Steven Rupp - Watsco Chief Officer

WSO Stock  USD 417.92  2.85  0.69%   

Insider

Steven Rupp is Chief Officer of Watsco Inc
Address 2665 South Bayshore Drive, Miami, FL, United States, 33133
Phone305 714 4100
Webhttps://www.watsco.com

Watsco Management Efficiency

The company has Return on Asset of 0.1002 % which means that on every $100 spent on assets, it made $0.1002 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1905 %, implying that it generated $0.1905 on every 100 dollars invested. Watsco's management efficiency ratios could be used to measure how well Watsco manages its routine affairs as well as how well it operates its assets and liabilities. As of the 14th of February 2026, Return On Tangible Assets is likely to drop to 0.08. In addition to that, Return On Capital Employed is likely to drop to 0.13. At this time, Watsco's Asset Turnover is very stable compared to the past year.
Watsco Inc has 447.46 M in debt with debt to equity (D/E) ratio of 0.14, which may show that the company is not taking advantage of profits from borrowing. Watsco Inc has a current ratio of 2.52, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Note however, debt could still be an excellent tool for Watsco to invest in growth at high rates of return.

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Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida. Watsco operates under Industrial Distribution classification in the United States and is traded on New York Stock Exchange. It employs 6850 people. Watsco Inc (WSO) is traded on New York Stock Exchange in USA and employs 7,220 people. Watsco is listed under Trading Companies & Distributors category by Fama And French industry classification.

Management Performance

Watsco Inc Leadership Team

Elected by the shareholders, the Watsco's board of directors comprises two types of representatives: Watsco inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Watsco. The board's role is to monitor Watsco's management team and ensure that shareholders' interests are well served. Watsco's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Watsco's outside directors are responsible for providing unbiased perspectives on the board's policies.
Stephen Rush, Chief Operating Officer, Executive Vice President
Steven Rupp, Chief Officer
Aaron Nahmad, VP of Strategy and Innovation, Director of Global Bus. Devel., Director and Member of Nominating and Strategy Committee
Rick Gomez, Vice Development
Steven Rubin, Independent Director
Albert Nahmad, Chairman, CEO and President and Chairman of Nominating and Strategy Committee
Bob Moss, Independent Co-Vice Chairman of the Board
Cesar Alvarez, Independent Co-Vice Chairman of the Board
Ana Menendez, Chief Financial Officer, Treasurer, Assistant Secretary
J Custer, Independent Director
Barry CPA, Secretary Strategy
Barry Logan, Executive Vice President - Planning & Strategy, Secretary
Paul Johnston, Executive President
Denise Dickins, Lead Independent Director
Ana CPA, CFO Treasurer
George Sape, Independent Director
Brian Keeley, Independent Director
John Macdonald, Director

Watsco Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Watsco a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Watsco

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Watsco position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Watsco will appreciate offsetting losses from the drop in the long position's value.

Moving together with Watsco Stock

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Moving against Watsco Stock

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The ability to find closely correlated positions to Watsco could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Watsco when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Watsco - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Watsco Inc to buy it.
The correlation of Watsco is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Watsco moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Watsco Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Watsco can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Watsco Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Watsco's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Watsco Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Watsco Inc Stock:
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 producer price index.
You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Will Trading Companies & Distributors sector continue expanding? Could Watsco diversify its offerings? Factors like these will boost the valuation of Watsco. Anticipated expansion of Watsco directly elevates investor willingness to pay premium valuations. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Watsco data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
(0.06)
Dividend Share
11.4
Earnings Share
12.87
Revenue Per Share
196.328
Quarterly Revenue Growth
(0.04)
Investors evaluate Watsco Inc using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Watsco's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Watsco's market price to deviate significantly 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. Conversely, Watsco's market price signifies the transaction level at which participants voluntarily complete trades.