WSO-B vs. WSO
WSO-B (Watsco Inc) and WSO (Watsco, Inc.) are both stocks. Both operate in the Industrial Distribution industry within the Industrials sector. Over the past 10 years, WSO-B returned 13.66%/yr vs 13.98%/yr for WSO. At a 0.43 correlation, their price movements are largely independent.
Performance
WSO-B vs. WSO - Performance Comparison
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Returns By Period
In the year-to-date period, WSO-B achieves a 5.06% return, which is significantly lower than WSO's 11.28% return. Both investments have delivered pretty close results over the past 10 years, with WSO-B having a 13.66% annualized return and WSO not far ahead at 13.98%.
WSO-B
- 1D
- 0.00%
- 1M
- -22.80%
- YTD
- 5.06%
- 6M
- 1.21%
- 1Y
- -19.74%
- 3Y*
- 5.89%
- 5Y*
- 6.66%
- 10Y*
- 13.66%
WSO
- 1D
- 0.19%
- 1M
- -12.27%
- YTD
- 11.28%
- 6M
- 7.76%
- 1Y
- -14.55%
- 3Y*
- 5.54%
- 5Y*
- 8.06%
- 10Y*
- 13.98%
WSO-B vs. WSO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSO-B Watsco Inc | 5.06% | -34.99% | 29.78% | 72.27% | -15.13% | 35.54% | 33.36% | 39.97% | -17.38% | 17.15% |
WSO Watsco, Inc. | 11.28% | -27.02% | 13.22% | 77.00% | -17.74% | 42.09% | 30.57% | 34.99% | -15.54% | 18.36% |
Correlation
The correlation between WSO-B and WSO is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 1992 | 0.43 |
Over the past year, the correlation between WSO-B and WSO has dropped to 0.08 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
Fundamentals
WSO-B:
$13.29B
WSO:
$14.01B
WSO-B:
$13.08
WSO:
$13.08
WSO-B:
26.76
WSO:
28.22
WSO-B:
5.20
WSO:
5.48
WSO-B:
1.83
WSO:
1.93
WSO-B:
4.13
WSO:
4.36
WSO-B:
$7.24B
WSO:
$7.24B
WSO-B:
$2.05B
WSO:
$2.05B
WSO-B:
$778.38M
WSO:
$778.38M
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Return for Risk
WSO-B vs. WSO — Risk / Return Rank
WSO-B
WSO
WSO-B vs. WSO - Risk-Adjusted Trends 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.
| WSO-B | WSO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.95 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | -0.44 | -0.40 |
| Martin ratioReturn relative to average drawdown | -1.54 | -0.74 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSO-B | WSO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | -0.47 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.27 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.50 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.47 | +0.09 |
Drawdowns
WSO-B vs. WSO - Drawdown Comparison
The maximum WSO-B drawdown since its inception was -61.67%, roughly equal to the maximum WSO drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for WSO-B and WSO.
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Drawdown Indicators
| WSO-B | WSO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.67% | -64.30% | +2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -23.61% | -33.42% | +9.81% |
Max Drawdown (3Y)Largest decline over 3 years | -34.99% | -41.62% | +6.63% |
Max Drawdown (5Y)Largest decline over 5 years | -34.99% | -41.62% | +6.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -41.62% | +6.63% |
Current DrawdownCurrent decline from peak | -31.70% | -32.33% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -14.18% | -18.05% | +3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.81% | 19.56% | -6.75% |
Volatility
WSO-B vs. WSO - Volatility Comparison
Watsco Inc (WSO-B) has a higher volatility of 17.94% compared to Watsco, Inc. (WSO) at 8.04%. This indicates that WSO-B's price experiences larger fluctuations and is considered to be riskier than WSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSO-B | WSO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.94% | 8.04% | +9.90% |
Volatility (6M)Calculated over the trailing 6-month period | 33.23% | 22.97% | +10.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.82% | 31.12% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.05% | 30.12% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.06% | 27.79% | +0.27% |
Dividends
WSO-B vs. WSO - Dividend Comparison
WSO-B's dividend yield for the trailing twelve months is around 3.51%, more than WSO's 3.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 3.33% | 3.47% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% |
WSO-B Watsco Inc | 3.51% | 3.45% | 1.97% | 2.32% | 3.39% | 2.49% | 2.97% | 3.53% | 4.14% | 2.73% | 2.42% | 2.36% |
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 Jun 2026, Watsco Inc reported a gross profit of 427.56M and revenue of 1.53B. Therefore, the gross margin over that period was 27.9%.
WSO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Watsco, Inc. reported a gross profit of 427.56M and revenue of 1.53B. Therefore, the gross margin over that period was 27.9%.
WSO-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Watsco Inc reported an operating income of 110.18M and revenue of 1.53B, resulting in an operating margin of 7.2%.
WSO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Watsco, Inc. reported an operating income of 110.18M and revenue of 1.53B, resulting in an operating margin of 7.2%.
WSO-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Watsco Inc reported a net income of 79.07M 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 Jun 2026, Watsco, Inc. reported a net income of 79.07M and revenue of 1.53B, resulting in a net margin of 5.2%.
Frequently Asked Questions
WSO-B and WSO have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WSO-B has higher volatility (17.94%) compared to WSO (8.04%). In terms of maximum drawdown, WSO-B dropped -61.67% vs WSO's -64.30%.
WSO currently has the higher Sharpe Ratio (-0.47 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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