.21%
2020	-26.08%	+10.76%
2019	+24.14%	+35.10%
2018	+14.75%	-8.00%
2017	+29.44%	-3.11%
2016	N/A	-4.15%
2015	N/A	-12.54%
2014	N/A	-3.03%
2013	N/A	-4.19%
2012	N/A	+19.05%
2011	N/A	-12.65%
2010	N/A	+20.91%
2009	N/A	+55.20%
2008	N/A	-30.03%

ESQ vs OCSL Drawdown Comparison

The maximum drawdown for ESQ was -56.52%, occurring on May 14, 2020. Recovery took 801 trading sessions.

The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.

The current ESQ drawdown is -7.68%. The current OCSL drawdown is -26.35%.

Rank	ESQ	OCSL
#1	-56.52% Jun 28, 2018 - Sep 2, 2021	-59.39% Jul 10, 2014 - Nov 25, 2020
#2	-24.78% Nov 4, 2022 - Jun 16, 2023	-53.81% Jun 17, 2008 - Jun 26, 2009
#3	-20.68% Jan 31, 2025 - May 8, 2025	-35.63% Feb 18, 2011 - Apr 10, 2013
#4	-20.36% Nov 15, 2021 - Apr 22, 2022	-34.08% Jan 26, 2024 - Mar 13, 2026
#5	-17.48% Jan 29, 2024 - Jul 15, 2024	-24.65% May 13, 2010 - Jan 26, 2011
#6	-16.44% Jun 2, 2022 - Aug 12, 2022	-17.54% Jan 12, 2022 - Dec 29, 2022
#7	-15.43% Feb 3, 2026 - Jun 26, 2026	-14.95% Sep 21, 2009 - Dec 29, 2009
#8	-15.42% Jul 26, 2023 - Jan 26, 2024	-14.28% Jan 12, 2023 - Jul 24, 2023
#9	-12.32% Feb 1, 2018 - Apr 2, 2018	-14.25% Jul 25, 2013 - Jul 7, 2014
#10	-11.67% Sep 23, 2025 - Dec 10, 2025	-14.01% Jun 26, 2009 - Aug 21, 2009
#11	-11.25% Jul 24, 2025 - Sep 23, 2025	-10.90% Jan 19, 2010 - Mar 8, 2010
#12	-10.75% Aug 19, 2022 - Oct 18, 2022	-10.76% Aug 21, 2009 - Sep 16, 2009
#13	-10.25% Jul 31, 2024 - Aug 30, 2024	-9.65% Apr 23, 2010 - May 12, 2010
#14	-9.95% Dec 4, 2017 - Jan 26, 2018	-9.03% May 8, 2013 - Jul 15, 2013
#15	-9.31% Apr 25, 2022 - May 31, 2022	-8.17% Sep 18, 2023 - Dec 8, 2023

Correlation

Correlation between ESQ and OCSL is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2008 - 2026)

ESQ vs OCSL dividend yield comparison.

Year	ESQ	OCSL
2026	0.34%	6.37%
2025	0.69%	13.27%
2024	0.75%	14.40%
2023	0.95%	11.12%
2022	0.65%	11.86%
2021	0.00%	7.37%
2020	0.00%	7.27%
2019	0.00%	6.96%
2018	0.00%	8.75%
2017	0.00%	8.38%
2016	0.00%	13.41%
2015	0.00%	10.84%
2014	0.00%	12.90%
2013	0.00%	11.93%
2012	0.00%	11.03%
2011	0.00%	12.25%
2010	0.00%	9.44%
2009	0.00%	7.17%
2008	0.00%	13.38%