Stock Research: Watsco

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

Watsco

NYSE:WSO US9426222009
73
  • Value
    83
  • Growth
    43
  • Safety
    Safety
    23
  • Combined
    83
  • Sentiment
    17
  • 360° View
    360° View
    73
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Company Description

Watsco, Inc. distributes heating, air conditioning, and refrigeration (HVAC/R) products. It operates in the commercial refrigeration market, selling products like condensing units, compressors, and ice machines. The company has locations in the United States, Canada, Mexico, Puerto Rico, and on an export basis to Latin America and the Caribbean. In the last fiscal year, the company had a market cap of $18,961 million, profits of $2,045 million, and revenue of $7,618 million with 7220 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 73 (better than 73% compared with alternatives), overall professional sentiment and financial characteristics for the stock Watsco are above average. The 360° View is based on consolidating four consolidated indicators, with three out of four metrics below average for Watsco. The only rank that is above average is the consolidated Safety Rank at 83, which means that the company has a financing structure that is safer than those of 83% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the Value, Growth and Sentiment Ranks are all below average. The consolidated Value Rank has a less desirable rank of 23, which means that the share price of Watsco is on the high side compared with typical size in indicators such as revenues, profits, and invested capital. The consolidated Growth Rank also has a low rank of 43, which implies that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. Finally, the consolidated Sentiment Rank is also low at a rank of 17, which means that professional investors are more pessimistic about the stock than for 83% of alternative investment opportunities. While Safety is strong, it’s not the most critical indicator, so we suggest proceeding with caution if you are considering this stock. ...read more

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Index
Dividends USA
S&P MIDCAP
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 30-Oct-2025.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

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Metrics Current 2024 2023 2022
Value
23 17 14 25
Growth
43 77 73 27
Safety
Safety
83 83 81 88
Sentiment
17 85 20 26
360° View
360° View
73 73 37 24
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Metrics Current 2024 2023 2022
Analyst Opinions
24 10 10 15
Opinions Change
15 81 34 40
Pro Holdings
n/a 87 37 36
Market Pulse
70 94 68 84
Sentiment
17 85 20 26
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Metrics Current 2024 2023 2022
Value
23 17 14 25
Growth
43 77 73 27
Safety Safety
83 83 81 88
Combined
83 83 52 47
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
9 7 11 13
Price vs. Earnings (P/E)
25 10 17 30
Price vs. Book (P/B)
25 13 18 21
Dividend Yield
91 75 77 95
Value
23 17 14 25
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Metrics Current 2024 2023 2022
Revenue Growth
60 59 60 34
Profit Growth
45 78 43 52
Capital Growth
47 25 68 36
Stock Returns
19 87 81 57
Growth
43 77 73 27
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Metrics Current 2024 2023 2022
Leverage
92 86 88 92
Refinancing
37 23 23 25
Liquidity
95 95 98 96
Safety Safety
83 83 81 88

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