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SUNB vs. WSO.B: Sunbelt Rentals vs. Watsco Stock Comparison

How do Sunbelt Rentals (SUNB) and Watsco (WSO.B) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Sunbelt Rentals (SUNB) and Watsco (WSO.B) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.

Watsco (WSO.B) has been public since March 17, 1980, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.

Company profile comparison for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
Profile ItemSUNBWSO.B
NameSunbelt Rentals Holdings, Inc.Watsco Inc. Class B Common Stock
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsTrading Companies & Distributors
GICS Sub-IndustryTrading Companies & DistributorsTrading Companies & Distributors
Market Capitalization31.57 billion USD12.92 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 2, 2026March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SUNB
WSO.B
GSPC
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Sunbelt Rentals (SUNB) and Watsco (WSO.B). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Sunbelt Rentals (SUNB) and Watsco (WSO.B). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
Total Return (1Y)---11.21%
Total Return (3Y, Annualized)---3.05%
Total Return (5Y, Annualized)--4.30%

Risk Profile

Drawdown History

SUNB
WSO.B
GSPC
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Sunbelt Rentals (SUNB) and Watsco (WSO.B). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Sunbelt Rentals (SUNB) trades around 4.96M shares per day on average, while Watsco (WSO.B) sees only 74 — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk profile metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
Volatility (1Y, Annualized)45.72%40.28%
Beta (5Y)1.100.64
Max Drawdown (5Y)-22.53%-43.41%
Avg. Volume (3M)4.96M74

Risk-Adjusted Performance

Risk-Return Positioning

Both SUNB and WSO.B need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Risk-adjusted metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
Sharpe Ratio (1Y)---0.38
Sortino Ratio (1Y)---0.57

Profitability

ROE (TTM)

Both Sunbelt Rentals (SUNB) at 18.37% and Watsco (WSO.B) at 16.21% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

SUNB

Capital Goods industry group

18.37%

Max
40.55%
Q3
19.29%
SUNB
18.37%
Median
12.12%
Q1
4.08%
Min
-17.12%

WSO.B

Capital Goods industry group

16.21%

Max
40.55%
Q3
19.29%
WSO.B
16.21%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Sunbelt Rentals (SUNB) at 12.12% retains a top-quartile share of revenue as profit, ahead of Watsco (WSO.B) at 6.31%, which keeps about the industry-typical share.

SUNB

Capital Goods industry group

12.12%

Max
27.47%
SUNB
12.12%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

WSO.B

Capital Goods industry group

6.31%

Max
27.47%
Q3
12.10%
WSO.B
6.31%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Sunbelt Rentals (SUNB) at 22.38% operates in the top operating margin quartile, ahead of Watsco (WSO.B) at 10.14%, which runs around its industry’s norm.

SUNB

Capital Goods industry group

22.38%

Max
36.60%
SUNB
22.38%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%

WSO.B

Capital Goods industry group

10.14%

Max
36.60%
Q3
18.33%
Median
11.12%
WSO.B
10.14%
Q1
5.14%
Min
-12.63%
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
ROE (TTM)18.37%16.21%
ROA (TTM)6.71%8.27%
Net Margin (TTM)12.12%6.31%
Operating Margin (TTM)22.38%10.14%
Gross Margin (TTM)38.78%27.18%

Growth

Revenue Growth

Sunbelt Rentals (SUNB) at 3.36% is around its peer norm for revenue growth, while Watsco (WSO.B) at -4.98% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Sunbelt Rentals (SUNB) at -8.91% and Watsco (WSO.B) at -7.47% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
Revenue Growth (YoY)3.36%-4.98%
Revenue Growth (3Y CAGR)4.88%-0.16%
EPS Growth (YoY)-8.91%-7.47%
EPS Growth (3Y CAGR)-4.89%-6.89%

Financial Strength

Current Ratio (MRQ)

Watsco (WSO.B) at 3.15 carries current ratio above its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

SUNB

Capital Goods industry group

0.95

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
SUNB
0.95
Min
0.36

WSO.B

Capital Goods industry group

3.15

Max
5.22
WSO.B
3.15
Q3
2.95
Median
2.08
Q1
1.43
Min
0.36
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Watsco (WSO.B) at 0.16 keeps leverage in the lower quartile, while Sunbelt Rentals (SUNB) at 1.53 sits in the higher-leverage quartile.

SUNB

Capital Goods industry group

1.53

Max
2.33
SUNB
1.53
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00

WSO.B

Capital Goods industry group

0.16

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
WSO.B
0.16
Min
0.00
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
Current Ratio (MRQ)0.953.15
Debt / Equity (MRQ)1.530.16
Net Debt / EBITDA3.93-0.14

Dividends

Dividend Yield (TTM)

Sunbelt Rentals (SUNB) at 1.87% earns its spot in the top quartile of its industry’s yields; Watsco (WSO.B) at 4.02% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

SUNB

Capital Goods industry group

1.87%

Max
2.66%
SUNB
1.87%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

WSO.B

Capital Goods industry group

4.02%

WSO.B
4.02%
Max
2.66%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Watsco (WSO.B) reports payout ratio above 100% at 109.66%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Sunbelt Rentals (SUNB) reports 22.63%, ranking against industry peers normally.

SUNB

Capital Goods industry group

22.63%

Max
67.39%
Q3
28.02%
SUNB
22.63%
Median
6.86%
Q1
0.00%
Min
0.00%

WSO.B

Capital Goods industry group

109.66%

WSO.B
109.66%
Max
67.39%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
Dividend Yield (TTM)1.87%4.02%
Dividend Payout Ratio (TTM)22.63%109.66%

Valuation

P/E Ratio (TTM)

Both Sunbelt Rentals (SUNB) at 23.28 and Watsco (WSO.B) at 27.26 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

SUNB

Capital Goods industry group

23.28

Max
59.38
Q3
35.92
Median
25.41
SUNB
23.28
Q1
19.47
Min
3.03

WSO.B

Capital Goods industry group

27.26

Max
59.38
Q3
35.92
WSO.B
27.26
Median
25.41
Q1
19.47
Min
3.03
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Sunbelt Rentals (SUNB) at 2.75 and Watsco (WSO.B) at 1.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

SUNB

Capital Goods industry group

2.75

Max
7.54
Q3
3.76
SUNB
2.75
Median
2.15
Q1
1.03
Min
0.03

WSO.B

Capital Goods industry group

1.74

Max
7.54
Q3
3.76
Median
2.15
WSO.B
1.74
Q1
1.03
Min
0.03
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Sunbelt Rentals (SUNB) at 4.24 and Watsco (WSO.B) at 3.99 are valued close to their industries’ norm against book — neither stands out from peers.

SUNB

Capital Goods industry group

4.24

Max
9.66
Q3
5.00
SUNB
4.24
Median
3.12
Q1
1.81
Min
-1.08

WSO.B

Capital Goods industry group

3.99

Max
9.66
Q3
5.00
WSO.B
3.99
Median
3.12
Q1
1.81
Min
-1.08
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Sunbelt Rentals (SUNB) vs. Watsco (WSO.B): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Sunbelt Rentals (SUNB) and Watsco (WSO.B)
MetricSUNBWSO.B
P/E Ratio (TTM)23.2827.26
P/S Ratio (TTM)2.751.74
P/B Ratio (MRQ)4.243.99
Free Cash Flow Yield (TTM)5.47%3.50%