WSO vs ALLY

Comparison between Watsco Inc - Class A (WSO, Company) and Ally Financial Inc (ALLY, Company).

WSO is from the Industrials sector, while ALLY is from the Financial Services sector.

5-Year PerformanceWSO has outperformed ALLY, delivering a return of +7.0% compared to +0.0%

WSO vs ALLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSO(COMPANY)	ALLY(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	57.62%	66.62%
Sharpe Ratio	-0.75	0.54
5Y Beta	0.86	1.22
Industry	Industrial Distribution	Credit Services
P/E Ratio	27.79	9.85
Forward P/E	28.33	8.29
PEG Ratio	1.66	0.03
Dividend Yield	3.22%	2.63%
5Y Dividends CAGR	15.93%	14.57%
5Y EPS CAGR	19.70%	-5.10%
Debt to Equity	0.00%	121.96%
Free Cash Flow Yield	5.06%	30.29%
P/S Ratio	2.06	1.77
P/B Ratio	5.56	1.02

Market Cap

WSO

$14B

Winner

ALLY

$14B

Max Drawdown

Winner

WSO

57.62%

ALLY

66.62%

Sharpe Ratio

WSO

-0.75

Winner

ALLY

0.54

5Y Beta

Winner

WSO

0.86

ALLY

1.22

Industry

WSO

Industrial Distribution

ALLY

Credit Services

P/E Ratio

WSO

27.79

Winner

ALLY

9.85

Forward P/E

WSO

28.33

Winner

ALLY

8.29

PEG Ratio

WSO

1.66

Winner

ALLY

0.03

Dividend Yield

Winner

WSO

3.22%

ALLY

2.63%

5Y Dividends CAGR

Winner

WSO

15.93%

ALLY

14.57%

5Y EPS CAGR

Winner

WSO

19.70%

ALLY

-5.10%

Debt to Equity

Winner

WSO

0.00%

ALLY

121.96%

Free Cash Flow Yield

WSO

5.06%

Winner

ALLY

30.29%

P/S Ratio

WSO

2.06

Winner

ALLY

1.77

P/B Ratio

WSO

5.56

Winner

ALLY

1.02

WSO vs ALLY - Historical Returns

Returns include dividend reinvestment.

Period	WSO	ALLY
1 month	-6.39%	-2.79%
3 months	-17.04%	-1.66%
6 months	-4.73%	+8.46%
1 year	-23.70%	+14.85%
5 years(CAGR)	+7.03%	+0.02%
10 years(CAGR)	+13.07%	+12.78%
Max(CAGR)	+17.56%	+7.46%

WSO

-6.39%

Winner

ALLY

-2.79%

WSO

-17.04%

Winner

ALLY

-1.66%

WSO

-4.73%

Winner

ALLY

+8.46%

WSO

-23.70%

Winner

ALLY

+14.85%

5Y(CAGR)

Winner

WSO

+7.03%

ALLY

+0.02%

10Y(CAGR)

Winner

WSO

+13.07%

ALLY

+12.78%

Max(CAGR)

Winner

WSO

+17.56%

ALLY

+7.46%

WSO vs ALLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WSO	ALLY
2026	+6.14%	-2.56%
2025	-26.25%	+30.85%
2024	+15.59%	+5.11%
2023	+72.85%	+49.22%
2022	-15.46%	-47.95%
2021	+42.70%	+36.92%
2020	+31.13%	+20.06%
2019	+34.90%	+36.66%
2018	-15.44%	-21.39%
2017	+17.80%	+54.37%
2016	+31.98%	+2.89%
2015	+12.90%	-21.18%
2014	+15.03%	-1.50%
2013	+26.23%	N/A
2012	+25.50%	N/A
2011	+5.92%	N/A
2010	+31.75%	N/A
2009	+27.70%	N/A
2008	+12.47%	N/A
2007	-20.57%	N/A
2006	-24.16%	N/A
2005	+75.41%	N/A
2004	+55.09%	N/A
2003	+39.42%	N/A
2002	+16.77%	N/A
2001	+24.98%	N/A
2000	+2.27%	N/A
1999	+13.44%	N/A

WSO vs ALLY Drawdown Comparison

The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The maximum drawdown for ALLY was -66.24%, occurring on Mar 20, 2020. Recovery took 315 trading sessions.

The current WSO drawdown is -33.50%. The current ALLY drawdown is -7.69%.

Rank	WSO	ALLY
#1	-54.14% Feb 24, 2006 - Apr 22, 2010	-66.24% Sep 12, 2019 - Dec 10, 2020
#2	-43.26% May 23, 2000 - Mar 7, 2002	-58.15% Jun 1, 2021 - Mar 17, 2023
#3	-41.64% Nov 25, 2024 - Nov 20, 2025	-40.90% May 8, 2014 - Oct 20, 2017
#4	-35.08% Nov 15, 1999 - Apr 20, 2000	-31.31% Jan 30, 2018 - Apr 26, 2019
#5	-33.03% May 3, 2002 - Sep 2, 2003	-11.85% Jan 20, 2021 - Feb 4, 2021
#6	-29.53% Jun 12, 2018 - Dec 6, 2019	-11.51% Jul 24, 2019 - Sep 9, 2019
#7	-28.58% Apr 6, 2011 - Feb 1, 2012	-7.06% Mar 17, 2021 - Apr 5, 2021
#8	-27.17% Dec 15, 2021 - Feb 2, 2023	-5.32% May 7, 2021 - May 17, 2021
#9	-24.30% Mar 9, 2020 - Jun 9, 2020	-5.03% Nov 6, 2017 - Nov 30, 2017
#10	-17.92% Apr 22, 2014 - Dec 3, 2014	-4.25% Feb 19, 2021 - Mar 1, 2021
#11	-17.41% Oct 23, 2015 - Mar 18, 2016	-4.04% Apr 26, 2019 - Jun 20, 2019
#12	-17.17% Apr 22, 2010 - Dec 2, 2010	-2.93% Feb 16, 2021 - Feb 19, 2021
#13	-17.14% Apr 25, 2000 - May 22, 2000	-2.78% Dec 15, 2020 - Dec 21, 2020
#14	-16.18% Jul 19, 2012 - Oct 4, 2012	-2.70% Apr 19, 2021 - Apr 21, 2021
#15	-15.96% Apr 22, 2004 - Sep 21, 2004	-2.69% May 17, 2021 - May 27, 2021

Correlation

Correlation between WSO and ALLY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

WSO vs ALLY dividend yield comparison.

Year	WSO	ALLY
2026	2.67%	1.36%
2025	3.47%	2.65%
2024	2.23%	3.33%
2023	2.29%	3.44%
2022	3.43%	4.91%
2021	2.44%	1.85%
2020	3.06%	2.13%
2019	3.55%	2.23%
2018	4.02%	2.47%
2017	2.71%	1.37%
2016	2.43%	0.84%
2015	2.39%	0.00%
2014	1.87%	0.00%
2013	1.20%	0.00%
2012	9.99%	0.00%
2011	3.40%	0.00%
2010	3.23%	0.00%
2009	3.86%	0.00%
2008	4.56%	0.00%
2007	3.56%	0.00%
2006	2.01%	0.00%
2005	1.04%	0.00%
2004	1.08%	0.00%
2003	0.88%	0.00%
2002	0.70%	0.00%
2001	0.70%	0.00%
2000	1.04%	0.00%