Watsco Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 62 out of 182 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 416.73.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.
Media Coverage
The current financial score of Watsco Inc is 8.34, ranking 21 out of 182 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 1.53B, representing a year-over-year increase of 0.13%, while its net profit experienced a year-over-year increase of 2.54%.
Key Metrics
The current valuation score of Watsco Inc is 5.00, ranking 165 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its current P/E ratio is 34.16, which is 27.73% below the recent high of 43.63 and 51.64% above the recent low of 16.52.
The current earnings forecast score of Watsco Inc is 6.25, ranking 143 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The average price target is 400.00, with a high of 460.00 and a low of 360.00.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The current price momentum score of Watsco Inc is 7.20, ranking 88 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Currently, the stock price is trading between the resistance level at 452.69 and the support level at 387.89, making it suitable for range-bound swing trading.
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The current institutional shareholding score of Watsco Inc is 10.00, ranking 1 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The latest institutional shareholding proportion is 120.35%, representing a quarter-over-quarter increase of 6.76%. The largest institutional shareholder is Baillie Gifford, holding a total of 1.14M shares, representing 3.25% of shares outstanding, with 11.23% increase in holdings.
The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Machinery, Tools, Heavy Vehicles, Trains & Ships domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Watsco Inc is 7.40, ranking 56 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company's beta value is 1.09. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Watsco Inc’s latest ESG disclosure leads the Machinery, Tools, Heavy Vehicles, Trains & Ships industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
