Watsco Inc Shs -B- Conv.at any time WSO.B

Morningstar Rating
$494.35 −7.35 (1.47%)
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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.

Price vs Fair Value

WSO.B is trading within a range we consider fairly valued.
Price
$496.37
Fair Value
$747.78
Uncertainty
High
1-Star Price
$391.96
5-Star Price
$457.19
Economic Moat
Xqrm
Capital Allocation

Trading Information

Previous Close Price
$501.70
Day Range
$494.35494.35
52-Week Range
$347.86517.65
Bid/Ask
$0.00 / $0.00
Market Cap
$19.94 Bil
Volume/Avg
45 / 131

Key Statistics

Price/Earnings (Normalized)
37.87
Price/Sales
2.46
Dividend Yield (Trailing)
2.08%
Dividend Yield (Forward)
2.18%
Total Yield
2.08%

Company Profile

Watsco is the largest heating, ventilation, air conditioning, and refrigeration products distributor in North America. The company primarily operates in the United States (90% of 2023 revenue) with significant exposure in the Sunbelt states. Watsco also has operations in Canada (5% of sales) and Latin America (5% of sales). The company's customer base consists of more than 125,000 contractors that serve the replacement and new construction HVACR markets for residential and light commercial applications.
Sector
Industrials
Industry
Industrial Distribution
Stock Style Box
Mid Core
Total Number of Employees
7,425

Competitors

Valuation

Metric
WSO.B
FERG
CARR
Price/Earnings (Normalized)
37.8720.2227.67
Price/Book Value
7.647.025.28
Price/Sales
2.461.353.00
Price/Cash Flow
27.3618.7068.66
Price/Earnings
WSO.B
FERG
CARR

Financial Strength

Metric
WSO.B
FERG
CARR
Quick Ratio
1.510.800.60
Current Ratio
3.211.801.08
Interest Coverage
14.779.68
Quick Ratio
WSO.B
FERG
CARR

Profitability

Metric
WSO.B
FERG
CARR
Return on Assets (Normalized)
15.61%12.15%7.71%
Return on Equity (Normalized)
27.68%36.52%25.67%
Return on Invested Capital (Normalized)
19.81%19.61%12.36%
Return on Assets
WSO.B
FERG
CARR

Industrial Distribution Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
W.W. Grainger Inc
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Fastenal Co
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Ferguson Enterprises Inc
FERG
NspbpbvklXykxwsp$39.3 Bil
Watsco Inc Class A
WSO
VdfrkrxnmmRgvhz$19.9 Bil
Pool Corp
POOL
Vmcz$14.3 Bil
Applied Industrial Technologies Inc
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Blfzr$8.5 Bil
Core & Main Inc Class A
CNM
Qwxxwyx$8.4 Bil
WESCO International Inc
WCC
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MSC Industrial Direct Co Inc Class A
MSM
VyjxjdcPzpywqn$4.7 Bil

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