WSO-B vs. WSO
Compare and contrast key facts about Watsco Inc (WSO-B) and Watsco, Inc. (WSO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSO-B or WSO.
Correlation
The correlation between WSO-B and WSO is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WSO-B vs. WSO - Performance Comparison
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Key characteristics
WSO-B:
0.29
WSO:
0.08
WSO-B:
0.60
WSO:
0.41
WSO-B:
1.22
WSO:
1.05
WSO-B:
0.55
WSO:
0.21
WSO-B:
1.58
WSO:
0.42
WSO-B:
5.33%
WSO:
10.03%
WSO-B:
29.41%
WSO:
31.81%
WSO-B:
-61.63%
WSO:
-64.38%
WSO-B:
-10.83%
WSO:
-14.42%
Fundamentals
WSO-B:
$18.94B
WSO:
$19.60B
WSO-B:
$12.94
WSO:
$12.94
WSO-B:
36.44
WSO:
37.47
WSO-B:
3.45
WSO:
3.47
WSO-B:
2.58
WSO:
2.58
WSO-B:
7.20
WSO:
7.23
WSO-B:
$7.58B
WSO:
$7.58B
WSO-B:
$2.03B
WSO:
$2.03B
WSO-B:
$771.52M
WSO:
$771.52M
Returns By Period
In the year-to-date period, WSO-B achieves a -10.83% return, which is significantly lower than WSO's 2.72% return. Both investments have delivered pretty close results over the past 10 years, with WSO-B having a 17.71% annualized return and WSO not far ahead at 17.90%.
WSO-B
-10.83%
-6.47%
-8.08%
8.41%
28.80%
17.71%
WSO
2.72%
-4.88%
-8.73%
2.64%
29.08%
17.90%
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Risk-Adjusted Performance
WSO-B vs. WSO — Risk-Adjusted Performance Rank
WSO-B
WSO
WSO-B vs. WSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco Inc (WSO-B) and Watsco, Inc. (WSO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
WSO-B vs. WSO - Dividend Comparison
WSO-B's dividend yield for the trailing twelve months is around 2.35%, more than WSO's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO-B Watsco Inc | 2.35% | 1.97% | 2.32% | 3.39% | 2.49% | 2.97% | 3.53% | 4.14% | 2.72% | 2.42% | 2.36% | 1.87% |
WSO Watsco, Inc. | 2.31% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% |
Drawdowns
WSO-B vs. WSO - Drawdown Comparison
The maximum WSO-B drawdown since its inception was -61.63%, roughly equal to the maximum WSO drawdown of -64.38%. Use the drawdown chart below to compare losses from any high point for WSO-B and WSO. For additional features, visit the drawdowns tool.
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Volatility
WSO-B vs. WSO - Volatility Comparison
Watsco Inc (WSO-B) and Watsco, Inc. (WSO) have volatilities of 14.14% and 13.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WSO-B vs. WSO - Financials Comparison
This section allows you to compare key financial metrics between Watsco Inc and Watsco, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WSO-B vs. WSO - Profitability Comparison
WSO-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Watsco Inc reported a gross profit of 429.62M and revenue of 1.53B. Therefore, the gross margin over that period was 28.1%.
WSO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Watsco, Inc. reported a gross profit of 429.62M and revenue of 1.53B. Therefore, the gross margin over that period was 28.1%.
WSO-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Watsco Inc reported an operating income of 112.19M and revenue of 1.53B, resulting in an operating margin of 7.3%.
WSO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Watsco, Inc. reported an operating income of 112.19M and revenue of 1.53B, resulting in an operating margin of 7.3%.
WSO-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Watsco Inc reported a net income of 80.06M and revenue of 1.53B, resulting in a net margin of 5.2%.
WSO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Watsco, Inc. reported a net income of 80.06M and revenue of 1.53B, resulting in a net margin of 5.2%.