EVR vs WSO-B
Comparison between Evercore Inc - Class A (EVR, Company) and Watsco Inc - Class B (WSO-B, Company).
EVR is from the Financial Services sector, while WSO-B is from the Industrials sector.
5-Year PerformanceEVR has outperformed WSO-B, delivering a return of +23.8% compared to +6.6%
EVR vs WSO-B - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVR vs WSO-B - Historical Returns
Returns include dividend reinvestment.
EVR vs WSO-B - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EVR | WSO-B |
|---|---|---|
| 2026 | +4.62% | +5.05% |
| 2025 | +24.72% | -35.00% |
| 2024 | +66.57% | +29.76% |
| 2023 | +56.33% | +72.26% |
| 2022 | -18.36% | -15.13% |
| 2021 | +28.13% | +35.54% |
| 2020 | +49.85% | +33.33% |
| 2019 | +4.07% | +39.93% |
| 2018 | -19.45% | -17.47% |
| 2017 | +31.60% | +17.13% |
| 2016 | +33.07% | +28.64% |
| 2015 | +5.30% | +13.57% |
| 2014 | -7.98% | +15.01% |
| 2013 | +94.26% | +27.46% |
| 2012 | +13.75% | +23.08% |
| 2011 | -23.19% | +7.48% |
| 2010 | +10.13% | +33.77% |
| 2009 | +155.43% | +30.70% |
| 2008 | -36.38% | +10.80% |
| 2007 | -40.00% | -21.24% |
| 2006 | +43.95% | -24.11% |
| 2005 | N/A | +76.20% |
| 2004 | N/A | +50.20% |
| 2003 | N/A | +40.14% |
| 2002 | N/A | +18.56% |
| 2001 | N/A | +26.36% |
| 2000 | N/A | +0.88% |
| 1999 | N/A | +9.76% |
EVR vs WSO-B Drawdown Comparison
The maximum drawdown for EVR was -81.51%, occurring on Nov 20, 2008. Recovery took 877 trading sessions.
The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.
The current EVR drawdown is -4.08%. The current WSO-B drawdown is -31.72%.
| Rank | EVR | WSO-B |
|---|---|---|
| #1 | -81.51% Oct 26, 2006 - Apr 23, 2010 | -55.07% Feb 27, 2006 - Dec 15, 2010 |
| #2 | -67.41% Aug 2, 2018 - Dec 18, 2020 | -43.29% May 23, 2000 - Mar 8, 2002 |
| #3 | -49.63% Oct 20, 2021 - Dec 8, 2023 | -35.00% Nov 21, 2024 - Dec 31, 2025 |
| #4 | -47.87% Nov 6, 2024 - Aug 13, 2025 | -32.93% May 3, 2002 - Sep 5, 2003 |
| #5 | -43.33% May 3, 2010 - Jan 29, 2013 | -30.91% Nov 15, 1999 - Apr 24, 2000 |
| #6 | -32.10% Jan 22, 2014 - Nov 10, 2016 | -30.00% Jun 12, 2018 - Jan 15, 2020 |
| #7 | -30.07% Jan 15, 2026 - Mar 12, 2026 | -28.84% Apr 6, 2011 - Feb 3, 2012 |
| #8 | -20.86% Mar 20, 2013 - Jul 23, 2013 | -24.48% Jan 5, 2022 - Feb 2, 2023 |
| #9 | -19.61% Sep 18, 2025 - Jan 5, 2026 | -21.28% Jan 15, 2020 - Jun 3, 2020 |
| #10 | -17.77% Feb 1, 2018 - May 1, 2018 | -16.87% Oct 26, 2015 - Mar 18, 2016 |
| #11 | -17.62% Mar 16, 2017 - Nov 13, 2017 | -16.42% Apr 22, 2014 - Dec 12, 2014 |
| #12 | -16.12% Aug 25, 2006 - Oct 9, 2006 | -16.17% Jul 18, 2012 - Sep 13, 2012 |
| #13 | -15.67% May 24, 2021 - Oct 13, 2021 | -15.33% Apr 22, 2004 - Sep 2, 2004 |
| #14 | -11.92% Sep 18, 2013 - Oct 24, 2013 | -13.74% Dec 8, 2016 - Jun 23, 2017 |
| #15 | -11.54% Jan 19, 2021 - Feb 16, 2021 | -12.75% Apr 18, 2018 - Jun 12, 2018 |
Correlation
Correlation between EVR and WSO-B is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
EVR vs WSO-B dividend yield comparison.
| Year | EVR | WSO-B |
|---|---|---|
| 2026 | 0.47% | 1.80% |
| 2025 | 0.98% | 3.45% |
| 2024 | 1.14% | 1.97% |
| 2023 | 1.75% | 2.32% |
| 2022 | 2.60% | 3.39% |
| 2021 | 1.95% | 2.49% |
| 2020 | 2.14% | 2.97% |
| 2019 | 3.00% | 3.53% |
| 2018 | 2.66% | 4.14% |
| 2017 | 1.58% | 2.73% |
| 2016 | 1.85% | 2.42% |
| 2015 | 2.13% | 2.36% |
| 2014 | 1.97% | 1.87% |
| 2013 | 1.52% | 1.19% |
| 2012 | 2.72% | 10.04% |
| 2011 | 2.78% | 3.35% |
| 2010 | 1.85% | 3.18% |
| 2009 | 1.68% | 3.80% |
| 2008 | 3.84% | 4.56% |
| 2007 | 1.90% | 3.60% |
| 2006 | 0.00% | 2.00% |
| 2005 | 0.00% | 1.03% |
| 2004 | 0.00% | 1.10% |
| 2003 | 0.00% | 0.87% |
| 2002 | 0.00% | 0.69% |
| 2001 | 0.00% | 0.74% |
| 2000 | 0.00% | 0.89% |
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