WSO Factor Report

Data as of market close on: 7/12/2024.

Fundamental analysis of WSO using the major investing factors, including value, quality, momentum, and low volatility.
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WATSCO INC (WSO) Fundamentals

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Latest Close: $492.60 Market Cap ($ mil): $22,328 Sector: Capital Goods Industry: Misc. Capital Goods 52 Week High: $502.00 52 Week Low: $337.58 Relative Strength: 82 Twelve Minus One Return: 31.1% Standard Deviation: 29.2% Insider Ownership: 0.63%
PE Ratio: 37.9 Price/Sales: 3.1 Price/Book: 7.9 Price/Cash Flow: 34.6 EV/EBITDA: 28.92 Dividend Yield: 2.19% Shareholder Yield: 1.68% Piotroski F Score: 4 Mohanram G Score: 5 Institutional Ownership: 7.15%
Return on Equity: 21.4% Return on Assets: 14.9% Return on Tangible Capital: 27.4% Return on Invested Capital: 30.7% WACC: 6.4% Debt/Equity: 0.01 LT EPS Growth: 20.8% LT Sales Growth: 11.3% Beta: 0.87 Profit Margin: 8.33%
Watsco, Inc. is engaged in the distribution of air conditioning, heating and refrigeration equipment and related parts and supplies (HVAC/R) with locations in the United States, Canada, Mexico, and Puerto Rico, and on an export basis to Latin America and the Caribbean. The Company sells products to the commercial refrigeration market, which include condensing units, compressors, evaporators, valves, refrigerants, walk-in coolers, and ice machines for industrial and commercial applications. It also sells a variety of non-equipment products including parts, ductwork, air movement products, insulation, tools, installation supplies, thermostats, and air quality products. It distributes products manufactured by Flexible Technologies, Inc. (Flexible Technologies), Resideo Technologies, Inc. (Resideo), Copeland Corporation, LLC, The Chemours Company (Chemours), Mueller Industries, Inc. (Mueller), and Welbilt, Inc. (Welbilt), among others. The Company operates in approximately 692 locations.

Factor Profile

WSO's exposure to the major factors (100 is highest).

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