Watsco Inc Shs -B- Conv.at any time WSO.B
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- $303.30
- Day Range
- $0.00–0.00
- 52-Week Range
- $0.00–453.37
- Bid/Ask
- $312.58 / $313.93
- Shares Outstanding
- 41.35M
- Market Cap
- $12.95B
- Volume/Avg
- 16 / 97
Key Statistics
- Price/Earnings (Normalized)
- 27.67
- Price/Sales
- 1.61
- Dividend Yield (Trailing)
- 4.12%
- Dividend Yield (Forward)
- 4.21%
- Dividend Payment Schedule
- Jan, Apr, Jul, Oct
- Total Yield
- 4.14%
Company Profile
Watsco is the largest HVAC and refrigeration products distributor in North America with approximately 13% market share. The company primarily operates in the United States (90% of revenue) with significant exposure in the Sun Belt states. Watsco also has operations in Canada, Latin America, and the Caribbean. The company's customer base comprises more than 120,000 dealers and contractors serving the replacement and new-construction HVAC/R markets for residential and light-commercial applications. As much as 20% of residential HVAC units are distributed through Watsco in any given year. Revenue is approximately 75%-80% residential HVAC and 20%-25% commercial, with relatively small exposure to more complex “applied” solutions.
- Sector
- Industrials
- Industry
- Industrial Distribution
- Stock Style Box
- Small Value
- Total Number of Employees
- 7,050
- Website
- https://www.watsco.com
Competitors
Valuation
Metric | WSO.B | CARR | LII |
|---|---|---|---|
Price/Earnings (Normalized) | 27.67 | 20.00 | 15.49 |
Price/Book Value | 4.27 | 4.32 | 9.04 |
Price/Sales | 1.61 | 1.94 | 2.23 |
Price/Cash Flow | 18.68 | 16.14 | 12.76 |
Price/Earnings
WSO.B
CARR
LII
Financial Strength
Metric | WSO.B | CARR | LII |
|---|---|---|---|
Quick Ratio | 1.47 | 0.54 | 0.50 |
Current Ratio | 3.15 | 1.00 | 1.21 |
Interest Coverage | — | −2.32 | 14.85 |
Quick Ratio
WSO.B
CARR
LII
Profitability
Metric | WSO.B | CARR | LII |
|---|---|---|---|
Return on Assets (Normalized) | 12.15% | 6.00% | 18.40% |
Return on Equity (Normalized) | 20.22% | 16.94% | 64.17% |
Return on Invested Capital (Normalized) | 14.67% | 9.70% | 27.10% |
Return on Assets
WSO.B
CARR
LII
Industrial Distribution Industry Comparables
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|---|---|---|---|---|---|---|
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| Ferguson Enterprises Inc FERG | LOCK|!S#nrg | LOCK|mn>Wc | $50B | |||
| WESCO International Inc WCC | LOCK|rsz!q?b | LOCK|C<&^ | $15B | |||
| QXO Inc QXO | — | LOCK|x# | $14B | |||
| Diploma PLC ADR DPMAY | — | LOCK|QWy | $13B | |||
| Diploma PLC DPLMF | — | LOCK|Q> | $13B | |||
| Watsco Inc Ordinary Shares WSO | LOCK|%G%VQd | LOCK|sXD! | $13B | |||
| MSC Industrial Direct Co Inc Class A MSM | LOCK|!k@^r$< | LOCK|@Kr< | $7B |
United States