WSO:NYE-Watsco Inc (USD)

COMMON STOCK | Industrial Distribution |

Last Closing

USD 474.42

Change

+0.95 (+0.20)%

Market Cap

N/A

Volume

0.12M

Analyst Target

USD 207.00
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
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USD 41.05B
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+0.35 (+0.78%)

USD 9.40B
AIT Applied Industrial Technologie..

+0.81 (+0.34%)

USD 9.08B
SITE SiteOne Landscape Supply Inc

+5.22 (+3.65%)

USD 6.38B
REZI Resideo Technologies Inc

-0.10 (-0.49%)

USD 2.98B
GIC Global Industrial Co

-6.81 (-20.61%)

USD 1.34B
DNOW Now Inc

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USD 1.27B
BXC BlueLinx Holdings Inc

+9.45 (+9.14%)

USD 0.89B
EVI EVI Industries Inc

-0.67 (-3.31%)

USD 0.25B
WCC-PA WESCO International Inc

N/A

N/A

ETFs Containing WSO

SMIG ETF Series Solutions - AA.. 3.67 % 0.00 %

+0.02 (+-0.72%)

USD 0.63B
NBSM Neuberger Berman ETF Trus.. 3.08 % 0.00 %

-0.19 (-0.72%)

USD 0.20B
JHDV John Hancock Exchange Tra.. 1.98 % 0.00 %

-0.21 (-0.72%)

N/A
IVOG Vanguard S&P Mid-Cap 400 .. 1.14 % 0.20 %

-0.64 (-0.72%)

USD 1.09B
IJK iShares S&P Mid-Cap 400 G.. 1.11 % 0.24 %

-0.44 (-0.72%)

USD 9.29B
MIDE DBX ETF Trust - Xtrackers.. 0.86 % 0.00 %

+0.01 (+-0.72%)

USD 6.24M
QUDV:CA 0.65 % 0.00 %

N/A

N/A
SPY4:PA SSgA SPDR S&P 400 US Mid .. 0.59 % 0.00 %

+0.04 (+-0.72%)

USD 2.76B
SPY4:XETRA SSgA SPDR S&P 400 US Mid .. 0.59 % 0.00 %

-0.04 (-0.72%)

USD 1.99B
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.59 % 0.00 %

-0.13 (-0.72%)

USD 2.85B
MDY SPDR® S&P MIDCAP 400 ETF.. 0.59 % 0.24 %

-0.82 (-0.72%)

USD 22.96B
IJH iShares Core S&P Mid-Cap .. 0.59 % 0.07 %

-0.09 (-0.72%)

USD 91.45B
IVOO Vanguard S&P Mid-Cap 400 .. 0.58 % 0.15 %

-0.20 (-0.72%)

USD 2.28B
SPMD SPDR Russell Small Cap Co.. 0.56 % 0.06 %

-0.06 (-0.72%)

USD 11.55B
MVV ProShares Ultra MidCap400 0.43 % 0.95 %

-0.18 (-0.72%)

USD 0.14B
MIDU Direxion Daily Mid Cap Bu.. 0.41 % 1.10 %

-0.21 (-0.72%)

USD 0.08B
UMDD ProShares UltraPro MidCap.. 0.31 % 0.95 %

-0.13 (-0.72%)

USD 0.03B
MDYG SPDR® S&P 400 Mid Cap Gr.. 0.00 % 0.15 %

-0.36 (-0.72%)

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

-0.68 (-0.72%)

USD 0.35B
QINC 0.00 % 0.70 %

N/A

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

-1.06 (-0.72%)

USD 18.18B

Market Performance

  Market Performance vs. Industry/Classification (Industrial Distribution) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.72% 73% C 62% D
Dividend Return -17.32% 50% F 68% D+
Total Return -6.60% 40% F 33% F
Trailing 12 Months  
Capital Gain 32.46% 67% D+ 72% C
Dividend Return -20.72% 50% F 65% D
Total Return 11.74% 47% F 48% F
Trailing 5 Years  
Capital Gain 165.37% 64% D 90% A-
Dividend Return -23.11% 50% F 62% D
Total Return 142.26% 64% D 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 26.08% 63% D 86% B+
Dividend Return 29.20% 69% C- 86% B+
Total Return 3.12% 80% B- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 24.55% 81% B- 44% F
Risk Adjusted Return 118.96% 88% B+ 99% N/A
Market Capitalization N/A N/A 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Low Earnings Growth

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