What is the 13F Pro Quality Score for WSO?

13F Pro ranks WATSCO INC (WSO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WSO's current score at https://13fpro.ai/company/WSO (free sign-up required for the full ranking).

Where does 13F Pro source WSO data?

All WATSCO INC fundamentals and ownership data come directly from SEC EDGAR. WATSCO INC files with the SEC under CIK 105016. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WSO in?

WATSCO INC (WSO) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is WSO research updated on 13F Pro?

WSO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WATSCO INC(WSO)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →NYSElarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 105016 WSO stock profile & AI dashboard →

13F Pro Quality Score

51.5/100

Rank #1,521 of 2,961 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

15.7/100

Profitability

51.1/100

Balance Sheet

83.7/100

Earnings Quality

55.4/100

Free Cash Flow

54.6/100

Institutional Flow

24.1/100

Revenue Scale

83.0/100

Dilution Risk

75.7/100

Email me the moment this company reports earnings

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Why WSO Scores 52/100

exact factor attribution · 2026-09-11

WSO's composite is driven by scale and capital efficiency, held back by revenue growth and earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.0 pts

83th pct

Capital efficiency

+3.4 pts

84th pct

Shareholder dilution

+1.3 pts

76th pct

Free cash flow

+0.7 pts

55th pct

Earnings quality

+0.5 pts

55th pct

Profitability

+0.2 pts

51th pct

Institutional flow

-1.3 pts

24th pct

Earnings growth

-1.4 pts

22th pct

Revenue growth

-6.9 pts

16th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WSO Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for WATSCO INC (WSO), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores WSO at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,521 of 2,961 stocks — the bottom half of the AI-ranked universe. WSO scores in the top quartile across balance sheet strength (83.7), revenue scale (83.0). Areas of concern include revenue growth (15.7) and institutional flow (24.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), WATSCO INC reports quarterly revenue of $2.1B, net income of $163.3M, an operating margin of 11.3%. Top institutional holders of WSO by reported 13-F value include BlackRock, Capital International Investors, Capital Research Global Investors, based on the most recent SEC filings. WSO trades on the NYSE exchange and files with the SEC under CIK 105016. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WSO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WATSCO INC directly from SEC EDGAR. WATSCO INC's 13F Pro composite quality score has ranged between 51 and 70 since 2021, currently 51.5 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

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Fun facts about WATSCO INC

Quirks, history, and lore behind WSO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. distribution company · mid-cap · listed on NYSE · headquartered in Florida.
2
The Numbers
Annual revenue of roughly $7 billion, built almost entirely on a single product category that every homeowner eventually can't live without — especially in the Sun Belt.
3
The History
Founded in 1945 in Miami, it spent decades quietly rolling up independent distributors and now operates hundreds of locations across the U.S., Canada, and Latin America.
4
The Secret
Its business is essentially middleman perfected — it buys from manufacturers like Carrier and Trane and sells to the contractors who show up at your door.
5
The Lore
When temperatures spike and ACs fail across Florida, this company's phones light up like a Christmas tree — it is the largest distributor of heating, cooling, and refrigeration equipment in the world.
6
The Giveaway
Think HVAC, but make it a stock — this Miami-based giant controls roughly one in five U.S. HVAC distribution dollars, one thermostat at a time.

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Revenue

Q2 2026

$2.1B

Net Income

Q2 2026

$163.3M

Free Cash Flow

Q2 2026

$-11.5M

Operating Margin

Q2 2026

11.3%

ROIC

Q2 2026

30.6%

D/E Ratio

Q2 2026

0.04

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-5.0% YoY

$7.24BFY 2025

FY22 $7.27BFY23 $7.28BFY24 $7.62BFY25 $7.24B

Net Income

-7.3% YoY

$497.0MFY 2025

FY22 $601.2MFY23 $536.3MFY24 $536.3MFY25 $497.0M

Operating Income

-7.9% YoY

$720.3MFY 2025

FY22 $831.6MFY23 $794.8MFY24 $781.8MFY25 $720.3M

EPS (Diluted)

-7.9% YoY

$12.25FY 2025

FY22 $15.41FY23 $13.67FY24 $13.30FY25 $12.25

Total Assets

-1.4% YoY

$4.41BFY 2025

FY22 $3.49BFY23 $3.73BFY24 $4.48BFY25 $4.41B

Total Debt

+7.0% YoY

$478.8MFY 2025

FY22 $334.1MFY23 $404.8MFY24 $447.5MFY25 $478.8M

Op. Cash Flow

-26.3% YoY

$569.6MFY 2025

FY22 $572.0MFY23 $562.0MFY24 $773.1MFY25 $569.6M

Free Cash Flow

-28.0% YoY

$535.1MFY 2025

FY22 $536.3MFY23 $526.5MFY24 $743.0MFY25 $535.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$7.24B -5.0%	$7.62B +4.6%	$7.28B +0.1%	$7.27B +15.8%	$6.28B +24.2%	$5.05B
Net Income	$497.0M -7.3%	$536.3M -0.0%	$536.3M -10.8%	$601.2M +43.5%	$418.9M +55.4%	$269.6M
Operating Income	$720.3M -7.9%	$781.8M -1.6%	$794.8M -4.4%	$831.6M +32.3%	$628.5M +56.7%	$401.0M
EPS (Diluted)	$12.25 -7.9%	$13.30 -2.7%	$13.67 -11.3%	$15.41 +42.9%	$10.78 +53.8%	$7.01
Total Assets	$4.41B -1.4%	$4.48B +20.1%	$3.73B +6.9%	$3.49B +13.0%	$3.09B +24.2%	$2.48B
Total Debt	$478.8M +7.0%	$447.5M +10.5%	$404.8M +21.1%	$334.1M -9.6%	$369.7M +71.1%	$216.1M
Operating Cash Flow	$569.6M -26.3%	$773.1M +37.6%	$562.0M -1.8%	$572.0M +63.6%	$349.6M -34.6%	$534.4M
Free Cash Flow	$535.1M -28.0%	$743.0M +41.1%	$526.5M -1.8%	$536.3M +65.5%	$324.1M -37.4%	$517.9M

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Available Research

13F Pro tracks comprehensive data for WATSCO INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WSO

BlackRock, Inc.
$1.7B4,192,919 sh
Capital International Investors
$1.5B3,485,525 sh
Capital Research Global Investors
$792.7M1,902,230 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$737.8M1,770,531 sh
FMR LLC
$710.6M1,705,273 sh
VANGUARD CAPITAL MANAGEMENT LLC
$658.1M1,579,210 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$607.9M1,459,768 sh
STATE STREET CORP
$551.3M1,323,011 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$472.7M1,134,361 sh
BAILLIE GIFFORD & CO
$470.7M1,129,536 sh

Fund	Value	Shares
BlackRock, Inc.	$1.7B	4,192,919
Capital International Investors	$1.5B	3,485,525
Capital Research Global Investors	$792.7M	1,902,230
VANGUARD PORTFOLIO MANAGEMENT LLC	$737.8M	1,770,531
FMR LLC	$710.6M	1,705,273
VANGUARD CAPITAL MANAGEMENT LLC	$658.1M	1,579,210
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$607.9M	1,459,768
STATE STREET CORP	$551.3M	1,323,011
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$472.7M	1,134,361
BAILLIE GIFFORD & CO	$470.7M	1,129,536

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Is WSO a good stock to buy?

13F Pro's AI-powered analysis of WATSCO INC (WSO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WSO are available on the WSO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WSO is classified as a large company.

Which hedge funds own WSO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WSO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WATSCO INC's investment landscape.