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Watsco, Inc. Stock Price

NYSE:WSO Community·US$12.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

WSO Share Price Performance

US$0
-394.15 (-100.00%)
​
US$410.60
Fair Value
US$0
-394.15 (-100.00%)
​
Price US$0
Fri, 31 Jul 26
Fair ValueUS$410.60
Share Pricen/a

WSO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$410.6 24.8% undervalued intrinsic discount

Earnings Risk And Weaker Demand Trends Will Shape Future Outlook

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$485 36.3% undervalued intrinsic discount

Urbanization And Climate Trends Will Shape The HVAC Industry

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$330 6.4% undervalued intrinsic discount

Tariff Concerns And A2L Transition Will Drive Market Recalibration

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WSO logo
Watsco
6.4% undervalued intrinsic discount

Tariff Concerns And A2L Transition Will Drive Market Recalibration

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AN
AnalystLowTarget
AnalystLowTarget
Updated 14 Aug
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WSO logo
Watsco
24.8% undervalued intrinsic discount

Earnings Risk And Weaker Demand Trends Will Shape Future Outlook

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 31 Jul
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WSO logo
Watsco
36.3% undervalued intrinsic discount

Urbanization And Climate Trends Will Shape The HVAC Industry

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AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
WSO logo

WSO: Margin Pressures And Housing Headwinds Will Test Dividend And Volume Resilience

Fair Value: US$330 6.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
WSO logo

WSO: Future Returns Will Reflect Margin Recovery And Seasonal Demand Support

Fair Value: US$410.6 24.8% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
WSO logo

WSO: Sunbelt Expansion And Dividend Yield Will Support Future P/E Rebound

Fair Value: US$485 36.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet established dividend payer.

1 Risk
3 Rewards
View Full Analysis

Watsco, Inc. Key Details

US$7.3b

Revenue

US$5.3b

Cost of Revenue

US$2.0b

Gross Profit

US$1.6b

Other Expenses

US$443.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
11.49
27.51%
6.09%
0%
View Full Analysis

About WSO

Founded
1956
Employees
7000
CEO
Albert Nahmad
WebsiteView website
www.watsco.com

Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. The company also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.

Recent WSO News & Updates

User avatar
Narrative Update • Aug 14

WSO: Margin Pressures And Housing Headwinds Will Test Dividend And Volume Resilience

Analysts have reduced the fair value estimate for Watsco to $330 from $385, as recent research points to pressure on gross margins and a slightly higher assumed discount rate, partially offset by stable volumes and modestly higher recent sales trends. Analyst Commentary Recent Street research on Watsco points to a more cautious tone, with multiple bearish analysts trimming price targets and highlighting execution risks around margins.
Seeking Alpha • Aug 05

Watsco: Transient Headwinds, Good Long Term Opportunity

Summary Watsco, Inc. (WSO) is rated a buy after a post-earnings pullback, with normalization post-A2L transition expected to drive recovery. Watsco's gross margin contraction is seen as transient, with mix improvement and pricing initiatives targeting medium-term margin expansion. Digital ecosystem adoption and underpenetrated high-margin parts/supplies sales provide a runway for market share gains and margin upside. Watsco offers a 4%+ dividend yield, double-digit EPS growth potential, and trades at a discount to industrial distribution peers. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jul 31

WSO: Future Returns Will Reflect Margin Recovery And Seasonal Demand Support

Watsco's analyst price target has been revised lower by about $13 to reflect updated views on gross margin pressure following recent earnings, partly balanced by expectations that upcoming seasonal demand and prior equipment volume trends could support results. Analyst Commentary Recent research on Watsco highlights a mix of optimism on long term demand drivers and caution around near term execution, especially on pricing and margins.

Recent updates

No updates

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