WSO:NYE-Watsco Inc. (USD)

EQUITY | Industrial Distribution | New York Stock Exchange

Last Closing

USD 508.93

Change

0.00 (0.00)%

Market Cap

USD 5.20B

Volume

0.21M

Analyst Target

USD 207.00
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

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
WSO VTI
  • VTI
Relative Returns (From:    To: 2025-04-13 )

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EVI EVI Industries Inc

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WCC-PA WESCO International Inc

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ETFs Containing WSO

NBSM Neuberger Berman ETF Trus.. 2.74 % 0.00 %

N/A

USD 0.19B
JHDV John Hancock Exchange Tra.. 1.98 % 0.00 %

N/A

N/A
VBK Vanguard Small-Cap Growth.. 0.73 % 0.07 %

N/A

USD 17.24B
SPMD SPDR Russell Small Cap Co.. 0.69 % 0.06 %

N/A

USD 11.19B
QUDV:CA 0.65 % 0.00 %

N/A

N/A
SPY4:PA SSgA SPDR S&P 400 US Mid .. 0.65 % 0.00 %

N/A

USD 5.38B
IVOO Vanguard S&P Mid-Cap 400 .. 0.64 % 0.15 %

N/A

USD 2.33B
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.60 % 0.00 %

N/A

USD 5.42B
MVV ProShares Ultra MidCap400 0.53 % 0.95 %

N/A

USD 0.11B
JMEE JPMorgan Market Expansion.. 0.51 % 0.00 %

N/A

USD 1.55B
UMDD ProShares UltraPro MidCap.. 0.46 % 0.95 %

N/A

USD 0.02B
MIDU Direxion Daily Mid Cap Bu.. 0.36 % 1.10 %

N/A

USD 0.06B
IJH iShares Core S&P Mid-Cap .. 0.00 % 0.07 %

N/A

USD 83.09B
MDYG SPDR® S&P 400 Mid Cap Gr.. 0.00 % 0.15 %

N/A

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

N/A

USD 0.35B
QINC 0.00 % 0.70 %

N/A

N/A
FSMD Fidelity Small-Mid Factor 0.00 % 0.00 %

N/A

USD 1.24B
MIDE DBX ETF Trust - Xtrackers.. 0.00 % 0.00 %

N/A

USD 5.99M
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 %

N/A

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

N/A

USD 0.30B
SMIG ETF Series Solutions - AA.. 0.00 % 0.00 %

N/A

USD 0.92B

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 7.39% 93% A 92% A
Dividend Return 0.57% 57% F 30% F
Total Return 7.96% 93% A 92% A
Trailing 12 Months  
Capital Gain 21.84% 100% F 90% A-
Dividend Return 1.94% 67% D+ 37% F
Total Return 23.78% 100% F 90% A-
Trailing 5 Years  
Capital Gain 228.62% 64% D 92% A
Dividend Return 27.62% 80% B- 68% D+
Total Return 256.24% 64% D 92% A
Average Annual (5 Year Horizon)  
Capital Gain 24.14% 56% F 85% B
Dividend Return 26.98% 56% F 86% B+
Total Return 2.85% 73% C 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 23.33% 75% C 44% F
Risk Adjusted Return 115.68% 88% 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

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.

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.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

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.