Waters Corporation (WAT) is a life sciences tools & services company in the Health Care sector. Listed on the NASDAQ, Waters Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $363.18.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $363.18 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.14% |
| Risk / Std Dev (Annualized) | 33.59% |
| Sharpe Ratio (rf=4.5%) | 0.08 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Life Sciences Tools & Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.14% with an annualized volatility of 33.59%. The Sharpe ratio of 0.08 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 35.66B |
| Enterprise Value | 40.8B |
| Trailing P/E | 46.32 |
| Forward P/E | 22.05 |
| Price to Book | 8.44 |
| Price to Sales | 9.46 |
| EV/Revenue | 10.82 |
| EV/EBITDA | 35.95 |
| Profitability | | | Profit Margin | 11.93% | | Operating Margin | 2.84% | | ROE | 5.21% | | ROA | 3.31% |
| Growth | | | Revenue Growth | 91.4% |
| Financial Health | | | Total Revenue | 3.77B | | Total Debt | 5.6B | | Total Cash | 0.46B | | Free Cash Flow | -0.5B | | Operating Cash Flow | 0.39B |
| Price & Technical | | | 52W High | $414.15$ | | 52W Low | $275.05$ | | 50-Day Avg | $333.03$ | | 200-Day Avg | $342.7$ | | Beta | 1.2 | | Shares Outstanding | 0.1B | | Float Shares | 0.1B | | Insider Holdings | 0.1% | | Institutional Holdings | 99.65% | | Short Ratio | 3.66 | | Short % of Float | 4.56% |
| Analyst Targets | | | Target High | $460.0$ | | Target Low | $345.0$ | | Target Mean | $400.29$ | | Target Median | $400.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.