WSO:NYE-Watsco Inc (USD)

COMMON STOCK | Industrial Distribution |

Last Closing

USD 525.79

Change

-17.27 (-3.18)%

Market Cap

N/A

Volume

0.28M

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: 2024-11-14 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
FERG Ferguson Plc

-2.29 (-1.11%)

USD 39.55B
AIT Applied Industrial Technologie..

-0.68 (-0.25%)

USD 10.44B
CNM Core & Main Inc

-0.47 (-1.11%)

USD 9.06B
SITE SiteOne Landscape Supply Inc

-1.27 (-0.88%)

USD 6.86B
REZI Resideo Technologies Inc

N/A

USD 3.53B
DNOW Now Inc

-0.27 (-1.82%)

USD 1.51B
GIC Global Industrial Co

-0.42 (-1.48%)

USD 1.26B
BXC BlueLinx Holdings Inc

-2.39 (-1.93%)

USD 1.02B
EVI EVI Industries Inc

-0.71 (-3.71%)

USD 0.25B
WCC-PA WESCO International Inc

N/A

N/A

ETFs Containing WSO

NBSM Neuberger Berman ETF Trus.. 3.08 % 0.00 %

-0.37 (-1.35%)

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

-0.10 (-1.35%)

N/A
VBK Vanguard Small-Cap Growth.. 0.65 % 0.07 %

-4.23 (-1.35%)

USD 19.73B
QUDV:CA 0.65 % 0.00 %

N/A

N/A
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.59 % 0.00 %

+0.55 (+-1.35%)

USD 2.85B
MVV ProShares Ultra MidCap400 0.43 % 0.95 %

-1.40 (-1.35%)

USD 0.16B
MIDU Direxion Daily Mid Cap Bu.. 0.39 % 1.10 %

-1.61 (-1.35%)

USD 0.10B
UMDD ProShares UltraPro MidCap.. 0.30 % 0.95 %

-0.87 (-1.35%)

USD 0.04B
IJH iShares Core S&P Mid-Cap .. 0.00 % 0.07 %

-0.58 (-1.35%)

USD 91.59B
IJK iShares S&P Mid-Cap 400 G.. 0.00 % 0.24 %

-0.96 (-1.35%)

USD 9.26B
IVOG Vanguard S&P Mid-Cap 400 .. 0.00 % 0.20 %

-1.28 (-1.35%)

USD 1.16B
IVOO Vanguard S&P Mid-Cap 400 .. 0.00 % 0.15 %

-1.01 (-1.35%)

USD 2.43B
MDY SPDR® S&P MIDCAP 400 ETF.. 0.00 % 0.24 %

-5.22 (-1.35%)

USD 24.45B
MDYG SPDR® S&P 400 Mid Cap Gr.. 0.00 % 0.15 %

-0.82 (-1.35%)

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

-3.34 (-1.35%)

USD 0.35B
QINC 0.00 % 0.70 %

N/A

N/A
SPMD SPDR Russell Small Cap Co.. 0.00 % 0.06 %

-0.50 (-1.35%)

USD 11.56B
SPY4:PA SSgA SPDR S&P 400 US Mid .. 0.00 % 0.00 %

-1.01 (-1.35%)

USD 2.97B
SPY4:XETRA SSgA SPDR S&P 400 US Mid .. 0.00 % 0.00 %

-0.97 (-1.35%)

USD 1.99B
ZMID:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

-0.43 (-1.35%)

N/A
MIDE DBX ETF Trust - Xtrackers.. 0.00 % 0.00 %

-0.29 (-1.35%)

USD 6.11M
ZMID-F:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

N/A

CAD 2.03M
ZMID-U:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

-0.72 (-1.35%)

N/A
SMIG ETF Series Solutions - AA.. 0.00 % 0.00 %

-0.42 (-1.35%)

USD 0.63B

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 22.71% 67% D+ 78% C+
Dividend Return 2.46% 67% D+ 43% F
Total Return 25.18% 73% C 78% C+
Trailing 12 Months  
Capital Gain 37.11% 53% F 82% B
Dividend Return 2.75% 78% C+ 38% F
Total Return 39.86% 60% D- 82% B
Trailing 5 Years  
Capital Gain 192.72% 64% D 93% A
Dividend Return 24.19% 80% B- 72% C
Total Return 216.91% 64% D 94% A
Average Annual (5 Year Horizon)  
Capital Gain 26.11% 60% D- 85% B
Dividend Return 29.12% 60% D- 86% B+
Total Return 3.01% 78% C+ 63% D
Risk Return Profile  
Volatility (Standard Deviation) 24.57% 80% B- 45% F
Risk Adjusted Return 118.49% 87% 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