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WSO vs PTC

Comparison between Watsco Inc - Class A (WSO, Company) and PTC Inc (PTC, Company).

WSO is from the Industrials sector, while PTC is from the Technology sector.

5-Year PerformanceWSO has outperformed PTC, delivering a return of +10.0% compared to +2.3%

WSO vs PTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WSO
$16B
PTC
$16B
Max Drawdown
Winner
WSO
57.62%
PTC
94.98%
Sharpe Ratio
Winner
WSO
-0.22
PTC
-0.23
5Y Beta
Winner
WSO
0.90
PTC
0.93
Industry
WSO
Industrial Distribution
PTC
Software - Application
P/E Ratio
WSO
29.18
Winner
PTC
19.98
Forward P/E
WSO
32.79
Winner
PTC
18.42
PEG Ratio
WSO
0.34
Winner
PTC
0.18
Dividend Yield
WSO
2.80%
PTC
N/A
5Y Dividends CAGR
WSO
11.07%
PTC
N/A
5Y EPS CAGR
WSO
19.02%
Winner
PTC
46.28%
Debt to Equity
Winner
WSO
0.00%
PTC
31.17%
Free Cash Flow Yield
WSO
3.27%
Winner
PTC
5.46%
P/S Ratio
Winner
WSO
2.43
PTC
5.69
P/B Ratio
WSO
6.11
Winner
PTC
4.28

WSO vs PTC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WSO
+8.44%
PTC
+1.61%
3M
Winner
WSO
+2.21%
PTC
-8.19%
6M
Winner
WSO
+21.49%
PTC
-16.73%
1Y
Winner
WSO
-7.67%
PTC
-10.98%
5Y(CAGR)
Winner
WSO
+9.98%
PTC
+2.26%
10Y(CAGR)
Winner
WSO
+15.69%
PTC
+15.22%
Max(CAGR)
Winner
WSO
+18.37%
PTC
+4.32%

WSO vs PTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWSOPTC
2026+23.00%-13.79%
2025-26.25%-4.81%
2024+15.59%+9.04%
2023+72.85%+46.23%
2022-15.46%-2.39%
2021+42.70%+2.51%
2020+31.13%+56.62%
2019+34.90%-8.58%
2018-15.44%+35.55%
2017+17.80%+30.30%
2016+31.98%+37.18%
2015+12.90%-4.73%
2014+15.03%+5.62%
2013+26.23%+52.02%
2012+25.50%+20.37%
2011+5.92%-20.54%
2010+31.75%+35.15%
2009+27.70%+28.36%
2008+12.47%-29.29%
2007-20.57%+0.11%
2006-24.16%+15.14%
2005+75.41%+7.77%
2004+55.09%+49.11%
2003+39.42%+79.91%
2002+16.77%-67.73%
2001+24.98%-42.40%
2000+2.27%-46.52%
1999+13.44%+41.45%

WSO vs PTC Drawdown Comparison

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

The maximum drawdown for PTC was -94.98%, occurring on Oct 10, 2002. Recovery took 4611 trading sessions.

The current WSO drawdown is -22.93%. The current PTC drawdown is -32.27%.

RankWSOPTC
#1-54.14%
Feb 24, 2006 - Apr 22, 2010
-94.98%
Dec 16, 1999 - Apr 17, 2018
#2-43.26%
May 23, 2000 - Mar 7, 2002
-54.37%
Sep 28, 2018 - Nov 27, 2020
#3-41.64%
Nov 25, 2024 - Nov 20, 2025
-38.37%
Aug 27, 2025 - Apr 10, 2026
#4-35.08%
Nov 15, 1999 - Apr 20, 2000
-36.07%
Jul 23, 2021 - Nov 14, 2023
#5-33.03%
May 3, 2002 - Sep 2, 2003
-32.27%
Dec 11, 2024 - Jul 9, 2025
#6-29.53%
Jun 12, 2018 - Dec 6, 2019
-19.14%
Nov 18, 1999 - Dec 3, 1999
#7-28.58%
Apr 6, 2011 - Feb 1, 2012
-19.00%
Feb 19, 2021 - Apr 13, 2021
#8-27.17%
Dec 15, 2021 - Feb 2, 2023
-15.82%
Apr 26, 2021 - Jul 23, 2021
#9-24.30%
Mar 9, 2020 - Jun 9, 2020
-13.41%
Mar 22, 2024 - Nov 6, 2024
#10-17.92%
Apr 22, 2014 - Dec 3, 2014
-9.21%
Jul 9, 2025 - Jul 31, 2025
#11-17.41%
Oct 23, 2015 - Mar 18, 2016
-8.78%
Jun 20, 2018 - Sep 4, 2018
#12-17.17%
Apr 22, 2010 - Dec 2, 2010
-8.15%
Dec 6, 1999 - Dec 10, 1999
#13-17.14%
Apr 25, 2000 - May 22, 2000
-7.68%
Jan 22, 2021 - Jan 28, 2021
#14-16.18%
Jul 19, 2012 - Oct 4, 2012
-6.06%
Aug 4, 2025 - Aug 27, 2025
#15-15.96%
Apr 22, 2004 - Sep 21, 2004
-5.72%
Dec 28, 2023 - Jan 22, 2024

Correlation

Correlation between WSO and PTC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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