COMP <GO>
WSO vs V // RETURN ON INVESTED CAPITAL (ROIC)
Watsco Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: WSO 5
— V 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $303.56 (+0.18%) • MKT CAP: $12.62B
roic
17.60%
LAST: $413.59 (+0.74%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WSO VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WSO | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 28.00% | 41.00% | -13.00 | V | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.60% | 32.30% | -14.70 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.4x | 28.9x | -11.50 | WSO | /valuation <GO> |
| Free Cash Flow Yield | 4.24% | 2.90% | +1.34 | WSO | /fcf-yield <GO> |
| Operating Margin | 10.00% | 60.00% | -50.00 | V | /operating-margins <GO> |
| Net Profit Margin | 8.10% | 50.10% | -42.00 | V | /net-margins <GO> |
| Revenue Growth (YoY) | -5.00% | 11.30% | -16.30 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.75% | 0.63% | +3.12 | WSO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.78 | 9.09 | -2.31 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.10% | -0.10 | WSO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.2 | 69.4 | -19.23 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.06 | -0.03 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.0x | 34.0x | -14.00 | WSO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.62B | $733.53B | -$720.92B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WSO REV | V REV | WSO GROSS % | V GROSS % | WSO FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.24B | $40.00B | 28.0% | 44.0% | $535.1M | $21.26B |
| FY 2024 | $7.62B | $35.93B | 26.8% | 44.0% | $743.0M | $18.33B |
| FY 2023 | $7.28B | $32.65B | 44.0% | 44.0% | $234.2M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WSO // BETA 1.03
V // BETA 1.06