EG vs WSO
Comparison between Everest Group Ltd (EG, Company) and Watsco Inc - Class A (WSO, Company).
EG is from the Financial Services sector, while WSO is from the Industrials sector.
5-Year PerformanceEG has outperformed WSO, delivering a return of +11.0% compared to +9.4%
EG vs WSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EG vs WSO - Historical Returns
Returns include dividend reinvestment.
EG vs WSO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EG | WSO |
|---|---|---|
| 2026 | +12.96% | +13.60% |
| 2025 | -4.38% | -26.25% |
| 2024 | +2.24% | +15.59% |
| 2023 | +8.03% | +72.85% |
| 2022 | +24.22% | -15.46% |
| 2021 | +22.98% | +42.70% |
| 2020 | -13.47% | +31.13% |
| 2019 | +32.66% | +34.90% |
| 2018 | +2.96% | -15.44% |
| 2017 | +4.61% | +17.80% |
| 2016 | +22.44% | +31.98% |
| 2015 | +10.90% | +12.90% |
| 2014 | +14.98% | +15.03% |
| 2013 | +42.41% | +26.23% |
| 2012 | +31.62% | +25.50% |
| 2011 | +0.94% | +5.92% |
| 2010 | +1.68% | +31.75% |
| 2009 | +14.90% | +27.70% |
| 2008 | -20.93% | +12.47% |
| 2007 | +3.07% | -20.57% |
| 2006 | -2.07% | -24.16% |
| 2005 | +13.89% | +75.41% |
| 2004 | +7.40% | +55.09% |
| 2003 | +51.87% | +39.42% |
| 2002 | -21.31% | +16.77% |
| 2001 | +3.07% | +24.98% |
| 2000 | +228.18% | +2.27% |
| 1999 | -11.63% | +13.44% |
EG vs WSO Drawdown Comparison
The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The current EG drawdown is -4.48%. The current WSO drawdown is -28.82%.
| Rank | EG | WSO |
|---|---|---|
| #1 | -46.66% Oct 10, 2007 - May 11, 2012 | -54.14% Feb 24, 2006 - Apr 22, 2010 |
| #2 | -44.72% Oct 16, 2001 - Jun 17, 2003 | -43.26% May 23, 2000 - Mar 7, 2002 |
| #3 | -44.22% Feb 13, 2020 - Oct 20, 2021 | -41.64% Nov 25, 2024 - Nov 20, 2025 |
| #4 | -34.76% Jun 29, 2001 - Oct 15, 2001 | -35.08% Nov 15, 1999 - Apr 20, 2000 |
| #5 | -25.10% Dec 27, 2000 - Jun 29, 2001 | -33.03% May 3, 2002 - Sep 2, 2003 |
| #6 | -23.41% Oct 4, 2024 - Oct 28, 2025 | -29.53% Jun 12, 2018 - Dec 6, 2019 |
| #7 | -22.27% Jul 24, 2017 - Jul 26, 2019 | -28.58% Apr 6, 2011 - Feb 1, 2012 |
| #8 | -21.90% Apr 6, 2004 - Dec 22, 2004 | -27.17% Dec 15, 2021 - Feb 2, 2023 |
| #9 | -19.72% Nov 14, 2005 - May 18, 2007 | -24.30% Mar 9, 2020 - Jun 9, 2020 |
| #10 | -19.20% Nov 5, 1999 - Feb 17, 2000 | -17.92% Apr 22, 2014 - Dec 3, 2014 |
| #11 | -18.99% Apr 1, 2022 - Oct 28, 2022 | -17.41% Oct 23, 2015 - Mar 18, 2016 |
| #12 | -17.22% Jul 16, 2007 - Oct 9, 2007 | -17.17% Apr 22, 2010 - Dec 2, 2010 |
| #13 | -15.05% Nov 27, 2023 - Oct 4, 2024 | -17.14% Apr 25, 2000 - May 22, 2000 |
| #14 | -14.96% Mar 31, 2000 - May 15, 2000 | -16.18% Jul 19, 2012 - Oct 4, 2012 |
| #15 | -14.54% Apr 1, 2016 - Oct 25, 2016 | -15.96% Apr 22, 2004 - Sep 21, 2004 |
Correlation
Correlation between EG and WSO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EG vs WSO dividend yield comparison.
| Year | EG | WSO |
|---|---|---|
| 2026 | 1.07% | 2.49% |
| 2025 | 2.36% | 3.47% |
| 2024 | 2.14% | 2.23% |
| 2023 | 1.92% | 2.29% |
| 2022 | 1.96% | 3.43% |
| 2021 | 2.26% | 2.44% |
| 2020 | 2.65% | 3.06% |
| 2019 | 2.08% | 3.55% |
| 2018 | 2.43% | 4.02% |
| 2017 | 2.28% | 2.71% |
| 2016 | 2.17% | 2.43% |
| 2015 | 2.18% | 2.39% |
| 2014 | 1.88% | 1.87% |
| 2013 | 1.41% | 1.20% |
| 2012 | 1.75% | 9.99% |
| 2011 | 2.28% | 3.40% |
| 2010 | 2.26% | 3.23% |
| 2009 | 2.24% | 3.86% |
| 2008 | 2.52% | 4.56% |
| 2007 | 1.91% | 3.56% |
| 2006 | 0.61% | 2.01% |
| 2005 | 0.44% | 1.04% |
| 2004 | 0.45% | 1.08% |
| 2003 | 0.43% | 0.88% |
| 2002 | 0.58% | 0.70% |
| 2001 | 0.40% | 0.70% |
| 2000 | 0.17% | 1.04% |
| 1999 | 0.27% | 0.00% |
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