Watsco, Inc.

Fundamentals8.0
Price Action6.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • Strong liquidity
  • Quarterly margin dip
  • High valuation

AI
AI Summary

6.0

Watsco is now best viewed as a high-quality, cash-generative distributor whose investment case depends less on near-term revenue growth and more on sustainably converting earnings into cash via margin expansion and normalized inventory turns. The key actionable trigger is sequential gross-margin improvement toward >30% plus materially higher inventory turns and consistent FCF — failure to deliver those would meaningfully threaten the premium valuation.

CashGeneration
InventoryRisk
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Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.0

Key Financial Insights:

  • Strong liquidity
  • Quarterly margin dip
  • High valuation

WSO combines robust liquidity and free cash flow with high ROIC, but recent quarterly margin compression, large inventories and elevated valuation suggest risk to near-term upside.

Liquidity
Valuation

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Below last‑month SMA
  • Defined support band
  • Clustered resistance

WSO is in a short‑term downtrend, trading below its last‑month SMA (~$393) after falling from the low‑$400s to $373.24, with support around the low $360s but resistance clustered in the $400–$420 area.

bearish
watch
Support Level: $363.79; $368–$376
Resistance Level: $400–$420 (primary ≈ $417)

Drop from low‑$400s in late

Sentiment & News

7.0

Key News Insights:

  • Dividend growth
  • Mixed flows
  • Share weakness

Watsco presented at J.P. Morgan mid‑March amid mixed institutional flows and investor commentary highlighting strong dividend growth and a solid cash position, while the stock traded about 10% lower since its recent earnings.

Dividend
Weakness

Strong dividend and balance-sheet fundamentals support longer-term value, but recent earnings-driven selling and repositioning could keep near-term pressure on the stock