Watsco Inc (WSO-B) — 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 WSO-B equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Watsco Inc Strategic Asset Allocation Index (2014–2025)
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. For live market cap and overall valuation, see WSO-B market cap.
Annual Strategic Asset Allocation Index for Watsco Inc (2014–2025)
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. See Watsco Inc (WSO-B) net assets for net asset value and shareholders' equity analysis.
| 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 | — |