WSO: Watsco, Inc.

Stock

About

Watsco, Inc. engages in the distribution of air conditioning, heating and refrigeration equipment, and related parts and supplies. Its products include residential central air conditioners, gas, electric & oil furnaces, commercial air conditioning and heating equipment, and other specialized equipment and parts, including replacement compressors, evaporator coils, motors and other component parts and supplies, including thermostats, insulation material, refrigerants, ductwork, grills, registers, sheet metal, tools, copper tubing, concrete pads, tape, adhesives, and other ancillary supplies. The company was founded by William Wagner in 1956 and is headquartered in Miami, FL.

Year Founded
1956
Employees
7,350
Sector
Industrials
HQ Location
Coconut Grove, FL

Current Value

$534.03

1 Year Return

$144.34
37.04%

Key Details

Market Cap

$21.53B

P/E Ratio

41.57

1Y Stock Return

35.75%

1Y Revenue Growth

2.83%

Dividend Yield

2.29%

Price to Book

7.2

Strategies that include
WSO

Medium risk

$33,000

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Return

+15.03%

Expense Ratio

0.00%

Holdings

995

Medium risk

$5,000

US Mid Cap

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.

Top Sector

Industrials

Top Holdings

Return

+11.00%

Expense Ratio

0.00%

Holdings

400

Medium risk

$3,000

USA Quality Factor

growth
balanced
growth income

This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.

Top Sector

Information Technology

Top Holdings

Return

+15.50%

Expense Ratio

0.00%

Holdings

123

Create your own
strategy with

WSO
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Stock's related to
WSO

Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
GMS61.71%$3.90B+50.71%0.00%
AIT61.35%$10.24B+65.69%0.56%
LII60.68%$22.21B+51.90%0.72%
WAB59.81%$33.71B+69.00%0.41%
HUBB59.70%$24.28B+52.09%1.08%
ETN59.49%$143.73B+60.21%1.02%
GWW59.45%$57.08B+45.28%0.68%
WCC58.84%$10.02B+34.53%0.79%
EXP58.23%$10.05B+69.28%0.33%
NVT58.10%$12.45B+40.88%1.00%
ITT58.03%$12.47B+41.97%0.81%
WTS57.67%$6.92B+7.24%0.76%
FSS57.58%$5.58B+31.82%0.52%
SPXC57.35%$7.79B+95.19%0.00%
APOG57.00%$1.78B+75.93%1.23%
NPO56.92%$3.64B+36.09%0.69%
SSD56.88%$7.54B+11.68%0.62%
AMWD56.84%$1.46B+29.41%0.00%
ACA56.62%$5.12B+42.71%0.19%
APH56.35%$85.57B+58.31%1.00%

Uncorrelated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
TECX-<0.01%$602.80M+170.24%0.00%
CL0.06%$76.48B+22.25%2.12%
ZTO-0.06%$12.58B-4.71%4.73%
MNSO0.14%$5.45B-28.63%1.56%
SJM0.16%$11.91B-0.25%3.82%
HUSA0.19%$16.69M-11.56%0.00%
NTZ0.19%$47.64M-30.94%0.00%
TXMD0.20%$14.99M-53.32%0.00%
TRVG-0.22%$37.05M-37.92%0.00%
OMCL-0.22%$1.96B+30.61%0.00%
ABT-0.23%$203.16B+14.93%1.88%
NHTC0.26%$61.83M+0.19%14.81%
MKC-0.28%$20.21B+15.19%2.23%
NNVC-0.30%$19.66M+25.69%0.00%
CORZ-0.31%$4.60B+3,201.26%0.00%
CAH-0.33%$28.64B+12.14%1.70%
UNH-0.34%$531.00B+6.93%1.37%
UUU0.36%$4.97M-41.89%0.00%
KEP0.38%$11.16B+25.58%0.00%
STVN0.39%$4.95B-32.48%0.32%

Inversely Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
CBOE-20.69%$21.46B+15.84%1.11%
IMNN-12.65%$10.02M-22.89%0.00%
VZIO-12.59%$2.29B+67.76%0.00%
CYD-10.43%$364.46M-2.94%4.26%
PGR-9.82%$149.10B+57.29%0.45%
GIS-9.09%$34.85B-2.91%3.78%
MNOV-8.01%$93.19M+2.15%0.00%
OCX-7.33%$42.93M-36.09%0.00%
QTTB-6.93%$354.34M+188.64%0.00%
FATBB-6.89%$81.94M-12.91%11.69%
HUM-6.87%$33.45B-45.22%1.25%
DOGZ-6.32%$614.77M+1,372.26%0.00%
CPB-6.21%$12.96B+7.08%3.40%
PULM-6.16%$19.83M+202.98%0.00%
DXCM-5.33%$29.25B-31.28%0.00%
NEUE-4.83%$40.93M-34.13%0.00%
PRPO-4.64%$9.10M-13.65%0.00%
MNR-4.63%$1.66B-10.71%15.90%
PG-4.45%$402.15B+14.14%2.33%
CME-4.29%$82.76B+9.21%1.98%

