Stock Scorecard
Stock Summary for Watsco Inc - Class A (WSO) - $533.40 as of 11/20/2024 8:54:07 PM EST
Total Score
13 out of 30
Currently on the following lists
Dividend Stock List
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for WSO
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for WSO
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for WSO
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for WSO
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for WSO (55 out of 90)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 10 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 3 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 3 |
| Trading Volume (Max of 10) | 4 |
| Price to Earnings (Max of 10) | 2 |
Latest News for for WSO
Financial Details for WSO
Company Overview |
|
|---|---|
| Ticker | WSO |
| Company Name | Watsco Inc - Class A |
| Country | USA |
| Description | Watsco, Inc. distributes air conditioning, heating and refrigeration equipment; and related parts and supplies in the United States, Canada, Mexico and Puerto Rico. The company is headquartered in Miami, Florida. |
| Sector Name | TRADE & SERVICES |
| Industry Name | WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 2/11/2025 |
Stock Price History |
|
| Last Day Price | 533.40 |
| Price 4 Years Ago | 202.36 |
| Last Day Price Updated | 11/20/2024 8:54:07 PM EST |
| Last Day Volume | 135,741 |
| Average Daily Volume | 219,180 |
| 52-Week High | 545.49 |
| 52-Week Low | 366.88 |
| Last Price to 52 Week Low | 45.39% |
Valuation Measures |
|
| Trailing PE | 40.65 |
| Industry PE | 32.03 |
| Sector PE | 41.04 |
| 5-Year Average PE | 29.43 |
| Free Cash Flow Ratio | 33.78 |
| Industry Free Cash Flow Ratio | 51.72 |
| Sector Free Cash Flow Ratio | 94.88 |
| Current Ratio Most Recent Quarter | 3.36 |
| Total Cash Per Share | 15.79 |
| Book Value Per Share Most Recent Quarter | 71.63 |
| Price to Book Ratio | 7.80 |
| Industry Price to Book Ratio | 7.47 |
| Sector Price to Book Ratio | 9.15 |
| Price to Sales Ratio Twelve Trailing Months | 2.82 |
| Industry Price to Sales Ratio Twelve Trailing Months | 2.08 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.18 |
| Analyst Buy Ratings | 3 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 34,829,600 |
| Market Capitalization | 18,578,108,640 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 10/16/2024 |
| Last Dividend Amount | 2.70 |
| Current Dividend Amount | 2.70 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 10.55 |
| Trailing Annual Dividend Yield | 1.98% |
| Forward Annual Dividend Rate | 11.74 |
| Forward Annual Dividend Yield | 2.20% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 2.72% |
| 5-Year Average Dividend Yield | 2.95% |
| 1-Year Dividend Growth Rate Percentage | 14.62% |
| 3-Year Dividend Growth Rate Percentage | 13.37% |
| 5-Year Dividend Growth Rate Percentage | 11.24% |
| All-Time Dividend Growth Rate Percentage | 14.68% |
| Dividend Payout Ratio | 81.34% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -2.80% |
| Annual Earnings Growth | -10.78% |
| Reported EPS 12 Trailing Months | 12.97 |
| Reported EPS Past Year | 10.88 |
| Reported EPS Prior Year | 13.66 |
| Net Income Twelve Trailing Months | 521,992,000 |
| Net Income Past Year | 536,337,000 |
| Net Income Prior Year | 601,167,000 |
| Quarterly Revenue Growth YOY | 1.60% |
| 5-Year Revenue Growth | 9.88% |
| Operating Margin Twelve Trailing Months | 0.11 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 550,023,000 |
| Total Cash Past Year | 210,112,000 |
| Total Cash Prior Year | 147,505,000 |
| Net Cash Position Most Recent Quarter | 534,623,000 |
| Net Cash Position Past Year | 194,712,000 |
| Long Term Debt Past Year | 15,400,000 |
| Long Term Debt Prior Year | 56,400,000 |
| Total Debt Most Recent Quarter | 15,400,000 |
| Equity to Debt Ratio Past Year | 0.99 |
| Equity to Debt Ratio Most Recent Quarter | 0.99 |
| Total Stockholder Equity Past Year | 2,229,839,000 |
| Total Stockholder Equity Prior Year | 1,889,237,000 |
| Total Stockholder Equity Most Recent Quarter | 2,696,375,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 660,783,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 18.97 |
| Free Cash Flow Past Year | 526,476,000 |
| Free Cash Flow Prior Year | 536,312,000 |
Options |
|
| Put/Call Ratio | 0.75 |
| Has Options | Options Chain |
| Liquidity Rating | None |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 13.43 |
| MACD Signal | 6.74 |
| 20-Day Bollinger Lower Band | 446.13 |
| 20-Day Bollinger Middle Band | 484.88 |
| 20-Day Bollinger Upper Band | 523.64 |
| Beta | 0.87 |
| RSI | 72.96 |
| 50-Day SMA | 445.23 |
| 150-Day SMA | 340.42 |
| 200-Day SMA | 318.70 |
System |
|
| Modified | 11/19/2024 4:29:42 PM EST |