(WSO) Watsco - Performance 5.2% in 12m
Compare WSO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.23%
#12 in Group
Rel. Strength
52.49%
#3813 in Universe
Total Return 12m
5.15%
#29 in Group
Total Return 5y
222.36%
#25 in Group
P/E 37.1
84th Percentile in Group
P/E Forward 33.1
88th Percentile in Group
PEG 3.58
91th Percentile in Group
FCF Yield 3.80%
76th Percentile in Group
12m Total Return: WSO (5.2%) vs XLI (7.3%)
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 |
8.07% | 45.7% | 257% | 21.6 | 16.6 | 1.15 | 73.2% | 24.6% |
| BECN NASDAQ Beacon Roofing Supply |
0.22% | 27.7% | 539% | 21.7 | 16.5 | 1.65 | 21.6% | 102% |
| GATX NYSE GATX |
-8.81% | 16.4% | 171% | 18.9 | 19.1 | 0.87 | 60.0% | 20.4% |
| AER NYSE AerCap Holdings |
-1.41% | 21.4% | 333% | 9.02 | 7.44 | 0.91 | 59.4% | 18.5% |
| WCC NYSE WESCO International |
-4.58% | 1.85% | 558% | 11.5 | 10.7 | 1.29 | 47.8% | 36.6% |
| MGRC NASDAQ McGrath RentCorp |
-10.2% | -2.5% | 111% | 10.8 | 16.6 | 1.07 | 50.8% | 22.1% |
| URI NYSE United Rentals |
0.04% | -0.31% | 498% | 14.8 | 12.9 | 1.15 | 87.4% | 39% |
| RXL PA Rexel S.A |
-14.1% | -3.9% | 214% | 19.6 | 8.47 | 0.97 | 3.50% | 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 | -11.08% | -3.92% | -4.77% |
| 3 Months | -7.95% | -8.26% | -9.81% |
| 12 Months | 5.15% | 7.25% | 9.54% |
| 5 Years | 222.36% | 121.13% | 104.83% |
| Trend Score (consistency of price movement) | WSO | XLI | S&P 500 |
| 1 Month | -37.5% | -47.5% | -51.2% |
| 3 Months | 33.3% | -89.9% | -90.1% |
| 12 Months | 56.5% | 58.9% | 59.4% |
| 5 Years | 93.0% | 87.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #61 | -7.45% | -6.62% |
| 3 Month | #37 | 0.34% | 2.06% |
| 12 Month | #29 | -1.96% | -4.01% |
| 5 Years | #26 | 45.8% | 57.4% |
FAQs
Does WSO Watsco outperforms the market?
No,
over the last 12 months WSO made 5.15%, while its related Sector, the Industrial Sector SPDR (XLI) made 7.25%.
Over the last 3 months WSO made -7.95%, while XLI made -8.26%.
Over the last 3 months WSO made -7.95%, while XLI made -8.26%.
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 | -14.4% | -6.31% | 0.84% | -4.39% |
| US NASDAQ 100 | QQQ | -15.8% | -6.33% | 0.60% | -5.09% |
| US Dow Jones Industrial 30 | DIA | -13.0% | -5.37% | 0.46% | -0.84% |
| German DAX 40 | DAX | -14.7% | -7.67% | -17.6% | -16.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -12.4% | -7.99% | 0.53% | -4.44% |
| Hongkong Hang Seng | HSI | -15.1% | -7.87% | -2.08% | -10.4% |
| India NIFTY 50 | INDA | -13.4% | -14.2% | -1.87% | 1.08% |
| Brasil Bovespa | EWZ | -16.6% | -13.2% | -2.90% | 11.9% |
WSO vs. Sectors WSO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -14.5% | -6.09% | -8.23% | -12.2% |
| Consumer Discretionary | XLY | -15.3% | -6.10% | -1.60% | -7.28% |
| Consumer Staples | XLP | -9.57% | -13.2% | -4.62% | -4.37% |
| Energy | XLE | -11.9% | 0.02% | 2.41% | 16.5% |
| Financial | XLF | -14.0% | -7.29% | -7.32% | -14.0% |
| Health Care | XLV | -12.0% | -4.45% | 3.09% | 6.04% |
| Industrial | XLI | -13.5% | -7.16% | 0.01% | -2.10% |
| Materials | XLB | -13.7% | -7.27% | 6.91% | 9.10% |
| Real Estate | XLRE | -10.9% | -8.14% | 2.87% | -9.48% |
| Technology | XLK | -17.1% | -5.47% | 5.85% | 0.69% |
| Utilities | XLU | -11.4% | -11.4% | -1.82% | -16.0% |
| Aerospace & Defense | XAR | -13.7% | -10.5% | -10.5% | -20.5% |
| Biotech | XBI | -17.1% | -2.15% | 12.6% | 8.64% |
| Homebuilder | XHB | -14.4% | -5.25% | 15.6% | 12.5% |
| Retail | XRT | -13.5% | -7.25% | 4.56% | 9.21% |