Watsco Inc Stock Performance
| WSO Stock | USD 344.57 0.02 0.01% |
The firm maintains a market beta of 1.59, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Watsco will likely underperform. At this point, Watsco Inc has a negative expected return of -0.15%. Please make sure to check out Watsco's treynor ratio and day median price , to decide if Watsco Inc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Watsco Inc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (3.01) | Five Day Return 1.07 | Year To Date Return (26.63) | Ten Year Return 186.76 | All Time Return 16.1 K |
Forward Dividend Yield 0.0338 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 12 | Dividend Date 2025-10-31 |
1 | Custom Truck One Source, Enpro, Regal Rexnord, Great Lakes Dredge Dock, and Watsco Shares Plummet, What You Need To Know | 10/07/2025 |
2 | Comfort Systems Q3 Earnings and Revenues Beat Estimates | 10/23/2025 |
| Watsco dividend paid on 31st of October 2025 | 10/31/2025 |
3 | Sumitomo Life Insurance Co. Grows Stake in Watsco, Inc. WSO | 11/03/2025 |
4 | Will Watsco Inc. stock attract long term capital inflows - July 2025 Snapshot Advanced Swing Trade Entry Plans - newser.com | 11/14/2025 |
5 | UBS Trims Watsco Price Target as Q3 Results Show Mixed Performance | 11/17/2025 |
6 | SP Global Launches WSO Compliance Insights to Streamline Credit Risk Management | 11/20/2025 |
7 | Watsco Shares Gap Down - Heres What Happened - MarketBeat | 11/26/2025 |
8 | A Look at Watscos Valuation Following Weaker Earnings and Industry Headwinds | 12/01/2025 |
9 | Why Watsco Inc. Class B stock is listed among top recommendations - 2025 Stock Rankings Daily Market Momentum Tracking - Newser | 12/04/2025 |
10 | Core Main Q3 Earnings Report Preview What To Look For | 12/08/2025 |
| Begin Period Cash Flow | 210.1 M | |
| Total Cashflows From Investing Activities | -290.7 M |
Watsco Relative Risk vs. Return Landscape
If you would invest 38,430 in Watsco Inc on September 17, 2025 and sell it today you would lose (3,971) from holding Watsco Inc or give up 10.33% of portfolio value over 90 days. Watsco Inc is generating negative expected returns assuming volatility of 2.1137% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Watsco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Watsco Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Watsco's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Watsco Inc, and traders can use it to determine the average amount a Watsco's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0714
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| Negative Returns | WSO |
Based on monthly moving average Watsco is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Watsco by adding Watsco to a well-diversified portfolio.
Watsco Fundamentals Growth
Watsco Stock prices reflect investors' perceptions of the future prospects and financial health of Watsco, and Watsco fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Watsco Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.1 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 14.3 B | ||||
| Shares Outstanding | 34.92 M | ||||
| Price To Earning | 36.34 X | ||||
| Price To Book | 5.11 X | ||||
| Price To Sales | 1.95 X | ||||
| Revenue | 7.62 B | ||||
| Gross Profit | 2.07 B | ||||
| EBITDA | 792.1 M | ||||
| Net Income | 635.74 M | ||||
| Cash And Equivalents | 526.27 M | ||||
| Cash Per Share | 3.66 X | ||||
| Total Debt | 447.46 M | ||||
| Debt To Equity | 0.14 % | ||||
| Current Ratio | 2.57 X | ||||
| Book Value Per Share | 74.21 X | ||||
| Cash Flow From Operations | 773.1 M | ||||
| Earnings Per Share | 12.87 X | ||||
| Market Capitalization | 14.42 B | ||||
| Total Asset | 4.53 B | ||||
| Retained Earnings | 1.3 B | ||||
| Working Capital | 2.1 B | ||||
| Current Asset | 1.18 B | ||||
| Current Liabilities | 270.3 M | ||||
About Watsco Performance
By examining Watsco's fundamental ratios, stakeholders can obtain critical insights into Watsco's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Watsco is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 90.73 | 100.32 | |
| Return On Tangible Assets | 0.14 | 0.08 | |
| Return On Capital Employed | 0.22 | 0.13 | |
| Return On Assets | 0.12 | 0.12 | |
| Return On Equity | 0.20 | 0.11 |
Things to note about Watsco Inc performance evaluation
Checking the ongoing alerts about Watsco for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Watsco Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Watsco Inc generated a negative expected return over the last 90 days | |
| Watsco Inc is unlikely to experience financial distress in the next 2 years | |
| Watsco Inc has a strong financial position based on the latest SEC filings | |
| Over 100.0% of the company outstanding shares are owned by institutional investors | |
| On 31st of October 2025 Watsco paid $ 3.0 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Core Main Q3 Earnings Report Preview What To Look For |
- Analyzing Watsco's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Watsco's stock is overvalued or undervalued compared to its peers.
- Examining Watsco's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Watsco's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Watsco's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Watsco's stock. These opinions can provide insight into Watsco's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Watsco Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Is Trading Companies & Distributors space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Watsco. If investors know Watsco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Watsco listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.06) | Dividend Share 11.4 | Earnings Share 12.87 | Revenue Per Share | Quarterly Revenue Growth (0.04) |
The market value of Watsco Inc is measured differently than its book value, which is the value of Watsco that is recorded on the company's balance sheet. Investors also form their own opinion of Watsco's value that differs from its market value or its book value, called intrinsic value, which is Watsco's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Watsco's market value can be influenced by many factors that don't directly affect Watsco's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Watsco's value and its price as these two are different measures arrived at by different means. Investors typically determine if Watsco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Watsco's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.