Watsco Inc (WSO.B) stock

WSO.BNYSEWholesale-Hardware & Plumbing & Heating Equipment & SuppliesFiscal year ends December 31Also trades as WSO

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 15/3029% above fair value

$284.20+0.00 (0.00%)

Close on Oct 29, 2026Market cap $11.72BP/E 24.5Yield 4.12%

Watsco statistics

109 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings: Feb 16, 2027 (estimated, before the open)
Last ex-dividend date: Oct 16, 2026
Fundamentals through: Jun 30, 2026
Share price as of: Oct 30, 2026

Valuation ratiosIndustry

Market Cap: $12.52B; $1.24B
Enterprise Value: $12.66B; $1.58B
PE Ratio: 26.12; 21.30
PS Ratio: 1.72; 0.79
PB Ratio: 4.18; 2.12
P/TBV Ratio: 5.62; 2.41
P/FCF Ratio: 17.96; 18.93
P/OCF Ratio: 17.08; 17.08

Enterprise valuationIndustry

EV / Sales: 1.74; 0.97
EV / EBITDA: 17.37; 13.20
EV / EBIT: 18.48; 17.32
EV / FCF: 18.16; 21.63

Share statisticsIndustry

Shares Outstanding: 41M; 38M
Shares Change (YoY): 0.56%; -0.07%
Float: 38M; 35M
Shares Held by Insiders: 8.08%; 16.0%
Shares Held by Institutions: 92.0%; 79.0%

Short sellingIndustry

Short Interest: 4M; –
Short Interest Change: 4.34%; -1.36%
Days to Cover: 7.74; 3.54

Stock price statisticsIndustry

52-Week High: $459.00; –
52-Week Low: $277.34; –
20-Day Moving Average: $297.54; –
50-Day Moving Average: $305.72; –
200-Day Moving Average: $366.15; –
Average True Range (14): $12.26; –
Price Change (1 Week): -6.01%; 0.60%
Price Change (1 Month): 0.80%; -3.08%
Price Change (3 Months): -4.54%; -5.05%
Price Change (6 Months): -29.2%; -6.62%
Price Change (YTD): -9.91%; 5.94%
Price Change (1 Year): -17.6%; -6.39%
Price Change (3 Years): -13.0%; 21.9%
Price Change (5 Years): 4.83%; 18.2%
Price Change (10 Years): 121.1%; 196.5%
Average Volume (10 Days): 839,031; –
Average Volume (20 Days): 702,095; –
Average Volume (90 Days): 528,340; –
Relative Volume: 1.17; 0.82
Relative Strength Index (14): 50.2; 47.7
Volatility (1 Year): 35.1%; 51.2%
Beta (5 Years): 1.04; 0.96

MarginsIndustry

Gross Margin: 27.5%; 25.4%
Operating Margin: 9.40%; 3.34%
Pretax Margin: 9.67%; 3.30%
Profit Margin: 6.53%; 1.96%
EBITDA Margin: 10.0%; 5.04%
FCF Margin: 9.57%; 2.92%

Returns on capitalIndustry

Return on Equity (ROE): 16.5%; 6.56%
Return on Assets (ROA): 9.69%; 2.42%
Return on Invested Capital (ROIC): 19.6%; 6.94%
Return on Capital Employed (ROCE): 17.1%; 7.46%

Financial positionIndustry

Current Ratio: 3.20; 2.02
Quick Ratio: 1.41; 0.96
Debt / Equity: 0.04; 0.44
Debt / EBITDA: 0.16; 2.01
Debt / FCF: 0.17; 3.03
Net Debt / EBITDA: -0.47; 1.45

GrowthIndustry

Revenue Growth (YoY): -2.98%; 6.37%
Net Income Growth (YoY): -10.5%; 5.48%
EPS Growth (YoY): -11.0%; 8.20%
FCF Growth (YoY): 76.8%; -1.01%
Revenue Growth (3Y CAGR): -0.16%; 1.68%
Revenue Growth (5Y CAGR): 7.45%; 8.00%
EPS Growth (3Y CAGR): -7.36%; -5.78%
EPS Growth (5Y CAGR): 11.8%; 6.09%

