WSO vs. WSO-B
WSO (Watsco, Inc.) and WSO-B (Watsco Inc) are both stocks. Both operate in the Industrial Distribution industry within the Industrials sector. Over the past 10 years, WSO returned 11.55%/yr vs 11.94%/yr for WSO-B. Their 0.43 correlation means their historical movements had little consistent relationship.
Performance
WSO vs. WSO-B - Performance Comparison
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Returns By Period
In the year-to-date period, WSO achieves a -5.93% return, which is significantly lower than WSO-B's -2.58% return. Both investments have delivered pretty close results over the past 10 years, with WSO having a 11.55% annualized return and WSO-B not far ahead at 11.94%.
WSO
- 1D
- -0.46%
- 1M
- -22.92%
- 6M
- -18.63%
- YTD
- -5.93%
- 1Y
- -26.50%
- 3Y*
- -3.84%
- 5Y*
- 4.77%
- 10Y*
- 11.55%
- ALL TIME*
- 15.27%
WSO-B
- 1D
- 1.30%
- 1M
- -7.27%
- 6M
- -15.91%
- YTD
- -2.58%
- 1Y
- -23.45%
- 3Y*
- -1.66%
- 5Y*
- 5.06%
- 10Y*
- 11.94%
- ALL TIME*
- 17.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
WSO Watsco, Inc. | $226.31M | $174.10M | $151.55M |
WSO-B Watsco Inc | $73.26K | $41.49K | $20.35K |
WSO vs. WSO-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | -5.93% | -27.02% | 13.22% | 77.00% | -17.74% | 42.09% | 30.57% | 34.99% | -15.54% | 18.36% |
WSO-B Watsco Inc | -2.58% | -34.99% | 29.78% | 72.27% | -15.13% | 35.54% | 33.36% | 39.97% | -17.38% | 17.15% |
Correlation
The correlation between WSO and WSO-B is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 1992 | 0.43 |
Over the past year, the correlation between WSO and WSO-B has dropped to 0.06 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
Fundamentals
WSO:
$12.74B
WSO-B:
$12.80B
WSO:
$12.53
WSO-B:
$12.53
WSO:
24.69
WSO-B:
25.68
WSO:
4.80
WSO-B:
4.99
WSO:
1.61
WSO-B:
1.68
WSO:
3.93
WSO-B:
4.09
WSO:
$7.28B
WSO-B:
$7.28B
WSO:
$2.03B
WSO-B:
$2.03B
WSO:
$737.47M
WSO-B:
$737.47M
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Return for Risk
WSO vs. WSO-B — Risk / Return Rank
WSO
WSO-B
WSO vs. WSO-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco, Inc. (WSO) and Watsco Inc (WSO-B). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WSO | WSO-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 0.77 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | -0.80 | -0.12 |
| Martin ratioReturn relative to average drawdown | -2.13 | -1.71 | -0.42 |
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Drawdowns
WSO vs. WSO-B - Drawdown Comparison
The maximum WSO drawdown since its inception was -64.30%, roughly equal to the maximum WSO-B drawdown of -61.67%. Use the drawdown chart below to compare losses from any high point for WSO and WSO-B.
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Drawdown Indicators
| WSO | WSO-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.30% | -61.67% | -2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -31.72% | -29.33% | -2.39% |
Max Drawdown (3Y)Largest decline over 3 years | -42.80% | -37.48% | -5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -42.80% | -37.48% | -5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.80% | -37.48% | -5.32% |
Current DrawdownCurrent decline from peak | -42.80% | -36.67% | -6.13% |
Average DrawdownAverage peak-to-trough decline | -18.09% | -14.24% | -3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.62% | 13.76% | +1.86% |
Volatility
WSO vs. WSO-B - Volatility Comparison
The current volatility for Watsco, Inc. (WSO) is 15.12%, while Watsco Inc (WSO-B) has a volatility of 17.91%. This indicates that WSO experiences smaller price fluctuations and is considered to be less risky than WSO-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSO | WSO-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.12% | 17.91% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 27.09% | 35.60% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.39% | 39.60% | -5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.90% | 31.98% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.26% | 28.54% | -0.28% |
Dividends
WSO vs. WSO-B - Dividend Comparison
WSO's dividend yield for the trailing twelve months is around 4.07%, more than WSO-B's 3.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSO Watsco, Inc. | 4.07% | 3.47% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% |
WSO-B Watsco Inc | 3.92% | 3.45% | 1.97% | 2.32% | 3.39% | 2.49% | 2.97% | 3.53% | 4.14% | 2.73% | 2.42% | 2.36% |
Financials
WSO vs. WSO-B - Financials Comparison
This section allows you to compare key financial metrics between Watsco, Inc. and Watsco 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
WSO vs. WSO-B - Profitability Comparison
WSO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Watsco, Inc. reported a gross profit of 578.93M and revenue of 2.10B. Therefore, the gross margin over that period was 27.5%.
WSO-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Watsco Inc reported a gross profit of 578.93M and revenue of 2.10B. Therefore, the gross margin over that period was 27.5%.
WSO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Watsco, Inc. reported an operating income of 238.37M and revenue of 2.10B, resulting in an operating margin of 11.3%.
WSO-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Watsco Inc reported an operating income of 238.37M and revenue of 2.10B, resulting in an operating margin of 11.3%.
WSO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Watsco, Inc. reported a net income of 163.34M and revenue of 2.10B, resulting in a net margin of 7.8%.
WSO-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Watsco Inc reported a net income of 163.34M and revenue of 2.10B, resulting in a net margin of 7.8%.
Frequently Asked Questions
WSO and WSO-B have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WSO-B has higher volatility (17.91%) compared to WSO (15.12%). In terms of maximum drawdown, WSO dropped -64.30% vs WSO-B's -61.67%.
WSO-B currently has the higher Sharpe Ratio (-0.59 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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