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ESQ Stock Analysis 2026 - Esquire Financial Holdings, Inc. AI Rating

ESQ Nasdaq Commercial Banks, NEC MD CIK: 0001531031
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 ESQ Key Takeaways

Revenue: $139.4M
Net Margin: 36.5%
Free Cash Flow: $56.7M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $5.87
AI Rating: BUY with 78% confidence

Is ESQ a Good Investment? Thesis Analysis

Claude

Esquire Financial demonstrates solid fundamental strength with consistent revenue growth of 14.8% YoY and net income expansion of 16.4%, indicating improving operational leverage. The company maintains healthy profitability metrics with a 36.5% net margin and generates substantial free cash flow of 56.7M (40.7% FCF margin), providing financial flexibility and capacity for dividends or strategic investments. Strong interest coverage of 20.5x and zero debt signal conservative capital management, though the modest 2.1% ROA suggests room for improved asset utilization typical of community banks.

Why Buy ESQ? Key Strengths

Claude
  • + Strong net income growth (16.4% YoY) outpacing revenue growth (14.8%), indicating improving operational efficiency
  • + Excellent profitability metrics with 47.1% operating margin and 36.5% net margin demonstrating pricing power and cost control
  • + Robust free cash flow generation of 56.7M with 40.7% FCF margin provides capital for growth, shareholder returns, or strategic acquisitions
  • + Conservative balance sheet with zero debt and 235.9M in cash, positioning the company to weather economic cycles
  • + Strong interest coverage ratio of 20.5x indicates substantial debt service capacity
  • + Healthy ROE of 17.5% demonstrates competitive returns on shareholder capital

ESQ Investment Risks to Consider

Claude
  • ! Low ROA of 2.1% suggests asset base may not be generating optimal returns; typical for banks but warrants monitoring of lending productivity
  • ! Limited financial data transparency with missing current and quick ratios; asset-heavy balance sheet (2.4B assets) requires detailed loan portfolio analysis
  • ! Elevated insider trading activity (10 Form 4 filings in 90 days) warrants investigation of transaction types and motivations
  • ! Banking sector exposure to interest rate changes, credit cycle deterioration, and regulatory capital requirements not fully captured in current metrics
  • ! Geographic concentration risk typical of regional/community banks not addressed in provided data

Key Metrics to Watch

Claude
  • * Net Interest Margin (NIM) trend and sensitivity to Fed rate environment
  • * Loan growth rate and credit quality metrics (non-performing loan ratio, charge-offs)
  • * Deposit growth and cost of deposits
  • * Capital adequacy ratios and regulatory compliance
  • * Tangible book value per share growth trajectory

ESQ Financial Metrics

Revenue
$139.4M
Net Income
$50.8M
EPS (Diluted)
$5.87
Free Cash Flow
$56.7M
Total Assets
$2.4B
Cash Position
$235.9M

💡 AI Analyst Insight

The 40.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

ESQ Profitability Ratios

Gross Margin N/A
Operating Margin 47.1%
Net Margin 36.5%
ROE 17.5%
ROA 2.1%
FCF Margin 40.7%

ESQ vs Finance Sector

How Esquire Financial Holdings, Inc. compares to Finance sector averages

Net Margin
ESQ 36.5%
vs
Sector Avg 25.0%
ESQ Sector
ROE
ESQ 17.5%
vs
Sector Avg 12.0%
ESQ Sector
Current Ratio
ESQ 0.0x
vs
Sector Avg 1.2x
ESQ Sector
Debt/Equity
ESQ 0.0x
vs
Sector Avg 2.0x
ESQ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is ESQ Overvalued or Undervalued?

Based on fundamental analysis, Esquire Financial Holdings, Inc. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
17.5%
Sector avg: 12%
Net Profit Margin
36.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

ESQ Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
87.8%
Interest Coverage
20.45x
Long-term Debt
N/A

ESQ 5-Year Financial Trend & Growth Analysis

ESQ 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Esquire Financial Holdings, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $4.91 reflects profitable operations.

ESQ Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
40.7%
Free cash flow / Revenue

ESQ Capital Allocation

Operating Cash Flow
$59.8M
Cash generated from operations
Stock Buybacks
$286.0K
Shares repurchased (TTM)
Capital Expenditures
$3.2M
Investment in assets
Dividends Paid
$5.9M
Returned to shareholders

ESQ SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Esquire Financial Holdings, Inc. (CIK: 0001531031)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 20, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 13, 2026 10-K esq-20251231x10k.htm View →
Mar 12, 2026 8-K tm268605d1_8k.htm View →
Feb 2, 2026 8-K esq-20260130x8k.htm View →

Frequently Asked Questions about ESQ

What is the AI rating for ESQ?

Esquire Financial Holdings, Inc. (ESQ) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ESQ's key strengths?

Claude: Strong net income growth (16.4% YoY) outpacing revenue growth (14.8%), indicating improving operational efficiency. Excellent profitability metrics with 47.1% operating margin and 36.5% net margin demonstrating pricing power and cost control.

What are the risks of investing in ESQ?

Claude: Low ROA of 2.1% suggests asset base may not be generating optimal returns; typical for banks but warrants monitoring of lending productivity. Limited financial data transparency with missing current and quick ratios; asset-heavy balance sheet (2.4B assets) requires detailed loan portfolio analysis.

What is ESQ's revenue and growth?

Esquire Financial Holdings, Inc. reported revenue of $139.4M.

Does ESQ pay dividends?

Esquire Financial Holdings, Inc. pays dividends, with $5.9M distributed to shareholders in the trailing twelve months.

Where can I find ESQ SEC filings?

Official SEC filings for Esquire Financial Holdings, Inc. (CIK: 0001531031) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ESQ's EPS?

Esquire Financial Holdings, Inc. has a diluted EPS of $5.87.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ESQ a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, Esquire Financial Holdings, Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is ESQ stock overvalued or undervalued?

Valuation metrics for ESQ: ROE of 17.5% (sector avg: 12%), net margin of 36.5% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy ESQ stock in 2026?

Our dual AI analysis gives Esquire Financial Holdings, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is ESQ's free cash flow?

Esquire Financial Holdings, Inc.'s operating cash flow is $59.8M, with capital expenditures of $3.2M. FCF margin is 40.7%.

How does ESQ compare to other Finance stocks?

Vs Finance sector averages: Net margin 36.5% (avg: 25%), ROE 17.5% (avg: 12%), current ratio N/A (avg: 1.2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI