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FMS vs WSO

Comparison between Fresenius Medical Care AG & Co. KGaA (FMS, Company) and Watsco Inc - Class A (WSO, Company).

FMS is from the Healthcare sector, while WSO is from the Industrials sector.

5-Year PerformanceWSO has outperformed FMS, delivering a return of +9.4% compared to -7.5%

FMS vs WSO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FMS
$15B
WSO
$15B
Max Drawdown
FMS
77.73%
Winner
WSO
57.62%
Sharpe Ratio
Winner
FMS
-0.25
WSO
-0.49
5Y Beta
Winner
FMS
0.34
WSO
0.87
Industry
FMS
Medical Care Facilities
WSO
Industrial Distribution
P/E Ratio
Winner
FMS
15.07
WSO
29.73
Forward P/E
Winner
FMS
10.46
WSO
29.85
PEG Ratio
Winner
FMS
0.18
WSO
1.78
Dividend Yield
Winner
FMS
3.61%
WSO
3.05%
5Y Dividends CAGR
Winner
FMS
18.27%
WSO
15.93%
5Y EPS CAGR
FMS
-3.42%
Winner
WSO
19.70%
Debt to Equity
FMS
73.34%
Winner
WSO
0.00%
Free Cash Flow Yield
Winner
FMS
18.18%
WSO
4.73%

FMS vs WSO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FMS
+1.49%
WSO
-0.17%
3M
Winner
FMS
+10.13%
WSO
-7.93%
6M
Winner
FMS
+14.24%
WSO
+2.60%
1Y
Winner
FMS
-7.91%
WSO
-15.68%
5Y(CAGR)
FMS
-7.46%
Winner
WSO
+9.43%
10Y(CAGR)
FMS
-3.66%
Winner
WSO
+14.24%
Max(CAGR)
FMS
+4.25%
Winner
WSO
+17.87%

FMS vs WSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMSWSO
2026+6.66%+13.60%
2025+10.46%-26.25%
2024+9.62%+15.59%
2023+32.75%+72.85%
2022-48.69%-15.46%
2021-22.15%+42.70%
2020+14.17%+31.13%
2019+14.97%+34.90%
2018-37.35%-15.44%
2017+25.11%+17.80%
2016+3.00%+31.98%
2015+15.27%+12.90%
2014+7.92%+15.03%
2013+4.68%+26.23%
2012-1.60%+25.50%
2011+19.12%+5.92%
2010+6.92%+31.75%
2009+12.89%+27.70%
2008-9.60%+12.47%
2007+17.56%-20.57%
2006+24.19%-24.16%
2005+32.87%+75.41%
2004+13.43%+55.09%
2003+75.69%+39.42%
2002-32.86%+16.77%
2001-28.05%+24.98%
2000-1.41%+2.27%
1999+20.10%+13.44%

FMS vs WSO Drawdown Comparison

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The current FMS drawdown is -48.23%. The current WSO drawdown is -28.82%.

RankFMSWSO
#1-76.71%
Sep 22, 2000 - Feb 24, 2005
-54.14%
Feb 24, 2006 - Apr 22, 2010
#2-75.62%
Jan 31, 2018 - Oct 10, 2022
-43.26%
May 23, 2000 - Mar 7, 2002
#3-39.57%
Jul 10, 2008 - Aug 17, 2010
-41.64%
Nov 25, 2024 - Nov 20, 2025
#4-24.50%
Dec 1, 1999 - Sep 1, 2000
-35.08%
Nov 15, 1999 - Apr 20, 2000
#5-20.91%
Jul 26, 2011 - Feb 25, 2015
-33.03%
May 3, 2002 - Sep 2, 2003
#6-20.16%
Jan 10, 2008 - Jul 3, 2008
-29.53%
Jun 12, 2018 - Dec 6, 2019
#7-19.10%
Aug 9, 2016 - May 31, 2017
-28.58%
Apr 6, 2011 - Feb 1, 2012
#8-15.76%
May 2, 2006 - Aug 2, 2006
-27.17%
Dec 15, 2021 - Feb 2, 2023
#9-14.90%
Jul 20, 2015 - Oct 29, 2015
-24.30%
Mar 9, 2020 - Jun 9, 2020
#10-13.95%
Nov 2, 2015 - Jul 28, 2016
-17.92%
Apr 22, 2014 - Dec 3, 2014
#11-12.99%
Mar 1, 2005 - Aug 3, 2005
-17.41%
Oct 23, 2015 - Mar 18, 2016
#12-12.90%
Oct 14, 2010 - Feb 15, 2011
-17.17%
Apr 22, 2010 - Dec 2, 2010
#13-11.81%
May 8, 2007 - Sep 12, 2007
-17.14%
Apr 25, 2000 - May 22, 2000
#14-10.72%
Apr 29, 2011 - Jul 25, 2011
-16.18%
Jul 19, 2012 - Oct 4, 2012
#15-9.92%
Jun 14, 2017 - Dec 4, 2017
-15.96%
Apr 22, 2004 - Sep 21, 2004

Correlation

Correlation between FMS and WSO is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30
-101

Dividend Comparison (2000 - 2026)

FMS vs WSO dividend yield comparison.

YearFMSWSO
20263.62%2.49%
20253.30%3.47%
20242.80%2.23%
20232.97%2.29%
20224.34%3.43%
20212.57%2.44%
20201.72%3.06%
20191.78%3.55%
20181.95%4.02%
20170.70%2.71%
20160.74%2.43%
20150.71%2.39%
20140.99%1.87%
20130.94%1.20%
20120.91%9.99%
20110.96%3.40%
20100.93%3.23%
20091.06%3.86%
20081.38%4.56%
20070.91%3.56%
20060.93%2.01%
20051.06%1.04%
20041.22%1.08%
20031.24%0.88%
20021.49%0.70%
20010.81%0.70%
20000.58%1.04%

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