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WATSCO INC (WSO)

Wholesale-Hardware & Plumbing & Heating Equipment & Supplies

Latest Price
$309.30
TTM P/E
25.37
Normalized P/E
23.63
Div Yield
3.88%
Book Value
72.82
P/B Ratio
4.25

Valuation metrics

adjust assumptions →
EPS: $12.25
Book value / share: $73.39
Formula: √(22.5 × EPS × BVPS)
Graham Number
$142.22
54% downside
Norm. op. income: $720M (median of 7yr)
Tax rate: 20%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$162.39
47% downside
Base FCF: $535M (median of recent 5yr)
Growth: 12%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$402.30
+30% upside
EPS: $12.25
Target P/E: 24×
Formula: EPS × P/E
P/E Fair Value
$294.00
5% downside

Institutional Ownership

100.0% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.4.09M$1.49B11.68%+404.8K2026-03-31
Capital International Investors3.48M$1.26B9.93%-1.17M2026-03-31
Capital Research Global Investors1.90M$690.0M5.42%--2026-03-31
FMR LLC1.89M$687.0M5.40%-76.6K2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC1.75M$637.0M5.00%--2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC1.57M$570.0M4.48%--2026-03-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.34M$487.0M3.83%-219.6K2026-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.33M$483.0M3.80%-77.7K2026-03-31
STATE STREET CORP1.27M$463.0M3.64%+33.3K2026-03-31
BAILLIE GIFFORD & CO1.14M$413.0M3.25%+219.8K2026-03-31
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