OZ vs ESP

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

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

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

OZ vs ESP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$182M

Winner

ESP

$182M

Max Drawdown

74.44%

Winner

ESP

62.05%

Sharpe Ratio

-1.12

Winner

ESP

1.05

5Y Beta

Winner

0.23

ESP

0.60

Industry

Real Estate - Development

ESP

Electrical Equipment & Parts

P/E Ratio

Winner

-4.52

ESP

16.63

Forward P/E

N/A

ESP

11.38

PEG Ratio

Winner

-0.05

ESP

0.26

Dividend Yield

N/A

ESP

2.89%

5Y Dividends CAGR

N/A

ESP

21.67%

5Y EPS CAGR

N/A

ESP

58.45%

Debt to Equity

N/A

ESP

0.00%

Free Cash Flow Yield

-13.59%

Winner

ESP

2.42%

OZ vs ESP - Historical Returns

Returns include dividend reinvestment.

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

-3.92%

Winner

ESP

+1.72%

-17.76%

Winner

ESP

+10.33%

-30.17%

Winner

ESP

+40.39%

-27.18%

Winner

ESP

+54.37%

5Y(CAGR)

-14.24%

Winner

ESP

+35.63%

10Y(CAGR)

N/A

ESP

+12.84%

Max(CAGR)

-10.92%

Winner

ESP

+13.59%

OZ vs ESP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

OZ vs ESP Drawdown Comparison

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

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

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

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