Watsco Inc (WSO-B)
Watsco, Inc. specializes in distributing air conditioning, heating, and refrigeration equipment, along with related parts and supplies, catering to the replacement and new construction markets. Operating in the United States, Canada, Mexico, and Puerto Rico, the company offers a broad range of products including residential and commercial systems, components, and various ancillary supplies.
Company Info
Highlights
$18.94B
$12.94
36.44
3.45
$7.58B
$2.03B
$771.52M
$434.92 - $528.78
0.02%
23.75
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Watsco Inc (WSO-B) returned -10.83% year-to-date (YTD) and 8.41% over the past 12 months. Over the past 10 years, WSO-B delivered an annualized return of 17.71%, outperforming the S&P 500 benchmark at 10.77%.
WSO-B
-10.83%
-6.47%
-8.08%
8.41%
28.80%
17.71%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of WSO-B, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.96% | 3.53% | 1.15% | -11.29% | 5.43% | -10.83% | |||||||
| 2024 | -6.87% | 0.00% | 9.85% | 4.34% | 0.00% | 0.00% | 11.14% | -1.35% | 2.04% | -4.35% | 13.61% | 0.00% | 29.78% |
| 2023 | 9.80% | 11.19% | 3.22% | 10.31% | -7.49% | 14.25% | 1.32% | 0.00% | -0.81% | 3.62% | 0.00% | 12.59% | 72.27% |
| 2022 | -8.40% | -7.13% | 19.75% | -6.36% | -10.24% | -5.90% | 0.91% | 25.08% | -9.98% | -2.44% | 4.45% | -9.02% | -15.13% |
| 2021 | 13.67% | -4.20% | 1.45% | 15.21% | -0.03% | 0.00% | 0.67% | -5.77% | -2.35% | 10.89% | 2.31% | 1.36% | 35.53% |
| 2020 | 0.10% | -15.31% | 2.48% | 5.02% | 8.04% | 1.77% | 34.18% | 2.45% | -4.07% | -2.89% | 1.18% | 2.59% | 33.36% |
| 2019 | 4.74% | 4.24% | -1.18% | 14.37% | 0.00% | 1.25% | -0.97% | 1.25% | 0.71% | 9.37% | -0.23% | 1.69% | 39.97% |
| 2018 | 7.17% | -5.46% | 6.04% | -4.83% | 7.85% | -3.71% | -0.82% | -0.05% | 2.01% | -15.60% | 3.63% | -12.04% | -17.38% |
| 2017 | 3.39% | -1.23% | -5.02% | -0.84% | -2.04% | 9.96% | 0.35% | -3.24% | 9.50% | 4.86% | -0.01% | 1.43% | 17.14% |
| 2016 | -5.53% | 13.22% | 3.42% | 3.94% | -1.28% | 5.14% | 3.50% | 3.35% | -3.88% | -3.43% | 7.72% | 0.81% | 28.66% |
| 2015 | 4.95% | 5.32% | 6.30% | -2.71% | 5.31% | -0.35% | -0.19% | -2.54% | -2.97% | 4.01% | 4.07% | -7.14% | 13.81% |
| 2014 | -0.66% | 2.51% | 1.66% | 2.07% | -0.04% | 0.99% | -11.07% | 2.80% | -5.91% | 15.08% | 1.89% | 5.03% | 13.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSO-B is 68, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Watsco Inc (WSO-B) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Watsco Inc provided a 2.35% dividend yield over the last twelve months, with an annual payout of $11.10 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $11.10 | $10.55 | $9.80 | $8.55 | $7.63 | $6.93 | $6.40 | $5.60 | $4.60 | $3.60 | $2.80 | $2.00 |
Dividend yield | 2.35% | 1.97% | 2.32% | 3.39% | 2.49% | 2.97% | 3.53% | 4.14% | 2.72% | 2.42% | 2.36% | 1.87% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.70 | $0.00 | $0.00 | $3.00 | $0.00 | $5.70 | |||||||
| 2024 | $2.45 | $0.00 | $0.00 | $2.70 | $0.00 | $0.00 | $2.70 | $0.00 | $0.00 | $2.70 | $0.00 | $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 |
Dividend Yield & Payout
Dividend Yield
Watsco Inc has a dividend yield of 2.35%, which is quite average when compared to the overall market.
Payout Ratio
Watsco Inc has a payout ratio of 85.38%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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.
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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 61.63%, occurring on Feb 24, 2000. Recovery took 929 trading sessions.
The current Watsco Inc drawdown is 10.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.63% | Jul 13, 1998 | 410 | Feb 24, 2000 | 929 | Nov 5, 2003 | 1339 |
| -55.07% | Feb 28, 2006 | 477 | Jan 18, 2008 | 727 | Dec 7, 2010 | 1204 |
| -30.28% | Jan 27, 1997 | 107 | Jun 27, 1997 | 248 | Jun 23, 1998 | 355 |
| -29.99% | Jun 19, 2018 | 131 | Dec 24, 2018 | 266 | Jan 15, 2020 | 397 |
| -28.84% | Apr 8, 2011 | 123 | Oct 3, 2011 | 85 | Feb 3, 2012 | 208 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Watsco Inc, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -12.6%.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WSO-B, comparing it with other companies in the Industrial Distribution industry. Currently, WSO-B has a P/E ratio of 36.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WSO-B compared to other companies in the Industrial Distribution industry. WSO-B currently has a PEG ratio of 3.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WSO-B relative to other companies in the Industrial Distribution industry. Currently, WSO-B has a P/S ratio of 2.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WSO-B in comparison with other companies in the Industrial Distribution industry. Currently, WSO-B has a P/B value of 7.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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