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WSO · Watsco Inc · Metrics

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$290.83 -10.21 (-3.39%) Q3 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$11.75B
Shares
41.25M
Volume · Oct 28 898.63K Avg daily vol (3M) 579.9K

WSO metrics

107 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$290.83
Market cap
$11.75B

Price action

20 metrics
Price change (1W)
-0.3%
Price change (30D)
-3.9%
Price change (3M)
-18.1%
Price change (6M)
-31.3%
Price change (YTD)
-10.7%
Price change (1Y)
-17.4%
Trailing year
Price change (5Y)
+7.6%
52-week high
$456.86
52-week low
$279.90
Change from 52-week high
-34.1%
Change from 52-week low
+7.6%
Annualized volatility
34.9%
Annualized volatility (3M)
42.6%
Beta
1.0
RSI (14D)
48.1
Price vs SMA 50
-1.9%
Price vs SMA 200
-18.0%
Avg volume (3M)
575,337
Relative volume
2.7
Average dollar volume
$178.48M

Company

3 metrics
Sector
Industrials
Industry
Industrial Distribution
Shares outstanding
41.25M

Valuation

12 metrics
P / E (TTM)
25.8
Trailing earnings · reciprocal yield 3.9%
PEG ratio
—
EV / revenue
1.7×
reciprocal yield 59.8%
EV / EBITDA
16.7×
reciprocal yield 6.0%
EV / EBIT
17.8×
reciprocal yield 5.6%
P / sales
1.7×
reciprocal yield 59.3%
P / book
4.1
reciprocal yield 24.4%
FCF yield
5.7%
TTM · current market cap
Buyback yield
—
P / FCF
17.6
reciprocal yield 5.7%
P / operating cash flow
16.8
reciprocal yield 6.0%
Earnings yield
3.8%

Historical valuation

8 metrics
P / E historical average (3Y)
—
P / E historical average (5Y)
—
EV / revenue historical average (3Y)
2.3×
reciprocal yield 43.1%
EV / revenue historical average (5Y)
2.1×
reciprocal yield 48.1%
EV / EBIT historical average (3Y)
22.4×
reciprocal yield 4.5%
EV / EBIT historical average (5Y)
20.0×
reciprocal yield 5.0%
EV / EBITDA historical average (3Y)
21.2×
reciprocal yield 4.7%
EV / EBITDA historical average (5Y)
19.1×
reciprocal yield 5.2%

Dividends & buybacks

7 metrics
Dividend yield
4.3%
Trailing 12 months
Payout ratio
108.2%
Shareholder yield
4.1%
Dividend / share (TTM)
$12.90
Dividend growth YoY
+10.3%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-10-16

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-10-27

Profitability

9 metrics
Gross margin
27.5%
Operating margin
9.4%
Trailing 12 months
Net margin
6.3%
Gross profit (TTM)
$2.00B
Operating profit (TTM)
$684.85M
Net income (TTM)
$461.25M
Trailing 12 months
Diluted EPS (TTM)
$11.67
FCF margin
9.6%
Effective tax rate
20.4%

Per share

11 metrics
Revenue per diluted share (TTM)
$191.63
Gross profit per diluted share (TTM)
$52.72
Operating profit per diluted share (TTM)
$18.01
EBITDA per diluted share (TTM)
$19.17
Net income per diluted share (TTM)
$12.13
Operating cash flow per diluted share (TTM)
$19.34
Free cash flow per diluted share (TTM)
$18.39
Capital expenditures per diluted share (TTM)
$0.95
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.91
Book value per share
—

Growth

11 metrics
Revenue growth YoY
+2.1%
Year over year
Net income growth YoY
-11.0%
Revenue (TTM)
$7.28B
Trailing 12 months
EPS growth YoY
-11.5%
Shares change YoY
+0.8%
Year over year · more shares
Revenue CAGR (3Y)
-0.2%
Revenue CAGR (5Y)
+7.4%
EPS CAGR (3Y)
-7.4%
EPS CAGR (5Y)
+11.8%
FCF CAGR (3Y)
-0.1%
FCF CAGR (5Y)
+0.7%

Quality

14 metrics
Return on equity
15.4%
Return on assets
9.1%
Debt / equity
0.2
Current ratio
3.2
EBITDA (TTM)
$728.85M
Free cash flow (TTM)
$697.14M
Quick ratio
1.4
Interest coverage
—
Net debt / EBITDA
-0.1
Return on invested capital
20.5%
Trailing 12 months
Net cash
$106.45M
Latest balance sheet
Cash & equivalents
$364.19M
Total assets
$5.08B
Total debt
$486.23M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$733.26M
Capital expenditures (TTM)
$36.12M
R&D (TTM)
—
SG&A (TTM)
$1.35B
Stock compensation (TTM)
$34.44M
R&D / revenue
—
Stock compensation / revenue
0.5%

Ownership (13F)

9 metrics
13F filers
793
13F filer change QoQ
+15
Institutional ownership
92.6%
Conviction holders (share of 13F filers)
1.3%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
-2.0%
Holder tenure
16.4
Price vs estimated holder cost
+7.2%

Ownership (registered funds)

1 metrics
Index-fund ownership
20.2%

Short interest

3 metrics
Short interest
11.4%
Latest settlement · 8.7 days to cover
Days to cover
8.7d
Short-squeeze score
83 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 105016 CUSIP 942622200 13F (30d) 225 filings 211 filers Visit website Investor relations