Watsco Inc Strategic Asset Allocation Index
Watsco Inc strategic asset allocation index. Watsco Inc (WSO-B) has a Strategic Asset Allocation Index of 5.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $193.90 Million) total $193.90 Million, measured against net assets of $3.47 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Watsco Inc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Watsco Inc (2014–2025)
Strategic asset allocation index of Watsco Inc from 2014 to 2025. This chart shows how Watsco Inc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2026, the index stands at 5.6%, representing strategic assets of $193.90 Million against net assets of $3.47 Billion USD. Check WSO-B intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Watsco Inc Strategic Asset Allocation Index by Year (2014–2025)
Watsco Inc strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Watsco Inc from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Watsco Inc (WSO-B) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 5.7% | $185.23 Million | $- | $185.23 Million | $3.22 Billion | ▲ +0.2 pp |
| 2024 | 5.5% | $168.61 Million | $- | $168.61 Million | $3.06 Billion | ▼ -0.1 pp |
| 2023 | 5.6% | $146.24 Million | $- | $146.24 Million | $2.62 Billion | ▼ -5.9 pp |
| 2022 | 11.5% | $258.23 Million | $125.42 Million | $132.80 Million | $2.25 Billion | ▲ +0.2 pp |
| 2021 | 11.3% | $225.83 Million | $111.02 Million | $114.81 Million | $2.00 Billion | ▲ +0.3 pp |
| 2020 | 11.0% | $196.07 Million | $98.22 Million | $97.85 Million | $1.78 Billion | ▼ -13.3 pp |
| 2019 | 24.3% | $416.73 Million | $321.89 Million | $94.83 Million | $1.71 Billion | ▲ +13.6 pp |
| 2018 | 10.7% | $171.48 Million | $91.05 Million | $80.44 Million | $1.60 Billion | ▲ +4.8 pp |
| 2017 | 5.9% | $91.53 Million | $91.20 Million | $332.00K | $1.55 Billion | ▼ -1.4 pp |
| 2016 | 7.3% | $90.78 Million | $90.50 Million | $281.00K | $1.25 Billion | ▲ +2.0 pp |
| 2015 | 5.2% | $62.97 Million | $62.72 Million | $254.00K | $1.20 Billion | ▼ -2.2 pp |
| 2014 | 7.4% | $83.70 Million | $83.29 Million | $414.27K | $1.13 Billion | — |