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Watsco Inc

WSOb

408.430USD

-11.270-2.69%
Close 09/26, 16:00ETQuotes delayed by 15 min
16.56BMarket Cap
33.55P/E TTM

Watsco Inc

408.430

-11.270-2.69%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-26

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Despite an average stock market performance, the company shows strong fundamentals and technicals.

Score

Industry at a Glance

Industry Ranking
111 / 192
Overall Ranking
251 / 4714
Industry
Machinery, Tools, Heavy Vehicles, Trains & Ships

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 0 analysts
--
Current Rating
--
Target Price
--
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 0.00, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 5.23M shares, increasing 1.46% quarter-over-quarter.

Financial Health

Currency: USD Updated: 2025-09-26

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
0

Financials

9.45

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

6.14

Operational Efficiency

6.61

Growth Potential

6.85

Shareholder Returns

7.00

Company Valuation

Currency: USD Updated: 2025-09-26

The company’s current valuation score is 9.05, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 5.27. Its current P/E ratio is 0.00, which is +Inf% below the recent high of 36.10 and -Inf% above the recent low of 24.53.

Score

Industry at a Glance

Previous score
4.38
Change
4.67

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 111/192
No Data

Earnings Forecast

Currency: USD Updated: 2025-09-26

There is no earnings forecast score for this company; the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average is 7.59.

Score

Industry at a Glance

Previous score
0.00
Change
0

Support & Resistance

No Data
No Data

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: 2025-09-26

The company’s current price momentum score is 6.60, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.24.

Score

Industry at a Glance

Previous score
9.83
Change
-3.23

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(0)
Indicators
Value
Direction
MACD(12,26,9)
10.536
Neutral
RSI(14)
46.542
Neutral
STOCH(KDJ)(9,3,3)
34.368
Sell
ATR(14)
234.785
Low Volatility
CCI(14)
-66.667
Neutral
Williams %R
100.000
Oversold
TRIX(12,20)
-0.665
Sell
StochRSI(14)
6.459
Sell
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
251.640
Buy
MA10
164.441
Buy
MA20
163.644
Buy
MA50
242.544
Buy
MA100
290.624
Buy
MA200
324.527
Buy

Institutional Confidence

Currency: USD Updated: 2025-09-26

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Nahmad (Albert H)
4.28M
+1.50%
Nahmad (Aaron J)
530.63K
+3.90%
Schimel (Valerie)
241.45K
--
Logan (Barry S)
113.04K
--
Menendez (Ana M)
44.90K
--
Dimensional Fund Advisors, L.P.
10.27K
-0.11%
Gabelli Funds, LLC
7.88K
--
FAS Wealth Partners, Inc
2.16K
--
UMB Bank, NA
1.06K
--
1
2

Risk Assessment

Currency: USD Updated: 2025-09-26

The company’s current risk assessment score is 2.91, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 4.36. The company's beta value is 0.74. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
2.91
Change
0
Beta vs S&P 500 index
0.74
VaR
--
240-Day Maximum Drawdown
+100.00%
240-Day Volatility
--
Return
Best Daily Return
60 days
--
120 days
--
5 years
--
Worst Daily Return
60 days
-100.00%
120 days
-100.00%
5 years
--
Sharpe Ratio
60 days
--
120 days
--
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+100.00%
3 years
+100.00%
5 years
+100.00%
Return-to-Drawdown Ratio
240 days
--
3 years
--
5 years
-0.20
Skewness
240 days
--
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
--
5 years
--
Standardised True Range
240 days
--
5 years
--
Downside Risk-Adjusted Return
120 days
--
240 days
--
Maximum Daily Upside Volatility
60 days
--
Maximum Daily Downside Volatility
60 days
--
Liquidity
Average Turnover Rate
60 days
--
120 days
--
5 years
--
Turnover Deviation
20 days
--
60 days
--
120 days
--

Peer Comparison

Machinery, Tools, Heavy Vehicles, Trains & Ships
Watsco Inc
Watsco Inc
WSOb
5.77 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Xylem Inc
Xylem Inc
XYL
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Mueller Industries Inc
Mueller Industries Inc
MLI
8.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Enpro Inc
Enpro Inc
NPO
8.12 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Advanced Energy Industries Inc
Advanced Energy Industries Inc
AEIS
8.10 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Preformed Line Products Co
Preformed Line Products Co
PLPC
8.07 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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