Watsco Inc

WSO

348.010USD

-19.140-5.21%

Close 03/26, 16:00（ET）Quotes delayed by 15 min

Watsco Inc's Score

Industry at a Glance

Industry Ranking

62 / 181

Overall Ranking

147 / 4547

Industry

Machinery, Tools, Heavy Vehicles, Trains & Ships

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

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 29.93, at a medium 3-year percentile range.

Institutional Buying

The latest institutional holdings are 39.20M shares, increasing 3.50% quarter-over-quarter.

Held by Scotia Canadian Dividend Fund

Star Investor Scotia Canadian Dividend Fund holds 3.70K shares of this stock.

Analyst Rating

Based on 16 analysts

Hold

Current Rating

413.099

Target Price

+7.22%

Upside Space

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

The current financial score of Watsco Inc is 8.34, ranking 21 out of 181 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 1.58B, representing a year-over-year decrease of 9.99%, while its net profit experienced a year-over-year decrease of 25.63%.

Score

Industry at a Glance

Previous score

8.34

Change

0



Financials

9.93

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

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

8.14

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

5.99

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

7.65

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Watsco Inc is 5.00, ranking 165 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its current P/E ratio is 29.93, which is 45.81% below the recent high of 43.63 and 44.80% above the recent low of 16.52.

Score

Industry at a Glance

Previous score

5.00

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 62/181

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Watsco Inc is 6.25, ranking 142 out of 181 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.

Score

Industry at a Glance

Previous score

6.25

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

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.

The current price momentum score of Watsco Inc is 7.14, ranking 88 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Currently, the stock price is trading between the resistance level at 410.54 and the support level at 331.88, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.98

Change

0.16

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-03-25

The current institutional shareholding score of Watsco Inc is 10.00, ranking 1 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The latest institutional shareholding proportion is 112.73%, representing a quarter-over-quarter increase of 5.62%. The largest institutional shareholder is The Vanguard, holding a total of 3.51M shares, representing 10.04% of shares outstanding, with 1.48% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Capital International Investors

3.69M

+61.56%

The Vanguard Group, Inc.

Star Investors

3.54M

-0.59%

BlackRock Institutional Trust Company, N.A.

3.23M

-0.22%

Fidelity Management & Research Company LLC

2.92M

-2.62%

Charles Schwab Investment Management, Inc.

1.51M

+1.83%

Kayne Anderson Rudnick Investment Management, LLC

1.55M

+0.89%

State Street Investment Management (US)

1.24M

+1.36%

Baillie Gifford & Co.

Star Investors

944.09K

-3.30%

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

799.96K

-0.83%



1

2



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 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company's beta value is 1.05. 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.

Watsco Inc

WSO

7.18 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

nVent Electric PLC

NVT

8.47 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Mueller Industries Inc

MLI

8.42 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

ESCO Technologies Inc

ESE

8.37 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Blue Bird Corp

BLBD

8.23 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Hubbell Inc

HUBB

8.21 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment