Watsco is the largest heating, ventilation, air conditioning, and refrigeration products distributor in North America. The company primarily operates in the United States (90% of 2023 revenue) with significant exposure in the Sunbelt states. Watsco also has operations in Canada (5% of sales) and Latin America (5% of sales). The company's customer base consists of more than 125,000 contractors that serve the replacement and new construction HVACR markets for residential and light commercial applications.

Financial Strength

7/10

Name	Current	Vs Industry
Cash-To-Debt	1.28
Equity-to-Asset	0.6
Debt-to-Equity	0.16
Debt-to-EBITDA	0.54
Piotroski F-Score	5/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	12.05	Distress Grey Safe
Beneish M-Score	-2.67	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

8/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	11.5
	3-Year EBITDA Growth Rate	23.2
	3-Year EPS without NRI Growth Rate	24.9
	3-Year FCF Growth Rate	-0.7
	3-Year Book Growth Rate	13.6
	Future 3-5Y EPS without NRI Growth Rate	7.13
	Future 3-5Y Total Revenue Growth Rate	5.59

Momentum Rank

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	19.91
	9-Day RSI	24.74
	14-Day RSI	33.23
	6-1 Month Momentum %	17.5
	12-1 Month Momentum %	30.39

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	3.36
	Quick Ratio	1.65
	Cash Ratio	0.59
	Days Inventory	102.94
	Days Sales Outstanding	44.24
	Days Payable	35.72

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	2.16
	Dividend Payout Ratio	0.8
	3-Year Dividend Growth Rate	12.3
	Forward Dividend Yield %	2.21
	5-Year Yield-on-Cost %	3.74
	3-Year Average Share Buyback Ratio	-0.8
	Shareholder Yield %	1.22

Profitability Rank

8/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	26.66
	Operating Margin %	9.8
	Net Margin %	6.99
	FCF Margin %	8.85
	ROE %	21.24
	ROA %	12.41
	ROIC %	19.35
	ROC (Joel Greenblatt) %	34.3
	ROCE %	22.92
	Years of Profitability over Past 10-Year	10

GF Value Rank

3/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	38.12
	Forward PE Ratio	32.85
	PE Ratio without NRI	37.71
	Shiller PE Ratio	49.58
	Price-to-Owner-Earnings	32.86
	PEG Ratio	1.97
	PS Ratio	2.44
	PB Ratio	7.31
	Price-to-Tangible-Book	9.73
	Price-to-Free-Cash-Flow	27.46
	Price-to-Operating-Cash-Flow	26.19
	EV-to-EBIT	26.63
	EV-to-Forward-EBIT	21.79
	EV-to-EBITDA	25.3
	EV-to-Forward-EBITDA	20.87
	EV-to-Revenue	2.7
	EV-to-Forward-Revenue	2.41
	EV-to-FCF	30.54
	Price-to-Projected-FCF	2.11
	Price-to-DCF (Earnings Based)	1.82
	Price-to-DCF (FCF Based)	1.33
	Price-to-Median-PS-Value	1.88
	Price-to-Peter-Lynch-Fair-Value	1.92
	Price-to-Graham-Number	4.06
	Price-to-Net-Current-Asset-Value	15.11
	Earnings Yield (Greenblatt) %	3.76
	FCF Yield %	3.31
	Forward Rate of Return (Yacktman) %	22.52

Financials (Next Earnings Date:2025-02-13 Est.)

Annual Quarterly TTM

WSO's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with NYSE:WSO

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Watsco Inc Executives

Details

GF Value: $351.68

WSO

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with WSO. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	7,467.552
	EPS (TTM) ($)	12.801
	Beta	1.13
	Volatility %	24.8
	14-Day RSI	33.23
	14-Day ATR ($)	11.201771
	20-Day SMA ($)	521.9405
	12-1 Month Momentum %	30.39
	52-Week Range ($)	373.33 - 571.415
	Shares Outstanding (Mil)	40.38

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	5
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Watsco Inc Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Watsco Inc Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

Watsco Inc Frequently Asked Questions

What is Watsco Inc(WSO)'s stock price today?

The current price of WSO is $491.35. The 52 week high of WSO is $571.42 and 52 week low is $373.33.

When is next earnings date of Watsco Inc(WSO)?

The next earnings date of Watsco Inc(WSO) is 2025-02-13 Est..

Does Watsco Inc(WSO) pay dividends? If so, how much?

The Dividend Yield % of Watsco Inc(WSO) is 2.16% (As of Today), Highest Dividend Payout Ratio of Watsco Inc(WSO) was 0.99. The lowest was 0.46. And the median was 0.71. The Forward Dividend Yield % of Watsco Inc(WSO) is 2.21%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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