The total return over the past 12 months is -20.90% vs. +20.58% for the S&P 500. So far it's up -4.82% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (23.41%) | (3.61%) | +2.40% | +7.86% | +11.96% | +10.43% |
| Total Return CAGR | (20.90%) | (1.03%) | +5.33% | +11.27% | +15.17% | +13.82% |
| Revenue CAGR | (2.98%) | +0.52% | +5.11% | +5.80% | +6.36% | +7.24% |
| Net Income CAGR | (10.50%) | (6.29%) | +6.23% | +10.54% | +12.13% | +9.31% |
| EPS CAGR | (11.54%) | (7.46%) | +11.75% | +10.51% | +11.21% | +7.87% |
| Free Cash Flow CAGR | +77.00% | +22.77% | +15.78% | +8.02% | +20.33% | +21.15% |
| Operating Cash Flow CAGR | +71.90% | +21.41% | +15.61% | +8.07% | +19.03% | +18.89% |
| Dividends CAGR | +10.91% | +11.02% | +11.06% | +15.37% | +12.35% | +15.82% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Watsco, Inc. (WSO)
| Year | Start price | End price | WSO Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $336.95 | $313.05 | (4.82%) | +13.68% | (18.50%) |
| 2025 | $473.89 | $336.95 | (27.04%) | +17.72% | (44.76%) |
| 2024 | $428.47 | $473.89 | +13.19% | +24.89% | (11.70%) |
| 2023 | $249.40 | $428.47 | +76.99% | +26.19% | +50.80% |
| 2022 | $312.88 | $249.40 | (17.72%) | (18.17%) | +0.45% |
| 2021 | $226.55 | $312.88 | +42.06% | +28.74% | +13.32% |
| 2020 | $180.15 | $226.55 | +30.51% | +18.37% | +12.14% |
| 2019 | $139.14 | $180.15 | +34.95% | +31.22% | +3.73% |
| 2018 | $170.04 | $139.14 | (15.52%) | (4.56%) | (10.96%) |
| 2017 | $148.12 | $170.04 | +18.36% | +21.70% | (3.34%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
