WSO vs. TMO
Compare and contrast key facts about Watsco, Inc. (WSO) and Thermo Fisher Scientific Inc. (TMO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSO or TMO.
Key characteristics
| WSO | TMO | |
|---|---|---|
| YTD Return | 7.79% | 7.69% |
| 1Y Return | 38.12% | 4.06% |
| 3Y Return (Ann) | 19.03% | 7.18% |
| 5Y Return (Ann) | 27.28% | 15.74% |
| 10Y Return (Ann) | 19.77% | 17.80% |
| Sharpe Ratio | 1.42 | 0.25 |
| Daily Std Dev | 26.57% | 21.31% |
| Max Drawdown | -64.39% | -71.16% |
| Current Drawdown | 0.00% | -13.91% |
Fundamentals
| WSO | TMO | |
|---|---|---|
| Market Cap | $17.52B | $218.95B |
| EPS | $12.85 | $15.60 |
| PE Ratio | 34.49 | 36.77 |
| PEG Ratio | 3.26 | 2.81 |
| Revenue (TTM) | $7.30B | $42.49B |
| Gross Profit (TTM) | $2.03B | $19.00B |
| EBITDA (TTM) | $773.49M | $10.78B |
Correlation
The correlation between WSO and TMO 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.
Performance
WSO vs. TMO - Performance Comparison
The year-to-date returns for both stocks are quite close, with WSO having a 7.79% return and TMO slightly lower at 7.69%. Over the past 10 years, WSO has outperformed TMO with an annualized return of 19.77%, while TMO has yielded a comparatively lower 17.80% 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. TMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) and Thermo Fisher Scientific Inc. (TMO). 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. TMO - Dividend Comparison
WSO's dividend yield for the trailing twelve months is around 2.20%, more than TMO's 0.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 2.20% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% | 1.20% |
TMO Thermo Fisher Scientific Inc. | 0.25% | 0.26% | 0.22% | 0.16% | 0.19% | 0.23% | 0.30% | 0.32% | 0.43% | 0.42% | 0.48% | 0.54% |
Drawdowns
WSO vs. TMO - Drawdown Comparison
The maximum WSO drawdown since its inception was -64.39%, smaller than the maximum TMO drawdown of -71.16%. Use the drawdown chart below to compare losses from any high point for WSO and TMO. For additional features, visit the drawdowns tool.
Volatility
WSO vs. TMO - Volatility Comparison
Watsco, Inc. (WSO) has a higher volatility of 9.49% compared to Thermo Fisher Scientific Inc. (TMO) at 7.18%. This indicates that WSO's price experiences larger fluctuations and is considered to be riskier than TMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WSO vs. TMO - Financials Comparison
This section allows you to compare key financial metrics between Watsco, Inc. and Thermo Fisher Scientific 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