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Watsco Inc
(NYSE: WSO)
AdChoices
92.96
+1.13
+1.23%
After Hours :
92.96
0.00
0.00%

Open

92.24

Previous Close

91.83

Volume (Avg)

188.28k (240.36k)

Day's Range

91.89-93.07

52Wk Range

84.28-105.39

Market Cap.

3.21B

Dividend Rate (Yield )

2.40 (2.18%)

Beta

0.88

Shares Outstanding

30.08M

P/E Ratio (EPS)

21.83 (4.21)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Electronics Distribution
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 3.74B

    • Net Income

    • 127.72M

    • Market Cap.

    • 3.21B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 3.54

    • PEG (Price/Earnings Growth) Ratio

    • 1.45

    • Beta

    • 0.88

    • Forward P/E

    • 18.28

    • Price/Sales

    • 0.77

    • Price/Book Value

    • 3.59

    • Price/Cash flow

    • 17.83

      • EBITDA

      • 288.92M

      • Return on Capital %

      • 6.96

      • Return on Equity %

      • 16.08

      • Return on Assets %

      • 6.96

      • Book Value/Share

      • 25.59

      • Shares Outstanding

      • 30.08M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.60 (10/10/2014)

      • Dividend Declaration Date

      • 10/1/2014

      Analyst Recommendation
      10/17/2014
      Outperform
        • 1 Year Price Target

        • 99.00

        • Credit Rating

        • -

        • Analysts

        • 3

        • EPS Estimate

        • 5.18

        • Cashflow Estimate

        • 5.66

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 4.40

          • 6.88

          • Net Income

            YTD/YTD (last year)

          • 23.60

          • -12.03

          • Net Income

            Q/Q (last year)

          • 9.30

          • 37.62

          • Sales (Revenue)

            5-Year Annual Average

          • 17.10

          • 3.33

          • Net Income

            5-Year Annual Average

          • 16.20

          • 7.25

          • Dividends

            5-Year Annual Average

          • -8.05

          • -

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 24.06

            • 13.00

            • Pre-Tax Margin

            • 7.26

            • 3.04

            • Net Profit Margin

            • 3.54

            • 2.16

            • Average Gross Margin

              5-Year Annual Average

            • 24.00

            • 12.81

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 5.90

            • 2.93

            • Average Net Profit Margin

              5-Year Annual Average

            • 2.90

            • 33.47B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.39

              • 0.35

              • Current Ratio

              • 3.49

              • 1.78

              • Quick Ratio

              • 1.47

              • 1.20

              • Interest Coverage

              • -

              • 8.03

              • Leverage Ratio

              • 2.23

              • 2.44

              • Book Value/Share

              • 25.59

              • 32.16

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 21.28

                • 12.53

                • P/E Ratio 5-Year High

                • 25.06

                • 1,133.00

                • P/E Ratio 5-Year Low

                • 11.26

                • 40.53

                • Price/Sales Ratio

                • 0.75

                • 0.29

                • Price/Book Value

                • 3.49

                • 1.38

                • Price/Cash Flow Ratio

                • 17.83

                • 13.70

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 16.08

                    (11.70)

                  • 11.70

                    (12.42)

                  • Return on Assets %

                    (5-Year Average)

                  • 6.96

                    (6.60)

                  • 4.82

                    (4.73)

                  • Return on Capital %

                    (5-Year Average)

                  • 11.15

                    (10.10)

                  • 8.03

                    (8.39)

                  • Income/Employee

                  • 28.31k

                  • 25.05k

                  • Inventory Turnover

                  • 4.02

                  • 8.67

                  • Asset Turnover

                  • 1.97

                  • 2.23

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  271.21M
                  Operating Margin
                  7.25
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  17.83
                  Ownership

                  Institutional Ownership

                  70.56%

                  Top 10 Institutions

                  31.46%

                  Mutual Fund Ownership

                  43.62%

                  Float

                  84.95%

                  5% / Insider Ownership

                  6.01%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Neuberger Berman Genesis Fund

