WSO vs SN

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

WSO is from the Industrials sector, while SN is from the Consumer Cyclical sector.

WSO vs SN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSO(COMPANY)	SN(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	57.62%	42.64%
Sharpe Ratio	-0.22	0.87
5Y Beta	0.90	1.73
Industry	Industrial Distribution	Furnishings, Fixtures & Appliances
P/E Ratio	29.18	23.25
Forward P/E	32.79	18.83
PEG Ratio	0.34	0.39
Dividend Yield	2.80%	N/A
5Y Dividends CAGR	11.07%	N/A
5Y EPS CAGR	19.02%	15.84%
Debt to Equity	0.00%	26.29%
Free Cash Flow Yield	3.27%	2.98%
P/S Ratio	2.43	2.55
P/B Ratio	6.11	6.07

Market Cap

WSO

$16B

Winner

$16B

Max Drawdown

WSO

57.62%

Winner

42.64%

Sharpe Ratio

WSO

-0.22

Winner

0.87

5Y Beta

Winner

WSO

0.90

1.73

Industry

WSO

Industrial Distribution

Furnishings, Fixtures & Appliances

P/E Ratio

WSO

29.18

Winner

23.25

Forward P/E

WSO

32.79

Winner

18.83

PEG Ratio

Winner

WSO

0.34

0.39

Dividend Yield

WSO

2.80%

N/A

5Y Dividends CAGR

WSO

11.07%

N/A

5Y EPS CAGR

Winner

WSO

19.02%

15.84%

Debt to Equity

Winner

WSO

0.00%

26.29%

Free Cash Flow Yield

Winner

WSO

3.27%

2.98%

P/S Ratio

Winner

WSO

2.43

2.55

P/B Ratio

WSO

6.11

Winner

6.07

WSO vs SN - Historical Returns

Returns include dividend reinvestment.

Period	WSO	SN
1 month	+8.44%	-0.21%
3 months	+2.21%	-6.59%
6 months	+21.49%	+20.80%
1 year	-7.67%	+21.87%
5 years(CAGR)	+9.98%	N/A
10 years(CAGR)	+15.69%	N/A
Max(CAGR)	+18.37%	+43.12%

Winner

WSO

+8.44%

-0.21%

Winner

WSO

+2.21%

-6.59%

Winner

WSO

+21.49%

+20.80%

WSO

-7.67%

Winner

+21.87%

5Y(CAGR)

WSO

+9.98%

N/A

10Y(CAGR)

WSO

+15.69%

N/A

Max(CAGR)

WSO

+18.37%

Winner

+43.12%

WSO vs SN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WSO	SN
2026	+23.00%	-1.91%
2025	-26.25%	+15.29%
2024	+15.59%	+93.02%
2023	+72.85%	+23.72%
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 SN Drawdown Comparison

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

The maximum drawdown for SN was -42.64%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

The current WSO drawdown is -22.93%. The current SN drawdown is -15.05%.

Rank	WSO	SN
#1	-54.14% Feb 24, 2006 - Apr 22, 2010	-42.64% Feb 13, 2025 - Jul 17, 2025
#2	-43.26% May 23, 2000 - Mar 7, 2002	-36.42% Jul 31, 2023 - Sep 19, 2023
#3	-41.64% Nov 25, 2024 - Nov 20, 2025	-30.23% Sep 4, 2025 - Jan 8, 2026
#4	-35.08% Nov 15, 1999 - Apr 20, 2000	-25.74% Feb 17, 2026 - Mar 30, 2026
#5	-33.03% May 3, 2002 - Sep 2, 2003	-19.81% Oct 28, 2024 - Jan 22, 2025
#6	-29.53% Jun 12, 2018 - Dec 6, 2019	-13.44% Oct 2, 2023 - Nov 22, 2023
#7	-28.58% Apr 6, 2011 - Feb 1, 2012	-11.33% Jun 17, 2024 - Aug 8, 2024
#8	-27.17% Dec 15, 2021 - Feb 2, 2023	-10.90% Jan 16, 2026 - Feb 12, 2026
#9	-24.30% Mar 9, 2020 - Jun 9, 2020	-9.25% Dec 27, 2023 - Feb 12, 2024
#10	-17.92% Apr 22, 2014 - Dec 3, 2014	-6.66% Jul 25, 2025 - Aug 13, 2025
#11	-17.41% Oct 23, 2015 - Mar 18, 2016	-5.49% Apr 8, 2024 - Apr 29, 2024
#12	-17.17% Apr 22, 2010 - Dec 2, 2010	-4.87% Nov 28, 2023 - Dec 1, 2023
#13	-17.14% Apr 25, 2000 - May 22, 2000	-4.84% Dec 1, 2023 - Dec 14, 2023
#14	-16.18% Jul 19, 2012 - Oct 4, 2012	-4.76% Jun 5, 2024 - Jun 17, 2024
#15	-15.96% Apr 22, 2004 - Sep 21, 2004	-4.63% Feb 6, 2025 - Feb 13, 2025

Correlation

Correlation between WSO and SN is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2000 - 2026)

WSO vs SN dividend yield comparison.

Year	WSO	SN
2026	1.50%	0.00%
2025	3.47%	0.00%
2024	2.23%	0.00%
2023	2.29%	2.11%
2022	3.43%	0.00%
2021	2.44%	0.00%
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%