Nama Insights

Watsco (WSO)

Industrials · Industrial Distribution · NYSE

Watsco (WSO) is a Industrials company in the Industrial Distribution industry. It has a market capitalization of $12.67B, a trailing price-to-earnings ratio of 26.9 and a free-cash-flow yield of 4.3%. Over the most recent reported fiscal year, revenue declined 5.0% and free cash flow per share fell 28.4%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -19.5% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-46.7%
How far the last close sits under the highest price of the past five years.
Market cap$12.67B
Trailing P/E26.9
Price / book4.2
Price / sales1.7
FCF yield4.3%
Dividend yield4.3%
Gross margin27.5%
Operating margin9.1%
Net margin6.5%
Revenue growth (YoY)-5.0%
Revenue growth (3-yr annual)-0.2%
EPS growth (YoY)-8.6%
FCF/share growth (YoY)-28.4%
Beta1.0
ExchangeNYSE
SectorIndustrials
IndustryIndustrial Distribution

WSO earnings

Next report: Feb 16, 2027 (Q4 2026, EPS estimate $1.88). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $3.77 $4.09 -7.8% —
Q2 2026 Jul 29, 2026 $4.00 $4.39 -8.9% $2.10B
Q1 2026 Apr 28, 2026 $1.87 $1.68 +11.3% $1.53B
Q4 2025 Feb 17, 2026 $1.68 $1.89 -11.1% $1.58B

WSO analyst price target

Median target $332.50 from 10 analysts, ranging $315.00 – $441.00.

Industrial Distribution peers

TickerCompanyMarket capP/E
GWW W.W. Grainger $67.45B 31.6
FAST Fastenal $60.80B 44.9
FERG Ferguson Enterprises $45.21B 22.8
WCC WESCO International $14.24B 17.1
QXO QXO $11.99B 33.0
AIT Applied Industrial Technologies $10.35B 25.1
CNM Core & Main $8.48B 17.8
POOL Pool $7.56B 19.2
Explore live WSO data on Nama Insights →

Recent Congressional trades

Watsco trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Lois Frankel House Sell $1,001 - $15,000 Oct 10, 2023

WSO FAQ

Is WSO a buy?
Nama's AI scorecard currently rates Watsco Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is WSO's P/E ratio?
Watsco trades at a trailing price-to-earnings ratio of 26.9.
When does WSO report earnings?
Watsco's next scheduled report is on Feb 16, 2027. Analysts expect EPS of $1.88.
What is the WSO price target?
The median analyst price target from 10 analysts is $332.50, with a range of $315.00 – $441.00.
Is WSO Shariah compliant?
Nama's AAOIFI-style screen reads Watsco as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does WSO pay a dividend?
Yes — Watsco's dividend yield is 4.3%.