Watsco, Inc. (WSO)

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Watsco, Inc. (WSO) is up 19.8% since the beginning of the year. At $397 per share, WSO is trading 19.8% below its 52-week high of $495. Investors who bought $1,000 worth of WSO shares 5 years ago would now be looking at an investment worth $1,630.

Watsco, Inc. (WSO) has returned 19.76% so far this year and -2.92% over the past 12 months. Looking at the last ten years, WSO has achieved an annualized return of 14.88%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Jun 7, 1984, WSO's average daily return is +0.08%, while the average monthly return is +1.69%. At this rate, an investment would double in approximately 3.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 1987 with a return of +52.8%, while the worst month was Oct 1987 at -30.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WSO closed higher 43% of trading days. The best single day was Mar 2, 1992 with a return of +23.3%, while the worst single day was Oct 27, 1987 at -16.0%.

Watsco, Inc. has an annualized alpha of 13.59%, beta of 0.71, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since June 07, 1984.

• This stock captured 111.93% of S&P 500 Index gains but only 83.43% of its losses - a favorable profile for investors.
• R2 of 0.14 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WSO ranks 37 for risk / return — below 37% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Watsco, Inc. provided a 3.10% dividend yield over the last twelve months, with an annual payout of $12.30 per share. The company has been increasing its dividends for 12 consecutive years.

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.

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.

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 64.30%, occurring on Feb 29, 2000. Recovery took 925 trading sessions.

The current Watsco, Inc. drawdown is 27.18%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Watsco, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Watsco, Inc. is priced in the market compared to other companies in the Industrial Distribution industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.