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Watsco, Inc. (WSO) Stock Analysis

Watsco, Inc. (WSO) stock analysis covering valuation, fundamentals, technical indicators, risk, AIQ Momentum, analyst catalysts, dividends, and the current AIQ Score.

WSO Stock Analysis Summary

Watsco, Inc. (WSO) currently has an AIQ Score of 58/100, indicating a neutral setup. Risk is the strongest factor at 75/100. Momentum is the weakest current factor at 51/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.

Updated Sep 11, 2026 · Market-close data

WSO at a Glance

Crawlable current metrics from the latest market-close stock snapshot.

MetricCurrent
Price$314.22
AIQ Score58/100
Overall ViewNeutral
Technical Analysis ConsensusNeutral
Market Cap$12.97B
P/E Ratio26.14
Forward P/E
EPS$4.05
Revenue TTM$2.1B
Dividend Yield0.01%
Beta1.04
Volume323.34K
52-week range$295.75-$459.00
RSI 1452.04
50-Day SMA$338.46
200-Day SMA$374.41
Analyst Price Target$404.17
Next EarningsOct 28, 2026
As of Sep 11, 2026 · Market close
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WSO

Overview
Watsco, Inc.
Industrials· Industrial - Distribution
AIQ Score
NeutralAIQ Edge 9/10
Relative Leader / Watch
Strong Relative Position
Score data as of Sep 11, 2026
Last price
$314.22
+$3.32 (+1.07%)
Latest market quote
Momentum51
Value57
Quality57
Risk Resilience75
Sentiment
View financial data

WSO Stock Analysis Summary

Watsco, Inc. (WSO) currently has an AIQ Score of 58/100, indicating a neutral setup. Risk resilience is the strongest factor at 75/100. Momentum is the weakest current factor at 51/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.

Updated Sep 11, 2026 · Market-close data
AIQ Composite Posture: Mixed

In a neutral regime, WSO has AIQ Score of 58/100 with Risk resilience base of 75/100 and fading Momentum at 51/100. Wait for component alignment before adding exposure.

Signal Conflict Detected

Risk resilience (75/100) leads while Momentum (51/100) lags. This cross-factor spread creates entry timing uncertainty.

Industrials · 1.07% stock move · WSO classified in Industrial - Distribution.

Current Evidence

NeutralWSO is in a neutral AIQ regime; Risk resilience is the strongest visible factor at 75/100.
Core coverage reflects visible evidence only

AlgovestIQ Evidence Summary

Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.

Is WSO Bullish or Bearish Right Now?

WSO currently has a neutral overall setup. Risk Resilience is the strongest factor at 75/100, while Momentum is weakest at 51/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.

Bull Case
  • - Risk Resilience is supportive at 75/100.
  • - Analyst target implies +28.63% upside from the latest quote.
Bear Case
  • - Price is -16.08% below its 200-day SMA.
  • - Technical consensus has more sell votes than buy votes (20 vs 17).

Current Consensus

WSO's Technical Analysis Consensus is currently Neutral, with 17 buy, 8 neutral, and 20 sell votes. WSO's 14-day RSI is 52.04, which places the stock in a neutral momentum range. WSO's beta is 1.04, indicating market sensitivity broadly in line with the market.

Signal Confidence
Moderate agreement

What Changed in WSO?

Recent score-change history is not available in the current snapshot. These are the latest market-close scores instead.

AIQ Score
58/100
Momentum
51/100
Quality
57/100
Risk
75/100

What Would Change the WSO Outlook?

The current neutral outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.

Bullish confirmation

AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.

Bearish deterioration

AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.

WSO Decision Framework

Public evidence layers, setup checks, and risk context for Watsco, Inc..

Watsco, Inc. (WSO) Stock Analysis

Watsco, Inc. has an AIQ Score of 58/100 in a Neutral regime. Risk is strongest at 75/100. Beta is 1.04, close to market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.

Evidence LayerPublic Evidence
Regime ContextWSO is in a Neutral AIQ regime with score 58/100.
Signal ConflictThe primary conflict is that risk leads at 75/100 while momentum lags at 51/100.
Factor EvidenceMomentum 51/100 · Value 57/100 · Quality 57/100 · Risk 75/100
PersistenceCurrent snapshot evidence is shown; historical persistence remains in AIQ Pro.

Current Setup Checklist

Factor strengthPass

Risk is the strongest factor at 75/100.

TimingWait

Momentum is 51/100 and RSI (14) is 52.0.

Regime fitWait

WSO is in a Neutral regime at 58/100.

Risk controlPass

Risk factor is 75/100 with beta 1.04 and annual volatility 34.67%.

ConflictWait

Current conflict: risk leads at 75/100 while momentum lags at 51/100.

AIQ Score
58/100
Price
$314.22
Beta
1.04
RSI (14)
52

WSO Research Cluster

Ticker-specific paths for valuation, technical analysis, catalysts, dividends, financials, risk, and news.

WSO Fundamentals

WSO valuation, profitability, growth, margins, balance-sheet strength, and free cash flow.

