Watsco, Inc. (WSO)

Price$371.38

Value ScoreD

Growth ScoreC

Momentum ScoreC

Favorite Metrics

Price vs S&P 500 (26W)-0.71%

Price vs S&P 500 (4W)-11.69%

VGM Score39.66

Market Capitalization$15.18B

P/E Ratio (Annual)30.55x

Indicated Dividend Yield (Annual)3.17%

All Metrics

P/CF (Annual)26.66x

Book Value / Share (Quarterly)$67.94

P/TBV (Annual)5.32x

Indicated Dividend (Annual)$13.20

Revenue Growth (3Y)-0.16%

Cash Flow / Share (Quarterly)$17.09

Payout Ratio (TTM)98.08%

Price vs S&P 500 (YTD)2.06%

Gross Margin (TTM)28.01%

Net Profit Margin (TTM)6.85%

EPS (TTM)$13.08

10-Day Avg Trading Volume0.40M

EPS Excl Extra (TTM)$13.08

Revenue Growth (5Y)7.45%

EPS (Annual)$13.11

Dividend / Share (Annual)$10.64

ROI (Annual)17.77%

Gross Margin (Annual)28.05%

Net Profit Margin (5Y Avg)7.24%

Cash / Share (Quarterly)$14.58

P/E Basic Excl Extra (TTM)30.61x

Revenue Growth QoQ (YoY)0.13%

EPS Growth (5Y)11.32%

P/E Normalized (Annual)30.55x

ROA (Last FY)11.26%

Revenue Growth TTM (YoY)-4.53%

EBITD / Share (TTM)$20.10

ROE (5Y Avg)23.82%

Operating Margin (TTM)9.92%

Cash Flow / Share (Annual)$11.99

P/B Ratio5.50x

P/B Ratio (Quarterly)5.35x

Net Income / Employee (Annual)$71,500

EV / Revenue (TTM)2.04x

Net Interest Coverage (TTM)141.30x

ROA (TTM)10.81%

EPS Growth QoQ (YoY)-1.53%

EV / EBITDA (TTM)19.42x

EPS Incl Extra (Annual)$13.11

Current Ratio (Annual)4.12x

Quick Ratio (Quarterly)1.54x

3-Month Avg Trading Volume0.45M

52-Week Price Return-16.05%

EV / Free Cash Flow (Annual)27.66x

P/E Incl Extra (TTM)30.61x

Revenue / Employee (TTM)$1,041,900

Tangible BV / Share (Quarterly)$62.82

P/S Ratio (Annual)2.10x

Asset Turnover (Annual)1.64x

52-Week High$494.94

Operating Margin (5Y Avg)10.51%

EPS Excl Extra (Annual)$13.11

CapEx CAGR (5Y)16.02%

Tangible BV CAGR (5Y)14.32%

26-Week Price Return7.21%

Quick Ratio (Annual)2.18x

13-Week Price Return-7.36%

Total Debt / Equity (Annual)0.01x

Current Ratio (Quarterly)3.34x

Enterprise Value$14.80B

Revenue / Share Growth (5Y)5.84%

Asset Turnover (TTM)1.58x

Book Value / Share Growth (5Y)12.71%

Revenue / Employee (Annual)$1,041,600

Inventory Turnover (Annual)3.76x

Pretax Margin (Annual)10.19%

Cash / Share (Annual)$16.43

3-Month Return Std Dev35.39%

Gross Margin (5Y Avg)27.34%

Net Income / Employee (TTM)$71,400

EBITDA CAGR (5Y)12.35%

EBITDA Interim CAGR (5Y)6.42%

ROE (Last FY)17.87%

Net Interest Coverage (Annual)77.69x

EPS Basic Excl Extra (Annual)$13.11

P/FCF (TTM)20.66x

Receivables Turnover (TTM)8.87x

EV / Free Cash Flow (TTM)21.30x

Total Debt / Equity (Quarterly)0.00x

EPS Incl Extra (TTM)$13.08

Receivables Turnover (Annual)8.65x

ROI (TTM)17.77%

Dividend Growth Rate (5Y)11.59%

P/S Ratio (TTM)2.10x

Pretax Margin (5Y Avg)10.59%

Revenue / Share (Annual)$191.01

Tangible BV / Share (Annual)$57.59

Forward P/E27.90x

Free OCF CAGR (5Y)0.65%

Price vs S&P 500 (52W)-40.41%

P/E Ratio (TTM)30.61x

EPS Growth TTM (YoY)-6.85%

Year-to-Date Return10.22%

5-Day Price Return3.31%

EPS Normalized (Annual)$13.11

ROA (5Y Avg)13.68%

Net Profit Margin (Annual)6.87%

Month-to-Date Return1.17%

Cash Flow / Share (TTM)$20.00

EBITD / Share (Annual)$20.16

EPS Growth (3Y)-8.01%

Operating Margin (Annual)9.95%

LT Debt / Equity (Annual)0.00x

P/CF (TTM)20.85x

ROI (5Y Avg)23.18%

P/E Excl Extra (TTM)30.61x

LT Debt / Equity (Quarterly)0.00x

EPS Basic Excl Extra (TTM)$13.08

P/TBV (Quarterly)5.79x

Payout Ratio (Annual)95.33%

P/B Ratio (Annual)4.92x

Dividend / Share (TTM)$11.99

Inventory Turnover (TTM)2.99x

Pretax Margin (TTM)10.17%

Book Value / Share (Annual)$62.30

Price vs S&P 500 (13W)-15.61%

Net Margin Growth (5Y)5.21%

Dividend Yield (TTM)3.20%

Beta1.03x

P/FCF (Annual)28.38x

Revenue / Share (TTM)$190.74

ROE (TTM)17.84%

52-Week Low$323.05

vGradeD

gGradeC

mGradeC

vgmGradeD

Show chart for

Earnings Surprise History

Q1 261.87est. 1.71

Analyst Recommendations

Feb 2026

Mar 2026

Apr 2026

May 2026

3.30

Industry Peers — Hardware & Plumbing Wholesale(2)

Symbol	Value Score	Growth Score	Momentum Score	Price
WSOWatsco, Inc.	D	C	C	$371.38
FERGFerguson Enterprises Inc.	D	D	C	$229.58
WSO.BWatsco, Inc. Class B	D	C	C	$350.00

About

Watsco is North America's largest HVAC and refrigeration distributor, with approximately 13% market share and operations spanning the United States (90% of revenue), Canada, Latin America, and the Caribbean. The company distributes roughly 20% of all residential HVAC units annually to over 120,000 dealers and contractors, generating revenue from residential applications (75-80%) and commercial segments (20-25%). Its market position and exposure to recurring replacement demand in the Sunbelt states position it as the primary distributor serving HVAC contractors across North America.