WSO:NYE-Watsco Inc (USD)

COMMON STOCK | Industrial Distribution |

Last Closing

USD 498.68

Change

-16.53 (-3.21)%

Market Cap

N/A

Volume

0.29M

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)

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Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
FERG Ferguson Plc

-3.50 (-1.95%)

USD 36.35B
CNM Core & Main Inc

-1.45 (-2.77%)

USD 11.21B
AIT Applied Industrial Technologie..

-18.11 (-6.86%)

USD 9.98B
SITE SiteOne Landscape Supply Inc

-6.23 (-4.42%)

USD 6.56B
REZI Resideo Technologies Inc

-1.98 (-9.24%)

USD 3.17B
DNOW Now Inc

-0.07 (-0.40%)

USD 1.82B
GIC Global Industrial Co

-0.61 (-2.48%)

USD 0.94B
BXC BlueLinx Holdings Inc

-7.71 (-8.54%)

USD 0.85B
EVI EVI Industries Inc

-0.52 (-3.11%)

USD 0.23B
WCC-PA WESCO International Inc

-0.02 (-0.08%)

N/A

ETFs Containing WSO

PRN Invesco DWA Industrials M.. 3.33 % 0.00 %

-5.60 (-1.75%)

USD 0.40B
NBSM Neuberger Berman ETF Trus.. 2.38 % 0.00 %

-0.45 (-1.75%)

USD 0.22B
JHDV John Hancock Exchange Tra.. 1.98 % 0.00 %

-0.52 (-1.75%)

N/A
QUDV:CA 0.65 % 0.00 %

N/A

N/A
MDYG SPDR® S&P 400 Mid Cap Gr.. 0.00 % 0.15 %

-2.59 (-1.75%)

N/A
QINC 0.00 % 0.70 %

N/A

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

-0.77 (-1.75%)

USD 7.60M
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 %

-0.86 (-1.75%)

N/A
QVMM Invesco Exchange-Traded F.. 0.00 % 0.00 %

-0.69 (-1.75%)

USD 0.36B

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 5.23% 87% B+ 76% C+
Dividend Return 0.57% 67% D+ 31% F
Total Return 5.80% 87% B+ 78% C+
Trailing 12 Months  
Capital Gain 29.53% 80% B- 87% B+
Dividend Return 2.81% 80% B- 44% F
Total Return 32.34% 100% F 87% B+
Trailing 5 Years  
Capital Gain 196.01% 64% D 95% A
Dividend Return 26.44% 80% B- 77% C+
Total Return 222.45% 64% D 95% A
Average Annual (5 Year Horizon)  
Capital Gain 25.59% 60% D- 84% B
Dividend Return 28.50% 60% D- 85% B
Total Return 2.92% 80% B- 62% D
Risk Return Profile  
Volatility (Standard Deviation) 24.57% 80% B- 44% F
Risk Adjusted Return 116.02% 87% B+ 98% 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