WSO vs. AVY
Compare and contrast key facts about Watsco, Inc. (WSO) and Avery Dennison Corporation (AVY).
Performance
WSO vs. AVY - Performance Comparison
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WSO vs. AVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 8.82% | -27.02% | 13.22% | 77.00% | -17.74% | 42.09% | 30.57% | 34.99% | -15.54% | 18.36% |
AVY Avery Dennison Corporation | -4.59% | -0.73% | -5.95% | 13.66% | -15.06% | 41.41% | 20.86% | 48.54% | -20.28% | 66.75% |
Fundamentals
WSO:
$13.80B
AVY:
$13.37B
WSO:
$13.84
AVY:
$8.82
WSO:
26.28
AVY:
19.58
WSO:
5.11
AVY:
6.53
WSO:
1.90
AVY:
1.52
WSO:
4.28
AVY:
5.96
WSO:
$7.24B
AVY:
$8.86B
WSO:
$2.06B
AVY:
$2.55B
WSO:
$751.61M
AVY:
$1.34B
Returns By Period
In the year-to-date period, WSO achieves a 8.82% return, which is significantly higher than AVY's -4.59% return. Over the past 10 years, WSO has outperformed AVY with an annualized return of 14.03%, while AVY has yielded a comparatively lower 11.02% annualized return.
WSO
- 1D
- 4.26%
- 1M
- -12.83%
- YTD
- 8.82%
- 6M
- -8.54%
- 1Y
- -26.36%
- 3Y*
- 7.34%
- 5Y*
- 9.38%
- 10Y*
- 14.03%
AVY
- 1D
- 2.69%
- 1M
- -11.62%
- YTD
- -4.59%
- 6M
- 7.60%
- 1Y
- -0.89%
- 3Y*
- 0.66%
- 5Y*
- -0.01%
- 10Y*
- 11.02%
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Return for Risk
WSO vs. AVY — Risk / Return Rank
WSO
AVY
WSO vs. AVY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) and Avery Dennison Corporation (AVY). 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 | AVY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.79 | -0.04 | -0.76 |
Sortino ratioReturn per unit of downside risk | -0.98 | 0.14 | -1.12 |
Omega ratioGain probability vs. loss probability | 0.88 | 1.02 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.70 | 0.02 | -0.71 |
Martin ratioReturn relative to average drawdown | -1.15 | 0.05 | -1.20 |
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 | AVY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | -0.04 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | -0.00 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.41 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.36 | +0.11 |
Correlation
The correlation between WSO and AVY is 0.29, 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.
Dividends
WSO vs. AVY - Dividend Comparison
WSO's dividend yield for the trailing twelve months is around 3.30%, more than AVY's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 3.30% | 3.47% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% |
AVY Avery Dennison Corporation | 2.18% | 2.03% | 1.84% | 1.57% | 1.62% | 1.23% | 1.52% | 1.73% | 2.24% | 1.53% | 2.28% | 2.33% |
Drawdowns
WSO vs. AVY - Drawdown Comparison
The maximum WSO drawdown since its inception was -64.30%, smaller than the maximum AVY drawdown of -73.03%. Use the drawdown chart below to compare losses from any high point for WSO and AVY.
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Drawdown Indicators
| WSO | AVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.30% | -73.03% | +8.73% |
Max Drawdown (1Y)Largest decline over 1 year | -36.57% | -17.97% | -18.60% |
Max Drawdown (5Y)Largest decline over 5 years | -41.62% | -31.80% | -9.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -43.52% | +1.90% |
Current DrawdownCurrent decline from peak | -33.83% | -22.13% | -11.70% |
Average DrawdownAverage peak-to-trough decline | -18.02% | -16.74% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.10% | 6.95% | +15.15% |
Volatility
WSO vs. AVY - Volatility Comparison
Watsco, Inc. (WSO) has a higher volatility of 11.77% compared to Avery Dennison Corporation (AVY) at 7.80%. This indicates that WSO's price experiences larger fluctuations and is considered to be riskier than AVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSO | AVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.77% | 7.80% | +3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 23.57% | 17.73% | +5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.39% | 25.11% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.78% | 24.49% | +5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.51% | 26.94% | +0.57% |
Financials
WSO vs. AVY - Financials Comparison
This section allows you to compare key financial metrics between Watsco, Inc. and Avery Dennison Corporation. 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 vs. AVY - Profitability Comparison
WSO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Watsco, Inc. reported a gross profit of 428.44M and revenue of 1.58B. Therefore, the gross margin over that period was 27.1%.
AVY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Avery Dennison Corporation reported a gross profit of 650.70M and revenue of 2.27B. Therefore, the gross margin over that period was 28.7%.
WSO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Watsco, Inc. reported an operating income of 101.53M and revenue of 1.58B, resulting in an operating margin of 6.4%.
AVY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Avery Dennison Corporation reported an operating income of 281.50M and revenue of 2.27B, resulting in an operating margin of 12.4%.
WSO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Watsco, Inc. reported a net income of 71.75M and revenue of 1.58B, resulting in a net margin of 4.5%.
AVY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Avery Dennison Corporation reported a net income of 166.40M and revenue of 2.27B, resulting in a net margin of 7.3%.