WSO:NYE-Watsco Inc. (USD)

EQUITY | Industrial Distribution | New York Stock Exchange

Last Closing

USD 473.89

Change

0.00 (0.00)%

Market Cap

USD 5.20B

Volume

0.13M

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: 2025-01-01 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
FERG Ferguson Plc

+0.88 (+0.51%)

USD 34.83B
CNM Core & Main Inc

+0.76 (+1.48%)

USD 10.70B
AIT Applied Industrial Technologie..

+6.42 (+2.69%)

USD 10.53B
SITE SiteOne Landscape Supply Inc

+1.29 (+1.00%)

USD 6.12B
REZI Resideo Technologies Inc

+0.08 (+0.35%)

USD 3.60B
DNOW Now Inc

+0.16 (+1.24%)

USD 1.36B
GIC Global Industrial Co

+0.20 (+0.83%)

USD 1.05B
BXC BlueLinx Holdings Inc

+1.18 (+1.18%)

USD 0.89B
EVI EVI Industries Inc

-0.08 (-0.47%)

USD 0.23B
WCC-PA WESCO International Inc

-0.02 (-0.08%)

N/A

ETFs Containing WSO

JHDV John Hancock Exchange Tra.. 1.98 % 0.00 %

+0.40 (+1.42%)

N/A
QUDV:CA 0.65 % 0.00 %

N/A

N/A
ZMID-F:CA BMO S&P US Mid Cap Index .. 0.61 % 0.00 %

N/A

CAD 2.03M
ZMID-U:CA BMO S&P US Mid Cap Index .. 0.61 % 0.00 %

N/A

N/A
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.61 % 0.00 %

+1.22 (+1.42%)

USD 4.65B
IJK iShares S&P Mid-Cap 400 G.. 0.00 % 0.24 %

+1.21 (+1.42%)

USD 9.31B
IVOG Vanguard S&P Mid-Cap 400 .. 0.00 % 0.20 %

+1.62 (+1.42%)

USD 1.13B
IVOO Vanguard S&P Mid-Cap 400 .. 0.00 % 0.15 %

+1.18 (+1.42%)

USD 2.42B
MDY SPDR® S&P MIDCAP 400 ETF.. 0.00 % 0.24 %

+6.83 (+1.42%)

USD 24.18B
MDYG SPDR® S&P 400 Mid Cap Gr.. 0.00 % 0.15 %

+1.14 (+1.42%)

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

+4.87 (+1.42%)

USD 0.41B
QINC 0.00 % 0.70 %

N/A

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

-0.42 (1.42%)

USD 4.93B
SPY4:XETRA SSgA SPDR S&P 400 US Mid .. 0.00 % 0.00 %

-0.56 (1.42%)

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

+0.73 (+1.42%)

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

+0.35 (+1.42%)

USD 8.08M
SMIG ETF Series Solutions - AA.. 0.00 % 0.00 %

+0.22 (+1.42%)

USD 0.75B

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 N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain 15.82% 60% D- 71% C-
Dividend Return 2.58% 70% C- 40% F
Total Return 18.40% 60% D- 70% C-
Trailing 5 Years  
Capital Gain 164.31% 55% F 94% A
Dividend Return 24.23% 80% B- 72% C
Total Return 188.55% 55% F 94% A
Average Annual (5 Year Horizon)  
Capital Gain 26.22% 60% D- 85% B
Dividend Return 29.18% 60% D- 85% B
Total Return 2.96% 80% B- 63% D
Risk Return Profile  
Volatility (Standard Deviation) 24.65% 80% B- 45% F
Risk Adjusted Return 118.38% 87% B+ 98% 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.

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