Watsco Inc Stock Performance
| WSO Stock | USD 417.92 2.85 0.69% |
On a scale of 0 to 100, Watsco holds a performance score of 15. The firm maintains a market beta of 1.5, 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. Please check Watsco's sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to make a quick decision on whether Watsco's historical returns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Watsco Inc are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of very conflicting basic indicators, Watsco displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.69 | Five Day Return 1.83 | Year To Date Return 20.32 | Ten Year Return 236.46 | All Time Return 19.6 K |
Forward Dividend Yield 0.0289 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 12 | Dividend Date 2026-01-30 |
1 | Why Is Watsco Down 3.6 percent Since Last Earnings Report | 11/28/2025 |
2 | Qualivian Investment Partners Updates on Moodys | 12/23/2025 |
3 | Disposition of 2500 shares by Cesar Alvarez of Watsco at 175.07 subject to Rule 16b-3 | 01/08/2026 |
4 | Published on 2026-01-13 234119 - moha.gov.vn | 01/13/2026 |
5 | Insider Trading | 01/16/2026 |
6 | Watsco Sees Unusually-High Trading Volume Time to Buy | 01/21/2026 |
7 | Applied Industrial Technologies Tops Q2 Earnings Estimates | 01/27/2026 |
| Watsco dividend paid on 30th of January 2026 | 01/30/2026 |
9 | What Watsco s Quality Accolades and Giverny Capital Stake Means For Shareholders | 02/02/2026 |
10 | Assessing Watsco Valuation After Giverny Capitals New Portfolio Position | 02/05/2026 |
11 | Analysts Estimate Watsco to Report a Decline in Earnings What to Look Out for | 02/10/2026 |
12 | Watsco Q4 2025 Earnings Preview | 02/13/2026 |
| 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 33,525 in Watsco Inc on November 16, 2025 and sell it today you would earn a total of 8,267 from holding Watsco Inc or generate 24.66% return on investment over 90 days. Watsco Inc is generating 0.3805% of daily returns assuming volatility of 1.9511% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Watsco, and above 93% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Watsco Target Price Odds to finish over Current Price
The tendency of Watsco Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 417.92 | 90 days | 417.92 | roughly 2.03 |
Based on a normal probability distribution, the odds of Watsco to move above the current price in 90 days from now is roughly 2.03 (This Watsco Inc probability density function shows the probability of Watsco Stock to fall within a particular range of prices over 90 days) .
Watsco Price Density |
| Price |
Predictive Modules for Watsco
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Watsco Inc. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Watsco's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Watsco Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Watsco is not an exception. The market had few large corrections towards the Watsco's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Watsco Inc, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Watsco within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 1.50 | |
σ | Overall volatility | 27.33 | |
Ir | Information ratio | 0.12 |
Watsco Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Watsco for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Watsco Inc can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| 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 30th of January 2026 Watsco paid $ 3.0 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: Watsco Q4 2025 Earnings Preview |
Watsco Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Watsco Stock often depends not only on the future outlook of the current and potential Watsco's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Watsco's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 37.5 M | |
| Cash And Short Term Investments | 781.9 M |
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 | 16.62 B | ||||
| Shares Outstanding | 34.92 M | ||||
| Price To Earning | 36.34 X | ||||
| Price To Book | 5.98 X | ||||
| Price To Sales | 2.28 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 | 16.88 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 | 104.34 | 100.32 | |
| Return On Tangible Assets | 0.12 | 0.08 | |
| Return On Capital Employed | 0.20 | 0.13 | |
| Return On Assets | 0.11 | 0.06 | |
| Return On Equity | 0.18 | 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 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 30th of January 2026 Watsco paid $ 3.0 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: Watsco Q4 2025 Earnings Preview |
- 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 producer price index. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
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 | 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.