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