Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Watsco Inc, the largest distributor of HVAC equipment in North America, stands out for its robust business model focused on providing contractors with essential new and replacement parts. The company is noteworthy for its lack of debt and impressive cash flows exceeding $500 million, contributing to its stable financial foundation. Watsco's growth strategy relies heavily on acquisitions, positioning it well for future expansion, particularly as new emissions regulations for air conditioning units are set to take effect in 2025, likely driving demand and increasing prices. The company’s resilience against economic downturns adds to its appeal as a recession-proof investment, complemented by a dividend yield of 2.3%. Experts have a strong bullish outlook with a price target of $471.27, reflecting confidence in the stock's appreciation potential.

Consensus
Positive
Valuation
Undervalued
Similar
TraneTechnologies,TT
TOP PICK

Largest distributor of HVAC in NA, providing contractors with new and replacement parts. No debt. Over $500M of cashflow. Grows through acquisition. Recession-proof. 2025 is exciting, as new emissions regulations for A/C will kick in; new units at higher prices will kickstart the stock. Yield is 2.3%. 

(Analysts’ price target is $471.27)
PAST TOP PICK
(A Top Pick Jan 04/22, Down 14%) Fabulous fundamental 2022, and he expects record results again in 2023. 48-year track record of raising dividend, raised by 11% in 2022. Yield is 4%.
PAST TOP PICK
(A Top Pick May 03/21, Down 18%) Has sold shares in company. Believes better opportunities elsewhere. Economic environment makes housing market tough.
TOP PICK
New and replacement parts for about 90K HVAC contractors across NA. Best pricing, scale, online ordering tools. In the US, 90M units are over 10 years old and in need of replacing. Dividend has grown by 400% since 2014. Yield is 2.55%. (Analysts’ price target is $305.50)
TOP PICK
Very well managed and are the largest distribution of heating, cooling and refrigeration products in the US. They have taken their large position and scale and combined it with technology to create a dominate position and win market share. The one caveat is that they may trade flat for a bit, but with the housing market being strong, it should still do well. Yield 2.57% (Analysts’ price target is $303.63)
TOP PICK
Air conditioning. Many A/C units are very, very old. They have a tremendous opportunity for growth. (Analysts’ price target is $278.17)
Showing 1 to 6 of 6 entries
  • «
  • 1
  • »

Watsco Inc(WSO-N) Rating

Ranking : 1 out of 5

Star iconStar empty iconStar empty iconStar empty iconStar empty icon

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Watsco Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Watsco Inc(WSO-N) Frequently Asked Questions

What is Watsco Inc stock symbol?

Watsco Inc is a American stock, trading under the symbol WSO-N on the New York Stock Exchange (WSO). It is usually referred to as NYSE:WSO or WSO-N

Is Watsco Inc a buy or a sell?

In the last year, there was no coverage of Watsco Inc published on Stockchase.

Is Watsco Inc a good investment or a top pick?

Watsco Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Watsco Inc.

Why is Watsco Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Watsco Inc worth watching?

0 stock analysts on Stockchase covered Watsco Inc In the last year. It is a trending stock that is worth watching.

What is Watsco Inc stock price?

On 2025-04-15, Watsco Inc (WSO-N) stock closed at a price of $510.36.