Watsco, Inc. (WSO) — Analysis Summary
Watsco, Inc. (WSO) has a market cap of $12.74B with year-over-year revenue growth of -5.0%. Net margin stands at 6.9%. The stock trades at a P/E ratio of 25.7.
Key Takeaways
- Revenue changed -5.0% year-over-year
- Net margin of 6.9%
- P/E ratio of 25.7
Compared to other companies in the WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES sector, WSO posted revenue growth of -5.0% and trades at a P/E of 25.7.
Watsco, Inc. (WSO)
UPDATED — ET · SOURCE POLYGON
Red Flags & WarningsNo Major Flags
No major credit, margin, or trend red flags were triggered from the latest filings.
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 Sunbelt 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
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
Employees
7,050
Headquarters
COCONUT GROVE, FL
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$13.20
Dividend Yield
4.27%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.