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
$20.04B
$13.29
37.93
3.66
$6.05B
$1.60B
$659.33M
$414.99 - $528.78
0.01%
1.07
Share Price Chart
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Compare to other instruments
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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 -4.10% year-to-date (YTD) and 22.20% in the last 12 months. Over the past 10 years, Watsco Inc had an annualized return of 18.98%, outperforming the S&P 500 benchmark which had an annualized return of 9.70%.
WSO-B
-4.10%
0.60%
3.65%
22.20%
30.56%
18.98%
^GSPC (Benchmark)
-10.18%
-6.92%
-9.92%
5.42%
12.98%
9.70%
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% | 0.60% | -4.10% | ||||||||
| 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
With an overall rank of 87, WSO-B is among the top 13% of stocks on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
Watsco Inc provided a 2.19% 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 | 2.19% | 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 | $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
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 61.63%, occurring on Feb 24, 2000. Recovery took 929 trading sessions.
The current Watsco Inc drawdown is 4.10%.
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 current Watsco Inc volatility is 0.59%, 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 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
PEG Ratio
PS Ratio
PB Ratio
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
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Minority Interest | — |
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