WSO · Watsco Inc
Price
Snapshot
50 fields · last close| Market Cap | $12.60B |
| P/E | 25.22 |
| Float | 35.81M |
| Beta | 1.03 |
| Volatility | 25.7% |
| Exchange | NYSE |
| Sector | Trading Companies & Distributors |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 72.8 |
| Price | 319.19 |
| Change | +4.64% |
| Prev Close | 305.03 |
| Open | 303.55 |
| Day Low | 301.00 |
| Day High | 308.33 |
| Avg Vol | 1 |
| Avg $ Vol | $175.3M |
| 52W High | 459.00 |
| 52W Low | 277.34 |
| 52W Pos | 23.0% |
| From High | −30.46% |
| From Low | +15.09% |
| Max DD 1Y | −38.73% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +7.30% |
| SMA 50 | +4.13% |
| SMA 200 | −13.31% |
| RSI (14) | 53.6 |
| Vol 30D | 26.8% |
| Vol 90D | 37.8% |
| 1Y Range | 277–459 |
| Daily bars | 539 |
| Perf Week | +3.37% |
| Perf Month | −6.31% |
| Perf Quarter | −15.23% |
| Perf Half Y | −29.50% |
| Perf Year | −19.42% |
| Perf YTD | −8.10% |
| Prev Day | +4.64% |
| Clavix | B |
| Debt / Eq | 0.01 |
| Curr Ratio | 4.12 |
| Int Cover | 77.7× |
| FCF Margin | 7.4% |
| Rev Growth | −5.0% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 7 / 11 |
Clavix risk grade
regraded every trading dayWSO grades B, 72.8 of 100. Steadiest on News Sentiment (68), most exposed on Macro Resilience (57, mixed). 0 of the 4 weighted dimensions sit above the Trading Companies & Distributors median. Ranks 7 of 11 in Trading Companies & Distributors by Clavix score.
How rough the ride is
| WSO | |
|---|---|
| Betavs the overall market · lower is steadier | 1.03 |
| Volatilityannualized | 25.7% |
| Max drawdown, past yearworst peak-to-trough fall | −38.7% |
| Typical daily movemedian absolute daily change | 1.25% |
| Days beyond ±3%of the last 252 sessions | 32 (13%) |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| WSO | Trading Companies & Distributors median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.03 | — |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 64% of 11 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Trading Companies & Distributors names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| WSO | |
|---|---|
| 1 week | +3.4% |
| 1 month | −6.3% |
| Year to date | −8.1% |
| 1 year | −19.4% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| WSO | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 17 Jun |
| Average score0 most bearish, 100 most bullish | 59 |
| Bullish · bearisharticles above 60 · below 40 | 21 · 7 |
| Directionarticles whose tone is improving vs worsening | 21 ↑ 7 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the Trading Companies & Distributors names Clavix covers; the tick is the sector median.
Growth
| WSO | |
|---|---|
| Revenue growthyear over year | −5.0% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Trading Companies & Distributors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openBBH Capital Partners has agreed to sell The Granite Group, a Concord, New Hampshire-based distributor of plumbing and HVAC (heating, ventilation and air conditioning) products, to Watsco (WSO). Granite Group serves around 11,000 customers from 82 locations.
Watsco has completed its previously announced acquisition of The Granite Group, a plumbing and HVAC products distributor with about $500 million in annual sales across seven Northeast states. The deal adds 82 locations to Watsco's plumbing distribution network.
Zacks Research lowered its Q3 2028 earnings estimate for Watsco to $5.20 per share, according to a report released Wednesday, September 23rd. The article body is cut off and provides no further detail on the prior estimate or reasoning.
Watsco declared a quarterly dividend of $3.30 per share on October 1st. Investors holding shares by October 16th will be paid on October 30th, giving an annualized dividend of $13.20 and a 4.4% yield.
Watsco's board declared a regular quarterly cash dividend of $3.30 per share on its Common and Class B common stock, payable October 30, 2026 to shareholders of record on October 16, 2026.
Nearest peers by size
Trading Companies & Distributors| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| AIT | Applied Industrial Technologies Inc | A- | $12.45B | 29.60 | 0.85 | Compare |
| QXO | QXO Inc | C- | $10.70B | — | 2.31 | Compare |
| WCC | Wesco International Inc | C+ | $17.00B | 24.51 | 1.56 | Compare |
| MSM | MSC Industrial Direct Co Inc | A- | $7.42B | 31.64 | 0.81 | Compare |
| AER | AerCap Holdings NV | A- | $22.84B | 6.69 | 1.01 | Compare |
| SUNB | Sunbelt Rentals Holdings Inc | C+ | $32.17B | 23.32 | 1.28 | Compare |
| FERG | Ferguson Enterprises Inc | B+ | $44.10B | 18.12 | 1.13 | Compare |
| FAST | Fastenal Co | A- | $60.22B | 42.38 | 0.67 | Compare |
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