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WSO-B vs SUI

Comparison between Watsco Inc - Class B (WSO-B, Company) and Sun Communities Inc (SUI, Company).

WSO-B is from the Industrials sector, while SUI is from the Real Estate sector.

5-Year PerformanceWSO-B has outperformed SUI, delivering a return of +6.6% compared to -3.1%

WSO-B vs SUI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WSO-B
$15B
Winner
SUI
$15B
Max Drawdown
Winner
WSO-B
57.77%
SUI
83.58%
Sharpe Ratio
WSO-B
-0.54
Winner
SUI
0.05
5Y Beta
Winner
WSO-B
0.07
SUI
0.33
Industry
WSO-B
Industrial Distribution
SUI
Reit - Residential
P/E Ratio
WSO-B
31.00
Winner
SUI
11.23
Forward P/E
Winner
WSO-B
26.53
SUI
52.63
PEG Ratio
WSO-B
1.85
Winner
SUI
0.01
Dividend Yield
WSO-B
3.43%
Winner
SUI
3.46%
5Y Dividends CAGR
WSO-B
11.07%
Winner
SUI
23.46%
5Y EPS CAGR
WSO-B
19.70%
Winner
SUI
53.03%
Debt to Equity
WSO-B
0.00%
SUI
0.00%
Free Cash Flow Yield
WSO-B
4.53%
Winner
SUI
5.78%
P/S Ratio
Winner
WSO-B
2.27
SUI
6.82
P/B Ratio
WSO-B
5.94
Winner
SUI
2.28

WSO-B vs SUI - Historical Returns

Returns include dividend reinvestment.

1M
WSO-B
-22.80%
Winner
SUI
-1.26%
3M
WSO-B
-15.77%
Winner
SUI
-8.71%
6M
Winner
WSO-B
+1.20%
SUI
-1.87%
1Y
WSO-B
-19.76%
Winner
SUI
+2.49%
5Y(CAGR)
Winner
WSO-B
+6.65%
SUI
-3.09%
10Y(CAGR)
Winner
WSO-B
+13.65%
SUI
+9.38%
Max(CAGR)
Winner
WSO-B
+17.47%
SUI
+11.55%

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

Returns include dividend reinvestment.

YearWSO-BSUI
2026+5.05%+2.18%
2025-35.00%+8.03%
2024+29.76%-6.52%
2023+72.26%-1.72%
2022-15.13%-28.95%
2021+35.54%+46.39%
2020+33.33%+5.50%
2019+39.93%+56.95%
2018-17.47%+14.19%
2017+17.13%+25.71%
2016+28.64%+18.36%
2015+13.57%+15.84%
2014+15.01%+51.51%
2013+27.46%+9.92%
2012+23.08%+14.52%
2011+7.48%+17.13%
2010+33.77%+83.48%
2009+30.70%+69.61%
2008+10.80%-20.32%
2007-21.24%-29.97%
2006-24.11%+10.76%
2005+76.20%-14.94%
2004+50.20%+9.93%
2003+40.14%+11.69%
2002+18.56%+4.84%
2001+26.36%+19.76%
2000+0.88%+12.42%
1999+9.76%-0.77%

WSO-B vs SUI 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 SUI was -73.74%, occurring on Mar 5, 2009. Recovery took 849 trading sessions.

The current WSO-B drawdown is -31.72%. The current SUI drawdown is -31.20%.

RankWSO-BSUI
#1-55.07%
Feb 27, 2006 - Dec 15, 2010
-73.74%
Oct 30, 2006 - Mar 17, 2010
#2-43.29%
May 23, 2000 - Mar 8, 2002
-48.72%
Dec 31, 2021 - Oct 25, 2023
#3-35.00%
Nov 21, 2024 - Dec 31, 2025
-40.96%
Feb 21, 2020 - May 25, 2021
#4-32.93%
May 3, 2002 - Sep 5, 2003
-27.98%
May 21, 2013 - Aug 4, 2014
#5-30.91%
Nov 15, 1999 - Apr 24, 2000
-22.38%
Mar 31, 2004 - Oct 30, 2006
#6-30.00%
Jun 12, 2018 - Jan 15, 2020
-21.64%
Jan 19, 2000 - Dec 22, 2000
#7-28.84%
Apr 6, 2011 - Feb 3, 2012
-21.51%
Aug 3, 2012 - Feb 19, 2013
#8-24.48%
Jan 5, 2022 - Feb 2, 2023
-20.81%
Jul 22, 2011 - Sep 16, 2011
#9-21.28%
Jan 15, 2020 - Jun 3, 2020
-20.12%
Jun 26, 2002 - May 22, 2003
#10-16.87%
Oct 26, 2015 - Mar 18, 2016
-17.48%
May 13, 2010 - Sep 17, 2010
#11-16.42%
Apr 22, 2014 - Dec 12, 2014
-15.91%
Sep 16, 2011 - Jan 24, 2012
#12-16.17%
Jul 18, 2012 - Sep 13, 2012
-13.74%
Mar 20, 2015 - Aug 3, 2015
#13-15.33%
Apr 22, 2004 - Sep 2, 2004
-12.83%
Sep 26, 2016 - Feb 10, 2017
#14-13.74%
Dec 8, 2016 - Jun 23, 2017
-11.99%
Oct 26, 2015 - Mar 16, 2016
#15-12.75%
Apr 18, 2018 - Jun 12, 2018
-11.62%
Dec 28, 2000 - Jun 6, 2001

Correlation

Correlation between WSO-B and SUI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2000 - 2026)

WSO-B vs SUI dividend yield comparison.

YearWSO-BSUI
20261.80%0.91%
20253.45%6.50%
20241.97%3.06%
20232.32%2.78%
20223.39%2.46%
20212.49%1.58%
20202.97%2.08%
20193.53%2.00%
20184.14%2.79%
20172.73%2.89%
20162.42%3.39%
20152.36%3.79%
20141.87%4.30%
20131.19%5.91%
201210.04%6.32%
20113.35%8.62%
20103.18%7.57%
20093.80%12.76%
20084.56%18.00%
20073.60%11.96%
20062.00%7.79%
20051.03%7.96%
20041.10%6.06%
20030.87%6.23%
20020.69%6.26%
20010.74%5.85%
20000.89%6.27%

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