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WSO vs OHI

Comparison between Watsco Inc - Class A (WSO, Company) and Omega Healthcare Investors Inc (OHI, Company).

WSO is from the Industrials sector, while OHI is from the Real Estate sector.

5-Year PerformanceOHI has outperformed WSO, delivering a return of +14.6% compared to +8.7%

WSO vs OHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WSO
$15B
OHI
$15B
Max Drawdown
Winner
WSO
57.62%
OHI
92.47%
Sharpe Ratio
WSO
-0.51
Winner
OHI
1.67
5Y Beta
WSO
0.90
Winner
OHI
0.10
Industry
WSO
Industrial Distribution
OHI
Reit - Healthcare Facilities
P/E Ratio
WSO
29.67
Winner
OHI
22.90
Forward P/E
WSO
28.74
Winner
OHI
10.13
PEG Ratio
WSO
1.77
Winner
OHI
0.78
Dividend Yield
WSO
3.10%
Winner
OHI
5.47%
5Y Dividends CAGR
Winner
WSO
11.07%
OHI
4.56%
5Y EPS CAGR
Winner
WSO
19.70%
OHI
16.12%
Debt to Equity
WSO
0.00%
OHI
0.00%
Free Cash Flow Yield
WSO
4.74%
Winner
OHI
6.25%
P/S Ratio
Winner
WSO
2.17
OHI
12.36
P/B Ratio
WSO
5.69
Winner
OHI
2.80

WSO vs OHI - Historical Returns

Returns include dividend reinvestment.

1M
WSO
-13.29%
Winner
OHI
+7.96%
3M
WSO
-8.16%
Winner
OHI
+3.33%
6M
Winner
WSO
+13.20%
OHI
+9.51%
1Y
WSO
-15.23%
Winner
OHI
+41.53%
5Y(CAGR)
WSO
+8.72%
Winner
OHI
+14.64%
10Y(CAGR)
Winner
WSO
+14.76%
OHI
+13.09%
Max(CAGR)
Winner
WSO
+17.83%
OHI
+10.51%

WSO vs OHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWSOOHI
2026+9.72%+10.76%
2025-26.25%+25.44%
2024+15.59%+32.85%
2023+72.85%+19.88%
2022-15.46%+1.93%
2021+42.70%-8.78%
2020+31.13%-5.42%
2019+34.90%+33.56%
2018-15.44%+40.48%
2017+17.80%-6.73%
2016+31.98%-4.87%
2015+12.90%-8.45%
2014+15.03%+39.87%
2013+26.23%+30.22%
2012+25.50%+27.42%
2011+5.92%-8.56%
2010+31.75%+21.97%
2009+27.70%+40.59%
2008+12.47%+7.91%
2007-20.57%-3.14%
2006-24.16%+46.17%
2005+75.41%+15.57%
2004+55.09%+37.44%
2003+39.42%+167.86%
2002+16.77%-38.39%
2001+24.98%+57.88%
2000+2.27%-65.89%
1999+13.44%-36.36%

WSO vs OHI Drawdown Comparison

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

The maximum drawdown for OHI was -91.40%, occurring on May 7, 2001. Recovery took 1707 trading sessions.

The current WSO drawdown is -31.26%. The current OHI drawdown is -2.22%.

RankWSOOHI
#1-54.14%
Feb 24, 2006 - Apr 22, 2010
-91.40%
Nov 2, 1999 - Aug 17, 2006
#2-43.26%
May 23, 2000 - Mar 7, 2002
-66.92%
Feb 24, 2020 - Sep 14, 2023
#3-41.64%
Nov 25, 2024 - Nov 20, 2025
-44.26%
Sep 30, 2008 - Aug 5, 2009
#4-35.08%
Nov 15, 1999 - Apr 20, 2000
-39.23%
Apr 28, 2011 - Jun 28, 2012
#5-33.03%
May 3, 2002 - Sep 2, 2003
-34.52%
Jan 29, 2015 - Nov 1, 2018
#6-29.53%
Jun 12, 2018 - Dec 6, 2019
-31.02%
Feb 22, 2007 - Mar 20, 2008
#7-28.58%
Apr 6, 2011 - Feb 1, 2012
-25.79%
May 21, 2013 - May 7, 2014
#8-27.17%
Dec 15, 2021 - Feb 2, 2023
-22.13%
Aug 7, 2009 - Nov 18, 2009
#9-24.30%
Mar 9, 2020 - Jun 9, 2020
-16.74%
Jun 5, 2008 - Aug 11, 2008
#10-17.92%
Apr 22, 2014 - Dec 3, 2014
-15.44%
Oct 17, 2023 - May 31, 2024
#11-17.41%
Oct 23, 2015 - Mar 18, 2016
-14.09%
Mar 24, 2008 - May 13, 2008
#12-17.17%
Apr 22, 2010 - Dec 2, 2010
-13.65%
Nov 5, 2010 - Feb 25, 2011
#13-17.14%
Apr 25, 2000 - May 22, 2000
-13.53%
Oct 30, 2024 - Aug 4, 2025
#14-16.18%
Jul 19, 2012 - Oct 4, 2012
-13.13%
Sep 13, 2012 - Jan 14, 2013
#15-15.96%
Apr 22, 2004 - Sep 21, 2004
-13.04%
Jan 31, 2019 - Aug 16, 2019

Correlation

Correlation between WSO and OHI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

WSO vs OHI dividend yield comparison.

YearWSOOHI
20261.68%2.80%
20253.47%6.04%
20242.23%7.08%
20232.29%8.74%
20223.43%9.59%
20212.44%9.06%
20203.06%7.38%
20193.55%6.26%
20184.02%7.51%
20172.71%9.22%
20162.43%7.55%
20152.39%6.23%
20141.87%5.17%
20131.20%6.24%
20129.99%5.24%
20113.40%8.01%
20103.23%6.11%
20093.86%6.17%
20084.56%7.45%
20073.56%6.73%
20062.01%5.42%
20051.04%6.75%
20041.08%6.10%
20030.88%1.61%
20020.70%0.00%
20010.70%0.00%
20001.04%26.67%

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