WSO vs. DE
Compare and contrast key facts about Watsco, Inc. (WSO) and Deere & Company (DE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSO or DE.
Key characteristics
| WSO | DE | |
|---|---|---|
| YTD Return | 6.52% | -2.73% |
| 1Y Return | 36.05% | 2.38% |
| 3Y Return (Ann) | 18.91% | 2.77% |
| 5Y Return (Ann) | 27.01% | 20.09% |
| 10Y Return (Ann) | 19.66% | 17.60% |
| Sharpe Ratio | 1.28 | 0.12 |
| Daily Std Dev | 26.59% | 23.27% |
| Max Drawdown | -64.39% | -73.27% |
| Current Drawdown | 0.00% | -12.23% |
Fundamentals
| WSO | DE | |
|---|---|---|
| Market Cap | $17.52B | $109.49B |
| EPS | $12.85 | $34.30 |
| PE Ratio | 34.49 | 11.47 |
| PEG Ratio | 3.26 | 2.28 |
| Revenue (TTM) | $7.30B | $60.76B |
| Gross Profit (TTM) | $2.03B | $21.12B |
| EBITDA (TTM) | $773.49M | $16.32B |
Correlation
The correlation between WSO and DE is 0.27, 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 vs. DE - Performance Comparison
In the year-to-date period, WSO achieves a 6.52% return, which is significantly higher than DE's -2.73% return. Over the past 10 years, WSO has outperformed DE with an annualized return of 19.66%, while DE has yielded a comparatively lower 17.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WSO vs. DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) and Deere & Company (DE). 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 vs. DE - Dividend Comparison
WSO's dividend yield for the trailing twelve months is around 2.23%, more than DE's 1.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% | 1.20% |
DE Deere & Company | 1.43% | 1.33% | 1.05% | 1.14% | 1.13% | 1.75% | 1.84% | 1.53% | 2.33% | 3.15% | 2.61% | 2.23% |
Drawdowns
WSO vs. DE - Drawdown Comparison
The maximum WSO drawdown since its inception was -64.39%, smaller than the maximum DE drawdown of -73.27%. Use the drawdown chart below to compare losses from any high point for WSO and DE. For additional features, visit the drawdowns tool.
Volatility
WSO vs. DE - Volatility Comparison
Watsco, Inc. (WSO) has a higher volatility of 9.49% compared to Deere & Company (DE) at 5.64%. This indicates that WSO's price experiences larger fluctuations and is considered to be riskier than DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WSO vs. DE - Financials Comparison
This section allows you to compare key financial metrics between Watsco, Inc. and Deere & Company. 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