Orin
WSONYSE·Industrial - Distribution

Watsco, Inc. WSO

Market cap $13.2BP/E 27.7× trailingGross margin 27.9%Reports Wed 4 Nov, before the open
$320.82
+0.61 (+0.19%)live 11:25 ET
52-wk $295.75 – $459.00
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Orin's take
0.62conviction · moderate
Refreshed 24 Sep · take v4. A new filing or a print queues the next refresh.

Watsco is showing early signs of revenue stabilization — Q2 2026 revenue grew 2.1% YoY to $2.10B after five consecutive quarters of decline — and the just-announced Granite Group acquisition adds roughly $500M in sales with plumbing diversification, but EPS keeps falling (Q2 2026 EPS of $4.05 vs $4.52 prior year) and the company has missed consensus EPS estimates in four of the last six quarters. At 28.1x earnings, a 14% premium to the peer median PE of 24.6x, the market is pricing in a recovery that has not yet materialized in profitability.

With gross margin expanding to 28.1% in FY2025, FCF of $535M, and minimal leverage of $479M debt against $2.78B equity, the foundation is solid, but paying a premium multiple for declining earnings with net insider selling of $43.3M over 24 months warrants waiting for proof of earnings inflection.

What could go wrong

  • Persistent EPS erosion. EPS has declined for three consecutive years from $15.41 in FY2022 to $12.25 in FY2025, and Q2 2026 EPS of $4.05 is down from $4.52 a year earlier — the trough is not yet confirmed.
  • Earnings estimate misses. WSO missed consensus EPS estimates in four of the last six quarters, including a 9.3% miss in Q2 2026 ($4.00 actual vs $4.41 estimated), eroding credibility with the Street.
  • Granite Group integration risk. The acquisition of The Granite Group adds approximately $500M in revenue across seven Northeast states but introduces plumbing distribution — a new product category — with unknown integration costs and margin dilution risk.
  • Valuation premium despite deterioration. At 28.1x PE versus a peer median of 24.6x and EV/EBITDA of 18.4x versus 15.8x, WSO trades at a premium despite three years of earnings decline, limiting downside protection if the recovery stalls.

What would change my mind

EPS inflection confirmed. Two consecutive quarters of YoY EPS growth, signaling the earnings trough is behind the companybullish
Granite Group accretion. Management provides guidance that the Granite Group acquisition is accretive to EPS within 12 months with maintained or expanded marginsbullish
Continued revenue deceleration. Q3 2026 revenue growth falls back below 1% YoY, indicating the Q2 2026 uptick was not the start of a sustained recoverybearish
Margin compression. Gross margin contracts below the FY2024 level of 26.8%, reversing the expansion to 28.1% seen in FY2025bearish

Where this comes from: quarterly_results, Q2 2026 · fundamentals, FY2022 and FY2025 · quarterly_results, Q2 2026 and Q2 2025 · peer_relative. Orin's read on WSO; not advice.

Twelve months actual closes to 2026-09-24 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Capital Research Global Investors$792.7M0.1% of fund
Vanguard Portfolio Management$737.8M0.0% of fund
Fmr$710.6M0.0% of fund
Vanguard Capital Management$658.1M0.0% of fund
Charles Schwab Investment Management$607.9M0.1% of fund
State Street$551.3M0.0% of fund

79 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 33 Form 4 filings, net −$43.3M. Of the 33 on hand, 0 were open-market purchases and 4 sales— the rest are grants, option exercises and tax withholding.

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Where it trades

· Industrials
MetricNowOwn medianSector
P/E27.7×—44.5×
EV/EBITDA18.1×——
P/S1.81×——
P/B4.1×——
What the price assumes

10.6%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $0.5B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

27 firms · 2026-09-24
Consensus target

$405

$330 – $485 · +26% against today's price

How they rate it
  • 8 buy or overweight
  • 17 hold
  • 2 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 24.3× of 10 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
WSOWatsco, Inc.$13B27.7×18.1×27.9%6.5%17%
AITApplied Industrial Technologies, Inc.$12B29.9×22.9×30.3%8.3%22%
ALLEAllegion plc$13B19.9×14.7×44.8%15.4%32%
CSLCarlisle Companies Incorporated$13B17.9×11.9×35.3%14.2%41%
GGGGraco Inc.$12B23.9×16.4×52.6%23.5%20%
IEXIDEX Corporation$17B32.8×20.0×44.7%14.5%13%
ITTITT Inc.$19B41.8×25.0×34.6%8.9%10%
NDSNNordson Corporation$18B32.6×20.8×55.3%18.6%18%
POOLPool Corporation$6B14.8×12.5×29.6%7.4%32%
TXTTextron Inc.$13B14.3×9.1×16.5%6.1%12%
WCCWESCO International, Inc.$18B24.7×14.8×21.4%2.8%14%

The median is of the 10 peers listed above and nothing else — check it against the column. This company trades 13.9% above it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 26.8×FY25 27.5×

What its sector has traded at

Industrials
FY14 173.5×FY26 32.6×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Every estimate on one scale

price $320.82
52-week range$296 – $459
Analyst targets$330 – $485
At sector P/E (45×)$516

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.