Stock Scorecard



Stock Summary for Watsco Inc - Class A (WSO)

Total Score

18 out of 29

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

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

Financial Details for WSO

Company Overview

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 9/30/2022
Next Earnings Date 2/8/2023

Stock Price History

Last Day Price 278.74
Last Day Volume 69,646
Average Daily Volume 335,499
52-Week High 309.09
52-Week Low 216.86
Last Price to 52 Week Low 28.53 %

Valuation Measures

Trailing PE 20.07
Industry PE 16.31
Sector PE 73.57
5-Year Average PE 25.03
Free Cash Flow Ratio 71.11
Industry Free Cash Flow Ratio 51.79
Sector Free Cash Flow Ratio 56.40
Book Value Per Share Most Recent Quarter 54.11
Price to Book Ratio 5.66
Industry Price to Book Ratio 5.52
Sector Price to Book Ratio 7.89
Price to Sales Ratio Twelve Trailing Months 1.50
Industry Price to Sales Ratio Twelve Trailing Months 1.19
Sector Price to Sales Ratio Twelve Trailing Months 1.89

Share Statistics

Total Shares Outstanding 33,263,100
Market Capitalization 9,271,756,494
Institutional Ownership 0.00 %

Dividends

Ex-Dividend Date 10/14/2022
Last Dividend Amount 2.20
Current Dividend Amount 2.20
Dividend Aristocrat? False
Forward Annual Dividend Rate 0.00
Forward Annual Dividend Yield 0.00 %
Trailing Annual Dividend Rate 8.55
Trailing Annual Dividend Yield 3.15 %
5-Year Average Dividend Yield 0.00 %
5-Year Dividend Payments Count 21
Dividend Payout Ratio 0.00 %

Income Statement

Quarterly Earnings Growth YOY 11.30 %
Annual Earnings Growth 55.41 %
Reported EPS Past Year 11.86
Reported EPS Prior Year 10.74
Net Income Twelve Trailing Months 542,382,000
Net Income Past Year 418,945,000
Net Income Prior Year 269,579,000
Quarterly Revenue Growth YOY 14.20 %
5-Year Revenue Growth 9.67 %

Balance Sheet

Total Cash Per Share 3.92
Total Cash Most Recent Quarter 130,228,000
Total Cash Past Year 118,268,000
Total Cash Prior Year 146,067,000
Net Cash Position Most Recent Quarter 121,428,000
Net Cash Position Past Year 29,268,000
Long Term Debt Past Year 89,000,000
Long Term Debt Prior Year 144,338,000
Total Debt Most Recent Quarter 8,800,000
Equity to Debt Ratio Past Year 0.95
Equity to Debt Ratio Most Recent Quarter 1.00
Current Ratio Most Recent Quarter 2.57
Total Stockholder Equity Past Year 1,664,948,000
Total Stockholder Equity Prior Year 1,486,678,000
Total Stockholder Equity Most Recent Quarter 1,908,775,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating None

Technical Analysis

MACD 4.52
MACD Signal 3.81
20-Day Bollinger Lower Band 252.38
20-Day Bollinger Middle Band 266.28
20-Day Bollinger Upper Band 280.18
Beta 0.87
RSI 57.17
50-Day SMA 268.56
200-Day SMA 214.64

System

Modified 11/27/2022 8:09:16 AM