Watsco Inc Stock Fundamentals
| WSO Stock | USD 478.59 5.72 1.18% |
Watsco Inc fundamentals help investors to digest information that contributes to Watsco's financial success or failures. It also enables traders to predict the movement of Watsco Stock. The fundamental analysis module provides a way to measure Watsco's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Watsco stock.
At this time, Watsco's EBIT is very stable compared to the past year. As of the 3rd of February 2025, EBITDA is likely to grow to about 1 B, though Minority Interest is likely to grow to (87.3 M). Watsco | Select Account or Indicator |
Watsco Inc Company Shares Outstanding Analysis
Watsco's Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.
Current Watsco Shares Outstanding | 34.83 M |
Most of Watsco's fundamental indicators, such as Shares Outstanding, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Watsco Inc is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Watsco Shares Outstanding Historical Pattern
Today, most investors in Watsco Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Watsco's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's shares outstanding growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Watsco shares outstanding as a starting point in their analysis.
Watsco Shares Outstanding |
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Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.
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Watsco Common Stock Shares Outstanding
Common Stock Shares Outstanding |
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Based on the latest financial disclosure, Watsco Inc has 34.83 M of shares currently outstending. This is 76.1% lower than that of the Trading Companies & Distributors sector and 62.3% lower than that of the Industrials industry. The shares outstanding for all United States stocks is 93.91% higher than that of the company.
Watsco Inc Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Watsco's current stock value. Our valuation model uses many indicators to compare Watsco value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Watsco competition to find correlations between indicators driving Watsco's intrinsic value. More Info.Watsco Inc is rated below average in return on equity category among its peers. It is rated fifth in return on asset category among its peers reporting about 0.50 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Watsco Inc is roughly 2.02 . At this time, Watsco's Return On Equity is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Watsco's earnings, one of the primary drivers of an investment's value.Watsco's Earnings Breakdown by Geography
Watsco Shares Outstanding Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Watsco's direct or indirect competition against its Shares Outstanding to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Watsco could also be used in its relative valuation, which is a method of valuing Watsco by comparing valuation metrics of similar companies.Watsco is currently under evaluation in shares outstanding category among its peers.
Watsco ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Watsco's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Watsco's managers, analysts, and investors.Environmental | Governance | Social |
Watsco Fundamentals
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 19.24 B | ||||
| Shares Outstanding | 34.83 M | ||||
| Shares Owned By Insiders | 0.39 % | ||||
| Shares Owned By Institutions | 99.61 % | ||||
| Number Of Shares Shorted | 2.32 M | ||||
| Price To Earning | 36.34 X | ||||
| Price To Book | 7.17 X | ||||
| Price To Sales | 2.59 X | ||||
| Revenue | 7.28 B | ||||
| Gross Profit | 1.99 B | ||||
| EBITDA | 829.9 M | ||||
| Net Income | 634.14 M | ||||
| Cash And Equivalents | 147.5 M | ||||
| Cash Per Share | 3.66 X | ||||
| Total Debt | 404.79 M | ||||
| Debt To Equity | 0.14 % | ||||
| Current Ratio | 2.57 X | ||||
| Book Value Per Share | 71.63 X | ||||
| Cash Flow From Operations | 561.95 M | ||||
| Short Ratio | 9.84 X | ||||
| Earnings Per Share | 12.97 X | ||||
| Price To Earnings To Growth | 4.25 X | ||||
| Target Price | 477.1 | ||||
| Number Of Employees | 7.35 K | ||||
| Beta | 0.87 | ||||
| Market Capitalization | 19.36 B | ||||
| Total Asset | 3.73 B | ||||
| Retained Earnings | 1.18 B | ||||
| Working Capital | 1.68 B | ||||
| Current Asset | 1.18 B | ||||
| Current Liabilities | 270.3 M | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 3.20 % | ||||
| Net Asset | 3.73 B | ||||
| Last Dividend Paid | 10.3 |
About Watsco Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Watsco Inc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Watsco using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Watsco Inc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 120.2 M | 88.9 M | |
| Total Revenue | 8.4 B | 8.8 B | |
| Cost Of Revenue | 6.1 B | 6.4 B | |
| Sales General And Administrative To Revenue | 0.17 | 0.20 | |
| Capex To Revenue | 0.01 | 0.01 | |
| Revenue Per Share | 179.44 | 188.42 | |
| Ebit Per Revenue | 0.10 | 0.10 |
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
| 0.64 | DSGR | Distribution Solutions | PairCorr |
| 0.9 | FAST | Fastenal | PairCorr |
| 0.81 | FERG | Ferguson Plc | PairCorr |
| 0.88 | AIT | Applied Industrial | PairCorr |
Moving against Watsco Stock
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.Check out Watsco Piotroski F Score and Watsco Altman Z Score analysis. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
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 (0.03) | Dividend Share 10.3 | Earnings Share 12.97 | Revenue Per Share | Quarterly Revenue Growth 0.016 |
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.