Watsco Inc (WSO-B)

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Watsco Inc (WSO-B) is up 5.1% since the beginning of the year. At $350 per share, WSO-B is trading 22.8% below its 52-week high of $453. Investors who bought $1,000 worth of WSO-B shares 5 years ago would now be looking at an investment worth $1,380.

Watsco Inc (WSO-B) has returned 5.06% so far this year and -19.74% over the past 12 months. Over the last ten years, WSO-B has had an annualized return of 13.42%, just under the S&P 500 Index benchmark’s 13.88%.

Based on dividend-adjusted daily data since Mar 17, 1992, WSO-B's average daily return is +0.09%, while the average monthly return is +1.80%. At this rate, an investment would double in approximately 3.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 1999 with a return of +41.3%, while the worst month was Aug 1998 at -36.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WSO-B closed higher 20% of trading days. The best single day was Aug 16, 2022 with a return of +25.1%, while the worst single day was Sep 7, 2001 at -16.1%.

Watsco Inc has an annualized alpha of 19.12%, beta of 0.39, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since March 17, 1992.

• This stock captured 113.80% of S&P 500 Index gains but only 71.95% of its losses - a favorable profile for investors.
• Beta of 0.39 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.05 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-B ranks 11 for risk / return — in the bottom 11% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Watsco Inc provided a 3.51% 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 61.67%, occurring on Feb 24, 2000. Recovery took 929 trading sessions.

The current Watsco Inc drawdown is 31.70%.

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.