(ESQ) Esquire Financial Holdings - Overview
Sector: Financial Services | Industry: Banks - Regional | Exchange: NASDAQ (USA) | Market Cap: 930m USD | Total Return: 19.3% in 12m
Industry Rotation: -1.9
Avg Turnover: 10.4M
EPS Trend: 92.1%
Qual. Beats: -1
Rev. Trend: 96.0%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Esquire Financial Holdings, Inc. is a bank holding company operating Esquire Bank, National Association. The bank offers commercial banking services to legal firms, small businesses, and individual customers across the United States.
The company provides a range of deposit products, including checking, savings, money market, and certificates of deposit. This is standard for regional banks, which primarily generate revenue through interest rate differentials on deposits and loans.
Lending activities include commercial loans for operating needs and to ISO customers, commercial lines of credit, and consumer loans such as post-settlement and structured settlement loans. Real estate loans cover multifamily, residential, commercial, and construction financing. Diversified loan portfolios are a common strategy to mitigate risk in the banking sector.
Esquire also offers merchant services, cash management, online banking, and payment processing solutions. These ancillary services often provide fee-based revenue, supplementing traditional interest income.
Further research on ValueRay can provide detailed financial metrics and peer comparisons for ESQ.
- Legal sector loan demand impacts commercial loan growth
- Net interest margin compression affects profitability
- Regulatory changes for financial institutions increase compliance costs
- Small business lending growth drives revenue expansion
- Payment processing services revenue diversifies income stream
| Net Income: 51.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.02 > 0.02 and ΔFCF/TA 0.16 > 1.0 |
| NWC/Revenue: -941.5% < 20% (prev -883.4%; Δ -58.10% < -1%) |
| CFO/TA 0.03 > 3% & CFO 63.5m > Net Income 51.7m |
| Net Debt (-477.6m) to EBITDA (72.0m): -6.64 < 3 |
| Current Ratio: 0.23 > 1.5 & < 3 |
| Outstanding Shares: last quarter (8.70m) vs 12m ago 1.15% < -2% |
| Gross Margin: 85.88% > 18% (prev 0.87%; Δ 8.50k% > 0.5%) |
| Asset Turnover: 7.88% > 50% (prev 7.34%; Δ 0.54% > 0%) |
| Interest Coverage Ratio: 1.72 > 6 (EBITDA TTM 72.0m / Interest Expense TTM 19.1m) |
| A: -0.67 (Total Current Assets 480.2m - Total Current Liabilities 2.10b) / Total Assets 2.42b |
| B: 0.09 (Retained Earnings 208.3m / Total Assets 2.42b) |
| C: 0.01 (EBIT TTM 32.7m / Avg Total Assets 2.19b) |
| D: 0.09 (Book Value of Equity 198.9m / Total Liabilities 2.12b) |
| Altman-Z'' Score: -3.92 = D |
| DSRI: 1.03 (Receivables 13.3m/10.8m, Revenue 172.3m/143.5m) |
| GMI: 1.01 (GM 85.88% / 86.52%) |
| AQI: 1.02 (AQ_t 0.80 / AQ_t-1 0.78) |
| SGI: 1.20 (Revenue 172.3m / 143.5m) |
| TATA: -0.00 (NI 51.7m - CFO 63.5m) / TA 2.42b) |
| Beneish M-Score: -2.85 (Cap -4..+1) = A |
Over the past week, the price has changed by +3.21%, over one month by -5.55%, over three months by +1.88% and over the past year by +19.34%.
- StrongBuy: 0
- Buy: 1
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 125 | 15.2% |
P/S = 6.5282
P/B = 3.0636
Revenue TTM = 172.3m USD
EBIT TTM = 32.7m USD
EBITDA TTM = 72.0m USD
Long Term Debt = unknown (none)
Short Term Debt = 988k USD (from shortTermDebt, last fiscal year)
Debt = 2.64m USD (from shortLongTermDebtTotal, last fiscal year)
Net Debt = -477.6m USD (recalculated: Debt 2.64m - CCE 480.2m)
Enterprise Value = 451.9m USD (929.5m + Debt 2.64m - CCE 480.2m)
Interest Coverage Ratio = 1.72 (Ebit TTM 32.7m / Interest Expense TTM 19.1m)
EV/FCF = 8.22x (Enterprise Value 451.9m / FCF TTM 55.0m)
FCF Yield = 12.16% (FCF TTM 55.0m / Enterprise Value 451.9m)
FCF Margin = 31.90% (FCF TTM 55.0m / Revenue TTM 172.3m)
Net Margin = 29.98% (Net Income TTM 51.7m / Revenue TTM 172.3m)
Gross Margin = 85.88% ((Revenue TTM 172.3m - Cost of Revenue TTM 24.3m) / Revenue TTM)
Gross Margin QoQ = 88.94% (prev 88.82%)
Tobins Q-Ratio = 0.19 (Enterprise Value 451.9m / Total Assets 2.42b)
Interest Expense / Debt = 190.4% (Interest Expense 5.03m / Debt 2.64m)
Taxrate = 28.60% (4.89m / 17.1m)
NOPAT = 23.4m (EBIT 32.7m * (1 - 28.60%))
Current Ratio = 0.23 (Total Current Assets 480.2m / Total Current Liabilities 2.10b)
Debt / Equity = 0.01 (Debt 2.64m / totalStockholderEquity, last quarter 301.3m)
Debt / EBITDA = -6.64 (Net Debt -477.6m / EBITDA 72.0m)
Debt / FCF = -8.69 (Net Debt -477.6m / FCF TTM 55.0m)
Total Stockholder Equity = 283.4m (last 4 quarters mean from totalStockholderEquity)
RoA = 2.36% (Net Income 51.7m / Total Assets 2.42b)
RoE = 18.23% (Net Income TTM 51.7m / Total Stockholder Equity 283.4m)
RoCE = 10.27% (EBIT 32.7m / Capital Employed (Total Assets 2.42b - Current Liab 2.10b))
RoIC = -13.25% (NOPAT 23.4m / Invested Capital -176.3m)
WACC = 8.46% (E(929.5m)/V(932.2m) * Re(8.48%) + (debt cost/tax rate unavailable))
Discount Rate = 8.48% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 94.39 | Cagr: 1.64%
[DCF] Terminal Value 78.11% ; FCFF base≈49.5m ; Y1≈54.1m ; Y5≈68.5m
[DCF] Fair Price = 183.0 (EV 1.10b - Net Debt -477.6m = Equity 1.58b / Shares 8.64m; r=8.46% [WACC]; 5y FCF grow 10.56% → 3.0% )
EPS Correlation: 92.07 | EPS CAGR: 16.88% | SUE: -4.0 | # QB: -1
Revenue Correlation: 96.02 | Revenue CAGR: 24.23% | SUE: 0.63 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.56 | Chg30d=-1.27% | Revisions=+33% | Analysts=3
EPS next Quarter (2026-09-30): EPS=1.64 | Chg30d=+0.41% | Revisions=+20% | Analysts=3
EPS current Year (2026-12-31): EPS=6.81 | Chg30d=+0.15% | Revisions=+20% | GrowthEPS=+16.0% | GrowthRev=+48.9%
EPS next Year (2027-12-31): EPS=8.65 | Chg30d=+1.76% | Revisions=+0% | GrowthEPS=+27.0% | GrowthRev=+53.2%
[Analyst] Revisions Ratio: +33%