Leonardo DRS (DRS) vs Watsco (WSO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Leonardo DRS (DRS) has outperformed Watsco (WSO) over the past year, losing 21.0% versus a loss of 28.8%. Over five years, DRS leads with a +249.3% price change compared with -1.1% for WSO. Watsco is the larger company by market cap ($11.64 billion vs $9.57 billion), about 1.2 times the size, while Leonardo DRS is growing revenue faster (+12.8% vs -5.0%).
On valuation, Watsco trades at a lower forward P/E (21.2x vs 24.4x for Leonardo DRS). Watsco offers the higher dividend yield (4.36% vs 1.00%). Leonardo DRS converts more of its revenue into profit, with a net margin of 7.6% versus 6.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DRS | WSO |
|---|---|---|
| Share price | $35.87 | $282.23 |
| Market cap | $9.57B | $11.64B |
| 1-day change | +0.25% | -0.15% |
| YTD return | +5.22% | -16.24% |
| 1-year return | -21.04% | -28.81% |
| 5-year return | +249.27% | -1.07% |
| P/E ratio (TTM) | 30.14 | 24.18 |
| Forward P/E | 24.45 | 21.15 |
| EPS (TTM) | $1.19 | $11.67 |
| Dividend yield | 1.00% | 4.36% |
| Annual dividend | $0.36 | $12.30 |
| Revenue (latest FY) | $3.65B | $7.24B |
| Revenue growth (YoY) | +12.80% | -4.98% |
| Net income (latest FY) | $278.00M | $496.99M |
| Gross margin | 23.82% | 28.05% |
| Operating margin | 9.54% | 9.95% |
| Net margin | 7.62% | 6.87% |
| 52-week high | $50.59 | $459.00 |
| 52-week low | $32.43 | $279.04 |
| Distance from 52-week high | -29.10% | -38.51% |
| Analyst consensus | none | hold |
| Avg. price target upside | +50.04% | +33.19% |
| Average volume | 891.84K | 503.70K |
| Shares outstanding | 266.89M | 35.59M |
| Employees | 7,300 | 6,950 |
| Sector | Industrials | Consumer Discretionary |
| Industry | Industrial Machinery/Components | Industrial Machinery/Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Watsco offers a meaningfully higher dividend yield (4.36% vs 1.00%).
- Leonardo DRS grew revenue faster in its latest fiscal year (+12.80% vs -4.98%).
- The two companies sit in different sectors: Leonardo DRS in Industrials and Watsco in Consumer Discretionary.
About Leonardo DRS
DRS stock →Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments.
Industrials · Industrial Machinery/Components · 7,300 employees
About Watsco
WSO stock →Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment.
Consumer Discretionary · Industrial Machinery/Components · 6,950 employees
DRS vs WSO FAQ
Which is bigger, Leonardo DRS or Watsco?
Watsco (WSO) is larger, with a market capitalization of $11.64B compared with $9.57B for Leonardo DRS (DRS).
Which stock has performed better over the past year, DRS or WSO?
DRS returned -21.04% over the past 12 months, compared with -28.81% for WSO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, DRS or WSO?
WSO has the lower trailing P/E at 24.2, versus 30.1 for DRS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Leonardo DRS or Watsco?
Watsco has the higher yield at 4.36%, compared with 1.00% for Leonardo DRS.
Are Leonardo DRS and Watsco in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Industrials sector.