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
| ISIN | US9426221019 |
|---|---|
| CUSIP | 942622101 |
| Sector | Industrials |
| Industry | Industrial Distribution |
Highlights
| Market Cap | $17.52B |
|---|---|
| EPS | $12.86 |
| PE Ratio | 34.62 |
| PEG Ratio | 3.31 |
| Revenue (TTM) | $7.30B |
| Gross Profit (TTM) | $2.03B |
| EBITDA (TTM) | $773.49M |
| Year Range | $313.12 - $429.35 |
| Short % | 0.02% |
| Short Ratio | 6.80 |
Share Price Chart
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Popular comparisons: WSO-B vs. WSO, WSO-B vs. NVO
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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 11.29% |
| 1 month | N/A | 4.87% |
| 6 months | N/A | 17.88% |
| 1 year | N/A | 29.16% |
| 5 years (annualized) | N/A | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -6.84% | 9.85% | 2.33% | ||||||||||
| 2023 | 9.80% | 11.19% | 3.22% | 10.33% | -7.49% | 14.25% | 1.32% | -0.81% | 3.65% | 12.59% | 72.34% | ||
| 2022 | -8.38% | -7.13% | 19.75% | -6.33% | -10.24% | -5.90% | 0.00% | 25.99% | -9.98% | -2.32% | 4.45% | -9.02% | -15.14% |
| 2021 | 13.70% | -4.20% | 1.45% | 15.13% | -0.03% | 0.00% | -5.10% | -2.35% | 10.84% | 2.31% | 1.36% | 35.48% | |
| 2020 | 0.11% | -15.31% | 2.48% | 5.07% | 8.04% | 1.77% | 34.07% | 2.45% | -4.07% | -2.88% | 1.18% | 2.59% | 33.35% |
| 2019 | 4.74% | 4.18% | -1.18% | 14.35% | 0.00% | 1.25% | -0.97% | 1.25% | 0.71% | 9.36% | -0.24% | 1.69% | 39.86% |
| 2018 | 7.17% | -5.46% | 6.04% | -4.82% | 7.85% | -3.71% | -0.77% | -0.05% | 2.01% | -15.60% | 3.63% | -12.04% | -17.34% |
| 2017 | 3.38% | -1.23% | -5.02% | -0.81% | -2.04% | 9.96% | 0.35% | -3.24% | 9.50% | 4.86% | -0.01% | 1.43% | 17.16% |
| 2016 | -5.53% | 13.22% | 3.42% | 3.92% | -1.28% | 5.14% | 3.50% | 3.35% | -3.88% | -3.41% | 7.72% | 0.81% | 28.66% |
| 2015 | 4.43% | 5.64% | 6.30% | -2.71% | 5.31% | -0.35% | -0.21% | -2.54% | -2.97% | 4.00% | 4.07% | -7.14% | 13.56% |
| 2014 | -0.66% | 2.51% | 1.66% | 2.07% | -0.04% | 0.99% | -11.07% | 2.80% | -5.91% | 15.06% | 1.89% | 5.24% | 13.22% |
| 2013 | 3.36% | 2.63% | 6.26% | 0.83% | 3.32% | -5.00% | 13.57% | -2.74% | 4.01% | 2.14% | -0.07% | 0.47% | 31.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WSO-B is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
WSO-B (Watsco Inc)
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 granted a 2.34% 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 | 2.34% | 2.32% | 3.39% | 2.49% | 2.97% | 3.53% | 4.14% | 2.72% | 2.42% | 2.36% | 1.87% | 1.19% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $2.45 | $0.00 | $2.70 | $5.15 | |||||||||
| 2023 | $2.45 | $0.00 | $0.00 | $2.45 | $0.00 | $0.00 | $2.45 | $0.00 | $2.45 | $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 | $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 |
| 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 | $1.15 |
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 61.64%, occurring on Feb 24, 2000. Recovery took 327 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.64% | Jul 13, 1998 | 152 | Feb 24, 2000 | 327 | Nov 5, 2003 | 479 |
| -59.96% | Jun 12, 1987 | 112 | Dec 14, 1987 | 472 | Aug 21, 1991 | 584 |
| -55.06% | Feb 28, 2006 | 350 | Jan 18, 2008 | 518 | Dec 7, 2010 | 868 |
| -37.95% | Oct 31, 1991 | 41 | Mar 6, 1992 | 188 | Mar 26, 1993 | 229 |
| -35.1% | Feb 19, 1985 | 164 | Feb 26, 1986 | 34 | May 9, 1986 | 198 |
Volatility
Volatility Chart
The current Watsco Inc volatility is 9.39%, 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 |