WSO-B vs KKRS

Comparison between Watsco Inc - Class B (WSO-B, Company) and KKR Group Finance Co. IX LLC (KKRS, Company).

5-Year PerformanceWSO-B has outperformed KKRS, delivering a return of +8.6% compared to -3.4%

WSO-B vs KKRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSO-B(COMPANY)	KKRS(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	57.77%	40.25%
Sharpe Ratio	-0.18	-0.75
5Y Beta	0.06	0.24
Industry	Industrial Distribution	N/A
P/E Ratio	29.55	4.93
Forward P/E	29.24	N/A
PEG Ratio	1.77	0.15
Dividend Yield	3.12%	6.58%
5Y Dividends CAGR	11.07%	32.02%
5Y EPS CAGR	19.70%	-17.45%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	4.75%	-2.23%
P/S Ratio	2.16	N/A
P/B Ratio	5.22	N/A

Market Cap

Winner

WSO-B

$15B

KKRS

$15B

Max Drawdown

WSO-B

57.77%

Winner

KKRS

40.25%

Sharpe Ratio

Winner

WSO-B

-0.18

KKRS

-0.75

5Y Beta

Winner

WSO-B

0.06

KKRS

0.24

Industry

WSO-B

Industrial Distribution

KKRS

N/A

P/E Ratio

WSO-B

29.55

Winner

KKRS

4.93

Forward P/E

WSO-B

29.24

KKRS

N/A

PEG Ratio

WSO-B

1.77

Winner

KKRS

0.15

Dividend Yield

WSO-B

3.12%

Winner

KKRS

6.58%

5Y Dividends CAGR

WSO-B

11.07%

Winner

KKRS

32.02%

5Y EPS CAGR

Winner

WSO-B

19.70%

KKRS

-17.45%

Debt to Equity

WSO-B

0.00%

KKRS

0.00%

Free Cash Flow Yield

Winner

WSO-B

4.75%

KKRS

-2.23%

P/S Ratio

WSO-B

2.16

KKRS

N/A

P/B Ratio

WSO-B

5.22

KKRS

N/A

WSO-B vs KKRS - Historical Returns

Returns include dividend reinvestment.

Period	WSO-B	KKRS
1 month	+10.00%	-1.16%
3 months	+5.46%	-2.63%
6 months	+4.08%	-4.87%
1 year	-9.21%	-3.14%
5 years(CAGR)	+8.56%	-3.43%
10 years(CAGR)	+14.17%	N/A
Max(CAGR)	+17.81%	-2.92%

Winner

WSO-B

+10.00%

KKRS

-1.16%

Winner

WSO-B

+5.46%

KKRS

-2.63%

Winner

WSO-B

+4.08%

KKRS

-4.87%

WSO-B

-9.21%

Winner

KKRS

-3.14%

5Y(CAGR)

Winner

WSO-B

+8.56%

KKRS

-3.43%

10Y(CAGR)

WSO-B

+14.17%

KKRS

N/A

Max(CAGR)

Winner

WSO-B

+17.81%

KKRS

-2.92%

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

Returns include dividend reinvestment.

Year	WSO-B	KKRS
2026	+15.55%	-5.62%
2025	-35.00%	+0.37%
2024	+29.76%	+1.31%
2023	+72.26%	+18.20%
2022	-15.13%	-31.43%
2021	+35.54%	+4.58%
2020	+33.33%	N/A
2019	+39.93%	N/A
2018	-17.47%	N/A
2017	+17.13%	N/A
2016	+28.64%	N/A
2015	+13.57%	N/A
2014	+15.01%	N/A
2013	+27.46%	N/A
2012	+23.08%	N/A
2011	+7.48%	N/A
2010	+33.77%	N/A
2009	+30.70%	N/A
2008	+10.80%	N/A
2007	-21.24%	N/A
2006	-24.11%	N/A
2005	+76.20%	N/A
2004	+50.20%	N/A
2003	+40.14%	N/A
2002	+18.56%	N/A
2001	+26.36%	N/A
2000	+0.88%	N/A
1999	+9.76%	N/A

WSO-B vs KKRS Drawdown Comparison

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

The maximum drawdown for KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current WSO-B drawdown is -24.89%. The current KKRS drawdown is -19.12%.

Rank	WSO-B	KKRS
#1	-55.07% Feb 27, 2006 - Dec 15, 2010	-33.11% Sep 16, 2021 - Nov 4, 2022
#2	-43.29% May 23, 2000 - Mar 8, 2002	-1.93% Apr 21, 2021 - Jun 2, 2021
#3	-35.00% Nov 21, 2024 - Dec 31, 2025	-1.68% Jun 15, 2021 - Jul 19, 2021
#4	-32.93% May 3, 2002 - Sep 5, 2003	-1.60% Aug 5, 2021 - Sep 2, 2021
#5	-30.91% Nov 15, 1999 - Apr 24, 2000	-1.10% Jul 19, 2021 - Aug 5, 2021
#6	-30.00% Jun 12, 2018 - Jan 15, 2020	-0.27% Sep 9, 2021 - Sep 15, 2021
#7	-28.84% Apr 6, 2011 - Feb 3, 2012	-0.26% Sep 3, 2021 - Sep 9, 2021
#8	-24.48% Jan 5, 2022 - Feb 2, 2023	-0.23% Jun 3, 2021 - Jun 9, 2021
#9	-21.28% Jan 15, 2020 - Jun 3, 2020	N/A
#10	-16.87% Oct 26, 2015 - Mar 18, 2016	N/A
#11	-16.42% Apr 22, 2014 - Dec 12, 2014	N/A
#12	-16.17% Jul 18, 2012 - Sep 13, 2012	N/A
#13	-15.33% Apr 22, 2004 - Sep 2, 2004	N/A
#14	-13.74% Dec 8, 2016 - Jun 23, 2017	N/A
#15	-12.75% Apr 18, 2018 - Jun 12, 2018	N/A

Correlation

Correlation between WSO-B and KKRS is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2000 - 2026)

WSO-B vs KKRS dividend yield comparison.

Year	WSO-B	KKRS
2026	1.64%	3.58%
2025	3.45%	6.64%
2024	1.97%	6.32%
2023	2.32%	6.11%
2022	3.39%	6.92%
2021	2.49%	3.33%
2020	2.97%	0.00%
2019	3.53%	0.00%
2018	4.14%	0.00%
2017	2.73%	0.00%
2016	2.42%	0.00%
2015	2.36%	0.00%
2014	1.87%	0.00%
2013	1.19%	0.00%
2012	10.04%	0.00%
2011	3.35%	0.00%
2010	3.18%	0.00%
2009	3.80%	0.00%
2008	4.56%	0.00%
2007	3.60%	0.00%
2006	2.00%	0.00%
2005	1.03%	0.00%
2004	1.10%	0.00%
2003	0.87%	0.00%
2002	0.69%	0.00%
2001	0.74%	0.00%
2000	0.89%	0.00%