Watsco (Germany) Performance
| WC3 Stock | EUR 520.40 3.60 0.69% |
On a scale of 0 to 100, Watsco holds a performance score of 17. The firm maintains a market beta of 0.0475, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Watsco's returns are expected to increase less than the market. However, during the bear market, the loss of holding Watsco is expected to be smaller as well. Please check Watsco's treynor ratio, value at risk, downside variance, as well as the relationship between the maximum drawdown and potential upside , to make a quick decision on whether Watsco's historical returns will revert.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Watsco Inc are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Watsco reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 118.3 M |
Watsco |
Watsco Relative Risk vs. Return Landscape
If you would invest 40,864 in Watsco Inc on September 3, 2024 and sell it today you would earn a total of 11,176 from holding Watsco Inc or generate 27.35% return on investment over 90 days. Watsco Inc is currently producing 0.3878% returns and takes up 1.7653% volatility of returns over 90 trading days. Put another way, 15% of traded stocks are less volatile than Watsco, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading 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 = 0.2197
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Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.39 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Watsco is performing at about 17% of its full potential. 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 it 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 | 0.33 | |||
| Return On Asset | 0.15 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.11 % | |||
| Current Valuation | 10.04 B | |||
| Shares Outstanding | 33.29 M | |||
| Price To Earning | 22.14 X | |||
| Price To Book | 5.34 X | |||
| Price To Sales | 1.32 X | |||
| Revenue | 7.27 B | |||
| EBITDA | 831.58 M | |||
| Cash And Equivalents | 55.91 M | |||
| Cash Per Share | 1.62 X | |||
| Total Debt | 89 M | |||
| Debt To Equity | 25.10 % | |||
| Book Value Per Share | 52.18 X | |||
| Cash Flow From Operations | 571.96 M | |||
| Earnings Per Share | 14.53 X | |||
| Total Asset | 3.49 B | |||
About Watsco Performance
By analyzing Watsco's fundamental ratios, stakeholders can gain valuable insights into Watsco's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Watsco has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Watsco has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, and refrigeration equipment and related parts and supplies in the United States, Canada, Mexico, and Puerto Rico. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida. WATSCO INC operates under Industrial Distribution classification in Germany and is traded on Frankfurt Stock Exchange. It employs 5200 people.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.| Over 99.0% of the company outstanding shares are owned by institutional investors |
- 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.
Complementary Tools for Watsco Stock analysis
When running Watsco's price analysis, check to measure Watsco's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Watsco is operating at the current time. Most of Watsco's value examination focuses on studying past and present price action to predict the probability of Watsco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Watsco's price. Additionally, you may evaluate how the addition of Watsco to your portfolios can decrease your overall portfolio volatility.
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