Watsco, Inc. (WSO)
Company Info
| ISIN | US9426222009 |
|---|---|
| CUSIP | 942622200 |
| Sector | Industrials |
| Industry | Industrial Distribution |
Highlights
| Market Cap | $15.83B |
|---|---|
| EPS | $13.65 |
| PE Ratio | 29.08 |
| PEG Ratio | 3.26 |
| Revenue (TTM) | $7.28B |
| Gross Profit (TTM) | $2.03B |
| EBITDA (TTM) | $806.51M |
| Year Range | $307.20 - $444.58 |
| Target Price | $416.19 |
| Short % | 13.01% |
| Short Ratio | 9.87 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: WSO vs. GAIN, WSO vs. AVY, WSO vs. TXN, WSO vs. ABR, WSO vs. MRK, WSO vs. SPY, WSO vs. VOO, WSO vs. TMO, WSO vs. BLD, WSO vs. DE
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 4.13% year-to-date (YTD) and 30.58% in the last 12 months. Over the past 10 years, Watsco, Inc. had an annualized return of 19.46%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.13% | 6.33% |
| 1 month | 3.02% | -2.81% |
| 6 months | 31.03% | 21.13% |
| 1 year | 30.58% | 24.56% |
| 5 years (annualized) | 26.61% | 11.55% |
| 10 years (annualized) | 19.46% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.20% | 0.80% | 9.60% | |||||||||
| 2023 | 3.61% | -7.04% | 9.56% | 12.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Watsco, Inc.(WSO)
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. granted a 2.28% dividend yield in the last twelve months. The annual payout for that period amounted to $10.05 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $10.05 | $9.80 | $8.55 | $7.63 | $6.93 | $6.40 | $5.60 | $4.60 | $3.60 | $2.80 | $2.00 | $1.15 |
Dividend yield | 2.28% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $2.45 | $0.00 | $0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 64.39%, occurring on Feb 29, 2000. Recovery took 925 trading sessions.
The current Watsco, Inc. drawdown is 0.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.39% | Jun 25, 1998 | 424 | Feb 29, 2000 | 925 | Nov 4, 2003 | 1349 |
| -58.93% | Jun 15, 1987 | 95 | Oct 27, 1987 | 665 | Jun 14, 1990 | 760 |
| -54.15% | Feb 28, 2006 | 477 | Jan 18, 2008 | 568 | Apr 22, 2010 | 1045 |
| -38.49% | Jul 15, 1985 | 127 | Jan 14, 1986 | 80 | May 8, 1986 | 207 |
| -31.32% | Jan 27, 1997 | 38 | Mar 20, 1997 | 313 | Jun 17, 1998 | 351 |
Volatility
Volatility Chart
The current Watsco, Inc. volatility is 10.01%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |