WSO:NYE-Watsco Inc. (USD)

EQUITY | Industrial Distribution | New York Stock Exchange

Last Closing

USD 472.01

Change

-10.01 (-2.08)%

Market Cap

USD 5.20B

Volume

0.11M

Analyst Target

USD 207.00
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Watsco Inc and its subsidiaries is a distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry in North America.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
FERG Ferguson Plc

+1.60 (+0.85%)

USD 38.24B
CNM Core & Main Inc

+1.12 (+2.89%)

USD 7.65B
AIT Applied Industrial Technologie..

+4.58 (+2.32%)

USD 7.59B
SITE SiteOne Landscape Supply Inc

+3.73 (+2.82%)

USD 6.40B
REZI Resideo Technologies Inc

+0.25 (+1.38%)

USD 2.77B
DNOW Now Inc

+0.27 (+2.33%)

USD 1.39B
GIC Global Industrial Co

+0.61 (+1.93%)

USD 1.18B
BXC BlueLinx Holdings Inc

+3.48 (+3.70%)

USD 0.82B
EVI EVI Industries Inc

+0.41 (+2.55%)

USD 0.20B
WCC-PA WESCO International Inc

+0.03 (+0.11%)

N/A

ETFs Containing WSO

SMIG ETF Series Solutions - AA.. 3.59 % 0.00 %

+0.23 (+0.54%)

USD 0.55B
NBSM Neuberger Berman ETF Trus.. 2.97 % 0.00 %

+0.14 (+0.54%)

N/A
JHDV John Hancock Exchange Tra.. 1.98 % 0.00 %

+0.15 (+0.54%)

N/A
IJK iShares S&P Mid-Cap 400 G.. 1.04 % 0.24 %

+0.63 (+0.54%)

USD 9.36B
QUDV:CA 0.65 % 0.00 %

N/A

N/A
BKMC BNY Mellon US Mid Cap Cor.. 0.49 % 0.00 %

+0.77 (+0.54%)

USD 0.48B
IVOG Vanguard S&P Mid-Cap 400 .. 0.00 % 0.20 %

+0.96 (+0.54%)

USD 1.06B
MDYG SPDR® S&P 400 Mid Cap Gr.. 0.00 % 0.15 %

+0.67 (+0.54%)

N/A
PRN Invesco DWA Industrials M.. 0.00 % 0.00 %

+2.02 (+0.54%)

USD 0.26B
QINC 0.00 % 0.70 %

N/A

N/A
VBK Vanguard Small-Cap Growth.. 0.00 % 0.07 %

+2.96 (+0.54%)

USD 17.64B

Market Performance

  Market Performance vs. Industry/Classification (Industrial Distribution) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.16% 71% C- 63% D
Dividend Return 1.83% 63% D 44% F
Total Return 11.99% 71% C- 62% D
Trailing 12 Months  
Capital Gain 30.55% 71% C- 86% B+
Dividend Return 2.85% 63% D 42% F
Total Return 33.40% 79% B- 86% B+
Trailing 5 Years  
Capital Gain 191.49% 60% D- 93% A
Dividend Return 26.15% 75% C 79% B-
Total Return 217.64% 60% D- 94% A
Average Annual (5 Year Horizon)  
Capital Gain 26.52% 57% F 87% B+
Dividend Return 29.89% 64% D 88% B+
Total Return 3.37% 75% C 64% D
Risk Return Profile  
Volatility (Standard Deviation) 24.72% 71% C- 42% F
Risk Adjusted Return 120.92% 86% B+ 99% N/A
Market Capitalization 5.20B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Industrial Distribution) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 28.90 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.