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Watsco (WSO)

(Delayed Data from NYSE)

$443.21 USD

443.21
277,099

-0.79 (-0.18%)

Updated Apr 26, 2024 04:00 PM ET

After-Market: $442.59 -0.62 (-0.14%) 7:52 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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4-Sell of 5       4  

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value A Growth B Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 12% (30 out of 252)

Industry: Building Products - Air Conditioner and Heating

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Better trading starts here.

Balance Sheet

Research for WSO

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Watsco, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 210 148 118 146 74
Receivables 798 747 698 535 534
Notes Receivable 0 0 0 0 0
Inventories 1,347 1,370 1,115 781 921
Other Current Assets 37 34 29 22 18
Total Current Assets 2,392 2,299 1,961 1,484 1,547
Net Property & Equipment 136 125 111 98 99
Investments & Advances 146 133 115 98 95
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 675 606 621 582 583
Deposits & Other Assets 11 8 9 12 9
Total Assets 3,729 3,488 3,086 2,484 2,556
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 369 456 364 252 240
Current Portion Long-Term Debt 100 147 85 72 69
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 242 303 278 164 153
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 712 907 727 487 462
Mortgages 0 0 0 0 0
Deferred Taxes/Income 96 90 77 73 68
Convertible Debt 0 0 0 0 0
Long-Term Debt 15 0 89 0 158
Non-Current Capital Leases 12 11 9 5 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,113 1,240 1,088 705 841
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 22 22 22 22 22
Capital Surplus 1,153 973 1,004 951 908
Retained Earnings 1,183 1,030 761 636 633
Other Equity 344 311 298 258 240
Treasury Stock 87 87 87 87 87
Total Shareholder's Equity 2,616 2,248 1,997 1,780 1,715
Total Liabilities & Shareholder's Equity 3,729 3,488 3,086 2,484 2,556
Total Common Equity 2,616 2,248 1,997 1,780 1,715
Shares Outstanding 39.39 38.74 38.70 38.40 38.10
Book Value Per Share 66.42 58.04 51.61 46.35 45.01

Fiscal Year End for Watsco, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents 479 210 175 163 141
Receivables 832 798 949 991 811
Notes Receivable NA 0 0 0 0
Inventories 1,656 1,347 1,550 1,689 1,614
Other Current Assets 32 37 56 40 31
Total Current Assets 2,998 2,392 2,731 2,883 2,598
Net Property & Equipment 138 136 134 128 127
Investments & Advances NA 146 138 141 136
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles 837 675 664 607 605
Deposits & Other Assets NA 11 10 10 9
Total Assets 4,357 3,729 4,039 4,103 3,801
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable 923 369 509 602 593
Current Portion Long-Term Debt NA 100 0 93 93
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 242 280 260 267
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities 1,026 712 888 956 953
Mortgages NA 0 0 0 0
Deferred Taxes/Income 112 96 95 93 91
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 15 106 343 198
Non-Current Capital Leases NA 12 13 11 11
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities 1,430 1,113 1,373 1,651 1,492
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 22 22 22 22
Capital Surplus NA 1,153 1,139 1,023 997
Retained Earnings NA 1,183 1,197 1,122 1,045
Other Equity 2,928 344 394 372 332
Treasury Stock NA 87 87 87 87
Total Shareholder's Equity 2,928 2,616 2,666 2,452 2,308
Total Liabilities & Shareholder's Equity 4,357 3,729 4,039 4,103 3,801
Total Common Equity 102,927 2,616 2,666 2,452 2,308
Shares Outstanding 39.50 39.39 39.30 38.90 38.80
Book Value Per Share 2,605.74 66.42 67.83 63.03 59.49