EfficiencyIndustry

Asset Turnover: 1.48; 1.34
Inventory Turnover: 2.75; 4.77
Revenue Per Employee: $1.03M; $719.81K
Profits Per Employee: $67.48K; $10.08K
Employee Count: 7,050; 787
WACC: 10.2%; 9.10%

Income statement (TTM)Industry

Revenue: $7.28B; $1.44B
Gross Profit: $2.00B; $453.14M
Operating Income: $684.85M; $24.33M
Pretax Income: $704.39M; $18.81M
Net Income: $475.73M; $10.20M
EBITDA: $728.85M; $56.48M
EPS (Diluted): $11.62; $0.50

Balance sheetIndustry

Cash & Short-Term Investments: $464.19M; $28.76M
Total Debt: $119.72M; $372.75M
Net Cash (Debt): $344.47M; -$1.76M
Net Cash Per Share: $8.35; -$0.11
Equity (Book Value): $2.99B; $230.82M
Book Value Per Share: $72.59; $17.03
Tangible Book Value: $2.23B; $43.48M
Working Capital: $2.37B; $150.25M

Cash flow (TTM)Industry

Operating Cash Flow: $733.26M; $4.85M
Capital Expenditures: -$36.12M; -$21.01M
Free Cash Flow: $697.14M; $62.41M
FCF Per Share: $16.90; $2.07

Dividends and yieldsIndustry

Earnings Yield: 3.80%; 3.36%
FCF Yield: 5.57%; 3.66%
Dividend Yield: 3.85%; 1.19%
Shareholder Yield: 3.85%; 2.62%
Dividend Per Share: $11.70; $1.58
Dividend Growth (YoY): 10.9%; 5.22%
Years of Dividend Growth: 12; 2
Payout Ratio: 104.9%; 27.8%
FCF Payout Ratio: 71.6%; 39.6%

Taxes and interestIndustry

Income Tax: $143.86M; $15.10M
Effective Tax Rate: 20.4%; 24.2%

Scores and fair valueIndustry

Graham Number: $137.76; $48.66
Graham Upside: -54.6%; -42.8%
Altman Z-Score: 7.46; 3.18
Piotroski F-Score: 5; 5
Beneish M-Score: -2.51; -2.45
Lynch Fair Value: $137.24; –
Lynch Upside: -54.8%; -21.3%

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Oct 29, 2026. The S&P 500 is measured by the SPY fund.

Period	WSO.B	S&P 500	Difference	WSO.B per year	S&P 500 per year
1 month	-7.5%	+0.7%	−8.2 pts
3 months	-9.5%	+5.7%	−15.2 pts
Year to date	-13.0%	+13.7%	−26.7 pts
1 year	-22.2%	+13.1%	−35.4 pts
3 years	-17.3%	+94.3%	−111.6 pts	-6.1%	+24.8%
5 years	+11.4%	+79.1%	−67.8 pts	+2.2%	+12.4%
10 years	+190.9%	+323.9%	−133.0 pts	+11.3%	+15.5%

Short interest

Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 15, 2026.

0M WSO.B shares were sold short on Oct 15, 2026, up 229.2% from the previous report. At recent volumes it would take 2.9 days to buy them back. Over the last 20 sessions, 77.8% of the volume reported to FINRA was short selling.

Settlement date	Shares short	Change	Avg. daily volume	Days to cover
Oct 15, 2026	158	+229.2%	55	2.9
Sep 30, 2026	48	-20.0%	81	1.0
Sep 15, 2026	60	+3.4%	74	1.0
Aug 31, 2026	58	-35.6%	241	1.0
Aug 14, 2026	90	+28.6%	100	1.0
Jul 31, 2026	70	+22.8%	182	1.0
Jul 15, 2026	57	+128.0%	29	2.0
Jun 30, 2026	25	+38.9%	17	1.5
Jun 15, 2026	18	-79.5%	25	1.0
May 29, 2026	88	+151.4%	30	2.9
May 15, 2026	35	+52.2%	26	1.4
Apr 30, 2026	23	-37.8%	54	1.0