ETF's related to
WSO

Correlated ETFs

NameCorrelationAUMExpense Ratio
PAVE69.14%$9.18B0.47%
FXR68.26%$2.08B0.61%
FIDU67.83%$1.25B0.084%
VIS67.65%$5.85B0.1%
XMMO67.37%$2.99B0.34%
AIRR67.35%$2.51B0.7%
IVOG67.02%$1.12B0.15%
IJK66.97%$9.56B0.17%
MDYG66.85%$2.80B0.15%
RSPN65.39%$682.05M0.4%
XJH65.28%$248.84M0.12%
XMHQ65.11%$6.06B0.25%
JMEE65.10%$1.51B0.24%
SPMD65.00%$12.03B0.03%
PHO64.96%$2.27B0.59%
XSMO64.75%$1.25B0.39%
IJH64.74%$95.89B0.05%
MDY64.64%$24.14B0.24%
FNY64.60%$372.31M0.7%
IVOO64.52%$2.38B0.1%

Uncorrelated ETFs

NameCorrelationAUMExpense Ratio
COMT0.07%$829.06M0.48%
WEAT-0.70%$120.27M0.28%
GSG0.88%$914.42M0.75%
XBIL-0.89%$637.70M0.15%
JUCY-0.99%$324.29M0.6%
FLRN1.09%$2.33B0.15%
USCI1.26%$185.47M1.07%
GBIL1.27%$5.60B0.12%
CLOI-1.69%$715.40M0.4%
TBLL2.07%$1.92B0.08%
DBO-2.52%$217.57M0.77%
MINT2.61%$11.62B0.35%
KMLM-2.85%$353.87M0.9%
PDBC2.87%$4.40B0.59%
TBIL2.94%$4.38B0.15%
UNG-3.09%$908.80M1.06%
DBE-3.16%$50.13M0.77%
ICLO-3.32%$209.30M0.2%
AGZD3.62%$142.76M0.23%
IVOL3.76%$548.70M1.02%

Inversely Correlated ETFs

NameCorrelationAUMExpense Ratio
BTAL-44.38%$388.04M1.43%
VIXY-35.09%$195.31M0.85%
TAIL-25.56%$67.98M0.59%
USDU-15.67%$201.97M0.5%
UUP-15.59%$309.25M0.77%
CTA-9.56%$350.27M0.78%
BSCO-6.69%$2.35B0.1%
CCOR-5.28%$109.04M1.18%
BILZ-5.18%$563.02M0.14%
EQLS-3.89%$76.08M1%
IBD-3.84%$330.68M0.44%
KCCA-3.81%$220.51M0.87%
ICLO-3.32%$209.30M0.2%
DBE-3.16%$50.13M0.77%
UNG-3.09%$908.80M1.06%
KMLM-2.85%$353.87M0.9%
DBO-2.52%$217.57M0.77%
CLOI-1.69%$715.40M0.4%
JUCY-0.99%$324.29M0.6%
XBIL-0.89%$637.70M0.15%

News

Yahoo

Watsco(NYSE:WSO) continues to solidify its strong market position with a notable 15% revenue growth year-over-year, driven by high demand in both residential and commercial sectors. Recent developments include strategic expansion into the Southwest region and investments in AI-driven solutions to enhance operational efficiency. This report will delve into Watsco's market position, financial health, challenges such as supply chain disruptions, and opportunities for growth in emerging markets.

Yahoo

MIAMI, Nov. 15, 2024 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that Rick Gomez, Vice President of Corporate Development, is scheduled to present at the Stephens Investment Conference being held at the Grand Hyatt in Nashville, Tennessee on Tuesday, November 19, 2024 at 2:00 p.m. (CT). Internet users can listen to a live webcast of the presentation at the Investor Relations section of Watsco’s website at http://www.watsco.com. About Watsco Watsco is the largest distributor of h

Finnhub

MIAMI, Nov. 15, 2024 -- Watsco, Inc. announced today that Rick Gomez, Vice President of Corporate Development, is scheduled to present at the Stephens Investment Conference being held at the Grand...

Yahoo

Watsco (NYSE:WSO) has had a great run on the share market with its stock up by a significant 12% over the last three...

SeekingAlpha

For the quarter, the Baird Mid Cap Growth portfolio produced a positive return of +5.2%, net of fees, trailing the Russell Midcap Growth increase of +6.5%.

SeekingAlpha

Read more on undervalued stocks from A.O. Smith, WSO, and WTS using key metrics like P/E ratio, dividend yield, and revenue growth for potential investment.

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