Also trades as: WSO (NYSE) · $vol 149M
WSO-B NYSE
Watsco, Inc.
1W: +2.8%
1M: -4.9%
3M: -6.9%
YTD: -24.0%
1Y: -26.6%
3Y: -15.5%
5Y: +19.9%
$295.60
+8.10 (+2.82%)
Credit Risk of going bust: lower than 84% of companies Debt: 4.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.02 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $553.7M against a stock market value of $12.54B.
Distance to default 11.09 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $276.9M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 5.80. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.02 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $553.7M against a stock market value of $12.54B.
Distance to default 11.09 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $276.9M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 5.80. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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ETF Exposure
3
ETFs Holding
Total ETF Value
0.01%
Max Weight
0.003%
Avg Weight
ETF Holdings by Value
ETFs Holding WSO-B
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0025% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 2 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0016% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 3 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0063% | 2,258 | 23.9% | 22.8 | 0.01% |
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