WATSCO INC (WSO) Stock
WSO has an Alpha Score of 38 out of 100 (weak), computed on Oct 31, 2026 from 3 of 4 sub-scores. 4 members of Congress disclosed 9 trades in WSO since 2018: 4 purchases and 5 sales, most recently Valerie Hoyle (sale, Sep 23, 2025). 5 of the hedge funds AlphaScala tracks reported WSO in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Renaissance Technologies's at $62.99M. Its trailing P/E ratio is 26.6 and its net margin 6.3% (key statistics as of Nov 7, 2026).
What is WSO's Alpha Score?
How it works →Alpha Score of 38 reflects weak overall profile with weak momentum, moderate value, weak quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Oct 31, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded WATSCO INC (WSO)?
Most recent: Valerie Hoyle (sale, Sep 23, 2025); records start Nov 21, 2018.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Val Hoyle D-OR · House | 2025-09-23 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-08-13 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-17 | purchase | $1k – $15k |
| Val Hoyle D-OR · House | 2024-10-29 | purchase | $1k – $15k |
| Lois Frankel D-FL · House | 2023-09-08 | sale | $1k – $15k |
| Lois Frankel D-FL · House | 2023-06-28 | partial sale | $1k – $15k |
| Lois Frankel D-FL · House | 2020-03-04 | purchase | $1k – $15k |
| Greg Gianforte R-MT · House | 2018-12-24 | purchase | $50k – $100k |
From STOCK Act periodic transaction reports. House filings as of Nov 5, 2026.
See all WSO political trades →Which hedge funds own WSO?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Renaissance Technologies Jim Simons (founder) | 151K | $62.99M | -30% |
| Bridgewater Associates Ray Dalio | 48K | $19.96M | NEW |
| Citadel Ken Griffin | 31K | $12.79M | +83% |
| Marshall Wace | 27K | $11.15M | +87% |
| Millennium Management Israel Englander | 9K | $3.55M | -82% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →What are WSO's key statistics?
Key statistics as of Nov 7, 2026
How does WSO's valuation compare with the Industrials sector?
| Metric | WSO | Industrials median | Companies in median |
|---|---|---|---|
| P/E ratio | 26.6 | 27.8 | 187 |
| Net margin | 6.31% | 8.17% | 210 |
| Return on equity | 16.24% | 15.27% | 210 |
| Dividend yield (payers) | 3.17% | 1.40% | 133 |
Medians over the Industrials stocks whose key statistics were refreshed in the last 35 days (newest Nov 8, 2026). P/E excludes loss-making companies.
WSO price chart
Powered by TradingViewWhat does WATSCO INC do?
Watsco Inc. is a prominent player in the distribution sector, serving as a leading distributor of air conditioning, heating, and refrigeration equipment and related parts in North America. With a comprehensive product lineup, Watsco caters primarily to the HVAC/R industry, serving both residential and commercial markets. The company is pivotal in supporting contractors and technicians by providing not only essential hardware but also cutting-edge climate control systems, including energy-efficient solutions that align with evolving sustainability standards. Established in the late 1940s and headquartered in Miami, Florida, Watsco has developed an extensive distribution network that enhances its capacity to meet regional demand variations quickly and effectively. Its role in the market is critical, as it supplies vital components that ensure the functionality and efficiency of heating and cooling systems, which are crucial for comfort and safety across various climate zones. Watsco's strategic focus on technological advancements and customer service further solidifies its stance as an influential entity in the HVAC/R industry, making it a significant contributor to both regional economies and broader climate control innovations.