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 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WSO-B vs. WSO - Performance Comparison
Key characteristics
WSO-B:
1.21
WSO:
1.12
WSO-B:
2.00
WSO:
1.74
WSO-B:
1.83
WSO:
1.21
WSO-B:
2.67
WSO:
1.72
WSO-B:
8.09
WSO:
3.98
WSO-B:
4.22%
WSO:
7.98%
WSO-B:
28.14%
WSO:
28.16%
WSO-B:
-61.63%
WSO:
-64.38%
WSO-B:
-3.77%
WSO:
-9.54%
Fundamentals
WSO-B:
$20.66B
WSO:
$20.66B
WSO-B:
$12.34
WSO:
$12.33
WSO-B:
41.48
WSO:
41.50
WSO-B:
4.55
WSO:
4.54
WSO-B:
$7.62B
WSO:
$7.62B
WSO-B:
$2.02B
WSO:
$2.02B
WSO-B:
$781.97M
WSO:
$781.97M
Returns By Period
In the year-to-date period, WSO-B achieves a -3.77% return, which is significantly lower than WSO's 8.57% return. Both investments have delivered pretty close results over the past 10 years, with WSO-B having a 19.76% annualized return and WSO not far behind at 19.55%.
WSO-B
-3.77%
8.92%
8.98%
34.11%
27.91%
19.76%
WSO
8.57%
3.10%
7.47%
38.54%
28.74%
19.55%
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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.
Dividends
WSO-B vs. WSO - Dividend Comparison
WSO-B's dividend yield for the trailing twelve months is around 2.11%, which matches WSO's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO-B Watsco Inc | 2.11% | 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. | 2.11% | 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.
Volatility
WSO-B vs. WSO - Volatility Comparison
Watsco Inc (WSO-B) and Watsco, Inc. (WSO) have volatilities of 11.19% and 11.12%, 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.
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