WSO vs BTSG

Comparison between Watsco Inc - Class A (WSO, Company) and BrightSpring Health Services Inc (BTSG, Company).

WSO is from the Industrials sector, while BTSG is from the Healthcare sector.

WSO vs BTSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSO(COMPANY)	BTSG(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	57.62%	35.56%
Sharpe Ratio	-0.68	2.55
5Y Beta	0.90	1.15
Industry	Industrial Distribution	Health Information Services
P/E Ratio	19.98	31.30
Forward P/E	25.32	31.85
PEG Ratio	0.78	0.08
Dividend Yield	3.76%	N/A
5Y Dividends CAGR	15.93%	N/A
5Y EPS CAGR	19.00%	N/A
Debt to Equity	0.00%	106.93%
Free Cash Flow Yield	5.90%	3.41%

Market Cap

Winner

WSO

$12B

BTSG

$12B

Max Drawdown

WSO

57.62%

Winner

BTSG

35.56%

Sharpe Ratio

WSO

-0.68

Winner

BTSG

2.55

5Y Beta

Winner

WSO

0.90

BTSG

1.15

Industry

WSO

Industrial Distribution

BTSG

Health Information Services

P/E Ratio

Winner

WSO

19.98

BTSG

31.30

Forward P/E

Winner

WSO

25.32

BTSG

31.85

PEG Ratio

WSO

0.78

Winner

BTSG

0.08

Dividend Yield

WSO

3.76%

BTSG

N/A

5Y Dividends CAGR

WSO

15.93%

BTSG

N/A

5Y EPS CAGR

WSO

19.00%

BTSG

N/A

Debt to Equity

Winner

WSO

0.00%

BTSG

106.93%

Free Cash Flow Yield

Winner

WSO

5.90%

BTSG

3.41%

WSO vs BTSG - Historical Returns

Returns include dividend reinvestment.

Period	WSO	BTSG
1 month	-20.18%	-13.51%
3 months	-24.81%	+6.60%
6 months	-24.21%	+54.99%
1 year	-25.61%	+169.00%
5 years(CAGR)	+5.38%	N/A
10 years(CAGR)	+11.41%	N/A
Max(CAGR)	+16.89%	+94.99%

WSO

-20.18%

Winner

BTSG

-13.51%

WSO

-24.81%

Winner

BTSG

+6.60%

WSO

-24.21%

Winner

BTSG

+54.99%

WSO

-25.61%

Winner

BTSG

+169.00%

5Y(CAGR)

WSO

+5.38%

BTSG

N/A

10Y(CAGR)

WSO

+11.41%

BTSG

N/A

Max(CAGR)

WSO

+16.89%

Winner

BTSG

+94.99%

WSO vs BTSG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WSO	BTSG
2026	-8.09%	+56.85%
2025	-26.25%	+116.10%
2024	+15.59%	+54.82%
2023	+72.85%	N/A
2022	-15.46%	N/A
2021	+42.70%	N/A
2020	+31.13%	N/A
2019	+34.90%	N/A
2018	-15.44%	N/A
2017	+17.80%	N/A
2016	+31.98%	N/A
2015	+12.90%	N/A
2014	+15.03%	N/A
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 BTSG Drawdown Comparison

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

The maximum drawdown for BTSG was -35.56%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The current WSO drawdown is -42.41%. The current BTSG drawdown is -17.39%.

Rank	WSO	BTSG
#1	-54.14% Feb 24, 2006 - Apr 22, 2010	-35.56% Jan 30, 2025 - May 16, 2025
#2	-43.26% May 23, 2000 - Mar 7, 2002	-28.37% Feb 7, 2024 - May 3, 2024
#3	-42.84% Nov 25, 2024 - Jul 31, 2026	-20.75% May 16, 2025 - Aug 22, 2025
#4	-35.08% Nov 15, 1999 - Apr 20, 2000	-20.60% Jul 24, 2026 - Aug 11, 2026
#5	-33.03% May 3, 2002 - Sep 2, 2003	-15.12% Nov 11, 2024 - Jan 21, 2025
#6	-29.53% Jun 12, 2018 - Dec 6, 2019	-11.85% Jul 30, 2024 - Aug 26, 2024
#7	-28.58% Apr 6, 2011 - Feb 1, 2012	-10.58% May 15, 2024 - Jul 16, 2024
#8	-27.17% Dec 15, 2021 - Feb 2, 2023	-9.28% Mar 9, 2026 - Mar 18, 2026
#9	-24.30% Mar 9, 2020 - Jun 9, 2020	-8.34% Jan 6, 2026 - Feb 18, 2026
#10	-17.92% Apr 22, 2014 - Dec 3, 2014	-8.00% Oct 18, 2024 - Nov 1, 2024
#11	-17.41% Oct 23, 2015 - Mar 18, 2016	-7.90% Oct 29, 2025 - Nov 21, 2025
#12	-17.17% Apr 22, 2010 - Dec 2, 2010	-7.32% Mar 25, 2026 - Apr 8, 2026
#13	-17.14% Apr 25, 2000 - May 22, 2000	-6.94% May 29, 2026 - Jun 11, 2026
#14	-16.18% Jul 19, 2012 - Oct 4, 2012	-6.32% Mar 19, 2026 - Mar 25, 2026
#15	-15.96% Apr 22, 2004 - Sep 21, 2004	-5.80% Sep 10, 2025 - Sep 29, 2025

Correlation

Correlation between WSO and BTSG is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

-101