Is a complete WSO research report available?

No complete published report is available for Watsco, Inc. (WSO) on this page. Market-directory data, when present, is not a substitute for a reviewed stock analysis.

WSO Stock Analysis, Forecast & Valuation

Market cap	13.9B
Revenue (ttm)	7.2B
Net income (ttm)	462.3M
EPS (ttm)	$12.2
Shares out	38.5M
P/E (trailing)	29.7x
P/E (forward)	27.9x
Dividend	$13.2 (3.65%)
Volume	330,027

Beta	1.01

Price target	$429	+18.4%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ADP	Automatic Data Processing Inc.	108.7B	25.5x	5.0x	55.3%	+8.1%	-8.4%	Hold
BA	The Boeing Company	169.1B	82.6x	1.8x	-12.7%	+8.8%	-9.5%	Sell
CAT	Caterpillar Inc.	360.5B	39.0x	5.1x	16.5%	+10.5%	+82.4%	Sell

All WSO indicators

Market & fundamental data

Available fields

278

Groups with data

Currency

USD

Showing 278 of 278 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000105016
Company name	Watsco, Inc.
Country	United States
Country code	US
Cusip	942622200
Employees	6,950
Employees Change	-345%
Employees Change Percent	-4.73
Enterprise value	$13.8B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Industrial Distribution
Industry PE	39.66
Industry PE Fwd	25.47
Isin	US9426222009
Last refreshed	2026-07-27
Market cap	$13.9B
Market cap category	Large-Cap
Price	$362
Price currency	USD
Rev Per Employee	1,041,901.29x
Sector	Industrials
Sector PE	43.86
Sector PE Fwd	30.15
Sic	5070
Symbol	WSO
Website	https://www.watsco.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	3.32%
EV Earnings	29.93x
EV Sales Forward	1.79x
EV/EBIT	19.27x
EV/EBITDA	18.15x
EV/FCF	19.93x
EV/Sales	1.91x
FCF yield	4.98%
Forward P/E	27.88x
P/B ratio	4.98x
P/E ratio	29.71x
P/S ratio	1.93x
PE Ratio10 Y	28.61x
PE Ratio3 Y	32.29x
PE Ratio5 Y	28.66x
PS Forward	1.8x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	9.92%
EBITDA Margin	10.53%
FCF margin	9.59%
Gross margin	28.01%
Gross Profit	$2B
Gross Profit Growth	-0.75%
Gross Profit Growth Q	-0.48%
Gross Profit Growth3 Y	0.01%
Gross Profit Growth5 Y	9.82%
Net Income	$462.3M
Net Income Growth	-6.3%
Net Income Growth Q	-1.23%
Net Income Growth Years	0%
Net Income Growth3 Y	-5.59%
Net Income Growth5 Y	11.37%
Pretax Margin	10.17%
Profit Margin	6.85%
Profit Per Employee	$66,523
Profitable Quarters	$68
Profitable Years	33
ROA	9.5
Roa5y	12.72
ROCE	19.43
ROE	18.59
Roe5y	25.34
ROIC	18.12
Roic5y	23.36

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	13.16%
Cagr15y	16.16%
Cagr1y	-23.22%
Cagr20y	15.16%
Cagr3y	2.32%
Cagr5y	7.18%
Div CAGR10	14.51%
Div CAGR3	9.68%
Div CAGR5	11.08%
EPS Growth	-6.52
EPS Growth Q	-3.11
EPS Growth Years	0
EPS Growth3 Y	-7.34
EPS Growth5 Y	9.71
FCF Growth	50.96%
FCF Growth3 Y	5.5%
FCF Growth5 Y	9.69%
OCF Growth	48.11%
OCF Growth10 Y	10.03%
OCF Growth3 Y	5.17%
OCF Growth5 Y	9.88%
Revenue Growth	-4.53x
Revenue Growth Q	0.13x
Revenue Growth Quarters	1x
Revenue Growth Years	0x
Revenue Growth3 Y	-0.28x
Revenue Growth5 Y	6.92x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$1.59
Assets	$4.6B
Cash	$592.7M
Current Assets	$3.2B
Current Liabilities	$951.9M
Debt	$486.2M
Debt EBITDA	$0.64
Debt Equity	$0.15
Debt FCF	$0.7
Equity	$3.2B
Liabilities	$1.4B
Long Term Assets	$1.5B
Long Term Liabilities	$482.7M
Net Cash	$106.5M
Net Cash By Market Cap	$0.76
Net Debt EBITDA	$-0.14
Net Debt Equity	$-0.03
Net Debt FCF	$-0.15
Tangible Book Value	$2.1B
Tangible Book Value Per Share	$55.08
WACC	9.47

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	3.34
Inventory Turnover	2.99
Net Working Capital	$1.8B
Quick ratio	1.5
Working Capital	$2.2B
Working Capital Turnover	$3.34

