WSO vs KKRS

Comparison between Watsco Inc - Class A (WSO, Company) and KKR Group Finance Co. IX LLC (KKRS, Company).

5-Year PerformanceWSO has outperformed KKRS, delivering a return of +8.7% compared to -2.9%

WSO vs KKRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSO(COMPANY)	KKRS(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	57.62%	40.25%
Sharpe Ratio	-0.51	-0.36
5Y Beta	0.90	N/A
Industry	Industrial Distribution	N/A
P/E Ratio	29.67	4.93
Forward P/E	28.74	N/A
PEG Ratio	1.77	0.15
Dividend Yield	3.10%	6.58%
5Y Dividends CAGR	11.07%	N/A
5Y EPS CAGR	19.70%	-17.45%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	4.74%	-2.23%
P/S Ratio	2.17	N/A
P/B Ratio	5.69	N/A

Market Cap

Winner

WSO

$15B

KKRS

$15B

Max Drawdown

WSO

57.62%

Winner

KKRS

40.25%

Sharpe Ratio

WSO

-0.51

Winner

KKRS

-0.36

5Y Beta

WSO

0.90

KKRS

N/A

Industry

WSO

Industrial Distribution

KKRS

N/A

P/E Ratio

WSO

29.67

Winner

KKRS

4.93

Forward P/E

WSO

28.74

KKRS

N/A

PEG Ratio

WSO

1.77

Winner

KKRS

0.15

Dividend Yield

WSO

3.10%

Winner

KKRS

6.58%

5Y Dividends CAGR

WSO

11.07%

KKRS

N/A

5Y EPS CAGR

Winner

WSO

19.70%

KKRS

-17.45%

Debt to Equity

WSO

0.00%

KKRS

0.00%

Free Cash Flow Yield

Winner

WSO

4.74%

KKRS

-2.23%

P/S Ratio

WSO

2.17

KKRS

N/A

P/B Ratio

WSO

5.69

KKRS

N/A

WSO vs KKRS - Historical Returns

Returns include dividend reinvestment.

Period	WSO	KKRS
1 month	-13.29%	-3.83%
3 months	-8.16%	-4.40%
6 months	+13.20%	-2.12%
1 year	-15.23%	-0.46%
5 years(CAGR)	+8.72%	-2.94%
10 years(CAGR)	+14.76%	N/A
Max(CAGR)	+17.83%	-3.15%

WSO

-13.29%

Winner

KKRS

-3.83%

WSO

-8.16%

Winner

KKRS

-4.40%

Winner

WSO

+13.20%

KKRS

-2.12%

WSO

-15.23%

Winner

KKRS

-0.46%

5Y(CAGR)

Winner

WSO

+8.72%

KKRS

-2.94%

10Y(CAGR)

WSO

+14.76%

KKRS

N/A

Max(CAGR)

Winner

WSO

+17.83%

KKRS

-3.15%

WSO vs KKRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WSO	KKRS
2026	+9.72%	-6.35%
2025	-26.25%	+0.37%
2024	+15.59%	+1.31%
2023	+72.85%	+18.20%
2022	-15.46%	-31.43%
2021	+42.70%	+4.58%
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 KKRS Drawdown Comparison

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

The maximum drawdown for KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current WSO drawdown is -31.26%. The current KKRS drawdown is -19.74%.

Rank	WSO	KKRS
#1	-54.14% Feb 24, 2006 - Apr 22, 2010	-33.11% Sep 16, 2021 - Nov 4, 2022
#2	-43.26% May 23, 2000 - Mar 7, 2002	-1.93% Apr 21, 2021 - Jun 2, 2021
#3	-41.64% Nov 25, 2024 - Nov 20, 2025	-1.68% Jun 15, 2021 - Jul 19, 2021
#4	-35.08% Nov 15, 1999 - Apr 20, 2000	-1.60% Aug 5, 2021 - Sep 2, 2021
#5	-33.03% May 3, 2002 - Sep 2, 2003	-1.10% Jul 19, 2021 - Aug 5, 2021
#6	-29.53% Jun 12, 2018 - Dec 6, 2019	-0.27% Sep 9, 2021 - Sep 15, 2021
#7	-28.58% Apr 6, 2011 - Feb 1, 2012	-0.26% Sep 3, 2021 - Sep 9, 2021
#8	-27.17% Dec 15, 2021 - Feb 2, 2023	-0.23% Jun 3, 2021 - Jun 9, 2021
#9	-24.30% Mar 9, 2020 - Jun 9, 2020	N/A
#10	-17.92% Apr 22, 2014 - Dec 3, 2014	N/A
#11	-17.41% Oct 23, 2015 - Mar 18, 2016	N/A
#12	-17.17% Apr 22, 2010 - Dec 2, 2010	N/A
#13	-17.14% Apr 25, 2000 - May 22, 2000	N/A
#14	-16.18% Jul 19, 2012 - Oct 4, 2012	N/A
#15	-15.96% Apr 22, 2004 - Sep 21, 2004	N/A

Correlation

Correlation between WSO and KKRS is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (2000 - 2026)

WSO vs KKRS dividend yield comparison.

Year	WSO	KKRS
2026	1.68%	1.77%
2025	3.47%	6.64%
2024	2.23%	6.32%
2023	2.29%	6.11%
2022	3.43%	6.92%
2021	2.44%	3.33%
2020	3.06%	0.00%
2019	3.55%	0.00%
2018	4.02%	0.00%
2017	2.71%	0.00%
2016	2.43%	0.00%
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%