COMP <GO>
WSO vs MA // 10Y YIELD & FRED MACRO BETA
Watsco Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: WSO 5
— MA 10
▲ 10Y YIELD & FRED MACRO BETA LEADER: WSO
LAST: $303.56 (+0.18%) • MKT CAP: $12.62B
macro-sensitivity
1.03
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WSO VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WSO | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 28.00% | 41.00% | -13.00 | MA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.60% | 33.50% | -15.90 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.4x | 29.2x | -11.80 | WSO | /valuation <GO> |
| Free Cash Flow Yield | 4.24% | 3.08% | +1.16 | WSO | /fcf-yield <GO> |
| Operating Margin | 10.00% | 57.60% | -47.60 | MA | /operating-margins <GO> |
| Net Profit Margin | 8.10% | 45.60% | -37.50 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | -5.00% | 16.40% | -21.40 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.75% | 0.49% | +3.26 | WSO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.78 | 11.17 | -4.39 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.2 | 70.6 | -20.43 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.03 | 0.90 | +0.13 | WSO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.0x | 31.2x | -11.20 | WSO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.62B | $556.88B | -$544.26B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WSO REV | MA REV | WSO GROSS % | MA GROSS % | WSO FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.24B | $32.79B | 28.0% | 44.0% | $535.1M | $17.16B |
| FY 2024 | $7.62B | $28.17B | 26.8% | 44.0% | $743.0M | $14.31B |
| FY 2023 | $7.28B | $25.10B | 44.0% | 44.0% | $234.2M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WSO // BETA 1.03
MA // BETA 0.90