Stock Analysis
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.
Watsco, Inc. (WSO) currently has an AIQ Score of 57/100, indicating a neutral setup. Risk is the strongest factor at 62/100. Momentum is the weakest current factor at 54/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
WSO at a Glance
Crawlable current metrics from the latest market-close stock snapshot.
| Metric | Current |
|---|---|
| Price | $303.56 |
| AIQ Score | 57/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Neutral |
| Market Cap | $12.97B |
| P/E Ratio (TTM) | 27.2 |
| Forward P/E | — |
| EPS (quarter ended 2026-06-30) | $4.05 |
| Revenue (quarter ended 2026-06-30) | $2.1B |
| Dividend Yield (TTM) | 4.00% |
| Beta | 1.04 |
| Volume | 613.02K |
| 52-week range | $277.34-$459.00 |
| RSI 14 | 60.84 |
| 50-Day SMA | $305.94 |
| 200-Day SMA | $366.49 |
| Analyst Price Target | $378.33 |
| Next Earnings | Feb 16, 2027 |
WSOWatsco, Inc.
Industrials / Industrial - Distribution
Low Priority
Above Peers
Latest quote
- Momentum54
- Value57
- Quality57
- Risk resilience62
- Sentiment—
WSO Stock Analysis Summary
Watsco, Inc. (WSO) currently has an AIQ Score of 57/100, indicating a neutral setup. Risk resilience is the strongest factor at 62/100. Momentum is the weakest current factor at 54/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, WSO has AIQ Score of 57/100 with Risk resilience base of 62/100 and fading Momentum at 54/100. Wait for component alignment before adding exposure.
Industrials · 0.18% stock move · WSO classified in Industrial - Distribution.
Current Evidence
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 62/100, while Momentum is weakest at 54/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Risk Resilience is supportive at 62/100.
- - Analyst target implies +24.63% upside from the latest quote.
- - Technical consensus has more buy votes than sell votes (18 vs 17).
- - Price is -17.32% below its 200-day SMA.
Current Consensus
WSO's Technical Analysis Consensus is currently Neutral, with 18 buy, 10 neutral, and 17 sell votes. WSO's 14-day RSI is 60.84, which places the stock in a constructive momentum range. WSO's beta is 1.04, indicating market sensitivity broadly in line with the market.
What Changed in WSO?
The largest recent change in WSO is Momentum moving down by 30.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
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.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
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 57/100 in a Neutral regime. Risk is strongest at 62/100. Beta is 1.04, close to market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | WSO is in a Neutral AIQ regime with score 57/100. |
| Signal Conflict | The primary conflict is that risk leads at 62/100 while momentum lags at 54/100. |
| Factor Evidence | Momentum 54/100 · Value 57/100 · Quality 57/100 · Risk 62/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 62/100.
Momentum is 54/100 and RSI (14) is 60.8.
WSO is in a Neutral regime at 57/100.
Risk factor is 62/100 with beta 1.04 and annual volatility 35.16%.
Current conflict: risk leads at 62/100 while momentum lags at 54/100.
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.
WSO Technical Analysis
WSO technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
WSO Stock Catalysts
Track WSO earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.
WSO Dividend Analysis
WSO dividend yield, annual dividend, payout ratio, payment history, and income reliability context.
WSO Financial Data
WSO revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.
WSO Risk Analysis
WSO volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
WSO Stock News
WSO stock news, market tone, recent headlines, and catalyst context.
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.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| WSO Current stock | 57/100 | 57/100 | 54/100 | 62/100 | -0.49 | 35.16% | Current |
| WST West Pharmaceutical Services | 60/100 | 26/100 | 87/100 | 78/100 | 1.25 | 31.41% | WSO vs WST |
| XYL Xylem | 47/100 | 59/100 | 21/100 | 56/100 | -1.75 | 29.56% | WSO vs XYL |
| ALLE Allegion | 68/100 | 54/100 | 89/100 | 57/100 | 0.43 | 29.78% | WSO vs ALLE |
| AME AMETEK | 56/100 | 39/100 | 65/100 | 69/100 | 1.27 | 23.91% | WSO vs AME |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 29, 2026.
About the AIQ Score
Methodology for the current stock evidence.
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 methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalysts3 recent quarterly periods are available for review.
Checked Oct 31, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
Fundamentals Verdict
Current snapshot fields are separate from reported-quarter statement tables.
Latest period Jun 30, 2026.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching WSO
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for WSO
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
WSO Stock FAQ
What is WSO stock price today?
Watsco, Inc.'s current stock price is $303.56. 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 Oct 30, 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 27.2 based on the latest completed market-close snapshot from Oct 30, 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 60.84 based on the latest completed market-close snapshot from Oct 30, 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 -0.96% from its 50-day SMA and -17.32% from its 200-day SMA based on the latest completed market-close snapshot from Oct 30, 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 Feb 16, 2027. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.
Does WSO pay a dividend?
WSO's dividend yield is 4.00% based on the latest completed market-close snapshot from Oct 30, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.