WSO – Dividend Returns, History & Calculator

Dividend Contender 12 Years

Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. The company distributes equipmen

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Company Info

Symbol WSO
Company Watsco, Inc.
Sector Industrials
Industry Industrial Distribution
Website Visit
Market Cap $13,690.6M

Price Data

Price $336.63
Price Change +13.12
Price Change % +4.06%
Next Earnings Report Oct 29, 2025
Low (52W) $323.05
High (52W) $571.42

Dividend Data

Div Yield 3.56%
5Y Avg Yield 2.94%
Current Div $3.000
Payouts/Year 4
Annualized $12.000
Previous Div $3.000
Ex-date Oct 16, 2025
Dividend Pay Date Oct 31, 2025

Growth Rates

Chowder Number 14.6
DGR 1Y 10.9%
DGR 3Y 11.0%
DGR 5Y 11.1%
DGR 10Y 15.4%

Total Returns

TTR 1Y - With Specials -35.6%
TTR 3Y - With Specials 10.6%
TTR 1Y - No Specials -35.6%
TTR 3Y - No Specials 10.6%

Fair Value

Fair Value (P/E 10) $260.01
FV (P/E 10) % 29.0%
Fair Value (Peter Lynch) $321.50
FV (Peter Lynch) % 5.0%
Fair Value (Blended) $266.06
FV (Blended) % 27.0%

Financial Metrics

Revenue 1Y 4.6%
NPM 6.5%
CF/Share $15.71
ROE 19.1%
Current R 3.8x
Debt/Capital 11.0%
ROTC 15.8%
P/E 26.2x
P/BV 4.5x
PEG 3.24
📊 Financial data last updated: November 24, 2025 1:56 pm

Calculate your WSO Dividend Returns

Quickly and easily calculate WSO dividend yield using our WSO calculator. Adjust the fields below to see how your WSO investments snowball over time.

Show Idealized Scenario (Assumes all future extra investments and dividends are made on Day 1 and reinvested instantly — this creates a best-case scenario for compounding growth.)

Portfolio Growth Over Time

Data last updated: November 30, 2025 8:09 pm

Year-by-Year Portfolio Growth (Realistic DRIP Scenario)

YearStart BalanceStart SharesShare PriceDividend / ShareDividend YieldYield on CostAnnual DividendTotal DividendsEnd SharesEnd Balance
1$10,00029$346.40$3.003.46%3.46%$377$37733$11,577
2$12,79933$382.97$3.403.55%3.93%$488$86538$14,487
3$16,01738$423.40$3.863.65%4.46%$620$1,48542$17,837
4$19,72042$468.10$4.383.74%5.06%$777$2,26246$21,696
5$23,98746$517.52$4.973.84%5.74%$964$3,22551$26,150
6$28,91151$572.15$5.643.94%6.51%$1,186$4,41155$31,297
7$34,60155$632.56$6.394.04%7.38%$1,451$5,86259$37,252
8$41,18559$699.34$7.254.15%8.38%$1,767$7,62963$44,152
9$48,81363$773.17$8.234.26%9.50%$2,143$9,77267$52,156
10$57,66367$854.79$9.334.37%10.78%$2,593$12,36572$61,456

WSO Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
10/16/202510/16/2025$3.003.17%3.25%$369.33
07/16/202507/16/2025$3.002.42%2.54%$471.75
04/15/202504/15/2025$3.002.17%2.35%$510.36
01/17/202501/17/2025$2.702.18%2.18%$496.28
10/16/202410/16/2024$2.702.13%2.18%$494.61
07/16/202407/16/2024$2.701.98%2.08%$519.89
04/12/202404/12/2024$2.702.41%2.59%$417.71
01/16/202401/16/2024$2.452.44%2.44%$402.06
10/16/202310/16/2023$2.452.56%2.56%$382.34
07/14/202307/14/2023$2.452.62%2.69%$364.65
04/14/202304/14/2023$2.452.98%3.14%$311.97
01/13/202301/13/2023$2.453.29%3.56%$275.46
10/14/202210/14/2022$2.203.54%3.64%$241.47
07/14/202207/14/2022$2.203.33%3.53%$249.25
04/13/202204/13/2022$2.202.73%2.99%$294.73
01/13/202201/13/2022$1.952.59%2.59%$301.49
10/14/202110/14/2021$1.952.69%2.76%$282.97
07/14/202107/14/2021$1.952.60%2.72%$286.68
04/14/202104/14/2021$1.952.63%2.82%$276.89
01/14/202101/14/2021$1.783.05%3.05%$232.88
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Invest in WSO with Interactive Brokers

WSO 10-yr Total Return ($10,000 invested)

This analysis of WSO demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 17.0% CAGR, representing strong long-term performance. The DRIP strategy provided 19% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.

