Indicators
Indicators
Value
Direction
MACD(12,26,9)
4.103
Neutral
RSI(14)
46.895
Neutral
STOCH(KDJ)(9,3,3)
53.310
Sell
ATR(14)
11.032
Low Volatility
CCI(14)
11.193
Neutral
Williams %R
58.972
Sell
TRIX(12,20)
-0.042
Sell
StochRSI(14)
28.387
Sell
Watsco Inc
WSO344.590USD
-10.020-2.83%
Close 12/15, 16:00（ET）Quotes delayed by 15 min
13.98BMarket Cap
26.73P/E TTM
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: 2025-12-12Key Insights
Watsco Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 47/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 409.37.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
16
analysts
Hold
Current Rating
409.370
Target Price
+20.11%
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 a distributor of heating, air conditioning and refrigeration (HVAC/R) products 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. Additionally, it sells a variety of non-equipment products including parts, ductwork, air movement products, insulation, tools, installation supplies, thermostats, and air quality products. The Company distributes products manufactured by Flexible Technologies, Inc., a subsidiary of Smiths Group plc, Resideo Technologies, Inc., Southwark Metal Mfg. Co., Johns Manville, a subsidiary of Berkshire Hathaway, Inc., and Owens Corning Insulating Systems, LLC, among others.
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 27.51, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 37.25M shares, decreasing 2.11% quarter-over-quarter.
Held by Mairs and Power
Star Investor Mairs and Power holds 789.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-12The current financial score of Watsco Inc is 8.68, ranking 18/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 2.07B, representing a year-over-year decrease of 4.31%, while its net profit experienced a year-over-year decrease of 5.19%.
Score
Financials
9.05
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
8.59
Operational Efficiency
8.54
Growth Potential
9.17
Shareholder Returns
8.07
Watsco Inc's Company Valuation
Currency: USD Updated: 2025-12-12The current valuation score of Watsco Inc is 5.00, ranking 167/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its current P/E ratio is 27.51, which is 58.62% below the recent high of 43.63 and 39.95% above the recent low of 16.52.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 47/183
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-12The current earnings forecast score of Watsco Inc is 6.25, ranking 142/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The average price target for Watsco Inc is 400.00, with a high of 460.00 and a low of 360.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
16
analysts
Hold
Current Rating
409.370
Target Price
+20.11%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
61
Total
4
Median
8
Average
Company name
Ratings
Analysts
Watsco Inc
WSO
16
Emerson Electric Co
EMR
30
Eaton Corporation PLC
ETN
30
Rockwell Automation Inc
ROK
29
Vertiv Holdings Co
VRT
27
Trane Technologies PLC
TT
25
1
2
3
...
12
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2025-12-12The current price momentum score of Watsco Inc is 9.01, ranking 94/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Currently, the stock price is trading between the resistance level at 370.72 and the support level at 330.77, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
350.426
Sell
MA10
348.582
Sell
MA20
343.351
Buy
MA50
356.405
Sell
MA100
384.286
Sell
MA200
428.975
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-12The current institutional shareholding score of Watsco Inc is 10.00, ranking 1/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The latest institutional shareholding proportion is 106.73%, representing a quarter-over-quarter increase of 0.29%. The largest institutional shareholder is The Vanguard, holding a total of 3.54M shares, representing 10.13% of shares outstanding, with 0.63% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
Kayne Anderson Rudnick Investment Management, LLC
Charles Schwab Investment Management, Inc.
State Street Investment Management (US)
William Blair & Company, L.L.C. (Research)
Capital World Investors
1
2
Risk Assessment
Currency: USD Updated: 2025-12-12The current risk assessment score of Watsco Inc is 7.44, ranking 65/183 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company's beta value is 1.01. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.01
VaR
+3.00%
240-Day Maximum Drawdown
+39.05%
240-Day Volatility
+34.36%
Return
Best Daily Return
60 days
+4.72%
120 days
+4.72%
5 years
+10.83%
Worst Daily Return
60 days
-7.05%
120 days
-7.05%
5 years
-11.28%
Sharpe Ratio
60 days
-1.17
120 days
-1.32
5 years
+0.49
Risk Assessment
Maximum Drawdown
240 days
+39.05%
3 years
+43.12%
5 years
+43.12%
Return-to-Drawdown Ratio
240 days
-0.70
3 years
+0.11
5 years
+0.21
Skewness
240 days
-0.16
3 years
-0.04
5 years
+0.03
Volatility
Realised Volatility
240 days
+34.36%
5 years
+30.37%
Standardised True Range
240 days
+3.69%
5 years
+2.73%
Downside Risk-Adjusted Return
120 days
-194.87%
240 days
-194.87%
Maximum Daily Upside Volatility
60 days
+22.38%
Maximum Daily Downside Volatility
60 days
+24.52%
Liquidity
Average Turnover Rate
60 days
+0.80%
120 days
+0.77%
5 years
--
Turnover Deviation
20 days
+10.01%
60 days
+15.41%
120 days
+10.50%
Peer Comparison
Machinery, Tools, Heavy Vehicles, Trains & Ships
Watsco Inc
WSO
7.72 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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MLI
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Score
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AME
8.61 /10
Score
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JBTM
8.59 /10
Score
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Valuation Dimensions
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Alamo Group Inc
ALG
8.47 /10
Score
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Earnings Forecast
Price Momentum
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Risk Assessment
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OSK
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Score
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FAQs
How does TradingKey generate the Stock Score of Watsco Inc?
The TradingKey Stock Score provides a comprehensive assessment of Watsco Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Watsco Inc’s performance and outlook.
How do we generate the financial health score of Watsco Inc?
To generate the financial health score of Watsco Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Watsco Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Watsco Inc.
How do we generate the company valuation score of Watsco Inc?
To generate the company valuation score of Watsco Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Watsco Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Watsco Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Watsco Inc.
How do we generate the earnings forecast score of Watsco Inc?
To calculate the earnings forecast score of Watsco Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Watsco Inc’s future.
How do we generate the price momentum score of Watsco Inc?
When generating the price momentum score for Watsco Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Watsco Inc’s prices. A higher score indicates a more stable short-term price trend for Watsco Inc.
How do we generate the institutional confidence score of Watsco Inc?
To generate the institutional confidence score of Watsco Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Watsco Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Watsco Inc.
How do we generate the risk management score of Watsco Inc?
To assess the risk management score of Watsco Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Watsco Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Watsco Inc.
