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Watsco Inc

WSO

360.415USD

-3.955-1.09%

Market hours （ET）Quotes delayed by 15 min

14.61BMarket Cap

29.60P/E TTM



Watsco Inc

360.415

-3.955-1.09%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Watsco Inc

Currency: USD Updated: 2025-10-27

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Watsco Inc's Score

Industry at a Glance

Industry Ranking

81 / 192

Overall Ranking

189 / 4682

Industry

Machinery, Tools, Heavy Vehicles, Trains & Ships

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 17 analysts

Hold

Current Rating

433.120

Target Price

+19.55%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Watsco Inc Highlights

StrengthsRisks

Watsco, Inc. is engaged in the distribution of air conditioning, heating and refrigeration equipment and related parts and supplies (HVAC/R) with locations in the United States, Canada, Mexico, and Puerto Rico, and on an export basis to Latin America and the Caribbean. The Company sells products to the commercial refrigeration market, which include condensing units, compressors, evaporators, valves, refrigerants, walk-in coolers, and ice machines for industrial and commercial applications. It also sells a variety of non-equipment products including parts, ductwork, air movement products, insulation, tools, installation supplies, thermostats, and air quality products. It distributes products manufactured by Flexible Technologies, Inc. (Flexible Technologies), Resideo Technologies, Inc. (Resideo), Copeland Corporation, LLC, The Chemours Company (Chemours), Mueller Industries, Inc. (Mueller), and Welbilt, Inc. (Welbilt), among others. The Company operates in approximately 692 locations.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 84.89%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 84.89%.

Fairly Valued

The company’s latest PE is 27.71, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 36.22M shares, decreasing 4.98% quarter-over-quarter.

Held by Tom Gayner

Star Investor Tom Gayner holds 565.17K shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-27

The company's current financial score is 7.21, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.51. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 2.06B, representing a year-over-year decrease of 3.59%, while its net profit experienced a year-over-year decrease of 1.58%.

Score

Industry at a Glance

Previous score

7.21

Change



Financials

9.45

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.14

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

6.61

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

6.85

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.00

Key Metrics

Free cash flow

No Data

Watsco Inc's Company Valuation

Currency: USD Updated: 2025-10-27

The company’s current valuation score is 5.00, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.07. Its current P/E ratio is 27.71, which is 57.45% below the recent high of 43.63 and 40.39% above the recent low of 16.52.

Score

Industry at a Glance

Previous score

5.00

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 81/192

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-27

The company’s current earnings forecast score is 6.47, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.60. The average price target for Watsco Inc is 437.50, with a high of 480.00 and a low of 371.60.

Score

Industry at a Glance

Previous score

6.47

Change

Support & Resistance

No Data

Analyst Rating

Based on 17 analysts

Hold

Current Rating

433.120

Target Price

+19.55%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Watsco Inc

WSO

Eaton Corporation PLC

ETN

Rockwell Automation Inc

ROK

Emerson Electric Co

EMR

Vertiv Holdings Co

VRT

Trane Technologies PLC

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-27

The company’s current price momentum score is 6.90, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.92. Sideways: Currently, the stock price is trading between the resistance level at 407.29 and the support level at 335.72, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.82

Change

0.08

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(3)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-1.804

Sell

RSI(14)

40.652

Neutral

STOCH(KDJ)(9,3,3)

36.176

Neutral

ATR(14)

12.370

High Vlolatility

CCI(14)

-53.767

Neutral

Williams %R

72.623

Sell

TRIX(12,20)

-0.386

Sell

StochRSI(14)

67.213

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

363.466

Sell

MA10

366.203

Sell

MA20

380.563

Sell

MA50

392.316

Sell

MA100

419.717

Sell

MA200

452.800

Sell

Institutional Confidence

Currency: USD Updated: 2025-10-27

The company’s current institutional recognition score is 10.00, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 6.90. The latest institutional shareholding proportion is 103.77%, representing a quarter-over-quarter decrease of 2.49%. The largest institutional shareholder is The Vanguard, holding a total of 3.56M shares, representing 10.19% of shares outstanding, with 1.50% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

3.56M

+0.08%

BlackRock Institutional Trust Company, N.A.

3.23M

+0.91%

Fidelity Management & Research Company LLC

3.00M

-9.06%

Kayne Anderson Rudnick Investment Management, LLC

1.53M

-1.60%

Charles Schwab Investment Management, Inc.

1.49M

+2.16%

State Street Investment Management (US)

1.22M

-1.34%

Baillie Gifford & Co.

Star Investors

976.34K

-4.20%

William Blair & Company, L.L.C. (Research)

806.66K

-0.99%

Capital World Investors

634.02K

Geode Capital Management, L.L.C.

629.26K

-17.37%

Risk Assessment

Currency: USD Updated: 2025-10-27

The company’s current risk assessment score is 7.29, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 5.67. The company's beta value is 0.94. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.