SR vs EBC

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

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

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

SR vs EBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$4.74B

Winner

EBC

$4.75B

Max Drawdown

Winner

46.00%

EBC

54.12%

Sharpe Ratio

0.40

Winner

EBC

1.16

5Y Beta

Winner

0.15

EBC

1.00

Industry

Utilities - Regulated Gas

EBC

Banks - Regional

P/E Ratio

13.24

Winner

EBC

12.19

Forward P/E

17.83

Winner

EBC

11.12

PEG Ratio

0.32

EBC

N/A

Dividend Yield

Winner

4.01%

EBC

2.53%

5Y Dividends CAGR

9.47%

Winner

EBC

30.99%

5Y EPS CAGR

41.43%

EBC

N/A

Debt to Equity

225.79%

Winner

EBC

0.00%

Free Cash Flow Yield

-4.69%

Winner

EBC

7.90%

P/S Ratio

Winner

1.82

EBC

4.26

P/B Ratio

1.39

Winner

EBC

1.03

SR vs EBC - Historical Returns

Returns include dividend reinvestment.

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

-7.67%

Winner

EBC

+7.27%

-12.37%

Winner

EBC

+10.85%

-3.17%

Winner

EBC

+7.12%

+12.31%

Winner

EBC

+41.16%

5Y(CAGR)

Winner

+5.31%

EBC

+2.26%

10Y(CAGR)

+5.65%

EBC

N/A

Max(CAGR)

+9.63%

Winner

EBC

+12.70%

SR vs EBC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SR vs EBC Drawdown Comparison

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

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

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

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

Correlation

Correlation between SR and EBC 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)

SR vs EBC dividend yield comparison.

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