Revenue
$2.1B
Net income
$163.34M
Free cash flow
-$11.47M
View full WSO fundamental analysis

WSO Technical Analysis

WSO technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.

Technical Analysis Consensus
Neutral
RSI 14
52.04
Price vs SMA-50
-7.16%
View full WSO technical analysis

WSO Stock Catalysts

Track WSO earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.

Next earnings
Oct 28, 2026
Analyst target
$404.17
News items
5
View WSO earnings and stock catalysts

WSO Dividend Analysis

WSO dividend yield, annual dividend, payout ratio, payment history, and income reliability context.

Dividend yield
4.01%
Annual dividend
$12.60
Payout ratio
View WSO dividend history and analysis

WSO Financial Data

WSO revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.

Quarter revenue
$2.1B
EPS
$4.05
Periods
6
View WSO financials

WSO Risk Analysis

WSO volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.

Beta
1.04
Risk score
75/100
1Y volatility
34.67%
View WSO risk analysis

WSO Stock News

WSO stock news, market tone, recent headlines, and catalyst context.

News items
5
Updated
Sep 11, 2026
Sentiment
Read WSO stock news

WSO vs Industrial Machinery & Equipment Peers

Current peer cohort: WSO · WST · XYL · ALLE · AME. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.

PeerAIQValueMomentumRiskSharpe1Y VolatilityCompare
WSO
Current stock
58/10057/10051/10075/100-0.5634.67%Current
WST
West Pharmaceutical Services
49/10026/10041/10080/1000.9533.99%WSO vs WST
XYL
Xylem
50/10059/10026/10069/100-1.0524.89%WSO vs XYL
ALLE
Allegion
56/10060/10029/10067/100-0.3927.48%WSO vs ALLE
AME
AMETEK
55/10039/10063/10069/1001.0423.53%WSO vs AME
Pairwise Compare links: WST · XYL · ALLE · AMEWSO vs WSTWSO vs XYLWSO vs ALLEWSO vs AMECompare cohort

Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Sep 11, 2026.

About the AIQ Score

Methodology for the current stock evidence.

As of Sep 11, 2026 · Market close

The AlgovestIQ AIQ Score combines multiple dimensions of stock evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.

View AIQ methodology

Factor Diagnostics

A compact bridge from the AIQ score to the evidence tabs.

Calculator
Calculate a WSO stock return scenario

Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.

Calculate stock return

AIQ Component Profile

Compare the five component scores on one consistent 0–100 scale.

Catalyst preview

Review earnings timing, revisions, news pressure, and prior event reactions in one place.

Open catalysts
Quarterly evidence

6 recent quarterly periods are available for review.

Checked Sep 12, 2026

AIQ Pro

Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.

Fundamentals Verdict

Current snapshot fields are separate from reported-quarter statement tables.

Current TTM P/E
27.2
As of Sep 11, 2026
Revenue growth
37.30%
Gross margin
27.87%
Current debt / equity
0.18
Latest quarterly evidence

Latest period Jun 30, 2026.

Review fundamentals
Quarter revenue
$2.1B
Quarter net income
$163.34M
Quarter free cash flow
-$11.47M

Market Confirmation

Technicals are summarized first, with the indicator library behind it.

Trend
Bearish
Momentum
Mixed
RSI 14
52.04
MACD
-6.14

Risk Alignment

Higher resilience is stronger; exposure metrics stay separate.

Resilience
75/100
Beta
1.04
Annual volatility
34.67%
Max drawdown
-33.83%

WSO Stock FAQ

What is WSO stock price today?

Watsco, Inc.'s current stock price is $314.22. Use the live quote with AIQ Score, news, and risk context rather than treating price alone as a decision signal.

Is WSO bullish or bearish right now?

WSO's bullish or bearish read depends on the current AIQ Score, factor alignment, technical analysis consensus, valuation, risk, and catalyst evidence. A mixed setup should be treated differently from a broad confirmation across those signals.

What is WSO's market cap?

WSO's market cap is $12.97B based on the latest completed market-close snapshot from Sep 11, 2026. Use it with P/E ratio, revenue, and growth metrics to frame company size, valuation, and peer comparisons.

What is WSO's current P/E ratio?

WSO's current P/E ratio is 26.14 based on the latest completed market-close snapshot from Sep 11, 2026. Read it with revenue growth, margins, EPS, cash flow, and peer valuation rather than using P/E alone.

What is WSO's RSI?

WSO's 14-day RSI is 52.04 based on the latest completed market-close snapshot from Sep 11, 2026. RSI should be interpreted with MACD, moving averages, volume, volatility, and price trend.

Is WSO above its 50-day and 200-day moving averages?

WSO is -7.16% from its 50-day SMA and -16.08% from its 200-day SMA based on the latest completed market-close snapshot from Sep 11, 2026. Moving-average position should be read with momentum and broader AIQ evidence.

When is WSO's next earnings date?

WSO's next earnings date is currently listed as Oct 28, 2026. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.

Does WSO pay a dividend?

WSO's dividend yield is 0.01% based on the latest completed market-close snapshot from Sep 11, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.