TRU vs WSO-B

Comparison between TransUnion (TRU, Company) and Watsco Inc - Class B (WSO-B, Company).

TRU is from the Financial Services sector, while WSO-B is from the Industrials sector.

5-Year PerformanceWSO-B has outperformed TRU, delivering a return of +8.9% compared to -8.1%

TRU vs WSO-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRU(COMPANY)	WSO-B(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	65.28%	57.77%
Sharpe Ratio	-0.42	-0.18
5Y Beta	1.43	0.07
Industry	Financial Data & Stock Exchanges	Industrial Distribution
P/E Ratio	20.68	29.55
Forward P/E	15.70	29.24
PEG Ratio	0.22	1.77
Dividend Yield	0.47%	3.14%
5Y Dividends CAGR	3.97%	15.93%
5Y EPS CAGR	16.36%	19.70%
Debt to Equity	117.96%	0.00%
Free Cash Flow Yield	4.79%	4.75%
P/S Ratio	3.08	2.14
P/B Ratio	3.08	5.74

Market Cap

TRU

$15B

Winner

WSO-B

$15B

Max Drawdown

TRU

65.28%

Winner

WSO-B

57.77%

Sharpe Ratio

TRU

-0.42

Winner

WSO-B

-0.18

5Y Beta

TRU

1.43

Winner

WSO-B

0.07

Industry

TRU

Financial Data & Stock Exchanges

WSO-B

Industrial Distribution

P/E Ratio

Winner

TRU

20.68

WSO-B

29.55

Forward P/E

Winner

TRU

15.70

WSO-B

29.24

PEG Ratio

Winner

TRU

0.22

WSO-B

1.77

Dividend Yield

TRU

0.47%

Winner

WSO-B

3.14%

5Y Dividends CAGR

TRU

3.97%

Winner

WSO-B

15.93%

5Y EPS CAGR

TRU

16.36%

Winner

WSO-B

19.70%

Debt to Equity

TRU

117.96%

Winner

WSO-B

0.00%

Free Cash Flow Yield

Winner

TRU

4.79%

WSO-B

4.75%

P/S Ratio

TRU

3.08

Winner

WSO-B

2.14

P/B Ratio

Winner

TRU

3.08

WSO-B

5.74

TRU vs WSO-B - Historical Returns

Returns include dividend reinvestment.

Period	TRU	WSO-B
1 month	+11.93%	+10.94%
3 months	+1.20%	+6.37%
6 months	-11.74%	+4.29%
1 year	-21.46%	-9.06%
5 years(CAGR)	-8.12%	+8.89%
10 years(CAGR)	+8.04%	+14.26%
Max(CAGR)	+10.50%	+17.83%

Winner

TRU

+11.93%

WSO-B

+10.94%

TRU

+1.20%

Winner

WSO-B

+6.37%

TRU

-11.74%

Winner

WSO-B

+4.29%

TRU

-21.46%

Winner

WSO-B

-9.06%

5Y(CAGR)

TRU

-8.12%

Winner

WSO-B

+8.89%

10Y(CAGR)

TRU

+8.04%

Winner

WSO-B

+14.26%

Max(CAGR)

TRU

+10.50%

Winner

WSO-B

+17.83%

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

Returns include dividend reinvestment.

Year	TRU	WSO-B
2026	-11.10%	+16.54%
2025	-6.15%	-35.00%
2024	+39.96%	+29.76%
2023	+17.18%	+72.26%
2022	-51.19%	-15.13%
2021	+24.13%	+35.54%
2020	+13.40%	+33.33%
2019	+53.50%	+39.93%
2018	+3.91%	-17.47%
2017	+77.52%	+17.13%
2016	+12.43%	+28.64%
2015	+8.54%	+13.57%
2014	N/A	+15.01%
2013	N/A	+27.46%
2012	N/A	+23.08%
2011	N/A	+7.48%
2010	N/A	+33.77%
2009	N/A	+30.70%
2008	N/A	+10.80%
2007	N/A	-21.24%
2006	N/A	-24.11%
2005	N/A	+76.20%
2004	N/A	+50.20%
2003	N/A	+40.14%
2002	N/A	+18.56%
2001	N/A	+26.36%
2000	N/A	+0.88%
1999	N/A	+9.76%

TRU vs WSO-B Drawdown Comparison

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

The current TRU drawdown is -39.26%. The current WSO-B drawdown is -24.25%.

Rank	TRU	WSO-B
#1	-64.92% Sep 8, 2021 - Oct 30, 2023	-55.07% Feb 27, 2006 - Dec 15, 2010
#2	-45.16% Feb 20, 2020 - Dec 23, 2020	-43.29% May 23, 2000 - Mar 8, 2002
#3	-31.27% Sep 13, 2018 - Jul 23, 2019	-35.00% Nov 21, 2024 - Dec 31, 2025
#4	-25.02% Dec 24, 2015 - Apr 27, 2016	-32.93% May 3, 2002 - Sep 5, 2003
#5	-17.33% Jul 22, 2016 - Feb 14, 2017	-30.91% Nov 15, 1999 - Apr 24, 2000
#6	-16.60% Dec 24, 2020 - Apr 22, 2021	-30.00% Jun 12, 2018 - Jan 15, 2020
#7	-15.75% Sep 7, 2017 - Oct 5, 2017	-28.84% Apr 6, 2011 - Feb 3, 2012
#8	-13.63% Aug 14, 2015 - Dec 17, 2015	-24.48% Jan 5, 2022 - Feb 2, 2023
#9	-10.43% Jan 26, 2018 - Apr 20, 2018	-21.28% Jan 15, 2020 - Jun 3, 2020
#10	-8.26% Jun 23, 2016 - Jul 1, 2016	-16.87% Oct 26, 2015 - Mar 18, 2016
#11	-7.86% Sep 6, 2019 - Nov 14, 2019	-16.42% Apr 22, 2014 - Dec 12, 2014
#12	-6.76% Jul 20, 2018 - Sep 4, 2018	-16.17% Jul 18, 2012 - Sep 13, 2012
#13	-5.69% Aug 8, 2019 - Sep 6, 2019	-15.33% Apr 22, 2004 - Sep 2, 2004
#14	-5.68% Jul 26, 2019 - Aug 8, 2019	-13.74% Dec 8, 2016 - Jun 23, 2017
#15	-5.05% Jun 1, 2017 - Jun 19, 2017	-12.75% Apr 18, 2018 - Jun 12, 2018

Correlation

Correlation between TRU and WSO-B is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2000 - 2026)

TRU vs WSO-B dividend yield comparison.

Year	TRU	WSO-B
2026	0.34%	2.49%
2025	0.54%	3.45%
2024	0.45%	1.97%
2023	0.61%	2.32%
2022	0.70%	3.39%
2021	0.30%	2.49%
2020	0.30%	2.97%
2019	0.35%	3.53%
2018	0.40%	4.14%
2017	0.00%	2.73%
2016	0.00%	2.42%
2015	0.00%	2.36%
2014	0.00%	1.87%
2013	0.00%	1.19%
2012	0.00%	10.04%
2011	0.00%	3.35%
2010	0.00%	3.18%
2009	0.00%	3.80%
2008	0.00%	4.56%
2007	0.00%	3.60%
2006	0.00%	2.00%
2005	0.00%	1.03%
2004	0.00%	1.10%
2003	0.00%	0.87%
2002	0.00%	0.69%
2001	0.00%	0.74%
2000	0.00%	0.89%