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WSO vs. MDC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WSO and MDC is 0.25, 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.


-0.50.00.51.00.3

Performance

WSO vs. MDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Watsco, Inc. (WSO) and M.D.C. Holdings, Inc. (MDC). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
2.48%
0
WSO
MDC

Key characteristics

Fundamentals

Market Cap

WSO:

$20.68B

MDC:

$4.73B

EPS

WSO:

$12.97

MDC:

$5.29

PE Ratio

WSO:

39.20

MDC:

11.91

PEG Ratio

WSO:

4.49

MDC:

1.04

Total Revenue (TTM)

WSO:

$7.47B

MDC:

$68.05M

Gross Profit (TTM)

WSO:

$1.97B

MDC:

$477.42M

EBITDA (TTM)

WSO:

$757.42M

MDC:

$216.41M

Returns By Period


WSO

YTD

16.57%

1M

-7.45%

6M

0.45%

1Y

17.99%

5Y*

25.91%

10Y*

20.12%

MDC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

WSO vs. MDC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) and M.D.C. Holdings, Inc. (MDC). 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.


Sharpe ratio
The chart of Sharpe ratio for WSO, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.621.06
The chart of Sortino ratio for WSO, currently valued at 1.02, compared to the broader market-4.00-2.000.002.004.001.024.59
The chart of Omega ratio for WSO, currently valued at 1.12, compared to the broader market0.501.001.502.001.122.48
The chart of Calmar ratio for WSO, currently valued at 1.21, compared to the broader market0.002.004.006.001.213.97
The chart of Martin ratio for WSO, currently valued at 2.78, compared to the broader market0.0010.0020.002.7824.66
WSO
MDC


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.62
1.06
WSO
MDC

Dividends

WSO vs. MDC - Dividend Comparison

WSO's dividend yield for the trailing twelve months is around 2.16%, while MDC has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
WSO
Watsco, Inc.
2.16%2.29%3.43%2.44%3.06%3.55%4.02%2.71%2.43%2.39%1.87%1.20%
MDC
M.D.C. Holdings, Inc.
0.87%3.80%6.33%2.99%2.86%3.09%4.27%2.91%3.71%3.92%3.78%0.00%

Drawdowns

WSO vs. MDC - Drawdown Comparison


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.22%
0
WSO
MDC

Volatility

WSO vs. MDC - Volatility Comparison

Watsco, Inc. (WSO) has a higher volatility of 7.55% compared to M.D.C. Holdings, Inc. (MDC) at 0.00%. This indicates that WSO's price experiences larger fluctuations and is considered to be riskier than MDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
7.55%
0
WSO
MDC

Financials

WSO vs. MDC - Financials Comparison

This section allows you to compare key financial metrics between Watsco, Inc. and M.D.C. Holdings, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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