Watsco Inc Stock Performance
| WSO Stock | USD 554.67 4.17 0.76% |
On a scale of 0 to 100, Watsco holds a performance score of 11. The firm maintains a market beta of 1.48, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Watsco will likely underperform. Please check Watsco's sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to make a quick decision on whether Watsco's historical returns will revert.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Watsco Inc are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain basic indicators, Watsco displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.76 | Five Day Return 0.94 | Year To Date Return 32.2 | Ten Year Return 446.47 | All Time Return 26.1 K |
Forward Dividend Yield 0.0195 | Payout Ratio 0.8153 | Last Split Factor 3:2 | Forward Dividend Rate 10.8 | Dividend Date 2024-10-31 |
1 | Brokerages Set Watsco, Inc. Price Target at 433.71 | 09/16/2024 |
2 | Discretionary transaction by Aaron Nahmad of tradable shares of Watsco subject to Rule 16b-3 | 09/26/2024 |
3 | Disposition of 1667 shares by J Custer of Watsco at 260.28 subject to Rule 16b-3 | 10/10/2024 |
4 | Watsco Sets New 1-Year High Should You Buy | 10/17/2024 |
5 | Watsco Q3 Earnings Revenues Lag Estimates, Stock Down | 10/24/2024 |
6 | Disposition of tradable shares by Barry Logan of Watsco subject to Rule 16b-3 | 10/30/2024 |
| Watsco dividend paid on 31st of October 2024 | 10/31/2024 |
7 | Watsco Hits New 52-Week High Still a Buy | 11/07/2024 |
8 | Is Watsco, Inc.s Latest Stock Performance A Reflection Of Its Financial Health | 11/13/2024 |
9 | Watsco Reaches New 1-Year High Still a Buy | 11/14/2024 |
10 | King Luther Capital Management Corp Has 60.08 Million Stock Position in Watsco, Inc. | 11/21/2024 |
11 | Is Comfort Systems USA Stock Still a Bargain at Its 52-Week High | 11/27/2024 |
| Begin Period Cash Flow | 147.5 M |
Watsco |
Watsco Relative Risk vs. Return Landscape
If you would invest 47,282 in Watsco Inc on August 30, 2024 and sell it today you would earn a total of 8,185 from holding Watsco Inc or generate 17.31% return on investment over 90 days. Watsco Inc is generating 0.2651% of daily returns assuming volatility of 1.7622% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Watsco, and above 95% of all equities are expected to generate higher returns over the next 90 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 = 0.1504
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Watsco is performing at about 11% 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 | 0.21 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 22.17 B | ||||
| Shares Outstanding | 34.83 M | ||||
| Price To Earning | 36.34 X | ||||
| Price To Book | 8.24 X | ||||
| Price To Sales | 2.98 X | ||||
| Revenue | 7.28 B | ||||
| Gross Profit | 2.03 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 | ||||
| Earnings Per Share | 12.98 X | ||||
| Market Capitalization | 22.29 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 | ||||
About Watsco Performance
By examining Watsco's fundamental ratios, stakeholders can obtain critical insights into Watsco's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Watsco is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 92.93 | 99.80 | |
| Return On Tangible Assets | 0.18 | 0.18 | |
| Return On Capital Employed | 0.26 | 0.13 | |
| Return On Assets | 0.14 | 0.15 | |
| Return On Equity | 0.24 | 0.25 |
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 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 99.0% of the company outstanding shares are owned by institutional investors | |
| On 31st of October 2024 Watsco paid $ 2.7 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Is Comfort Systems USA Stock Still a Bargain at Its 52-Week High |
- 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.
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 Transaction History module to view history of all your transactions and understand their impact on performance.
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 12.98 | Revenue Per Share 200.984 | 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.