EBC vs SR

Comparison between Eastern Bankshares Inc (EBC, Company) and Spire Inc (SR, Company).

EBC is from the Financial Services sector, while SR is from the Utilities sector.

5-Year PerformanceSR has outperformed EBC, delivering a return of +5.3% compared to +2.3%

EBC vs SR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EBC(COMPANY)	SR(COMPANY)
Market Cap	$4.75B	$4.74B
Max Drawdown	54.12%	46.00%
Sharpe Ratio	1.16	0.40
5Y Beta	1.00	0.15
Industry	Banks - Regional	Utilities - Regulated Gas
P/E Ratio	12.19	13.24
Forward P/E	11.12	17.83
PEG Ratio	N/A	0.32
Dividend Yield	2.53%	4.01%
5Y Dividends CAGR	30.99%	9.47%
5Y EPS CAGR	N/A	41.43%
Debt to Equity	0.00%	225.79%
Free Cash Flow Yield	7.90%	-4.69%
P/S Ratio	4.26	1.82
P/B Ratio	1.03	1.39

Market Cap

Winner

EBC

$4.75B

$4.74B

Max Drawdown

EBC

54.12%

Winner

46.00%

Sharpe Ratio

Winner

EBC

1.16

0.40

5Y Beta

EBC

1.00

Winner

0.15

Industry

EBC

Banks - Regional

Utilities - Regulated Gas

P/E Ratio

Winner

EBC

12.19

13.24

Forward P/E

Winner

EBC

11.12

17.83

PEG Ratio

EBC

N/A

0.32

Dividend Yield

EBC

2.53%

Winner

4.01%

5Y Dividends CAGR

Winner

EBC

30.99%

9.47%

5Y EPS CAGR

EBC

N/A

41.43%

Debt to Equity

Winner

EBC

0.00%

225.79%

Free Cash Flow Yield

Winner

EBC

7.90%

-4.69%

P/S Ratio

EBC

4.26

Winner

1.82

P/B Ratio

Winner

EBC

1.03

1.39

EBC vs SR - Historical Returns

Returns include dividend reinvestment.

Period	EBC	SR
1 month	+7.27%	-7.67%
3 months	+10.85%	-12.37%
6 months	+7.12%	-3.17%
1 year	+41.16%	+12.31%
5 years(CAGR)	+2.26%	+5.31%
10 years(CAGR)	N/A	+5.65%
Max(CAGR)	+12.70%	+9.63%

Winner

EBC

+7.27%

-7.67%

Winner

EBC

+10.85%

-12.37%

Winner

EBC

+7.12%

-3.17%

Winner

EBC

+41.16%

+12.31%

5Y(CAGR)

EBC

+2.26%

Winner

+5.31%

10Y(CAGR)

EBC

N/A

+5.65%

Max(CAGR)

Winner

EBC

+12.70%

+9.63%

EBC vs SR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EBC	SR
2026	+13.54%	-3.05%
2025	+12.03%	+26.00%
2024	+26.39%	+11.62%
2023	-14.72%	-6.07%
2022	-14.90%	+9.79%
2021	+30.09%	+6.88%
2020	+34.24%	-19.39%
2019	N/A	+18.47%
2018	N/A	+3.18%
2017	N/A	+20.26%
2016	N/A	+13.51%
2015	N/A	+15.50%
2014	N/A	+23.01%
2013	N/A	+21.41%
2012	N/A	-1.00%
2011	N/A	+13.89%
2010	N/A	+11.23%
2009	N/A	-24.50%
2008	N/A	+42.32%
2007	N/A	+0.83%
2006	N/A	+22.70%
2005	N/A	+0.56%
2004	N/A	+13.31%
2003	N/A	+23.02%
2002	N/A	+2.79%
2001	N/A	+7.56%
2000	N/A	+16.58%
1999	N/A	+2.69%

EBC vs SR Drawdown Comparison

The maximum drawdown for EBC was -52.33%, occurring on May 2, 2023. Recovery took 1170 trading sessions.

The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.

The current EBC drawdown is -4.19%. The current SR drawdown is -16.02%.

Rank	EBC	SR
#1	-52.33% May 24, 2021 - Jan 21, 2026	-44.98% Nov 3, 2008 - Apr 22, 2013
#2	-15.03% Feb 9, 2026 - Mar 18, 2026	-39.52% Feb 18, 2020 - Nov 22, 2024
#3	-6.31% Dec 24, 2020 - Jan 7, 2021	-24.95% Nov 30, 2017 - Nov 19, 2018
#4	-6.01% Jan 7, 2021 - Feb 22, 2021	-23.79% Oct 1, 2008 - Oct 30, 2008
#5	-4.82% May 6, 2021 - May 20, 2021	-20.54% Nov 18, 1999 - Aug 30, 2000
#6	-4.46% Mar 19, 2021 - Apr 15, 2021	-20.30% May 3, 2002 - Aug 19, 2002
#7	-4.41% Oct 22, 2020 - Nov 9, 2020	-19.06% Nov 15, 2006 - Dec 6, 2007
#8	-3.69% Dec 14, 2020 - Dec 22, 2020	-17.36% Apr 9, 2026 - Jun 11, 2026
#9	-2.27% Apr 16, 2021 - Apr 23, 2021	-16.24% Apr 2, 2004 - Nov 3, 2004
#10	-2.22% Oct 15, 2020 - Oct 21, 2020	-15.59% Sep 12, 2005 - Feb 22, 2006
#11	-2.19% Feb 3, 2026 - Feb 9, 2026	-15.10% Mar 7, 2005 - Jun 28, 2005
#12	-2.11% Jan 22, 2026 - Jan 29, 2026	-14.72% Jun 30, 2016 - Apr 12, 2017
#13	-2.06% Feb 25, 2021 - Mar 2, 2021	-14.14% Dec 27, 2000 - Mar 13, 2001
#14	-1.46% Nov 18, 2020 - Nov 23, 2020	-13.66% Jun 28, 2001 - Jan 2, 2002
#15	-1.25% Mar 15, 2021 - Mar 17, 2021	-13.41% Sep 30, 2019 - Feb 5, 2020

Correlation

Correlation between EBC and SR is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (1999 - 2026)

EBC vs SR dividend yield comparison.

Year	EBC	SR
2026	1.35%	2.09%
2025	2.77%	3.85%
2024	2.61%	4.50%
2023	2.89%	4.68%
2022	2.32%	4.03%
2021	1.49%	4.04%
2020	0.00%	3.93%
2019	0.00%	2.88%
2018	0.00%	3.08%
2017	0.00%	2.84%
2016	0.00%	3.09%
2015	0.00%	3.15%
2014	0.00%	3.35%
2013	0.00%	3.77%
2012	0.00%	4.33%
2011	0.00%	4.03%
2010	0.00%	4.35%
2009	0.00%	4.59%
2008	0.00%	3.22%
2007	0.00%	4.29%
2006	0.00%	4.08%
2005	0.00%	4.72%
2004	0.00%	4.37%
2003	0.00%	4.69%
2002	0.00%	5.54%
2001	0.00%	5.61%
2000	0.00%	5.73%
1999	0.00%	1.55%