OCSL vs ESQ

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

Both OCSL and ESQ are from the Financial Services sector.

5-Year PerformanceESQ has outperformed OCSL, delivering a return of +39.4% compared to +0.7%

OCSL vs ESQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCSL(COMPANY)	ESQ(COMPANY)
Market Cap	$1.04B	$1.05B
Max Drawdown	83.08%	56.52%
Sharpe Ratio	-0.41	0.52
5Y Beta	0.62	0.66
Industry	Asset Management	Banks - Regional
P/E Ratio	21.02	20.07
Forward P/E	9.35	N/A
PEG Ratio	0.07	1.69
Dividend Yield	13.40%	0.59%
5Y Dividends CAGR	7.04%	N/A
5Y EPS CAGR	N/A	26.89%
Debt to Equity	107.21%	0.00%
Free Cash Flow Yield	6.67%	5.87%
P/S Ratio	3.50	7.45
P/B Ratio	0.76	3.54

Market Cap

OCSL

$1.04B

Winner

ESQ

$1.05B

Max Drawdown

OCSL

83.08%

Winner

ESQ

56.52%

Sharpe Ratio

OCSL

-0.41

Winner

ESQ

0.52

5Y Beta

Winner

OCSL

0.62

ESQ

0.66

Industry

OCSL

Asset Management

ESQ

Banks - Regional

P/E Ratio

OCSL

21.02

Winner

ESQ

20.07

Forward P/E

OCSL

9.35

ESQ

N/A

PEG Ratio

Winner

OCSL

0.07

ESQ

1.69

Dividend Yield

Winner

OCSL

13.40%

ESQ

0.59%

5Y Dividends CAGR

OCSL

7.04%

ESQ

N/A

5Y EPS CAGR

OCSL

N/A

ESQ

26.89%

Debt to Equity

OCSL

107.21%

Winner

ESQ

0.00%

Free Cash Flow Yield

Winner

OCSL

6.67%

ESQ

5.87%

P/S Ratio

Winner

OCSL

3.50

ESQ

7.45

P/B Ratio

Winner

OCSL

0.76

ESQ

3.54

OCSL vs ESQ - Historical Returns

Returns include dividend reinvestment.

Period	OCSL	ESQ
1 month	+2.82%	+4.70%
3 months	-2.37%	+14.59%
6 months	-3.08%	+11.44%
1 year	-7.61%	+15.47%
5 years(CAGR)	+0.68%	+39.36%
10 years(CAGR)	+6.58%	+26.09%
Max(CAGR)	+4.36%	+26.09%

OCSL

+2.82%

Winner

ESQ

+4.70%

OCSL

-2.37%

Winner

ESQ

+14.59%

OCSL

-3.08%

Winner

ESQ

+11.44%

OCSL

-7.61%

Winner

ESQ

+15.47%

5Y(CAGR)

OCSL

+0.68%

Winner

ESQ

+39.36%

10Y(CAGR)

OCSL

+6.58%

Winner

ESQ

+26.09%

Max(CAGR)

OCSL

+4.36%

Winner

ESQ

+26.09%

OCSL vs ESQ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	OCSL	ESQ
2026	-2.01%	+18.99%
2025	-6.12%	+31.69%
2024	-15.06%	+60.06%
2023	+9.45%	+17.82%
2022	+2.78%	+36.58%
2021	+44.21%	+68.45%
2020	+10.76%	-26.08%
2019	+35.10%	+24.14%
2018	-8.00%	+14.75%
2017	-3.11%	+29.44%
2016	-4.15%	N/A
2015	-12.54%	N/A
2014	-3.03%	N/A
2013	-4.19%	N/A
2012	+19.05%	N/A
2011	-12.65%	N/A
2010	+20.91%	N/A
2009	+55.20%	N/A
2008	-30.03%	N/A

OCSL vs ESQ Drawdown Comparison

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

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

The current OCSL drawdown is -25.97%. The current ESQ drawdown is -4.43%.

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

Correlation

Correlation between OCSL and ESQ 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)

OCSL vs ESQ dividend yield comparison.

Year	OCSL	ESQ
2026	6.34%	0.33%
2025	13.27%	0.69%
2024	14.40%	0.75%
2023	11.12%	0.95%
2022	11.86%	0.65%
2021	7.37%	0.00%
2020	7.27%	0.00%
2019	6.96%	0.00%
2018	8.75%	0.00%
2017	8.38%	0.00%
2016	13.41%	0.00%
2015	10.84%	0.00%
2014	12.90%	0.00%
2013	11.93%	0.00%
2012	11.03%	0.00%
2011	12.25%	0.00%
2010	9.44%	0.00%
2009	7.17%	0.00%
2008	13.38%	0.00%