With DRIP No DRIP

Total Return with and without DRIP (WSO)

Over the selected period, investing $10,000 in WSO would grow to $65,617 with DRIP (556.2%), and $55,214 without DRIP (452.1%).

WSO Dividend Reinvestment Snowball

Investing $10,000 + $100/mo in WSO with historic price growth (10.56%) and dividend growth (13.44%) produces dramatically different outcomes depending on whether you reinvest dividends.

After 20 Years

Your Investment: $34,000

With DRIP

Portfolio: $315,684

Annual Dividend: $18,303

Yield on Cost: 53.83%

Total Dividends: $90,510

No DRIP

Portfolio: $206,674

Total Dividends: $54,888

After 30 Years

Your Investment: $46,000

With DRIP

Portfolio: $1,621,660

Annual Dividend: $121,634

Yield on Cost: 264.42%

Total Dividends: $593,267

No DRIP

Portfolio: $661,079

Total Dividends: $226,232

Milestones on the way

By year 13, the compounding really starts to show. Your total dividends collected reach $23,061 against a total investment of $25,600. At this point, your portfolio is throwing off $5,105 per year in dividends alone.

By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $10,575, a powerful “income on autopilot” milestone.

After two decades, cumulative dividends total $90,510 versus $34,000 invested, nearly a 266% recovery of capital purely from income. Yield on cost reaches 53.83%.

At year 25, the income engine takes over. The portfolio’s annual dividend of $46,439 is greater than total contributions to date ($40,000), and cumulative dividends exceed $230,981.

By year 30, the DRIP snowball is in full force. Yearly income reaches $121,634, cumulative dividends total $593,267, and the DRIP portfolio value stands at $1,621,660, compared with $661,079 if dividends weren’t reinvested.

How we estimate these numbers

We use the latest calculator inputs for WSO, price $346.40, dividend per period $3.00 (4x/year), along with historic growth assumptions: price growth 10.56% and dividend growth 13.44% annually.

We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No-DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.

This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.

Projected Future Returns & Dividends for WSO

Based on past 10-year performance, here are WSO growth metrics:

Share price CAGR of +17.30%
Dividend CAGR of +15.37%

Using WSO CAGR metrics, we can estimate that your initial $10,000 investment, over the next 10 years, should grow as follows:

WSO (DRIP)WSO (No DRIP)
Current Price$346.40$346.40
Start Shares28.8728.87
Start Value$10,000$10,000
After 10 years:
Final Share Count39.4328.87
Dividends Payment$50.14$50.14
Annual Dividends$1,921$1,448
Yield on cost19.21%14.48%
Share Price$1,708.54$1,708.54
Total Dividends$9,931$8,264
Final Value$67,360$57,587

Estimated Future Value + Dividends – WSO

Dividend History: Payments & Yield

Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.

Yield Dividend

Dividend Growth

Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.

Dividend

Dividend Payments & Yield

Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.

Dividend 5-yr Rolling AVG Yield

WSO Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
10/16/202510/16/2025$3.003.17%3.25%$369.33
07/16/202507/16/2025$3.002.42%2.54%$471.75
04/15/202504/15/2025$3.002.17%2.35%$510.36
01/17/202501/17/2025$2.702.18%2.18%$496.28
10/16/202410/16/2024$2.702.13%2.18%$494.61
07/16/202407/16/2024$2.701.98%2.08%$519.89
04/12/202404/12/2024$2.702.41%2.59%$417.71
01/16/202401/16/2024$2.452.44%2.44%$402.06
10/16/202310/16/2023$2.452.56%2.56%$382.34
07/14/202307/14/2023$2.452.62%2.69%$364.65
04/14/202304/14/2023$2.452.98%3.14%$311.97
01/13/202301/13/2023$2.453.29%3.56%$275.46
10/14/202210/14/2022$2.203.54%3.64%$241.47
07/14/202207/14/2022$2.203.33%3.53%$249.25
04/13/202204/13/2022$2.202.73%2.99%$294.73
01/13/202201/13/2022$1.952.59%2.59%$301.49
10/14/202110/14/2021$1.952.69%2.76%$282.97
07/14/202107/14/2021$1.952.60%2.72%$286.68
04/14/202104/14/2021$1.952.63%2.82%$276.89
01/14/202101/14/2021$1.783.05%3.05%$232.88
10/14/202010/14/2020$1.782.91%2.98%$237.96
07/15/202007/15/2020$1.783.53%3.71%$191.34
04/14/202004/14/2020$1.784.25%4.58%$154.87
01/15/202001/15/2020$1.603.65%3.65%$175.41
10/11/201910/11/2019$1.603.78%3.78%$169.41
07/15/201907/15/2019$1.603.87%3.96%$161.55
04/12/201904/12/2019$1.604.21%4.42%$144.75
01/15/201901/15/2019$1.604.19%4.51%$142.06
10/12/201810/12/2018$1.453.43%3.56%$163.11
07/16/201807/16/2018$1.452.99%3.21%$180.72
04/13/201804/13/2018$1.452.84%3.16%$183.41
01/12/201801/12/2018$1.252.75%2.87%$174.24
10/13/201710/13/2017$1.252.88%3.13%$159.56
07/13/201707/13/2017$1.252.91%3.30%$151.44
04/11/201704/11/2017$1.052.84%2.98%$140.95
01/12/201701/12/2017$1.052.58%2.85%$147.28
10/13/201610/13/2016$1.052.58%3.01%$139.35
07/13/201607/13/2016$0.8502.32%2.42%$140.28
04/13/201604/13/2016$0.8502.30%2.52%$134.98
01/13/201601/13/2016$0.8502.71%3.13%$108.79
10/13/201510/13/2015$0.7002.20%2.20%$127.47
07/13/201507/13/2015$0.7002.15%2.23%$125.45
04/13/201504/13/2015$0.7002.08%2.24%$124.88
01/16/201501/16/2015$0.7002.18%2.65%$105.61
10/10/201410/10/2014$0.6002.31%2.78%$86.41
07/11/201407/11/2014$0.6001.84%2.46%$97.70
04/11/201404/11/2014$0.4001.48%1.64%$97.75
01/13/201401/13/2014$0.4001.39%1.71%$93.75
10/10/201310/10/2013$0.4001.21%1.69%$94.67
07/11/201307/11/2013$0.2507.03%1.10%$90.65
04/11/201304/11/2013$0.2508.15%1.21%$82.65
01/23/201301/23/2013$0.2509.46%1.33%$75.15
10/11/201210/11/2012$5.6210.83%32.55%$69.07
07/12/201207/12/2012$0.6203.23%3.29%$75.28
04/12/201204/12/2012$0.6203.30%3.43%$72.20
01/11/201201/11/2012$0.6203.40%3.62%$68.50
10/12/201110/12/2011$0.5703.74%3.82%$59.67
07/13/201107/13/2011$0.5703.30%3.46%$65.98
04/13/201104/13/2011$0.5703.06%3.28%$69.60
01/12/201101/12/2011$0.5203.35%3.35%$62.16
10/13/201010/13/2010$0.5203.56%3.63%$57.37
07/13/201007/13/2010$0.5203.31%3.44%$60.40
04/13/201004/13/2010$0.5203.33%3.53%$58.87
01/13/201001/13/2010$0.4803.91%3.91%$49.16
10/13/200910/13/2009$0.4803.58%3.64%$52.75
07/13/200907/13/2009$0.4804.09%4.22%$45.50
04/13/200904/13/2009$0.4804.60%4.83%$39.78
01/13/200901/13/2009$0.4505.01%5.01%$35.90
10/10/200810/10/2008$0.4503.72%3.83%$47.05
07/11/200807/11/2008$0.4503.93%4.16%$43.23
04/11/200804/11/2008$0.4503.62%4.12%$43.64
01/11/200801/11/2008$0.4004.38%4.80%$33.35
10/11/200710/11/2007$0.4002.97%3.63%$44.06
07/11/200707/11/2007$0.3302.04%2.32%$56.85
04/11/200704/11/2007$0.3302.15%2.63%$50.21
01/10/200701/10/2007$0.2502.19%2.19%$45.76
10/11/200610/11/2006$0.2502.03%2.14%$46.74
07/12/200607/12/2006$0.2501.64%1.83%$54.78
04/11/200604/11/2006$0.2501.24%1.57%$63.77
01/11/200601/11/2006$0.2001.03%1.22%$65.80
10/12/200510/12/2005$0.2001.24%1.60%$49.88
07/13/200507/13/2005$0.1401.23%1.33%$42.23
04/13/200504/13/2005$0.1401.15%1.34%$41.82
01/12/200501/12/2005$0.1401.26%1.60%$35.02
10/13/200410/13/2004$0.1001.24%1.30%$30.67
07/13/200407/13/2004$0.1001.33%1.48%$27.05
04/13/200404/13/2004$0.1001.06%1.42%$28.25
01/13/200401/13/2004$0.0801.06%1.42%$22.60
10/10/200310/10/2003$0.0801.00%1.60%$20.00
07/11/200307/11/2003$0.0400.89%0.95%$16.87
04/11/200304/11/2003$0.0400.94%1.08%$14.82
01/13/200301/13/2003$0.0400.77%0.95%$16.88
10/10/200210/10/2002$0.0300.83%0.87%$13.80
07/11/200207/11/2002$0.0300.63%0.69%$17.49
04/11/200204/11/2002$0.0300.58%0.66%$18.11
01/10/200201/10/2002$0.0250.68%0.68%$14.70
10/11/200110/11/2001$0.0250.83%0.83%$12.11
07/11/200107/11/2001$0.0250.77%0.77%$12.98
04/11/200104/11/2001$0.0250.77%0.77%$13.06
01/10/200101/10/2001$0.0250.73%0.73%$13.69
10/12/200010/12/2000$0.0251.00%1.00%$10.00
07/12/200007/12/2000$0.0250.75%0.75%$13.38
04/12/200004/12/2000$0.0250.86%0.86%$11.69
01/12/200001/12/2000$0.0250.83%0.82%$12.19
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Dividend Payout Ratio

Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.

Payout Ratio

Dividend to Free Cash Flow Ratio

Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.

Dividend/FCF Ratio

Share Price

Historical closing price with range controls. Table view includes quarter‑over‑quarter and year‑over‑year changes for additional context.

WSO Price

Price to Earnings

WSO trades at a 93.1x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.

Price to Sales

WSO trades at a 6.8x price-to-sales ratio, providing insight into market valuation relative to revenue generation.

Revenue

WSO generated $2.1B in revenue. Revenue has grown by 32% over the period.

Net Income

WSO reported $0.2B in net income. Net income has grown by 58% over the period.

Revenue vs Net Income

WSO generated $2.1B in revenue with net income of $0.2B, representing a 7.3% net profit margin.

Gross Profit

WSO achieved $1.6B in gross profit, showing revenue after direct production costs.

Operating Income

WSO generated $0.7B in operating income, representing profit from core business operations.

EBITDA

WSO generated $0.8B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.

Operating Cash Flow

WSO generated $0.2B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.

Free Cash Flow

WSO generated $0.1B in free cash flow. Free cash flow has increased by 85% over the period.

Free Cash Flow / Share

WSO generates $2.90 in free cash flow per share. FCF per share has grown by 85% over the period.

Earnings Per Share (EPS)

WSO reported $4.32 in earnings per share. EPS has grown by 58% over the period.

Return on Equity (ROE)

WSO delivered a 6.1% return on equity, indicating how effectively the company generates returns for shareholders.

Return on Assets (ROA)

WSO achieved a 3.7% return on assets, measuring how efficiently the company uses its assets to generate profit.

Net Profit Margin

WSO maintains a 7.3% net profit margin, showing the percentage of revenue retained as profit after all expenses.

Gross Profit Margin

WSO operates with a 75.9% gross profit margin, reflecting pricing power and cost efficiency in core operations.

Cash & Debt

WSO holds $0.3B in cash against $0.1B in debt, resulting in a net cash position of $0.2B.

Shares Outstanding

WSO has 0.0B shares outstanding.

Stock-Based Comp

WSO reported $0.1B in stock-based compensation. Over the period, stock-based compensation has increased by 32%.

FCF vs Stock Based Comp

WSO generated $0.1B in free cash flow while spending $0.1B on stock-based compensation, representing 51% of FCF.

FCF vs FCF / Share

WSO reported $0.1B in free cash flow, translating to $2.90 per share.

Revenue: Actual + Estimates

This chart tracks WSO revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EPS: Actual + Estimates

This chart tracks WSO eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Net Income: Actual + Estimates

This chart tracks WSO net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EBITDA: Actual + Estimates

This chart tracks WSO ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Disclaimer: The information on this page is for educational and entertainment purposes only and does not constitute financial advice. Do your own research and consult a qualified financial advisor before making investment decisions. Data sources include Yahoo Finance and other third-party providers and may contain errors or delays.

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