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WSOWSO

$410.87

-6.46
arrow_drop_down1.55%
Market closed·update02 Mar 2026 21:00

$409.01

-1.86
arrow_drop_down0.45%
Post-market·update03 Mar 2026 00:56
Day's Range
405.97-416.96
52-week Range
323.05-533.07

Chart

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Performance

Key Stats

Next Earnings Date2026-02-17
Next Earnings TimeBefore Market Open
Volume239.55K
Average Volume 30d424.74K

AI WSO Summary

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30.3
Valuation (P/E Ratio)
Reasonable for growth sector
📈
0
EPS Growth (YoY)
Flat earnings growth (latest annual data)
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AI Scoreboard

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Overall Analysis

Buy
75

Watsco demonstrates strong fundamentals with consistent profitability and a healthy balance sheet. The company benefits from essential industry demand. While valuation metrics are moderate, the reliable dividend and stable business model make it an attractive long-term holding, despite some short-term technical headwinds. Thematic exposure to HVAC and refrigeration is stable rather than high-growth.

Neutral

Thematic

65

Watsco operates in the HVAC and refrigeration distribution sector, which is considered relatively stable, driven by essential needs like climate control and food preservation. While not a high-growth thematic area, it offers resilience.

Strong

Fundamental

80

Watsco exhibits strong financial health, marked by consistent revenue, healthy profit margins, and robust free cash flow generation. Its balance sheet is solid with manageable debt levels. The company also demonstrates a commitment to shareholder returns through regular dividend payments.

Neutral/Slightly Bearish

Technical

55

The stock's recent performance shows a slight decline. While it has experienced positive short-term momentum over 1M and 5D, the longer-term performance (6M, 1Y) is flat to negative. Technical indicators on intraday and daily charts suggest a mixed to slightly bearish sentiment, with several moving averages indicating 'Sell'.

FactorScore
Essential Goods & Services75
Replacement and Upgrade Cycles70
Energy Efficiency & Sustainability60
Geographic Diversification65
Competitive Landscape60
FactorScore
Valuation50
Profitability75
Growth60
Balance Sheet Health85
Cash Flow90
Dividend Sustainability80
FactorScore
Trend Analysis40
Momentum65
Price Action50
Volume Analysis60
Intraday Indicators55

AI Investing Checklist

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Bullish Points (7)

Earnings Performance chevron_right

Consistent EPS Performance

The company has demonstrated consistent performance in Earnings Per Share (EPS), with reported EPS often meeting or exceeding analyst estimates, indicating operational reliability.

Valuation chevron_right

Reasonable P/E Ratio

The trailing P/E ratio of 37.17 is within a range that could be considered reasonable for a company with Watsco's historical growth and market position, especially when compared to industry peers.

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Bearish Points (7)

Valuation chevron_right

High P/E Ratio Relative to Recent Growth

The P/E ratio of 37.17 appears high given the reported net margins around 7-8.3% and a P/S ratio of 2.1 for 2024, potentially indicating it is trading at a premium.

Earnings Performance chevron_right

EPS Misses and Surprises

Recent quarterly earnings reports show instances of missing analyst estimates (e.g., Q2 2025, Q4 2024, Q3 2024), suggesting potential headwinds or challenges in meeting growth expectations.

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Calendar

July 2025

16

Ex-Dividend Date

July 2025

30

Next Earnings Date

EPS Est.
Revenue Est.

H: $5.10

A: $4.84

L: $4.49

H: 2.30B

A: 2.23B

L: 2.18B

July 2025

31

Next Dividend Date

Profile

Websitewatsco.com
Employees (FY)7.22K
ISINUS9426222009
FIGI-

Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. The company distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.

Seasonals

2025
2024
2023
2022
2021

Price Target

468.18 USD

The 39 analysts offering 1 year price forecasts for WSO have a max estimate of 550.00 and a min estimate of 333.00.

Debt Level and Coverage

Debt
Free cash flow
Cash & equivalents

Financial Position Analysis

Assets
Liabilities

Ownership

Free Float shares
32.9M (94.21%)
Closely held shares
2.02M (5.79%)
34.9M
Free Float shares
32.9M (94.21%)
Closely held shares
2.02M (5.79%)

Capital Structure

Market cap
16.91B
Debt
447.46M
Minority interest
0.00
Cash & equivalents
526.27M
Enterprise value
16.83B

Valuation - Summary

Market Cap
19.4B
Net income
348M(1.80%)
Revenue
5.45B(28.11%)
19.4B
Market Cap
19.4B
Net income
348M(1.80%)
Revenue
5.45B(28.11%)
Price to earning ratio (P/E)55.70x
Price to sales ratio (P/S)3.60x

Valuation - Ratios

P/E
P/S

Revenue to Profit Conversion

Revenue
7.62B
COGS
5.57B
Gross Profit
2.04B
OpEx
1.29B
Operating Income
751.27M
Other & Taxes
214.99M
Net Income
536.29M

Balance Sheet

Total assets
Total liabilities
Liabilities to assets %

Income Statement

Revenue
Net Income
Net Margin

Cash Flow

Operating Cash Flow
Investing Cash Flow
Financing Cash Flow
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