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-0.54%
Dividend Growth	10.53%
Dividend Growth Years	12%
Dividend per share	$13.2
Dividend Years	43
Dividend Yield	3.65%
Ex Div Date	2026-07-16
Last Dividend	$3.3
Payout Frequency	Quarterly
Payout Ratio	103.41%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	244.31%
1Y total return	-23.2%
200-day SMA	381.4
3Y total return	7.13%
50-day SMA	385.6
50-day SMA vs 200-day SMA	50over200
5Y total return	41.42%
All Time High	571.4
All Time High Change	-36.65%
All Time High Date	2024-11-25
All Time Low	1.69
All Time Low Change	21,282.75%
All Time Low Date	1986-01-15
ATR	12.56
Beta	1.01
Beta1y	1.22
Beta2y	0.94
Ch YTD	7.44
High	368.4
High52	493.7
High52 Date	2025-07-25
High52ch	-26.67%
Low	356.5
Low52	323.1
Low52 Date	2025-11-20
Low52ch	12.06%
Ma50ch	-6.12%
Price vs 200-day SMA	-5.08%
RSI	36.09
RSI Monthly	45.51
RSI Weekly	43.34
Sharpe ratio	-0.78x
Sortino ratio	-0.89
Total Return	3.11%
Tr YTD	10.1
Tr15y	845.85%
Tr1m	-5.83%
Tr1w	-2.66%
Tr3m	-16.54%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	14
Analyst Count Top	6
Analyst Price Target Top	$432
Analyst Ratings	Hold
Analyst Ratings Top	Buy
Earnings EPS Estimate	$4.35
Earnings EPS Estimate Growth	-3.76
Earnings Revenue Estimate	2,153,935,464x
Earnings Revenue Estimate Growth	4.46x
Operating Income	$691.9M
Operating Income Growth	-5.74
Operating Income Growth Q	-2.09
Operating Income Growth3 Y	-4.88
Operating Income Growth5 Y	10.29
Operating margin	9.56
Price target	$429
Price Target Change	$18.42
Price Target Change Top	$19.33

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	33,445,414%
Float Percent	86.82%
Net Borrowing	-5,623,000
Shares Insiders	13.11%
Shares Institutions	101.55%
Shares Out	38,524,861
Shares Qo Q	0.1%
Shares Yo Y	0.54%
Short Float	0%
Short Shares	0

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$650.5M
Average Volume	365,208.75x
Bv Per Share	72.7
CAPEX	$-34M
Ch10y	151.8
Ch15y	472.5
Ch1m	-6.63
Ch1w	-2.66
Ch1y	-25.68
Ch20y	749
Ch3m	-17.25
Ch3y	-1.15
Ch5y	22.66
Ch6m	-5.71
Change	0.6%
Change From Open	0.7
Close	359.9
Days Gap	-0.1
Depreciation Amortization	43,994,000
Dollar Volume	119,473,074.3
Earnings Date	2026-07-29
Earnings Time	bmo
EBIT	$718.3M
EBITDA	$762.3M
EPS	$12.18
F Score	6
FCF	$694.4M
FCF EV Yield	5.02x
FCF Per Share	$18.02
Financing CF	-520,407,000
Fiscal Year End	December
Founded	1,945
Goodwill	461,364,000
Graham Number	141.17383
Graham Upside	-61
Income Tax	$150.7M
Investing CF	-249,540,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-28
Last Report Date	2026-03-31
Last Split Date	1998-08-17
Last Split Type	Forward
Last10k Filing Date	2026-02-27
Lynch Fair Value	$139
Lynch Upside	-61.73
Ma150	390.1
Ma150ch	-7.21%
Ma20	387.1
Ma20ch	-6.48%
Net CF	-39,144,000
Next Earnings Date	2026-07-29
Open	359.5
Optionable	Yes
P FCF Ratio	20.08
P OCF Ratio	19.15
Payment Date	2026-07-31
Position In Range	46.36
Post Close	362
Postmarket Change Percent	1.37
Postmarket Price	$367
Ppne	594,030,000
Price Date	2026-07-24
Price EBITDA	$18.29
Ptbv Ratio	6.66
Relative Volume	0.9x
Revenue	7,241,214,000x
SBC By Revenue	0.61x
Share Based Comp	43,888,000
Tax By Revenue	2.08x
Tax Rate	20.46%
Tr20y	1,583.43%
Tr6m	-4.14%
Us State	Florida
Volume	330,027
Z Score	9.5

Watsco, Inc. (WSO)

Coverage state: Market snapshot only — no published research

Generate the first WSO analysis

Price

Financial snapshot

Fair-value bridge

Analyst consensus

Latest news · WSO

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All WSO indicators

Profile and market data

Valuation

Profitability

Growth

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Analyst estimates

Ownership and float

Other indicators

Deeper analysis on WSO

Frequently asked questions