WSO-B vs TRU

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

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

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

WSO-B vs TRU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WSO-B

$15B

TRU

$15B

Max Drawdown

Winner

WSO-B

57.77%

TRU

65.28%

Sharpe Ratio

Winner

WSO-B

-0.18

TRU

-0.42

5Y Beta

Winner

WSO-B

0.07

TRU

1.43

Industry

WSO-B

Industrial Distribution

TRU

Financial Data & Stock Exchanges

P/E Ratio

WSO-B

29.55

Winner

TRU

20.68

Forward P/E

WSO-B

29.24

Winner

TRU

15.70

PEG Ratio

WSO-B

1.77

Winner

TRU

0.22

Dividend Yield

Winner

WSO-B

3.14%

TRU

0.47%

5Y Dividends CAGR

Winner

WSO-B

15.93%

TRU

3.97%

5Y EPS CAGR

Winner

WSO-B

19.70%

TRU

16.36%

Debt to Equity

Winner

WSO-B

0.00%

TRU

117.96%

Free Cash Flow Yield

WSO-B

4.75%

Winner

TRU

4.79%

P/S Ratio

Winner

WSO-B

2.14

TRU

3.08

P/B Ratio

WSO-B

5.74

Winner

TRU

3.08

WSO-B vs TRU - Historical Returns

Returns include dividend reinvestment.

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

WSO-B

+10.94%

Winner

TRU

+11.93%

Winner

WSO-B

+6.37%

TRU

+1.20%

Winner

WSO-B

+4.29%

TRU

-11.74%

Winner

WSO-B

-9.06%

TRU

-21.46%

5Y(CAGR)

Winner

WSO-B

+8.89%

TRU

-8.12%

10Y(CAGR)

Winner

WSO-B

+14.26%

TRU

+8.04%

Max(CAGR)

Winner

WSO-B

+17.83%

TRU

+10.50%

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

Returns include dividend reinvestment.

Year	WSO-B	TRU
2026	+16.54%	-11.10%
2025	-35.00%	-6.15%
2024	+29.76%	+39.96%
2023	+72.26%	+17.18%
2022	-15.13%	-51.19%
2021	+35.54%	+24.13%
2020	+33.33%	+13.40%
2019	+39.93%	+53.50%
2018	-17.47%	+3.91%
2017	+17.13%	+77.52%
2016	+28.64%	+12.43%
2015	+13.57%	+8.54%
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 TRU 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 TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

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

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

Correlation

Correlation between WSO-B and TRU 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)

WSO-B vs TRU dividend yield comparison.

Year	WSO-B	TRU
2026	2.49%	0.34%
2025	3.45%	0.54%
2024	1.97%	0.45%
2023	2.32%	0.61%
2022	3.39%	0.70%
2021	2.49%	0.30%
2020	2.97%	0.30%
2019	3.53%	0.35%
2018	4.14%	0.40%
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%