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