(WSO) Watsco - Performance 2.4% in 12m
Compare WSO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.37%
#13 in Group
Rel. Strength
50.70%
#3923 in Universe
Total Return 12m
2.41%
#29 in Group
Total Return 5y
229.89%
#24 in Group
P/E 35.2
84th Percentile in Group
P/E Forward 29.9
80th Percentile in Group
PEG 3.32
91th Percentile in Group
FCF Yield 2.53%
56th Percentile in Group
12m Total Return: WSO (2.4%) vs XLI (11%)
5y Drawdown (Underwater) Chart
Top Performers in Trading Companies & Distributors
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EFN TO Element Fleet Management |
17.1% | 38.2% | 258% | 23.5 | 18.1 | 1.15 | 74.5% | 24.6% |
| BECN NASDAQ Beacon Roofing Supply |
2.11% | 34.6% | 455% | 25.4 | 16.6 | 1.65 | -6.20% | 102% |
| GATX NYSE GATX |
3.04% | 12.5% | 173% | 18.4 | 19.1 | 0.87 | 60.7% | 95.3% |
| AER NYSE AerCap Holdings |
21.9% | 21.6% | 283% | 9.41 | 7.44 | 0.91 | 49.2% | 15.1% |
| MGRC NASDAQ McGrath RentCorp |
10.9% | 3.39% | 145% | 11.1 | 18.4 | 1.19 | 39.6% | 8.17% |
| WCC NYSE WESCO International |
22.5% | -5.34% | 518% | 12.3 | 12 | 1.44 | 24.1% | 4.29% |
| URI NYSE United Rentals |
21.4% | -0.5% | 490% | 16.6 | 15.2 | 1.36 | 77.6% | 18.4% |
| RXL PA Rexel S.A |
17% | -5.46% | 250% | 21.8 | 9.51 | 0.97 | 15.6% | 18.9% |
Performance Comparison: WSO vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for WSO
| Total Return (including Dividends) | WSO | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 1.94% | 16.82% | 13.81% |
| 3 Months | 0.91% | -1.55% | -6.30% |
| 12 Months | 2.41% | 10.99% | 10.65% |
| 5 Years | 229.89% | 136.01% | 107.77% |
| Trend Score (consistency of price movement) | WSO | XLI | S&P 500 |
| 1 Month | -57.5% | 84.9% | 83% |
| 3 Months | -24.4% | -57% | -75.3% |
| 12 Months | 41.2% | 53% | 50.1% |
| 5 Years | 92.9% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #68 | -12.7% | -10.4% |
| 3 Month | #30 | 2.49% | 7.69% |
| 12 Month | #30 | -7.73% | -7.44% |
| 5 Years | #25 | 39.8% | 58.8% |
FAQs
Does WSO Watsco outperforms the market?
No,
over the last 12 months WSO made 2.41%, while its related Sector, the Industrial Sector SPDR (XLI) made 10.99%.
Over the last 3 months WSO made 0.91%, while XLI made -1.55%.
Over the last 3 months WSO made 0.91%, while XLI made -1.55%.
Performance Comparison WSO vs Indeces and Sectors
WSO vs. Indices WSO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.61% | -11.9% | -5.22% | -8.24% |
| US NASDAQ 100 | QQQ | 0.42% | -15.4% | -5.43% | -9.23% |
| US Dow Jones Industrial 30 | DIA | 0.20% | -8.05% | -4.93% | -5.30% |
| German DAX 40 | DAX | 0.63% | -13.0% | -31.5% | -23.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.57% | -9.89% | -5.99% | -4.96% |
| Hongkong Hang Seng | HSI | -2.56% | -18.0% | -13.6% | -11.3% |
| India NIFTY 50 | INDA | 5.53% | -2.90% | -5.66% | 2.62% |
| Brasil Bovespa | EWZ | -0.44% | -15.3% | -13.9% | 10.7% |
WSO vs. Sectors WSO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.03% | -11.5% | -12.3% | -19.2% |
| Consumer Discretionary | XLY | 0.23% | -12.3% | -4.24% | -11.9% |
| Consumer Staples | XLP | 1.47% | -4.65% | -12.2% | -6.71% |
| Energy | XLE | 0.79% | -4.82% | 1.37% | 11.9% |
| Financial | XLF | -0.49% | -11.6% | -12.3% | -20.0% |
| Health Care | XLV | 3.62% | 1.07% | -0.23% | 6.47% |
| Industrial | XLI | -1.08% | -14.9% | -6.65% | -8.58% |
| Materials | XLB | 0.81% | -11.6% | -0.33% | 7.64% |
| Real Estate | XLRE | 1.93% | -9.60% | -5.97% | -13.0% |
| Technology | XLK | -0.47% | -19.3% | -2.34% | -4.69% |
| Utilities | XLU | 0.56% | -7.65% | -12.9% | -15.1% |
| Aerospace & Defense | XAR | -1.37% | -19.2% | -16.7% | -24.9% |
| Biotech | XBI | 7.20% | -9.87% | 14.9% | 14.7% |
| Homebuilder | XHB | 0.14% | -9.54% | 7.97% | 9.96% |
| Retail | XRT | -1.29% | -12.7% | -0.98% | 3.89% |