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FMS vs WSO-B

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

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

5-Year PerformanceWSO-B has outperformed FMS, delivering a return of +8.7% compared to -7.5%

FMS vs WSO-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FMS
$15B
WSO-B
$15B
Max Drawdown
FMS
77.73%
Winner
WSO-B
57.77%
Sharpe Ratio
FMS
-0.23
Winner
WSO-B
-0.18
5Y Beta
FMS
0.34
Winner
WSO-B
0.06
Industry
FMS
Medical Care Facilities
WSO-B
Industrial Distribution
P/E Ratio
Winner
FMS
14.99
WSO-B
29.55
Forward P/E
Winner
FMS
10.28
WSO-B
29.24
PEG Ratio
Winner
FMS
0.18
WSO-B
1.77
Dividend Yield
Winner
FMS
3.63%
WSO-B
3.12%
5Y Dividends CAGR
Winner
FMS
18.27%
WSO-B
11.07%
5Y EPS CAGR
FMS
-3.42%
Winner
WSO-B
19.70%
Debt to Equity
FMS
73.34%
Winner
WSO-B
0.00%
Free Cash Flow Yield
Winner
FMS
18.28%
WSO-B
4.75%
P/S Ratio
Winner
FMS
0.66
WSO-B
2.16
P/B Ratio
Winner
FMS
0.84
WSO-B
5.22

FMS vs WSO-B - Historical Returns

Returns include dividend reinvestment.

1M
FMS
+2.67%
Winner
WSO-B
+10.00%
3M
Winner
FMS
+9.65%
WSO-B
+5.46%
6M
Winner
FMS
+15.79%
WSO-B
+4.08%
1Y
Winner
FMS
-6.79%
WSO-B
-9.21%
5Y(CAGR)
FMS
-7.46%
Winner
WSO-B
+8.70%
10Y(CAGR)
FMS
-3.68%
Winner
WSO-B
+14.17%
Max(CAGR)
FMS
+4.25%
Winner
WSO-B
+17.81%

FMS vs WSO-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMSWSO-B
2026+6.53%+15.55%
2025+10.46%-35.00%
2024+9.62%+29.76%
2023+32.75%+72.26%
2022-48.69%-15.13%
2021-22.15%+35.54%
2020+14.17%+33.33%
2019+14.97%+39.93%
2018-37.35%-17.47%
2017+25.11%+17.13%
2016+3.00%+28.64%
2015+15.27%+13.57%
2014+7.92%+15.01%
2013+4.68%+27.46%
2012-1.60%+23.08%
2011+19.12%+7.48%
2010+6.92%+33.77%
2009+12.89%+30.70%
2008-9.60%+10.80%
2007+17.56%-21.24%
2006+24.19%-24.11%
2005+32.87%+76.20%
2004+13.43%+50.20%
2003+75.69%+40.14%
2002-32.86%+18.56%
2001-28.05%+26.36%
2000-1.41%+0.88%
1999+20.10%+9.76%

FMS vs WSO-B 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-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

The current FMS drawdown is -48.29%. The current WSO-B drawdown is -24.89%.

RankFMSWSO-B
#1-76.71%
Sep 22, 2000 - Feb 24, 2005
-55.07%
Feb 27, 2006 - Dec 15, 2010
#2-75.62%
Jan 31, 2018 - Oct 10, 2022
-43.29%
May 23, 2000 - Mar 8, 2002
#3-39.57%
Jul 10, 2008 - Aug 17, 2010
-35.00%
Nov 21, 2024 - Dec 31, 2025
#4-24.50%
Dec 1, 1999 - Sep 1, 2000
-32.93%
May 3, 2002 - Sep 5, 2003
#5-20.91%
Jul 26, 2011 - Feb 25, 2015
-30.91%
Nov 15, 1999 - Apr 24, 2000
#6-20.16%
Jan 10, 2008 - Jul 3, 2008
-30.00%
Jun 12, 2018 - Jan 15, 2020
#7-19.10%
Aug 9, 2016 - May 31, 2017
-28.84%
Apr 6, 2011 - Feb 3, 2012
#8-15.76%
May 2, 2006 - Aug 2, 2006
-24.48%
Jan 5, 2022 - Feb 2, 2023
#9-14.90%
Jul 20, 2015 - Oct 29, 2015
-21.28%
Jan 15, 2020 - Jun 3, 2020
#10-13.95%
Nov 2, 2015 - Jul 28, 2016
-16.87%
Oct 26, 2015 - Mar 18, 2016
#11-12.99%
Mar 1, 2005 - Aug 3, 2005
-16.42%
Apr 22, 2014 - Dec 12, 2014
#12-12.90%
Oct 14, 2010 - Feb 15, 2011
-16.17%
Jul 18, 2012 - Sep 13, 2012
#13-11.81%
May 8, 2007 - Sep 12, 2007
-15.33%
Apr 22, 2004 - Sep 2, 2004
#14-10.72%
Apr 29, 2011 - Jul 25, 2011
-13.74%
Dec 8, 2016 - Jun 23, 2017
#15-9.92%
Jun 14, 2017 - Dec 4, 2017
-12.75%
Apr 18, 2018 - Jun 12, 2018

Correlation

Correlation between FMS and WSO-B 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-B dividend yield comparison.

YearFMSWSO-B
20263.62%1.64%
20253.30%3.45%
20242.80%1.97%
20232.97%2.32%
20224.34%3.39%
20212.57%2.49%
20201.72%2.97%
20191.78%3.53%
20181.95%4.14%
20170.70%2.73%
20160.74%2.42%
20150.71%2.36%
20140.99%1.87%
20130.94%1.19%
20120.91%10.04%
20110.96%3.35%
20100.93%3.18%
20091.06%3.80%
20081.38%4.56%
20070.91%3.60%
20060.93%2.00%
20051.06%1.03%
20041.22%1.10%
20031.24%0.87%
20021.49%0.69%
20010.81%0.74%
20000.58%0.89%

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