WSO vs. MRK
Compare and contrast key facts about Watsco, Inc. (WSO) and Merck & Co., Inc. (MRK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSO or MRK.
Correlation
The correlation between WSO and MRK is 0.18, 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. MRK - Performance Comparison
Key characteristics
WSO:
0.70
MRK:
-0.19
WSO:
1.11
MRK:
-0.12
WSO:
1.14
MRK:
0.98
WSO:
1.32
MRK:
-0.15
WSO:
3.06
MRK:
-0.33
WSO:
6.33%
MRK:
11.98%
WSO:
27.81%
MRK:
21.10%
WSO:
-79.75%
MRK:
-68.62%
WSO:
-14.39%
MRK:
-24.05%
Fundamentals
WSO:
$20.68B
MRK:
$253.12B
WSO:
$12.97
MRK:
$4.78
WSO:
39.20
MRK:
20.93
WSO:
4.49
MRK:
0.07
WSO:
$7.47B
MRK:
$63.22B
WSO:
$1.97B
MRK:
$47.97B
WSO:
$757.42M
MRK:
$20.41B
Returns By Period
In the year-to-date period, WSO achieves a 16.35% return, which is significantly higher than MRK's -6.22% return. Over the past 10 years, WSO has outperformed MRK with an annualized return of 20.14%, while MRK has yielded a comparatively lower 9.17% annualized return.
WSO
16.35%
-8.66%
2.29%
19.36%
25.81%
20.14%
MRK
-6.22%
3.91%
-22.12%
-2.96%
5.84%
9.17%
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Risk-Adjusted Performance
WSO vs. MRK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) and Merck & Co., Inc. (MRK). 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. MRK - Dividend Comparison
WSO's dividend yield for the trailing twelve months is around 2.17%, less than MRK's 3.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 2.17% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% | 1.20% |
MRK Merck & Co., Inc. | 3.14% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.43% | 3.12% | 3.46% |
Drawdowns
WSO vs. MRK - Drawdown Comparison
The maximum WSO drawdown since its inception was -79.75%, which is greater than MRK's maximum drawdown of -68.62%. Use the drawdown chart below to compare losses from any high point for WSO and MRK. For additional features, visit the drawdowns tool.
Volatility
WSO vs. MRK - Volatility Comparison
Watsco, Inc. (WSO) has a higher volatility of 7.41% compared to Merck & Co., Inc. (MRK) at 6.47%. This indicates that WSO's price experiences larger fluctuations and is considered to be riskier than MRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WSO vs. MRK - Financials Comparison
This section allows you to compare key financial metrics between Watsco, Inc. and Merck & Co., 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