Watsco Inc (WSO) — Strategic Asset Allocation Index
Watsco Inc (WSO) has a Strategic Asset Allocation Index of 24.0% as of December 2025. Strategic assets (PP&E of $588.56 Million plus long-term investments of $185.23 Million) total $773.79 Million, measured against net assets of $3.22 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Watsco Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how Watsco Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 24.0%, representing strategic assets of $773.79 Million against net assets of $3.22 Billion USD. Explore WSO cash flow metrics to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Watsco Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Watsco Inc from 2000 to 2025, covering 26 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 the full company profile including market capitalisation, see Watsco Inc market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 24.0% | $773.79 Million | $588.56 Million | $185.23 Million | $3.22 Billion | ▲ +0.2 pp |
| 2024 | 23.8% | $728.28 Million | $559.67 Million | $168.61 Million | $3.06 Billion | ▼ -1.1 pp |
| 2023 | 24.9% | $651.22 Million | $504.98 Million | $146.24 Million | $2.62 Billion | ▼ -0.7 pp |
| 2022 | 25.6% | $575.54 Million | $442.74 Million | $132.80 Million | $2.25 Billion | ▲ +14.3 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 | ▼ -0.3 pp |
| 2019 | 11.3% | $193.36 Million | $98.52 Million | $94.83 Million | $1.71 Billion | ▲ +0.6 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 | ▲ +0.5 pp |
| 2014 | 4.7% | $53.75 Million | $53.48 Million | $266.00K | $1.13 Billion | ▲ +0.7 pp |
| 2013 | 4.0% | $45.42 Million | $45.42 Million | $- | $1.13 Billion | ▼ -0.2 pp |
| 2012 | 4.2% | $42.84 Million | $42.84 Million | $- | $1.02 Billion | ▲ +0.3 pp |
| 2011 | 3.9% | $39.45 Million | $39.45 Million | $- | $1.00 Billion | ▲ +0.5 pp |
| 2010 | 3.4% | $31.22 Million | $31.22 Million | $- | $909.60 Million | ▼ -0.3 pp |
| 2009 | 3.7% | $33.12 Million | $33.12 Million | $- | $894.81 Million | ▼ -0.5 pp |
| 2008 | 4.2% | $24.21 Million | $24.21 Million | $- | $570.66 Million | ▼ -0.6 pp |
| 2007 | 4.9% | $26.90 Million | $26.90 Million | $- | $549.96 Million | ▲ +0.7 pp |
| 2006 | 4.2% | $21.48 Million | $21.48 Million | $- | $516.39 Million | ▲ +0.3 pp |
| 2005 | 3.8% | $17.24 Million | $17.24 Million | $- | $450.65 Million | ▲ +0.1 pp |
| 2004 | 3.7% | $15.09 Million | $15.09 Million | $- | $402.74 Million | ▼ -2.4 pp |
| 2003 | 6.1% | $22.07 Million | $22.07 Million | $- | $360.87 Million | ▼ -1.7 pp |
| 2002 | 7.9% | $25.85 Million | $25.85 Million | $- | $329.20 Million | ▼ -1.7 pp |
| 2001 | 9.5% | $30.70 Million | $30.70 Million | $- | $322.42 Million | ▼ -0.4 pp |
| 2000 | 9.9% | $30.26 Million | $30.26 Million | $- | $304.16 Million | — |