Watsco, Inc. (WSO)
Company Info
Highlights
$21.58B
$12.99
41.33
4.74
$7.47B
$1.99B
$564.92M
$366.88 - $540.23
$483.51
9.54%
13.00
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Watsco, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Watsco, Inc. had a return of 24.42% year-to-date (YTD) and 39.02% in the last 12 months. Over the past 10 years, Watsco, Inc. had an annualized return of 21.52%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
WSO
24.42%
5.28%
10.22%
39.02%
27.56%
21.52%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of WSO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.20% | 0.80% | 9.60% | 4.33% | 6.07% | -2.46% | 6.24% | -2.87% | 3.46% | -3.31% | 24.42% | ||
| 2023 | 16.26% | 6.03% | 4.41% | 9.72% | -6.35% | 17.60% | -0.20% | -3.61% | 3.61% | -7.04% | 9.56% | 12.10% | 77.00% |
| 2022 | -9.11% | -3.36% | 11.57% | -11.76% | -4.18% | -6.58% | 15.73% | -0.70% | -5.36% | 6.15% | -0.73% | -7.28% | -17.74% |
| 2021 | 6.07% | 1.93% | 7.26% | 13.10% | -0.50% | -1.63% | -0.79% | -1.42% | -4.96% | 10.20% | 1.08% | 6.89% | 42.09% |
| 2020 | -2.58% | -9.74% | 0.67% | 3.06% | 10.51% | -0.12% | 34.10% | 3.78% | -4.94% | -3.03% | 1.44% | -0.36% | 30.57% |
| 2019 | 7.19% | -2.43% | -0.47% | 11.90% | -0.68% | 3.90% | 0.42% | 0.57% | 3.44% | 5.21% | 0.95% | 1.22% | 34.99% |
| 2018 | 6.49% | -8.02% | 9.43% | -6.77% | 9.92% | -3.12% | -2.47% | 1.44% | 1.78% | -16.06% | 3.73% | -9.47% | -15.54% |
| 2017 | 3.85% | -2.93% | -3.43% | -2.33% | 1.67% | 9.27% | -1.42% | -2.26% | 9.30% | 4.22% | 0.56% | 1.52% | 18.36% |
| 2016 | -0.03% | 9.76% | 5.64% | 0.44% | -0.18% | 4.81% | 3.00% | 2.65% | -4.71% | -1.84% | 8.53% | -0.59% | 29.97% |
| 2015 | 2.42% | 7.70% | 7.22% | -3.76% | 4.68% | -1.73% | 4.22% | -4.51% | -3.25% | 4.41% | 3.32% | -7.85% | 12.06% |
| 2014 | -1.08% | 3.97% | 1.56% | 3.42% | -2.22% | 2.12% | -12.30% | 3.26% | -6.82% | 18.73% | -0.12% | 5.42% | 13.78% |
| 2013 | 0.93% | 3.34% | 8.10% | 0.54% | 3.40% | -3.77% | 11.50% | -3.80% | 4.98% | 1.52% | 0.70% | 0.10% | 29.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WSO is 82, placing it in the top 18% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Watsco, Inc. (WSO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Watsco, Inc. provided a 2.03% dividend yield over the last twelve months, with an annual payout of $10.55 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $10.55 | $9.80 | $8.55 | $7.63 | $6.93 | $6.40 | $5.60 | $4.60 | $3.60 | $2.80 | $2.00 | $1.15 |
Dividend yield | 2.03% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% | 1.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Watsco, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $2.45 | $0.00 | $0.00 | $2.70 | $0.00 | $0.00 | $2.70 | $0.00 | $0.00 | $2.70 | $0.00 | $10.55 | |
| 2023 | $2.45 | $0.00 | $0.00 | $2.45 | $0.00 | $0.00 | $2.45 | $0.00 | $0.00 | $2.45 | $0.00 | $0.00 | $9.80 |
| 2022 | $1.95 | $0.00 | $0.00 | $2.20 | $0.00 | $0.00 | $2.20 | $0.00 | $0.00 | $2.20 | $0.00 | $0.00 | $8.55 |
| 2021 | $1.78 | $0.00 | $0.00 | $1.95 | $0.00 | $0.00 | $1.95 | $0.00 | $0.00 | $1.95 | $0.00 | $0.00 | $7.63 |
| 2020 | $1.60 | $0.00 | $0.00 | $1.78 | $0.00 | $0.00 | $1.78 | $0.00 | $0.00 | $1.78 | $0.00 | $0.00 | $6.93 |
| 2019 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $6.40 |
| 2018 | $1.25 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $5.60 |
| 2017 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $4.60 |
| 2016 | $0.85 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $3.60 |
| 2015 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.80 |
| 2014 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $2.00 |
| 2013 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $1.15 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Watsco, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Watsco, Inc. was 79.75%, occurring on Jul 17, 1991. Recovery took 616 trading sessions.
The current Watsco, Inc. drawdown is 4.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.75% | Jun 19, 1990 | 273 | Jul 17, 1991 | 616 | Dec 21, 1993 | 889 |
| -78.6% | Aug 16, 1984 | 342 | Dec 23, 1985 | 1012 | Dec 22, 1989 | 1354 |
| -72.37% | Jun 22, 1994 | 163 | Feb 10, 1995 | 453 | Nov 25, 1996 | 616 |
| -64.39% | Jun 25, 1998 | 424 | Feb 29, 2000 | 925 | Nov 4, 2003 | 1349 |
| -54.15% | Feb 28, 2006 | 477 | Jan 18, 2008 | 568 | Apr 22, 2010 | 1045 |
Volatility
Volatility Chart
The current Watsco, Inc. volatility is 9.67%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Watsco, Inc. compared to its peers in the Industrial Distribution industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WSO in comparison to other companies of the Industrial Distribution industry. Currently, WSO has a PE value of 41.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WSO in comparison to other companies of the Industrial Distribution industry. Currently, WSO has a PEG value of 4.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Watsco, Inc..
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Income Statement
| TTM | |
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Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
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Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |