Industrials / Industrial DistributionUpdated 2026-05-10 22:07 UTC

WSO stock hub

Watsco, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

16B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

WSO

In the news

Latest news · WSO

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E33.1

P25 14.6P50 20.6P75 30.4

Trailing P/E34.5

P25 17.1P50 27.2P75 47.6

ROE18.6

P25 -16.4P50 5.9P75 16.4

ROIC18.1

P25 -10.3P50 5.1P75 12.2

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All WSO market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

268

Groups with data

Currency

USD

Showing 268 of 268 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	$15.9B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Industrial Distribution
Isin	US9426222009
Last refreshed	2026-05-10
Market cap	$16B
Market cap category	Large-Cap
Price	$421
Price currency	USD
Rev Per Employee	1,041,901.29x
Sector	Industrials
Sic	5070
Symbol	WSO
Website	https://www.watsco.com

Valuation

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

Metric	Value
Earnings Yield	2.9%
EV Earnings	34.25x
EV Sales Forward	2.08x
EV/EBIT	22.93x
EV/EBITDA	21.56x
EV/FCF	22.84x
EV/Sales	2.19x
FCF yield	4.35%
Forward P/E	33.14x
P/B ratio	5.78x
P/E ratio	34.5x
P/S ratio	2.21x
PE Ratio10 Y	28.6x
PE Ratio3 Y	32.26x
PE Ratio5 Y	28.64x
PS Forward	2.1x

Profitability

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

Metric	Value
EBIT Margin	9.55%
EBITDA Margin	10.16%
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	$463.2M
Net Income Growth	-6.3%
Net Income Growth Q	-1.23%
Net Income Growth Years	0%
Net Income Growth3 Y	-5.53%
Net Income Growth5 Y	11.41%
Pretax Margin	10.17%
Profit Margin	6.85%
Profit Per Employee	$66,647
Profitable Years	33
ROA	9.5
Roa5y	12.72
ROCE	18.71
ROE	18.59
Roe5y	25.34
ROIC	18.14
Roic5y	23.36

Growth

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

Metric	Value
Cagr10y	15.64%
Cagr15y	16.64%
Cagr1y	-7.68%
Cagr20y	13.53%
Cagr3y	10.55%
Cagr5y	10.01%
Div CAGR10	14.78%
Div CAGR3	9.77%
Div CAGR5	11.07%
EPS Growth	-6.81
EPS Growth Q	-5.32
EPS Growth Years	0
EPS Growth3 Y	-7.32
EPS Growth5 Y	9.72
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	$476.2M
Debt EBITDA	$0.54
Debt Equity	$0.15
Debt FCF	$0.69
Equity	$3.2B
Liabilities	$1.4B
Long Term Assets	$1.5B
Long Term Liabilities	$482.7M
Net Cash	$116.5M
Net Cash By Market Cap	$0.73
Net Debt EBITDA	$-0.16
Net Debt Equity	$-0.04
Net Debt FCF	$-0.17
Tangible Book Value	$1.9B
Tangible Book Value Per Share	$49.73
WACC	10.02

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	10.81%
Dividend Growth Years	12%
Dividend per share	$13.2
Dividend Years	43
Dividend Yield	3.14%
Ex Div Date	2026-04-16
Last Dividend	$3.3
Payout Frequency	Quarterly
Payout Ratio	100.9%

Performance and technicals

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

Metric	Value
10Y total return	327.44%
1Y total return	-7.68%
200-day SMA	388.3
3Y total return	35.12%
50-day SMA	400.6
50-day SMA vs 200-day SMA	50over200
5Y total return	61.13%
All Time High	571.4
All Time High Change	-26.39%
All Time High Date	2024-11-25
All Time Low	1.69
All Time Low Change	24,743.47%
All Time Low Date	1986-01-15
ATR	16.1
Beta	1.1
Beta1y	1.47
Beta2y	1.03
Ch YTD	24.83
High	429.8
High52	496.3
High52 Date	2025-05-12
High52ch	-15.24%
Low	417.6
Low52	323.1
Low52 Date	2025-11-20
Low52ch	30.2%
Ma50ch	4.99%
Price vs 200-day SMA	8.33%
RSI	50.81
RSI Monthly	51.28
RSI Weekly	55.46
Sharpe ratio	-0.23x
Sortino ratio	-0.14
Total Return	2.6%
Tr YTD	26.83
Tr15y	906.52%
Tr1m	11.07%
Tr1w	-1.86%
Tr3m	0.96%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	6
Analyst Count Top	2
Analyst Price Target Top	$385
Analyst Ratings	Hold
Analyst Ratings Top	Hold
Earnings EPS Estimate	$1.7
Earnings EPS Estimate Growth	-11.92
Earnings Revenue Estimate	1,489,767,256x
Earnings Revenue Estimate Growth	-2.7x
Operating Income	$691.8M
Operating Income Growth	-5.75
Operating Income Growth Q	-2.32
Operating Income Growth3 Y	-4.89
Operating Income Growth5 Y	10.28
Operating margin	9.55
Price target	$399
Price Target Change	$-5.14
Price Target Change Top	$-8.46

Ownership and float

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

Metric	Value
Float	32,916,881%
Float Percent	86.64%
Net Borrowing	-5,974,000
Shares Insiders	13.29%
Shares Institutions	102.19%
Shares Out	37,991,688
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	514,738.35x
Bv Per Share	72.75
CAPEX	$-34M
Ch10y	213.4
Ch15y	509.2
Ch1m	10.19
Ch1w	-1.86
Ch1y	-10.46
Ch20y	540.3
Ch3m	0.16
Ch3y	24.92
Ch5y	40
Ch6m	19.61
Change	-2.01%
Change From Open	-2.12
Close	429.2
Days Gap	0.11
Depreciation Amortization	43,994,000
Dollar Volume	115,022,323.2
Earnings Date	2026-04-28
Earnings Time	bmo
EBIT	$691.8M
EBITDA	$735.8M
EPS	$12.19
F Score	6
FCF	$694.4M
FCF EV Yield	4.38x
FCF Per Share	$18.28
Financing CF	-520,407,000
Fiscal Year End	December
Founded	1,945
Graham Number	141.26151
Graham Upside	-66.41
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	-66.92
Ma150	379.8
Ma150ch	10.73%
Ma20	429.6
Ma20ch	-2.1%
Net CF	-39,144,000
Next Earnings Date	2026-07-29
Open	429.7
Optionable	Yes
P FCF Ratio	23.01
P OCF Ratio	21.94
Payment Date	2026-04-30
Position In Range	24.63
Ppne	594,030,000
Price Date	2026-05-08
Price EBITDA	$21.72
Ptbv Ratio	8.46
Relative Volume	0.53x
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	1,164.33%
Tr6m	21.53%
Us State	Florida
Volume	273,472

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

WSO dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.1%

$13.2 annual per share

Payout ratio

+100.9%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+11.1%

12 consecutive years of growth

Total shareholder yield

+2.6%

Next ex-dividend date: 2026-04-16

Performance

WSO stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns WSO?

Insider, institutional, and short-interest positioning.

Institutional ownership

+102.2%

Float: +86.6% of shares outstanding

Insider ownership

+13.3%

Stake held by company insiders. Higher generally signals alignment.

Short interest

+0.0%

Float sold short by bearish positioning

Y/Y dilution

+0.5%

Negative means the company is buying back shares.

Technical

WSO momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

50.8

Neutral momentum band

Price vs 200-day MA

+8.3%

50/200-day relationship not available

Beta (5Y)

1.10

Moves roughly with the market

Sharpe ratio

-0.23

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

WSO vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
BA	The Boeing Company	187.1B	95.1x	2.0x	-13.6%	+10.3%	+27.9%	बेचें
CAT	Caterpillar Inc.	413.4B	44.7x	5.8x	16.5%	+10.5%	+183.2%	बेचें
DE	Deere & Company	155.3B	32.4x	3.3x	6.0%	+4.8%	+23.3%	बेचें

Questions

About WSO

Hub-level FAQ points readers to the deeper analysis pages.

What is the current WSO stock rating?

Watsco, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full WSO analysis?

The full report lives at /stocks/WSO/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for WSO?

The latest report frames WSO around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the WSO page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.