Watsco Inc Stock Performance
| WSO-B Stock | USD 507.10 3.39 0.67% |
The firm maintains a market beta of 0.12, 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. At this point, Watsco Inc has a negative expected return of -0.0558%. Please make sure to check out Watsco's kurtosis, rate of daily change, and the relationship between the skewness and daily balance of power , to decide if Watsco Inc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Watsco Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Watsco is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Forward Dividend Yield 0.0213 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 10.8 | Dividend Date 2025-01-31 |
1 | Many Would Be Envious Of Watscos Excellent Returns On Capital | 01/31/2025 |
2 | Watsco Boosts Annual Dividend 11 percent to 12.00 Per Share | 02/18/2025 |
3 | Why Did Watscos Stock Jump So Suddenly | 02/19/2025 |
4 | What is the Current Landscape for Watsco in the HVAC and Construction Supply Sector | 02/21/2025 |
5 | Is Gibraltar Industries Outperforming Other Construction Stocks This Year | 02/26/2025 |
6 | US Bancorp DE Has 5.75 Million Stake in Watsco, Inc. | 03/05/2025 |
7 | Disposition of tradable shares by Ana Menendez of Watsco subject to Rule 16b-3 | 03/10/2025 |
8 | Stocks Flashing Renewed Technical Strength Watsco | 03/17/2025 |
| Begin Period Cash Flow | 210.1 M |
Watsco |
Watsco Relative Risk vs. Return Landscape
If you would invest 53,193 in Watsco Inc on December 20, 2024 and sell it today you would lose (2,483) from holding Watsco Inc or give up 4.67% of portfolio value over 90 days. Watsco Inc is currently producing negative expected returns and takes up 2.2327% volatility of returns over 90 trading days. Put another way, 19% of traded stocks are less volatile than Watsco, and 99% 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 = -0.025
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| Negative Returns | WSO-B |
Estimated Market Risk
| 2.23 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Watsco is not performing at its full potential. However, 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 Watsco 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 | 0.22 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 20.24 B | ||||
| Shares Outstanding | 5.6 M | ||||
| Price To Earning | 24.90 X | ||||
| Price To Book | 7.71 X | ||||
| Price To Sales | 2.70 X | ||||
| Revenue | 7.62 B | ||||
| Gross Profit | 2.04 B | ||||
| EBITDA | 792.1 M | ||||
| Net Income | 635.74 M | ||||
| Cash And Equivalents | 55.91 M | ||||
| Cash Per Share | 1.62 X | ||||
| Total Debt | 447.46 M | ||||
| Debt To Equity | 25.10 % | ||||
| Current Ratio | 2.92 X | ||||
| Book Value Per Share | 70.39 X | ||||
| Cash Flow From Operations | 773.1 M | ||||
| Earnings Per Share | 13.29 X | ||||
| Market Capitalization | 20.57 B | ||||
| Total Asset | 4.48 B | ||||
| Retained Earnings | 1.3 B | ||||
| Working Capital | 2.1 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 90.73 | 99.80 | |
| 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 |
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 generated a negative expected return over the last 90 days | |
| 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 | |
| About 91.0% of the company outstanding shares are owned by insiders | |
| Latest headline from investors.com: Stocks Flashing Renewed Technical Strength Watsco |
- 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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