Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
WSO-B 
Watsco Inc (WSO-B)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: WSO-B (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -31.5% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.31B USD | Price to earnings Ratio 38.16 | 1Y Target Price - |
Price to earnings Ratio 38.16 | 1Y Target Price - | ||
Volume (30-day avg) 173 | Beta 0.91 | 52 Weeks Range 414.81 - 531.93 | Updated Date 04/1/2025 |
52 Weeks Range 414.81 - 531.93 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.13% | Basic EPS (TTM) 13.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.04% | Operating Margin (TTM) 7.37% |
Management Effectiveness
Return on Assets (TTM) 11.39% | Return on Equity (TTM) 22.38% |
Valuation
Trailing PE 38.16 | Forward PE 33.9 | Enterprise Value 20196870143 | Price to Sales(TTM) 2.67 |
Enterprise Value 20196870143 | Price to Sales(TTM) 2.67 | ||
Enterprise Value to Revenue 2.65 | Enterprise Value to EBITDA 25.5 | Shares Outstanding 5602300 | Shares Floating 32757136 |
Shares Outstanding 5602300 | Shares Floating 32757136 | ||
Percent Insiders 91.43 | Percent Institutions 0.45 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Watsco Inc
Company Overview
History and Background
Watsco, Inc. was founded in 1947. Initially, it was a family-owned business distributing refrigeration parts. Over time, it grew through acquisitions and expanded its product line to include HVAC/R equipment.
Core Business Areas
- HVAC/R Distribution: Distributes air conditioning, heating, and refrigeration equipment, parts, and supplies.
Leadership and Structure
Albert H. Nahmad is the Chairman and CEO. The company has a typical corporate structure with a board of directors and various executive management positions overseeing different operational areas.
Top Products and Market Share
Key Offerings
- Air Conditioners: Watsco distributes air conditioners from various manufacturers. Competitors include Carrier, Trane, and Lennox. Market share data for individual products is not publicly available, but Watsco is a leading distributor in North America.
- Heating Equipment: Watsco distributes furnaces and other heating systems. Competitors include Carrier, Trane, and Lennox. Market share data for individual products is not publicly available, but Watsco is a leading distributor in North America.
- Refrigeration Products: Watsco distributes refrigeration equipment and components. Competitors include Johnson Controls and Emerson Electric. Market share data for individual products is not publicly available, but Watsco is a leading distributor in North America.
Market Dynamics
Industry Overview
The HVAC/R distribution industry is influenced by factors such as construction activity, weather patterns, energy efficiency standards, and government regulations.
Positioning
Watsco is the largest distributor of HVAC/R equipment and related parts and supplies in North America. Its competitive advantage lies in its extensive distribution network, strong supplier relationships, and technology investments.
Total Addressable Market (TAM)
The global HVAC systems market is projected to reach hundreds of billions of dollars. Watsco is well-positioned to capture a significant portion of this market, focusing on the distribution and aftermarket segments.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Strong supplier relationships
- Technological investments
- Leading market position
- Strong financial performance
Weaknesses
- Dependence on housing market
- Exposure to economic cycles
- Competition from manufacturers direct distribution
Opportunities
- Expansion into new geographic markets
- Growth in the replacement market
- Increased demand for energy-efficient products
- Acquisition opportunities
Threats
- Economic downturns
- Increased competition
- Fluctuations in raw material costs
- Changes in government regulations
Competitors and Market Share
Key Competitors
- CAR
- TDY
- GPC
- FAST
Competitive Landscape
Watsco competes on factors such as product availability, pricing, service, and technological capabilities. Watsco's scale and distribution network provide a competitive edge.
Major Acquisitions
Nibco (selected divisions)
- Year: 2021
- Acquisition Price (USD millions): 62
- Strategic Rationale: Expanded product offering and geographical reach.
Manitowoc Ice
- Year: 2022
- Acquisition Price (USD millions): 160
- Strategic Rationale: Strengthens their market presence in key regions, enhances the depth of their product portfolio and expands their reach and service capabilities
Growth Trajectory and Initiatives
Historical Growth: Watsco has grown through acquisitions and organic expansion.
Future Projections: Analyst estimates available through financial news outlets.
Recent Initiatives: Watsco has been investing in technology and expanding its product offerings.
Summary
Watsco is a strong company due to its leading market position and extensive distribution network. Its consistent profitability and strategic acquisitions support long-term growth. However, they are susceptible to economic cycles and must effectively manage rising costs and competition. Watsco's technology investments and expansion into energy-efficient products should help navigate future challenges.
Similar Companies
- CAR
- TDY
- GPC
- FAST
- EMR
Sources and Disclaimers
Data Sources:
- Watsco Investor Relations
- SEC Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Watsco Inc
Exchange NYSE | Headquaters Miami, FL, United States | ||
IPO Launch date 1992-03-17 | Chairman & CEO Mr. Albert H. Nahmad | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 7220 | Website https://www.watsco.com |
Full time employees 7220 | Website https://www.watsco.com | ||
Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. The company distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.