Company Analysis Watsco, Inc.
1. Summary
Advantages
- Dividends (2.26%) are higher than the sector average (1.51%).
- The stock's return over the last year (29.1%) is higher than the sector average (-39.97%).
- Current debt level 3.06% is below 100% and has decreased over 5 years from 12.13%.
- The company's current efficiency (ROE=24.05%) is higher than the sector average (ROE=20.43%)
Disadvantages
- Price (476.57 $) is higher than fair price (199.96 $)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Watsco, Inc. | Industrials | Index | |
|---|---|---|---|
| 7 days | -0.2% | -0.4% | -1.4% |
| 90 days | 3.2% | -47.2% | 0.8% |
| 1 year | 29.1% | -40% | 21.5% |
WSO vs Sector: Watsco, Inc. has outperformed the "Industrials" sector by 69.07% over the past year.
WSO vs Market: Watsco, Inc. has outperformed the market by 7.61% over the past year.
Stable price: WSO is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WSO with weekly volatility of 0.5597% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (476.57 $) is higher than the fair price (199.96 $).
Price is higher than fair: The current price (476.57 $) is 58% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (28.98) is lower than that of the sector as a whole (143.1).
P/E vs Market: The company's P/E (28.98) is lower than that of the market as a whole (70.26).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (5.94) is higher than that of the sector as a whole (5.52).
P/BV vs Market: The company's P/BV (5.94) is lower than that of the market as a whole (22.61).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.13) is lower than that of the sector as a whole (3.29).
P/S vs Market: The company's P/S indicator (2.13) is lower than that of the market as a whole (15.24).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (19.51) is higher than that of the sector as a whole (14.31).
EV/Ebitda vs Market: The company's EV/Ebitda (19.51) is lower than that of the market as a whole (24.37).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 19.79% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (19.79%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-42.56%).
5.4. ROE
ROE vs Sector: The company's ROE (24.05%) is higher than that of the sector as a whole (20.43%).
ROE vs Market: The company's ROE (24.05%) is higher than that of the market as a whole (18.07%).
5.5. ROA
ROA vs Sector: The company's ROA (14.19%) is higher than that of the sector as a whole (6.87%).
ROA vs Market: The company's ROA (14.19%) is higher than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (12.43%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 2.26% is higher than the average for the sector '1.51%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.26% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 2.26% has been growing over the last 5 years. Growth over 10 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (71.34%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 18.12.2024 | Barry S Logan Officer |
Purchase | 507.87 | 5 585 550 | 10 998 |
| 10.05.2024 | LOGAN BARRY S Executive Vice President |
Sale | 473.85 | 366 760 | 774 |
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