WSO
Watsco, Inc.Industrials · $12.9B market cap
Verdict
Share price
$297.47
close of Oct 3, 2026
Fair value
$181.80
Sticker Price
Payback Price
$72.72
buy price
WSO is Overpriced: at $297.47 it trades 64% above its fair value of $181.80. Its buy price (Payback Price) is $72.72, 76% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew -0% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold WSO. In Q2 2026, 1 opened a position. Who we track
Thomas Gayner
Markel Group · as of Q2 2026
$249.1M
597,750 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$27.5M
65,975 shares
Moves in Q2 2026
New position: Francois Rochon
About Watsco, Inc.
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…
Industrial - Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works