                  •  

                    784,104

                  • -1.45

                  • 2.24

                  • Oak Ridge Small Cap Growth Fund

                  •  

                    493,600

                  • 0.00

                  • 1.41

                  • Vanguard Explorer Fund

                  •  

                    460,975

                  • 0.00

                  • 1.32

                  • Vanguard Small Cap Index

                  •  

                    444,319

                  • -0.34

                  • 1.27

                  • Vanguard Total Stock Mkt Idx

                  •  

                    419,261

                  • 1.96

                  • 1.20

                  • iShares Russell 2000 (AU)

                  •  

                    404,830

                  • -1.01

                  • 1.20

                  • iShares Core S&P Mid-Cap (AU)

                  •  

                    374,687

                  • -4.15

                  • 1.11

                  • JPMorgan Growth Advantage Fund

                  •  

                    370,000

                  • 0.00

                  • 1.06

                  • VA CollegeAmerica Small Cap World

                  •  

                    350,000

                  • 0.00

                  • 1.00

                  • Fidelity® Series Growth & Income Fund

                  •  

                    349,247

                  • 5.72

                  • 1.00

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • J.P. Morgan Investment Management Inc.

                  •  

                    1,597,363

                  • -0.09%

                  • 4.57

                  • Vanguard Group, Inc.

                  •  

                    1,580,508

                  • -0.21%

                  • 4.52

                  • BlackRock Fund Advisors

                  •  

                    1,385,317

                  • -3.18%

                  • 3.96

                  • Frontier Capital Management CO Inc

                  •  

                    1,059,169

                  • -4.12%

                  • 3.03

                  • Baillie Gifford & Co Limited.

                  •  

                    1,017,246

                  • +37.63%

                  • 2.91

                  • Fidelity Management and Research Company

                  •  

                    992,346

                  • -2.98%

                  • 2.84

                  • Neuberger Berman LLC

                  •  

                    990,579

                  • -1.61%

                  • 2.83

                  • State Street Corp

                  •  

                    908,813

                  • -0.11%

                  • 2.60

                  • Oak Ridge Investments, LLC

                  •  

                    784,422

                  • +0.64%

                  • 2.24

                  • Waddell & Reed Investment Management Co

                  •  

                    683,590

                  • +1.02%

                  • 1.96

                  Company Profile

                  Sector

                  Technology

                  Industry

                  Electronics Distribution

                  Type

                  Cyclical

                  Style

                  Small Growth

                  Watsco Inc a Florida corporation was incorporated in 1956. The Company is an independent distributor of air conditioning, heating, and refrigeration equipment and related parts and supplies (HVAC/R) in the HVAC/R distribution industr...morey in North America. The products that the Company distributes consist of: equipment, including residential central air conditioners ranging from 1-1/2 to 5, gas, electric and oil furnaces ranging from 50,000 to 150,000 BTUs, commercial air conditioning and heating equipment and systems ranging from 1-1/2 to 25 tons and other specialized equipment, parts, including replacement compressors, evaporator coils, motors and other component parts and supplies, including thermostats, insulation material, refrigerants, ductwork, grills, registers, sheet metal, tools, copper tubing...more, concrete pads, tape, adhesives and other ancillary supplies. At December 31, 2013 it operated from 569 locations, through which it serves more than 50,000 contractors and dealers that service the replacement and new construction markets. The Company distributes its products to customers using one of 634 trucks or a third party logistics provider, or it make products available for pick-up at the location nearest to the customer. The Company competes with a number of distributors and also with several air conditioning and heating equipment manufacturers that distribute a portion of their products through their own distribution organizations in certain markets. The Companys business is subject to federal, state and local laws and regulations relating to the generation, storage, handling, transportation and release of hazardous materials into the environment.lessless

                  Key People

                  Albert H. Nahmad

                  CEO/Chairman of the Board/Director/President

                  Ana M. Menendez

                  Assistant Secretary/CFO/Chief Accounting Officer/Treasurer

                  Aaron J. Nahmad

                  Director/Other Corporate Officer/Vice President, Divisional

                  Bob L. Moss

                  Director

                  Cesar L. Alvarez

                  Director

                  • Watsco Inc

                  • 2665 South Bayshore Drive

                  • Miami, FL 33133

                  • USA.Map

                  • Phone: +1 305 714-4100

                  • Fax: +1 305 858-4492

                  • watsco.com

                  Incorporated

                  1956

                  Employees

                  4,800

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