Watsco Net Worth
Watsco Net Worth Breakdown | WSO |
Watsco Net Worth Analysis
Watsco's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Watsco's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Watsco's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Watsco's net worth analysis. One common approach is to calculate Watsco's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Watsco's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Watsco's net worth. This approach calculates the present value of Watsco's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Watsco's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Watsco's net worth. This involves comparing Watsco's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Watsco's net worth relative to its peers.
Enterprise Value |
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To determine if Watsco is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Watsco's net worth research are outlined below:
| Watsco Inc is unlikely to experience financial distress in the next 2 years | |
| 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 31st of January 2025 Watsco paid $ 2.7 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Saturna Capital Corp Increases Stock Holdings in Watsco, Inc. |
Watsco Quarterly Good Will |
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Watsco uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Watsco Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Watsco's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 18th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Know Watsco's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Watsco is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Watsco Inc backward and forwards among themselves. Watsco's institutional investor refers to the entity that pools money to purchase Watsco's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Neuberger Berman Group Llc | 2024-12-31 | 596 K | Markel Group Inc | 2024-12-31 | 590.5 K | Jpmorgan Chase & Co | 2024-12-31 | 477.5 K | Wells Fargo & Co | 2024-12-31 | 466.7 K | Raymond James & Associates | 2024-09-30 | 358.2 K | Wellington Management Company Llp | 2024-12-31 | 353.8 K | Hamlin Capital Management, Llc | 2024-12-31 | 345 K | Boston Financial Mangement Inc | 2024-12-31 | 342.4 K | Bank Of New York Mellon Corp | 2024-12-31 | 342.1 K | Blackrock Inc | 2024-12-31 | 3.7 M | Vanguard Group Inc | 2024-12-31 | 3.6 M |
Follow Watsco's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 20.53 B.Market Cap |
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Project Watsco's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.14 | 0.08 | |
| Return On Capital Employed | 0.22 | 0.13 | |
| Return On Assets | 0.12 | 0.13 | |
| Return On Equity | 0.20 | 0.11 |
When accessing Watsco's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Watsco's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Watsco's profitability and make more informed investment decisions.
Evaluate Watsco's management efficiency
Watsco Inc has Return on Asset of 0.1139 % which means that on every $100 spent on assets, it made $0.1139 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2238 %, implying that it generated $0.2238 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 17th of March 2025, Return On Assets is likely to grow to 0.13, while Return On Tangible Assets are likely to drop 0.08. At this time, Watsco's Intangibles To Total Assets are very stable compared to the past year. As of the 17th of March 2025, Return On Assets is likely to grow to 0.13, while Intangible Assets are likely to drop about 131.3 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 81.69 | 85.78 | |
| Tangible Book Value Per Share | 64.09 | 67.29 | |
| Enterprise Value Over EBITDA | 22.34 | 23.46 | |
| Price Book Value Ratio | 6.69 | 7.02 | |
| Enterprise Value Multiple | 22.34 | 23.46 | |
| Price Fair Value | 6.69 | 7.02 | |
| Enterprise Value | 17.7 B | 18.6 B |
Leadership at Watsco emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Enterprise Value Revenue 2.6513 | Revenue | Quarterly Revenue Growth 0.094 | Revenue Per Share | Return On Equity |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Watsco insiders, such as employees or executives, is commonly permitted as long as it does not rely on Watsco's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Watsco insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Albert Nahmad over a week ago Acquisition by Albert Nahmad of 7072 shares of Watsco subject to Rule 16b-3 | ||
J Custer over three months ago Disposition of 1667 shares by J Custer of Watsco at 260.28 subject to Rule 16b-3 | ||
Aaron Nahmad over three months ago Discretionary transaction by Aaron Nahmad of tradable shares of Watsco subject to Rule 16b-3 | ||
Brian Keeley over six months ago Disposition of tradable shares by Brian Keeley of Watsco subject to Rule 16b-3 | ||
Tapella Gary L over a year ago Watsco exotic insider transaction detected |
Watsco Earnings per Share Projection vs Actual
Watsco Corporate Directors
| Aaron Nahmad | VP of Strategy and Innovation, Director of Global Bus. Devel., Director and Member of Nominating and Strategy Committee | Profile | |
| Steven Rubin | Independent Director | Profile | |
| J Custer | Independent Director | Profile | |
| Denise Dickins | Lead Independent Director | Profile |
Already Invested in Watsco Inc?
The danger of trading Watsco Inc is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Watsco is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Watsco. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Watsco Inc is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 state. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
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 0.145 | Dividend Share 10.55 | Earnings Share 13.28 | Revenue Per Share | Quarterly Revenue Growth 0.094 |
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.