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 0.17, 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:
0.79
MRK:
-1.35
WSO:
1.33
MRK:
-1.79
WSO:
1.16
MRK:
0.76
WSO:
1.23
MRK:
-0.87
WSO:
2.58
MRK:
-1.67
WSO:
8.79%
MRK:
19.10%
WSO:
28.91%
MRK:
23.69%
WSO:
-64.38%
MRK:
-68.62%
WSO:
-7.95%
MRK:
-33.34%
Fundamentals
WSO:
$21.01B
MRK:
$218.76B
WSO:
$13.30
MRK:
$6.74
WSO:
39.15
MRK:
12.85
WSO:
3.70
MRK:
0.80
WSO:
$6.05B
MRK:
$48.39B
WSO:
$1.60B
MRK:
$39.64B
WSO:
$659.33M
MRK:
$19.98B
Returns By Period
In the year-to-date period, WSO achieves a 10.48% return, which is significantly higher than MRK's -12.20% return. Over the past 10 years, WSO has outperformed MRK with an annualized return of 18.92%, while MRK has yielded a comparatively lower 8.01% annualized return.
WSO
10.48%
5.41%
6.99%
24.66%
32.72%
18.92%
MRK
-12.20%
-6.23%
-21.44%
-31.59%
6.80%
8.01%
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Risk-Adjusted Performance
WSO vs. MRK — Risk-Adjusted Performance Rank
WSO
MRK
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 2.07%, less than MRK's 3.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 2.07% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% |
MRK Merck & Co., Inc. | 3.65% | 3.14% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.42% | 3.11% |
Drawdowns
WSO vs. MRK - Drawdown Comparison
The maximum WSO drawdown since its inception was -64.38%, smaller than the maximum MRK 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 9.47% compared to Merck & Co., Inc. (MRK) at 7.16%. 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