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WSO vs FMS

Comparison between Watsco Inc - Class A (WSO, Company) and Fresenius Medical Care AG & Co. KGaA (FMS, Company).

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

5-Year PerformanceWSO has outperformed FMS, delivering a return of +9.4% compared to -7.5%

WSO vs FMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WSO
$15B
Winner
FMS
$15B
Max Drawdown
Winner
WSO
57.62%
FMS
77.73%
Sharpe Ratio
WSO
-0.48
Winner
FMS
-0.21
5Y Beta
WSO
0.87
Winner
FMS
0.35
Industry
WSO
Industrial Distribution
FMS
Medical Care Facilities
P/E Ratio
WSO
29.73
Winner
FMS
15.07
Forward P/E
WSO
29.85
Winner
FMS
10.46
PEG Ratio
WSO
1.78
Winner
FMS
0.18
Dividend Yield
WSO
3.13%
Winner
FMS
3.62%
5Y Dividends CAGR
WSO
15.93%
Winner
FMS
18.27%
5Y EPS CAGR
Winner
WSO
19.70%
FMS
-3.42%
Debt to Equity
Winner
WSO
0.00%
FMS
73.34%
Free Cash Flow Yield
WSO
4.73%
Winner
FMS
18.18%
P/S Ratio
WSO
2.25
Winner
FMS
0.67
P/B Ratio
WSO
5.87
Winner
FMS
0.87

WSO vs FMS - Historical Returns

Returns include dividend reinvestment.

1M
WSO
-0.17%
Winner
FMS
+1.49%
3M
WSO
-7.93%
Winner
FMS
+10.13%
6M
WSO
+2.60%
Winner
FMS
+14.24%
1Y
WSO
-15.68%
Winner
FMS
-7.91%
5Y(CAGR)
Winner
WSO
+9.43%
FMS
-7.46%
10Y(CAGR)
Winner
WSO
+14.24%
FMS
-3.66%
Max(CAGR)
Winner
WSO
+17.87%
FMS
+4.25%

WSO vs FMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWSOFMS
2026+13.60%+6.66%
2025-26.25%+10.46%
2024+15.59%+9.62%
2023+72.85%+32.75%
2022-15.46%-48.69%
2021+42.70%-22.15%
2020+31.13%+14.17%
2019+34.90%+14.97%
2018-15.44%-37.35%
2017+17.80%+25.11%
2016+31.98%+3.00%
2015+12.90%+15.27%
2014+15.03%+7.92%
2013+26.23%+4.68%
2012+25.50%-1.60%
2011+5.92%+19.12%
2010+31.75%+6.92%
2009+27.70%+12.89%
2008+12.47%-9.60%
2007-20.57%+17.56%
2006-24.16%+24.19%
2005+75.41%+32.87%
2004+55.09%+13.43%
2003+39.42%+75.69%
2002+16.77%-32.86%
2001+24.98%-28.05%
2000+2.27%-1.41%
1999+13.44%+20.10%

WSO vs FMS Drawdown Comparison

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

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

The current WSO drawdown is -28.82%. The current FMS drawdown is -48.23%.

RankWSOFMS
#1-54.14%
Feb 24, 2006 - Apr 22, 2010
-76.71%
Sep 22, 2000 - Feb 24, 2005
#2-43.26%
May 23, 2000 - Mar 7, 2002
-75.62%
Jan 31, 2018 - Oct 10, 2022
#3-41.64%
Nov 25, 2024 - Nov 20, 2025
-39.57%
Jul 10, 2008 - Aug 17, 2010
#4-35.08%
Nov 15, 1999 - Apr 20, 2000
-24.50%
Dec 1, 1999 - Sep 1, 2000
#5-33.03%
May 3, 2002 - Sep 2, 2003
-20.91%
Jul 26, 2011 - Feb 25, 2015
#6-29.53%
Jun 12, 2018 - Dec 6, 2019
-20.16%
Jan 10, 2008 - Jul 3, 2008
#7-28.58%
Apr 6, 2011 - Feb 1, 2012
-19.10%
Aug 9, 2016 - May 31, 2017
#8-27.17%
Dec 15, 2021 - Feb 2, 2023
-15.76%
May 2, 2006 - Aug 2, 2006
#9-24.30%
Mar 9, 2020 - Jun 9, 2020
-14.90%
Jul 20, 2015 - Oct 29, 2015
#10-17.92%
Apr 22, 2014 - Dec 3, 2014
-13.95%
Nov 2, 2015 - Jul 28, 2016
#11-17.41%
Oct 23, 2015 - Mar 18, 2016
-12.99%
Mar 1, 2005 - Aug 3, 2005
#12-17.17%
Apr 22, 2010 - Dec 2, 2010
-12.90%
Oct 14, 2010 - Feb 15, 2011
#13-17.14%
Apr 25, 2000 - May 22, 2000
-11.81%
May 8, 2007 - Sep 12, 2007
#14-16.18%
Jul 19, 2012 - Oct 4, 2012
-10.72%
Apr 29, 2011 - Jul 25, 2011
#15-15.96%
Apr 22, 2004 - Sep 21, 2004
-9.92%
Jun 14, 2017 - Dec 4, 2017

Correlation

Correlation between WSO and FMS is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30
-101

Dividend Comparison (2000 - 2026)

WSO vs FMS dividend yield comparison.

YearWSOFMS
20262.49%3.62%
20253.47%3.30%
20242.23%2.80%
20232.29%2.97%
20223.43%4.34%
20212.44%2.57%
20203.06%1.72%
20193.55%1.78%
20184.02%1.95%
20172.71%0.70%
20162.43%0.74%
20152.39%0.71%
20141.87%0.99%
20131.20%0.94%
20129.99%0.91%
20113.40%0.96%
20103.23%0.93%
20093.86%1.06%
20084.56%1.38%
20073.56%0.91%
20062.01%0.93%
20051.04%1.06%
20041.08%1.22%
20030.88%1.24%
20020.70%1.49%
20010.70%0.81%
20001.04%0.58%

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